SAN JOSE LODGE NO 522 BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE

EIN: 940317290

SAN JOSE, CA

Total Revenue
$575,599
Total Expenses
$468,394
Total Assets
$328,593
Net Assets
$54,372
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1909
Legal Domicile
CA
Principal Officer
MICHAEL MCCLELLAN
Phone
4082983880
Tax Period
2024-04-01 to 2025-03-31

SAN JOSE LODGE NO 522 BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE, founded in 1909, is a small nonprofit that reported $576K in total revenue in fiscal year 2024. Revenue surged 288% from the prior year, signaling strong growth momentum. The organization ran a surplus of $107K, a strong 19% operating margin.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNANCE, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $264,408
Investment Income $0
Other Revenue $311,191
TOTAL REVENUE $575,599

Expense Breakdown

Grants Paid $0
Salaries & Benefits $73,643
Fundraising Expenses $0
Other Expenses $394,751
TOTAL EXPENSES $468,394

Year-over-Year Comparison

2024 2023 Change
Revenue $575,599 $148,521 +2.9%
Expenses $468,394 $176,274 +1.7%
Net Income $107,205 $-27,753 -4.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
5
Employees
43
Volunteers
10

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$22,651
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHELLE LEWIS SECRETARY 20.00
Officer
$22,140 $0 $22,140
MICHAEL MCCLELLAN TREASURER 20.00
Officer
$511 $0 $511
CHRISTINE CARLSON TRUSTEE 2.00
Director
$0 $0 $0
ESEQUIEL GARCIA TRUSTEE 2.00
Director
$0 $0 $0
JOSHUA KIRK TRUSTEE 2.00
Director
$0 $0 $0
GEORGE RAMIREZ TRUSTEE 2.00
Director
$0 $0 $0
RODNEY STRANGIO TRUSTEE 2.00
Director
$0 $0 $0
ROBERT CARRILLO LEADING KNIG 5.00
Officer
$0 $0 $0
MARVIN MORRIS LOYAL KNIGHT 5.00
Officer
$0 $0 $0
TONY MOSES EXALTED RULE 5.00
Officer
$0 $0 $0
PHILLIP RENTERIA LECTURING KN 5.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $575,599 $468,394 $328,593 $107,205
2024 $148,521 $176,274 $87,643 $-27,753
2023 $124,884 $172,380 $86,622 $-47,496
2022 $176,594 $169,094 $92,458 $7,500
2021 $183,076 $180,509 $79,971 $2,567
2020 $248,488 $272,929 $127,151 $-24,441
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