BENEVOLENT AND PROTECTIVE ORDER OF ELKS SANTA CRUZ LODGE NO 824

EIN: 940317310

SANTA CRUZ, CA

Total Revenue
$786,111
Total Expenses
$645,410
Total Assets
$2,446,124
Net Assets
$958,910
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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
1903
Legal Domicile
CA
Principal Officer
LESLIE YEFFA PDDGER
Phone
8314238240
Tax Period
2023-04-01 to 2024-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS SANTA CRUZ LODGE NO 824, founded in 1903, is a small nonprofit that reported $786K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $141K, a strong 18% 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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $250,078
Investment Income $6,711
Other Revenue $529,322
TOTAL REVENUE $786,111

Expense Breakdown

Grants Paid $0
Salaries & Benefits $69,847
Fundraising Expenses $0
Other Expenses $575,563
TOTAL EXPENSES $645,410

Year-over-Year Comparison

2023 2022 Change
Revenue $786,111 $644,159 +0.2%
Expenses $645,410 $596,231 +0.1%
Net Income $140,701 $47,928 +1.9%
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
9
Independent Members
9
Employees
10
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
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL DANGREAU TRUSTEE 5.00
Director
$0 $0 $0
PAT MCDONALD TRUSTEE 5.00
Director
$0 $0 $0
DAVID PEASE TRUSTEE 5.00
Director
$0 $0 $0
GEORGANN SCALLY TRUSTEE 5.00
Director
$0 $0 $0
MICHAEL SZELES TRUSTEE 5.00
Director
$0 $0 $0
PETER LOCATELLI TREASURER 20.00
Officer
$0 $0 $0
JACK MARDEN LECTURING KN 10.00
Officer
$0 $0 $0
LESLIE YEFFA PDDGER SECRETARY 20.00
Officer
$0 $0 $0
ERIC AASEN PER LEADING KNIG 10.00
Officer
$0 $0 $0
RON SCHMIDT LOYAL KNIGHT 10.00
Officer
$0 $0 $0
MARCUS SUPAN EXATED RULER 10.00
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 No data No data No data No data
2024 $786,111 $645,410 $2,446,124 $140,701
2023 $644,159 $596,231 $2,380,366 $47,928
2022 $618,714 $460,246 $2,354,598 $158,468
2021 $702,616 $410,738 $2,222,788 $291,878
2020 $456,192 $335,621 $1,684,691 $120,571
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