BENEVOLENT & PROTECTIVE ORDER OF ELKS STOCKTON 218 (EIN 940317330) - Form 990 Financial Analysis & Trantor Score

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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

1891

Legal Domicile

Principal Officer

VALERIE EDWARDS

Phone

2099515026

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS STOCKTON 218, founded in 1891, is a small nonprofit that reported $215K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring.

Mission

TO CARRY ON FRATERNAL ACTIVITIES UNDER THE LODGE SYSTEM. THE NET INCOME OF WHICH IS USED EXCLUSIVELY FOR BENEVOLENT AND CHARITABLE PURPOSES.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $151,881

Program Service Revenue $7,470

Investment Income $62

Other Revenue $55,273

TOTAL REVENUE $214,686

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,601

Fundraising Expenses $0

Other Expenses $177,660

TOTAL EXPENSES $227,261

Year-over-Year Comparison

	2024	2023	Change
Revenue	$214,686	$433,208	-0.5%
Expenses	$227,261	$460,960	-0.5%
Net Income	$-12,575	$-27,752	-0.5%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

105

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

$42,787

Total Directors

$42,787

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON SWEENEY	Treasurer	20.00	Officer Director	$24,440	$0	$24,440
MARIAN DEVINCENTE	Secretary	20.00	Officer Director	$18,347	$0	$18,347
ALBERT ATKINS	LECTURING KNIGH	2.00	Officer Director	$0	$0	$0
ANTHONY FORMOSO	LEADING KNIGHT	2.00	Officer Director	$0	$0	$0
VALERIE EDWARDS	EXALTED RULER	6.00	Officer Director	$0	$0	$0
JOHN AREOLA JR	LOYAL KNIGHT	2.00	Officer Director	$0	$0	$0
JESSE MEDINA	Trustee	2.00	Director	$0	$0	$0
SUSAN TYLER	Trustee	2.00	Director	$0	$0	$0
DAVE FARLEY	Trustee	2.00	Director	$0	$0	$0
PATTI GRIFFIN	Trustee	2.00	Director	$0	$0	$0
ROB LAW	Trustee	2.00	Director	$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	$214,686	$227,261	$290,665	$-12,575
2024	$433,208	$460,960	$305,282	$-27,752
2023	$413,066	$396,114	$322,844	$16,952
2022	$341,711	$288,374	$301,814	$53,337
2021	$127,601	$120,700	$234,961	$6,901
2020	$440,194	$458,788	$242,287	$-18,594
2019	$418,270	$447,214	$258,499	$-28,944

BENEVOLENT & PROTECTIVE ORDER OF ELKS STOCKTON 218