BENEVOLENT & PROTECTIVE ORDER OF ELKS

EIN: 940317343

VISALIA, CA

Total Revenue
$1,261,070
Total Expenses
$1,007,285
Total Assets
$1,533,452
Net Assets
$1,373,314
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1913
Legal Domicile
CA
Principal Officer
TOM O'CONNOR
Phone
5597346762
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS, founded in 1913, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $254K, a strong 20% operating margin.

Mission

INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO PROMOTE THE WELFARE AND ENHANCE THE HAPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT.

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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 $469,994
Investment Income $13,472
Other Revenue $777,604
TOTAL REVENUE $1,261,070

Expense Breakdown

Grants Paid $0
Salaries & Benefits $205,310
Fundraising Expenses $10,001
Other Expenses $801,975
TOTAL EXPENSES $1,007,285

Year-over-Year Comparison

2024 2023 Change
Revenue $1,261,070 $832,187 +0.5%
Expenses $1,007,285 $690,742 +0.5%
Net Income $253,785 $141,445 +0.8%
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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
18
Volunteers
N/A

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
$7,200
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WENDY O'CONNOR SECRETARY 15.00
Officer
$7,200 $0 $7,200
RON MARSHALL TRUSTEE 4.00
Director
$0 $0 $0
TOM O'CONNOR TRUSTEE 4.00
Director
$0 $0 $0
VICTOR PEREZ TRUSTEE 4.00
Director
$0 $0 $0
SCOTT TAVES TRUSTEE 4.00
Director
$0 $0 $0
RODNEY JARED TRUSTEE 4.00
Director
$0 $0 $0
MIKE SAULQUE TILER 0.00
Director
$0 $0 $0
EVA RASMUSSEN ESQUIRE 0.00
Director
$0 $0 $0
CAMILLE FISHER INNER GUARD 0.00
Director
$0 $0 $0
KEITH CARLOS CHAPLAIN 0.00
Director
$0 $0 $0
RUSSEL MCKINNEY Treasurer 4.00
Officer
$0 $0 $0
KEVIN COLOPY EXALTED RULER 4.00
Officer
$0 $0 $0
JOE PADDOCK LEADING KNIGHT 4.00
Officer
$0 $0 $0
STEVE WILLIAMS LOYAL KNIGHT 4.00
Officer
$0 $0 $0
CHUCK FISHEL LECTURING KNIGH 4.00
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 $1,261,070 $1,007,285 $1,533,452 $253,785
2024 $832,187 $690,742 $1,280,845 $141,445
2023 $438,578 $433,072 $1,123,151 $5,506
2022 $449,386 $278,297 $1,121,585 $171,089
2021 $228,393 $255,740 $928,514 $-27,347
2020 $336,985 $214,431 $905,255 $122,554
2019 $264,347 $180,560 $801,892 $83,787
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