Benevolent & Protective Order of Elks of the USA 1 of The USA 1300 Watsonville (EIN 940317347) - 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

1922

Legal Domicile

Phone

8317242493

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks of the USA 1 of The USA 1300 Watsonville, founded in 1922, is a micro nonprofit in the Mutual Benefit sector that reported $81K in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. Expenses of $72K left a modest 12% surplus.

Mission

Elks invest in their communities through programs that help children grow up healthy and drug-free, meet the needs of today's veterans, and improve the quality of life.

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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 $19,363

Program Service Revenue $0

Investment Income $0

Other Revenue $61,981

TOTAL REVENUE $81,344

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,600

Other Expenses $71,873

TOTAL EXPENSES $71,873

Year-over-Year Comparison

	2024	2023	Change
Revenue	$81,344	$49,985	+0.6%
Expenses	$71,873	$72,719	0.0%
Net Income	$9,471	$-22,734	-1.4%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Randy McClellan	Trustee	5.00	Director	$0	$0	$0
James Oldakowski	Trustee	5.00	Director	$0	$0	$0
Mark Valdez	Trustee	5.00	Director	$0	$0	$0
Rodger Silva	Trustee	5.00	Director	$0	$0	$0
Richard Torres	Trustee	5.00	Director	$0	$0	$0
Oscar Soto	President/Exhau	10.00	Director	$0	$0	$0
Ashley Valdivia	Secretary	20.00	Director	$0	$0	$0
Betty McClellan	Treasurer	20.00	Director	$0	$0	$0
Richard Martinez	VicePres/Knight	10.00	Director	$0	$0	$0
David Campos	Knight	5.00	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	$81,344	$71,873	$268,471	$9,471

Benevolent & Protective Order of Elks of the USA 1 of The USA 1300 Watsonville