BENEVOLENT PROTECTIVE ORDER OF ELKS OF USA CALIFORNIA-HAWAII ELKS ASSOCIATION (EIN 940357545) - 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

1914

Legal Domicile

Phone

5592554531

Tax Period

2023-04-01 to 2024-03-31

BENEVOLENT PROTECTIVE ORDER OF ELKS OF USA CALIFORNIA-HAWAII ELKS ASSOCIATION, founded in 1914, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.1M left a modest 11% surplus.

Mission

STATE ORGANIZATION FOR ELKS LODGES IN CALIFORNIA AND HAWAII.

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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 (2023)

Revenue Breakdown

Contributions & Grants $805,619

Program Service Revenue $207,425

Investment Income $179,375

Other Revenue $83,954

TOTAL REVENUE $1,276,373

Expense Breakdown

Grants Paid $330,973

Salaries & Benefits $88,515

Fundraising Expenses $0

Other Expenses $713,482

TOTAL EXPENSES $1,132,970

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,276,373	$1,195,302	+0.1%
Expenses	$1,132,970	$974,714	+0.2%
Net Income	$143,403	$220,588	-0.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRED BLANCHINI	MEMBER	1.00	Director	$0	$0	$0
GREG METZGUS	MEMBER	1.00	Director	$0	$0	$0
DONNA M LEIBY	VICE CHAIRMAN	1.00	Director	$0	$0	$0
C MICHAEL MELTON	Chairman	1.00	Director	$0	$0	$0
DOMINIC ROTELL	MEMBER	1.00	Director	$0	$0	$0
THOMAS SMIYH	MEMBER	1.00	Director	$0	$0	$0
DIANE FARRENS	Secretary	1.00	Director	$0	$0	$0
LYNN GLICK	MEMBER	1.00	Director	$0	$0	$0
ROBERT LENK	MEMBER	1.00	Director	$0	$0	$0
ROBERT HOLLIS-BRAU	Treasurer	1.00	Director	$0	$0	$0
RUSSELL LUMPKIN	MEMBER	1.00	Director	$0	$0	$0
DAVID WYRSCH	SERGEANT AT ARM	1.00	Director	$0	$0	$0
TIMOTHY C MARTIN	Executive Direc	40.00	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	$1,276,373	$1,132,970	$11,486,450	$143,403
2023	$1,195,302	$974,714	$10,596,306	$220,588
2022	$1,118,580	$1,025,245	$11,341,275	$93,335
2021	$2,529,260	$724,993	$10,940,508	$1,804,267
2020	$1,252,983	$1,053,876	$7,292,782	$199,107
2019	$2,289,572	$943,930	$7,559,618	$1,345,642

BENEVOLENT PROTECTIVE ORDER OF ELKS OF USA CALIFORNIA-HAWAII ELKS ASSOCIATION