PALO ALTO LODGE NO 1471 BENEVOLENT & PROTECTIVE ORDER OF ELKS (EIN 940750277) - 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

1923

Legal Domicile

Principal Officer

JOHN HARRINGTON

Phone

6504934249

Tax Period

2024-04-01 to 2025-03-31

PALO ALTO LODGE NO 1471 BENEVOLENT & PROTECTIVE ORDER OF ELKS, founded in 1923, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $1.3M exceeded revenue, resulting in a 27% operating deficit.

Mission

A FRATERNAL ORGANIZATION ORGANIZED UNDER THE LODGE SYSTEM TO CULTIVATE FELLOWSHIP AMONG ITS MEMBERS AND TO SERVE THE COMMUNITY.

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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 $68,257

Program Service Revenue $555,310

Investment Income $184,192

Other Revenue $249,331

TOTAL REVENUE $1,057,090

Expense Breakdown

Grants Paid $31,596

Salaries & Benefits $481,185

Fundraising Expenses $0

Program Expenses $24,273

Other Expenses $825,904

TOTAL EXPENSES $1,338,685

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,057,090	$745,650	+0.4%
Expenses	$1,338,685	$1,220,308	+0.1%
Net Income	$-281,595	$-474,658	-0.4%

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

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
DAVID MATSON	Trustee	12.00	Director	$0	$0	$0
KRISTA KOBESKI	LOYAL KNIGHT	4.00	Director	$0	$0	$0
LYLA PHELPS	Secretary	8.00	Officer Director	$0	$0	$0
SURESH NAIR	Treasurer	8.00	Officer Director	$0	$0	$0
JOHN HARRINGTON	Trustee	8.00	Officer Director	$0	$0	$0
CHARLES CULLEN	TRUSTEE	8.00	Director	$0	$0	$0
VARUN GOPALAKRISHNA	Board of Chair	8.00	Director	$0	$0	$0
APRIL HERON	Trustee	8.00	Director	$0	$0	$0
PHILLIP TOMAC	Leading Knight	4.00	Officer	$0	$0	$0
ANTHONY SILVA	Alternate Rep	4.00	Officer	$0	$0	$0
BONNIE J WATERS	Chaplain	4.00	Officer	$0	$0	$0
SANDRA HANSON-BARBIERI	TILER	4.00	Officer	$0	$0	$0
AMY LOVE	Exalted Ruler	4.00	Officer	$0	$0	$0
GEOFFREY WILLIANMSON	LECTURING KNIGH	4.00	Officer	$0	$0	$0
PAUL EISENMAN	Lodge Esquire	4.00	Officer	$0	$0	$0
STEPHEN FRIEDMAN	Inner Guard	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	$1,057,090	$1,338,685	$22,867,978	$-281,595
2024	$745,650	$1,220,308	$22,814,522	$-474,658
2023	$792,925	$1,403,693	$22,546,210	$-610,768
2022	$1,271,838	$1,313,524	$23,551,721	$-41,686
2021	$388,141	$1,213,102	$23,941,147	$-824,961
2020	$1,032,275	$1,472,126	$23,846,869	$-439,851
2019	$1,172,916	$1,311,233	$24,880,601	$-138,317

PALO ALTO LODGE NO 1471 BENEVOLENT & PROTECTIVE ORDER OF ELKS