SAN JOSE ELKS BUILDING COMPANY (EIN 940837395) - 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

1911

Legal Domicile

Principal Officer

ZEKE GARCIA

Phone

4082983880

Tax Period

2023-04-01 to 2024-03-31

SAN JOSE ELKS BUILDING COMPANY, founded in 1911, is a small nonprofit that reported $145K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 66% operating margin.

Mission

PROVIDE FACILITIES FOR THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE USA SAN JOSE #522.

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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 $0

Program Service Revenue $0

Investment Income $145,115

Other Revenue $0

TOTAL REVENUE $145,115

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $49,083

TOTAL EXPENSES $49,083

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,115	$109,755	+0.3%
Expenses	$49,083	$34,154	+0.4%
Net Income	$96,032	$75,601	+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
JOHN CUMMINGS	CHAPLAIN	1.00	Director	$0	$0	$0
MIKE MORELLO	TRUSTEE	1.00	Director	$0	$0	$0
ZEKE GARCIA	TRUSTEE	1.00	Director	$0	$0	$0
ERNIE MORELLO	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS CARLSON	TRUSTEE	1.00	Director	$0	$0	$0
TONY MOSES	TRUSTEE	1.00	Director	$0	$0	$0
GUY LAUGHRIDE	PRESIDENT	1.00	Officer	$0	$0	$0
RODNEY STRANGIO	VP	1.00	Officer	$0	$0	$0
LINDA ROATCH	SECRETARY	1.00	Officer	$0	$0	$0
MANNY LEMA	TREASURER	1.00	Officer	$0	$0	$0
LINDA ELVIN	ESQUIRE	1.00	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	$145,115	$49,083	$23,514,298	$96,032
2023	$109,755	$34,154	$24,986,093	$75,601
2022	$480,629	$37,929	$23,573,314	$442,700
2021	$2,555,434	$252,835	$23,441,440	$2,302,599
2020	$603,925	$29,198	$21,138,841	$574,727
2019	$20,030,606	$80,231	$20,990,628	$19,950,375

SAN JOSE ELKS BUILDING COMPANY