BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE NO 1728

EIN: 941098408

UKIAH, CA

Total Revenue
$224,081
Total Expenses
$217,222
Total Assets
$189,429
Net Assets
$155,725
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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
1980
Legal Domicile
CA
Principal Officer
KELSEY RIVERA
Phone
7074621728
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE NO 1728, founded in 1980, is a small nonprofit that reported $224K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $217K left a modest 3% surplus.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNANCE, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.

Program Service Accomplishments

Program 1

OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS.

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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 $36,536
Investment Income $1,081
Other Revenue $186,464
TOTAL REVENUE $224,081

Expense Breakdown

Grants Paid $0
Salaries & Benefits $11,676
Fundraising Expenses $0
Other Expenses $205,546
TOTAL EXPENSES $217,222

Year-over-Year Comparison

2024 2023 Change
Revenue $224,081 $184,932 +0.2%
Expenses $217,222 $208,483 +0.0%
Net Income $6,859 $-23,551 -1.3%
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

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Governance

Voting Members
7
Independent Members
7
Employees
5
Volunteers
10

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
$10,200
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KELSEY RIVERA SECRETARY 10.00
Officer
$6,600 $0 $6,600
JENNA SHEPHERD TREASURER 10.00
Officer
$3,600 $0 $3,600
STEPHEN CATO TRUSTEE 2.00
Director
$0 $0 $0
BILL DANIEL TRUSTEE 2.00
Director
$0 $0 $0
DANIEL HARRESCHOU TRUSTEE 2.00
Director
$0 $0 $0
RICK HARRESCHOU TRUSTEE 2.00
Director
$0 $0 $0
GARY LEE VAN PATTEN TRUSTEE 2.00
Director
$0 $0 $0
CHERYL CLAUNCH LEADING KNIG 5.00
Officer
$0 $0 $0
RYAN NIEL COOLEY EXALTED RULE 5.00
Officer
$0 $0 $0
DEENA HANSEN LECTURING KN 5.00
Officer
$0 $0 $0
ELIZABETH A HARRESCHOU LOYAL KNIGHT 5.00
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 $224,081 $217,222 $189,429 $6,859
2024 $184,932 $208,483 $186,234 $-23,551
2023 $227,557 $206,545 $212,027 $21,012
2022 $219,298 $189,279 $185,688 $30,019
2021 $128,585 $132,249 $159,983 $-3,664
2020 $188,357 $184,546 $157,901 $3,811
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