LIVERMORE-PLEASANTON ELKS LODGE

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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

1959

Legal Domicile

Tax Period

2024-04-01 to 2025-03-31

LIVERMORE-PLEASANTON ELKS LODGE, founded in 1959, is a small nonprofit that reported $204K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $192K left a modest 6% surplus.

Mission

TO CARRY ON FRATERNAL ACTIVITIES UNDER THE LODGE SYSTEM. THE NET INCOME OF WHICH IS USED EXCLUSIVELY FOR BENEVOLENT AND CHARITABLE PURPOSE.

Program Service Accomplishments

Program 1

Expenses: $49,107

OPERATES UNDER THE LODGE SYSTGEM 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $68,194

Program Service Revenue $85,099

Investment Income $33,763

Other Revenue $16,937

TOTAL REVENUE $203,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,057

Fundraising Expenses $0

Program Expenses $49,107

Other Expenses $148,940

TOTAL EXPENSES $191,997

Year-over-Year Comparison

	2024	2023	Change
Revenue	$203,993	$167,855	+0.2%
Expenses	$191,997	$158,482	+0.2%
Net Income	$11,996	$9,373	+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

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
MARK BELMESSIERI	TRUSTEE	10.00	Director	$0	$0	$0
BARBARA HARRINGTON	TRUSTEE	10.00	Director	$0	$0	$0
RALPH DAVIS	TRUSTEE	10.00	Director	$0	$0	$0
ALFONSO HERNANDEZ	TRUSTEE	10.00	Director	$0	$0	$0
LINDA Valenty	Exalted Ruler	10.00	Officer	$0	$0	$0
MARILYN ELWOOD	Trustee	10.00	Officer	$0	$0	$0
FRED CAMUNEZ PER	TREASURER	10.00	Officer	$0	$0	$0
Carolyn Woodson	INNER GUARD	10.00	Officer	$0	$0	$0
SHERRY WHITE	SECRETARY	30.00	Officer	$0	$0	$0
Mike Amato	Chaplain	10.00	Officer	$0	$0	$0
Marvin Bryant	Leading Knight	0.00	Officer	$0	$0	$0
Marci Hernandez	Lodge Secretary	0.00	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	$203,993	$191,997	$957,049	$11,996
2024	$167,855	$158,482	$979,576	$9,373
2023	$132,089	$138,177	$932,010	$-6,088
2022	$81,122	$107,738	$924,217	$-26,616
2021	$87,841	$90,919	$906,752	$-3,078
2020	$202,889	$197,831	$911,795	$5,058
2019	$216,783	$185,539	$920,762	$31,244