BENEVOLENT & PROTECTIVE ORDER OF ELKS 2347 SANTA CLARA

EIN: 941623017

SANTA CLARA, CA

Total Revenue
$115,894
Total Expenses
$106,745
Total Assets
$3,009,708
Net Assets
$2,971,422
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
CA
Principal Officer
WANDA GILMORE
Phone
4087276044
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 2347 SANTA CLARA, founded in 1966, is a small nonprofit that reported $116K in total revenue in fiscal year 2024. Expenses of $107K left a modest 8% 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.

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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 $30,690
Investment Income $299
Other Revenue $84,905
TOTAL REVENUE $115,894

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $106,745
TOTAL EXPENSES $106,745

Year-over-Year Comparison

2024 2023 Change
Revenue $115,894 $114,409 +0.0%
Expenses $106,745 $99,906 +0.1%
Net Income $9,149 $14,503 -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

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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
9
Independent Members
9
Employees
N/A
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
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEVIN FARMER TRUSTEE 2.00
Director
$0 $0 $0
RICHARD ROGERS TRUSTEE 2.00
Director
$0 $0 $0
JAMES SHELDON TRUSTEE 2.00
Director
$0 $0 $0
MYLES TOBIN TRUSTEE 2.00
Director
$0 $0 $0
MICHELE WILSON TRUSTEE 2.00
Director
$0 $0 $0
MITA DEY LEADING KNIG 5.00
Officer
$0 $0 $0
MATTHRE DUTRA TREASURER 10.00
Officer
$0 $0 $0
JOE FARINHA LECTURING KN 5.00
Officer
$0 $0 $0
WANDA GILMORE SECRETARY 10.00
Officer
$0 $0 $0
LAUREN SCHENCK LOYAL KNIGHT 5.00
Officer
$0 $0 $0
FREDDIE JO SOTO EXALTED RULE 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 $115,894 $106,745 $3,009,708 $9,149
2024 $114,409 $99,906 $3,030,032 $14,503
2023 $131,263 $119,580 $3,056,472 $11,683
2022 $188,752 $130,848 $616,064 $57,904
2021 $15,536 $72,823 $338,909 $-57,287
2020 $85,885 $140,150 $393,338 $-54,265
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