BENEVOLENT AND PROTECTIVE ORDER OF ELKS CHARITY FUND SAN JOSE NO 522 INC (EIN 946102066) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

ZEKE GARCIA

Phone

4082983880

Tax Period

2023-04-01 to 2024-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS CHARITY FUND SAN JOSE NO 522 INC, founded in 2002, is a micro nonprofit that reported $7K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $6K left a modest 6% surplus.

Mission

ELKS INVEST IN THEIR COMMUNITIES THROUGH PROGRAMS THAT HELP CHILDREN GROW UP HEALTHY AND DRUG FREE, MEET THE NEEDS OF TODAYS VETERANS, AND IMPROVE QUALITY OF LIFE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,744

Program Service Revenue $0

Investment Income $1

Other Revenue $0

TOTAL REVENUE $6,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,217

Other Expenses $6,342

TOTAL EXPENSES $6,342

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,745	$9,304	-0.3%
Expenses	$6,342	$24,702	-0.7%
Net Income	$403	$-15,398	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
TOMMY TORRICO	TRUSTEE	1.00	Director	$0	$0	$0
MIKE MORELLO	TRUSTEE	1.00	Director	$0	$0	$0
ZEKE GARCIA	TRUSTEE	1.00	Director	$0	$0	$0
JANE TRANCHINA	TRUSTEE	1.00	Director	$0	$0	$0
ERNIE MONELO	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	SERGEANT AT ARMS	1.00	Officer	$0	$0	$0
DAVID MARZOLF	CHAPLAIN	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	$6,745	$6,342	$50,146	$403
2023	$9,304	$24,702	$49,743	$-15,398
2022	$11,901	$16,425	$65,390	$-4,524
2021	$15,340	$9,422	$69,666	$5,918
2020	$18,906	$57,835	$63,747	$-38,929

BENEVOLENT AND PROTECTIVE ORDER OF ELKS CHARITY FUND SAN JOSE NO 522 INC