BENEVOLENT & PROTECTIVE ORDER OF ELKS BAKERSFIELD 266 (EIN 950540960) - 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

1960

Legal Domicile

Principal Officer

DENNIS WREN

Phone

6613237535

Tax Period

2023-04-01 to 2024-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS BAKERSFIELD 266, founded in 1960, is a small nonprofit in the Mutual Benefit sector that reported $334K in total revenue in fiscal year 2023. Expenses of $301K left a modest 10% surplus.

Mission

SUPPORT OF LOCAL, REGIONAL AND NATIONAL PROGRAMS FOR YOUTH, VETERANS AND THE ELDERLY VIA CONTRIBUTIONS TO NATIONAL ELK ORGANIZATION AND PARTICIPATION IN COMMUNITY EVENTS AND FUNDRAISERS.

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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 $25,640

Program Service Revenue $235,397

Investment Income $0

Other Revenue $73,348

TOTAL REVENUE $334,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,229

Fundraising Expenses $0

Other Expenses $256,331

TOTAL EXPENSES $300,560

Year-over-Year Comparison

	2023	2022	Change
Revenue	$334,385	$317,370	+0.1%
Expenses	$300,560	$298,682	+0.0%
Net Income	$33,825	$18,688	+0.8%

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

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

$750

Total Directors

$750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WAFFORD	Secretary	6.00	Officer Director	$750	$0	$750
DENNIS WREN	EXALTED RULER	6.00	Officer Director	$0	$0	$0
BARBARA ABBOTT	Treasurer	6.00	Officer Director	$0	$0	$0
BLAZE CRIQUI	LEADING KNIGHT	2.00	Officer Director	$0	$0	$0
GREG GREESON	Trustee	2.00	Director	$0	$0	$0
ELIAS SALCIDO	Trustee	2.00	Director	$0	$0	$0
BOBBY YSLAVA	Trustee	2.00	Director	$0	$0	$0
RANDY HORTON	Trustee	2.00	Director	$0	$0	$0
JAIME MEJIA	Trustee	2.00	Director	$0	$0	$0
NANCY KERN	LOYAL KNIGHT	2.00	Officer Director	$0	$0	$0
CRYSTELLE REED	LECTURING KNIGH	2.00	Officer Director	$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	$334,385	$300,560	$332,689	$33,825
2023	$317,370	$298,682	$296,985	$18,688
2022	$266,686	$274,842	$285,012	$-8,156
2021	$182,931	$184,548	$301,653	$-1,617

BENEVOLENT & PROTECTIVE ORDER OF ELKS BAKERSFIELD 266