BENEVOLENT AND PROTECTIVE ORDER ELKS 1420 (EIN 950540965) - 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

1921

Legal Domicile

Principal Officer

ALBERT VALDEZ

Phone

7603442731

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER ELKS 1420, founded in 1921, is a small nonprofit that reported $159K in total revenue in fiscal year 2024.

Mission

PRIMARY GOAL IS TO COLLECT FUNDS FOR SCHOOLARSHIPS, DONATE TO VARIOUS CHARITIES & TO RAISE FUNDS FOR NEEDY & ILL CHILDREN.

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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 $51,185

Program Service Revenue $0

Investment Income $4,248

Other Revenue $103,299

TOTAL REVENUE $158,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,647

Fundraising Expenses $0

Program Expenses $25,240

Other Expenses $125,188

TOTAL EXPENSES $163,835

Year-over-Year Comparison

	2024	2023	Change
Revenue	$158,732	$155,160	+0.0%
Expenses	$163,835	$160,678	+0.0%
Net Income	$-5,103	$-5,518	-0.1%

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

219

Independent Members

219

Employees

Volunteers

160

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

$3,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALBERT VALDEZ	EXALTED RULER	10.00	Officer	$0	$0	$0
RUBEN VILLA	LEADING KNIGHT	3.00	Officer	$0	$0	$0
ANDRES CRUZ	LOYAL KNIGHT	3.00	Officer	$0	$0	$0
MADISION GOSWICK	LECTURING KNIGHT	3.00	Officer	$0	$0	$0
ABRAHAM RUBALCAVA	SECRETARY	10.00	Officer	$3,000	$0	$3,000
GINA DEFOREST	TREASURER	10.00	Officer	$400	$0	$400
CARLOS WEIR	TRUSTEE	3.00	Director	$0	$0	$0
LISA CHAPIN WINKLER	TRUSTEE	3.00	Director	$0	$0	$0
TIMOTHY KELLY	TRUSTEE	3.00	Director	$0	$0	$0
VALERIE SMITH	TRUSTEE	3.00	Director	$0	$0	$0
DANIEL NUNEZ	TRUSTEE	3.00	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	$158,732	$163,835	$209,172	$-5,103
2024	$155,160	$160,678	$213,959	$-5,518
2023	$148,495	$157,279	$223,105	$-8,784
2022	$122,545	$101,023	$218,219	$21,522
2021	$93,294	$107,980	$284,754	$-14,686
2020	$175,378	$159,648	$172,045	$15,730
2019	$137,255	$154,842	$148,530	$-17,587

BENEVOLENT AND PROTECTIVE ORDER ELKS 1420