BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE NO 966 (EIN 950541110) - 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

2003

Legal Domicile

Principal Officer

Patti Folsom-Medina

Phone

3108310624

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE NO 966, founded in 2003, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $3.4M exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROVIDE CHARITABLE, SOCIAL AND FRATERNAL SERVICES TO MEMBERS AND GUESTS.

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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 $1,164,000

Program Service Revenue $0

Investment Income $0

Other Revenue $1,873,661

TOTAL REVENUE $3,037,661

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $1,859,919

Fundraising Expenses $0

Other Expenses $1,497,588

TOTAL EXPENSES $3,362,507

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,037,661	$2,720,861	+0.1%
Expenses	$3,362,507	$2,899,087	+0.2%
Net Income	$-324,846	$-178,226	+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

2618

Independent Members

2618

Employees

193

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

$1,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Goddard	Secretary	25.00	Officer	$1,500	$0	$1,500
Jose Chavez	Chairman	0.00	Director	$0	$0	$0
John Donato	Trustee	10.00	Director	$0	$0	$0
Karl Sampson	Trustee	10.00	Director	$0	$0	$0
Keith Inouye	Trustee	10.00	Director	$0	$0	$0
Carl Rentschler	Trustee	10.00	Director	$0	$0	$0
Joe Mendoza	Exalted Ruler	10.00	Officer	$0	$0	$0
Trena Alvarado	INNER GUARD	10.00	Officer	$0	$0	$0
Larry Isham	Leading Knight	10.00	Officer	$0	$0	$0
Lorenzo Hernandez	Loyal Knight	10.00	Officer	$0	$0	$0
Michelle L Gates	Treasurer	10.00	Officer	$0	$0	$0
Don Campolo	Esquire	10.00	Officer	$0	$0	$0
Micheal Bennison	Lecturing Knigh	10.00	Officer	$0	$0	$0
Dr Kim White	Alternate Deleg	10.00	Officer	$0	$0	$0
Michele Dobson	Chaplain	10.00	Officer	$0	$0	$0
Bonnie Hasselfeld	Tiler	10.00	Officer	$0	$0	$0
John Brunac	Organist	10.00	Officer	$0	$0	$0
Patricia Folsom-Medi	Secretary	10.00		$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	$3,037,661	$3,362,507	$13,118,899	$-324,846
2024	$2,720,861	$2,899,087	$13,407,915	$-178,226
2023	$2,215,096	$2,633,426	$13,608,739	$-418,330
2022	$2,029,213	$2,261,326	$13,997,230	$-232,113
2021	$7,520,957	$1,243,719	$14,059,784	$6,277,238
2020	$505,160	$747,803	$13,829,983	$-242,643
2019	$521,219	$502,147	$12,481,566	$19,072

BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE NO 966