BENEVOLENT AND PROTECTIVE ORDER OF ELKS VENTURA LODGE NO 1430

EIN: 950711478

VENTURA, CA

Total Revenue
$214,393
Total Expenses
$255,214
Total Assets
$1,542,738
Net Assets
$1,415,277
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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
CA
Principal Officer
GEORGIANN HENRY
Phone
8056390303
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS VENTURA LODGE NO 1430, founded in 1921, is a small nonprofit that reported $214K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $255K exceeded revenue, resulting in a 19% operating deficit.

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 $50,507
Investment Income $61
Other Revenue $163,825
TOTAL REVENUE $214,393

Expense Breakdown

Grants Paid $0
Salaries & Benefits $31,163
Fundraising Expenses $0
Other Expenses $224,051
TOTAL EXPENSES $255,214

Year-over-Year Comparison

2024 2023 Change
Revenue $214,393 $249,823 -0.1%
Expenses $255,214 $279,770 -0.1%
Net Income $-40,821 $-29,947 +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

Financial Distress Indicator

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
13
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
RHONDA CATRON TRUSTEE 2.00
Director
$0 $0 $0
SAM GARVIN TRUSTEE 2.00
Director
$0 $0 $0
GEORGIANN HENRY TRUSTEE 2.00
Director
$0 $0 $0
BILL HERBERT TRUSTEE 2.00
Director
$0 $0 $0
ROGER KING TRUSTEE 2.00
Director
$0 $0 $0
GEORGIANN HENRY SECRETARY 10.00
Officer
$0 $0 $0
CARRI LEE JACOBS TREASURER 10.00
Officer
$0 $0 $0
ROBERT MINDER LOYAL KNIGHT 5.00
Officer
$0 $0 $0
PAUL PENTZ LECTURING KN 5.00
Officer
$0 $0 $0
GRACE VEGA LEADING KNIG 5.00
Officer
$0 $0 $0
SUSAN WEST 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 $214,393 $255,214 $1,542,738 $-40,821
2024 $249,823 $279,770 $1,563,908 $-29,947
2023 $251,601 $289,007 $1,598,590 $-37,406
2022 $216,532 $253,716 $1,658,375 $-37,184
2021 $159,543 $191,322 $1,732,074 $-31,779
2020 $214,496 $241,620 $1,801,895 $-27,124
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