BENEVOLENT AND PROTECTIVE ORDER OF ELKS OXNARD LODGE NO 1443 (EIN 951074244) - 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

1923

Legal Domicile

Principal Officer

ROBERT BALDWIN

Phone

8054835713

Tax Period

2022-04-01 to 2023-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS OXNARD LODGE NO 1443, founded in 1923, is a small nonprofit that reported $425K in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $379K left a modest 11% surplus.

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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $11,873

Investment Income $85

Other Revenue $413,286

TOTAL REVENUE $425,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $173,090

Fundraising Expenses $0

Other Expenses $205,912

TOTAL EXPENSES $379,002

Year-over-Year Comparison

	2022	2021	Change
Revenue	$425,244	$384,052	+0.1%
Expenses	$379,002	$324,587	+0.2%
Net Income	$46,242	$59,465	-0.2%

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

$5,700

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELLEY GONZALES	SECRETARY	20.00	Officer	$5,700	$0	$5,700
CORY GRAY	TRUSTEE	5.00	Director	$0	$0	$0
TRISTAN WOOLSEY	TRUSTEE	5.00	Director	$0	$0	$0
ROBERT BALDWIN	EXALTED RULE	10.00	Officer	$0	$0	$0
CAITLIN GRAY	LECTURING KN	10.00	Officer	$0	$0	$0
RAUL RAMIREZ	LOYAL KNIGHT	10.00	Officer	$0	$0	$0
YVETTE SALAZAR	TREASURER	20.00	Officer	$0	$0	$0
JACOB SAPIEN	LEADING KNIG	10.00	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
2023	$425,244	$379,002	$453,250	$46,242
2022	$384,052	$324,587	$413,252	$59,465
2021	$139,288	$173,524	$371,536	$-34,236
2020	$305,323	$309,091	$449,592	$-3,768

BENEVOLENT AND PROTECTIVE ORDER OF ELKS OXNARD LODGE NO 1443