BENEVOLENT & PROTECTIVE ORDER OF E… - Form 990 Financial Data

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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

Principal Officer

TRAVIS BROWN

Phone

9496736110

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS NEWPORT HARBOR LODGE NO 1767 is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. The organization ran a surplus of $610K, a strong 35% operating margin.

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 PERPETURATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERANCE, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STAES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS.

Program Service Accomplishments

Program 1

OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS AS WELL AS TO EHANCE THE WELFARE OF PEOPLE AND THE COMMUNITIES IT SERVIS THROUGH BENEVOLENT PROGRAMS

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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 $49,221

Program Service Revenue $803,393

Investment Income $87,376

Other Revenue $818,248

TOTAL REVENUE $1,758,238

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,068

Fundraising Expenses $0

Other Expenses $1,093,788

TOTAL EXPENSES $1,147,856

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,758,238	$1,645,074	+0.1%
Expenses	$1,147,856	$968,309	+0.2%
Net Income	$610,382	$676,765	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES MAYFIELD	Trustee	2.00	Director	$0	$0	$0
BRYAN BAKER	Trustee	2.00	Director	$0	$0	$0
DENNIS YOSANOVICH	Trustee	2.00	Director	$0	$0	$0
TRAVIS WINROW	Trustee	2.00	Director	$0	$0	$0
TRAVIS BROWN	EXALTED RULER	6.00	Officer Director	$0	$0	$0
SHANNON PIETRO	LEADING KNIGHT	2.00	Officer Director	$0	$0	$0
TRACY GALLO	LOYAL KNIGHT	2.00	Officer Director	$0	$0	$0
WENDY WUITSCHICK	LECTURE KNIGHT	2.00	Officer Director	$0	$0	$0
CHERI MINK	Secretary	6.00	Officer Director	$0	$0	$0
RICK BLAKE	Treasurer	6.00	Officer Director	$0	$0	$0
OSCAR ARANDA	Trustee	2.00	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	$1,758,238	$1,147,856	$3,475,290	$610,382
2024	$1,645,074	$968,309	$2,876,174	$676,765
2023	$1,495,452	$1,117,734	$2,351,168	$377,718
2022	$1,090,492	$713,699	$1,756,519	$376,793
2021	$490,541	$267,058	$1,186,447	$223,483
2020	$860,068	$707,339	$991,965	$152,729

BENEVOLENT & PROTECTIVE ORDER OF ELKS NEWPORT HARBOR LODGE NO 1767