BENEVOLENT & PROTECTIVE ORDER OF ELKS 1968

EIN: 951914000

VISTA, CA

Total Revenue
$570,049
Total Expenses
$598,419
Total Assets
$335,767
Net Assets
$-74,418
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
CA
Principal Officer
LORI HARRISON
Phone
7607241968
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 1968, founded in 1955, is a small nonprofit that reported $570K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

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 $176,611
Investment Income $1,439
Other Revenue $391,999
TOTAL REVENUE $570,049

Expense Breakdown

Grants Paid $0
Salaries & Benefits $121,203
Fundraising Expenses $0
Other Expenses $477,216
TOTAL EXPENSES $598,419

Year-over-Year Comparison

2024 2023 Change
Revenue $570,049 $503,407 +0.1%
Expenses $598,419 $551,473 +0.1%
Net Income $-28,370 $-48,066 -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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
20
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
$35,894
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORI HARRISON SECRETARY 20.00
Officer
$27,841 $0 $27,841
STEVEN PERRY TREASURER 20.00
Officer
$8,053 $0 $8,053
STEVE HERDER TRUSTEE N/A
Director
$0 $0 $0
JAMES OGILIVIE TRUSTEE 2.00
Director
$0 $0 $0
JERRY PERRAULT TRUSTEE 2.00
Director
$0 $0 $0
BRUCE SCYPHERS TRUSTEE 2.00
Director
$0 $0 $0
THOMAS SMITH TRUSTEE 2.00
Director
$0 $0 $0
WILLIAM HOFFMAN EXALTED RULE 5.00
Officer
$0 $0 $0
DONNA PERRY LOYAL KNIGHT 5.00
Officer
$0 $0 $0
PATRICK RYAN LECTURING KN 5.00
Officer
$0 $0 $0
WILLIAM RYAN LEADING KNIG 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 $570,049 $598,419 $335,767 $-28,370
2024 $503,407 $551,473 $295,282 $-48,066
2023 $248,758 $291,118 $293,103 $-42,360
2022 $238,001 $223,563 $328,055 $14,438
2021 $288,378 $288,538 $285,947 $-160
2020 $415,402 $367,628 $260,895 $47,774
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