BENEVOLENT AND PROTECTIVE ORDER OF ELKS SAN CLEMENTE LODGE NO 2068

EIN: 951994305

SAN CLEMENTE, CA

Total Revenue
$179,590
Total Expenses
$171,942
Total Assets
$322,085
Net Assets
$137,951
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1958
Legal Domicile
CA
Principal Officer
HILLARY KOZAK
Phone
9494922068
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS SAN CLEMENTE LODGE NO 2068, founded in 1958, is a small nonprofit that reported $180K in total revenue in fiscal year 2024. Expenses of $172K left a modest 4% 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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $89,919
Investment Income $0
Other Revenue $89,671
TOTAL REVENUE $179,590

Expense Breakdown

Grants Paid $0
Salaries & Benefits $19,697
Fundraising Expenses $0
Other Expenses $152,245
TOTAL EXPENSES $171,942

Year-over-Year Comparison

2024 2023 Change
Revenue $179,590 $168,134 +0.1%
Expenses $171,942 $151,391 +0.1%
Net Income $7,648 $16,743 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
9
Independent Members
9
Employees
9
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
5
$6,132
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HILLARY KOZAK SECRETARY 10.00
Officer
$6,132 $0 $6,132
LATICIA BRAY TRUSTEE 2.00
Director
$0 $0 $0
DAVE MARTUCCI TRUSTEE 2.00
Director
$0 $0 $0
SALLY MCREYNOLDS TRUSTEE 2.00
Director
$0 $0 $0
WILLIAM DUNHAM PER TRUSTEE 2.00
Director
$0 $0 $0
ANTOINE PRICE TRUSTEE 2.00
Director
$0 $0 $0
KEVIN DALLABETTA TREASURER 10.00
Officer
$0 $0 $0
BODHI EASTER LEADING KNIG 5.00
Officer
$0 $0 $0
BLAINE GEMENY LECTURING KN 5.00
Officer
$0 $0 $0
TIM REISSMUELLER LOYAL KNIGHT 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 $179,590 $171,942 $322,085 $7,648
2024 $168,134 $151,391 $235,278 $16,743
2023 $99,517 $132,369 $169,770 $-32,852
2022 $98,762 $104,456 $161,695 $-5,694
2021 $132,277 $100,971 $159,385 $31,306
2020 $118,251 $150,234 $116,471 $-31,983
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare BENEVOLENT AND PROTECTIVE ORDER OF ELKS SAN CLEMENTE LODGE NO 2068 with other nonprofits in California and across the country.