BENEVOLENT & PROTECTIVE ORDER OF ELKS TRONA 1975

EIN: 952466005

TRONA, CA

Total Revenue
$64,312
Total Expenses
$57,354
Total Assets
$52,122
Net Assets
$45,183
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
CA
Principal Officer
JEFFERY D NEWMAN
Phone
7603725849
Tax Period
2023-04-01 to 2024-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS TRONA 1975, founded in 1957, is a micro nonprofit that reported $64K in total revenue in fiscal year 2023. Revenue surged 128% from the prior year, signaling strong growth momentum. Expenses of $57K 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 government, 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 (2023)

Revenue Breakdown

Contributions & Grants $25,236
Program Service Revenue $9,413
Investment Income $-4,316
Other Revenue $33,979
TOTAL REVENUE $64,312

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $57,354
TOTAL EXPENSES $57,354

Year-over-Year Comparison

2023 2022 Change
Revenue $64,312 $28,268 +1.3%
Expenses $57,354 $39,978 +0.4%
Net Income $6,958 $-11,710 -1.6%
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
N/A
Volunteers
44

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
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFERY D NEWMAN EXALTED RULER 6.00
Officer Director
$0 $0 $0
ANN KIDDER Secretary 6.00
Officer Director
$0 $0 $0
DONNA CHRISTOPH Treasurer 6.00
Officer Director
$0 $0 $0
MARIA FRANCOSO LOYAL KNIGHT 2.00
Officer Director
$0 $0 $0
NADINE DAVIS LEADING KNIGHT 2.00
Officer Director
$0 $0 $0
TRACY MCCAULEY LECTURE KNIGHT 2.00
Officer Director
$0 $0 $0
BOB PETERSON Trustee 2.00
Director
$0 $0 $0
KIM PETERSON Trustee 2.00
Director
$0 $0 $0
MARGARET WILKE Trustee 2.00
Director
$0 $0 $0
DAVID CHRISTOPH Trustee 2.00
Director
$0 $0 $0
TOM KIDDER 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 No data No data No data No data
2024 $64,312 $57,354 $52,122 $6,958
2023 $28,268 $39,978 $42,790 $-11,710
2022 $11,244 $17,857 $50,100 $-6,613
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