KERN RIVER VALLEY ELKS LODGE NO 2358 (EIN 952475201) - 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

1967

Legal Domicile

Principal Officer

FERN SAMMON

Phone

7303766564

Tax Period

2024-04-01 to 2025-03-31

KERN RIVER VALLEY ELKS LODGE NO 2358, founded in 1967, is a small nonprofit that reported $178K in total revenue in fiscal year 2024.

Mission

FRATERNAL ORGANIZATION HELPING CHILDREN, VETERANS AND OTHER UNDER-SERVED MEMBERS OF THE COMMUNITY

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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 $83,592

Program Service Revenue $20,480

Investment Income $0

Other Revenue $73,498

TOTAL REVENUE $177,570

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,107

Fundraising Expenses $0

Program Expenses $84,815

Other Expenses $162,346

TOTAL EXPENSES $191,453

Year-over-Year Comparison

	2024	2023	Change
Revenue	$177,570	$177,308	+0.0%
Expenses	$191,453	$190,450	+0.0%
Net Income	$-13,883	$-13,142	+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

N/A

Employees

Volunteers

N/A

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

$6,782

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS CHRISTENSEN	EXALTED RULER	008.00	Officer	$0	$0	$0
MIKE HOLMES	LEADING KNIGHT	002.00	Officer	$0	$0	$0
KELLEE SCOTT	LOYAL KNIGHT	002.00	Officer	$0	$0	$0
RO GOUT	LECTURING KNOGHT	002.00	Officer	$0	$0	$0
KATHY WEST	SECRETARY	024.00	Officer	$5,452	$0	$5,452
FERN SAMMON	TREASURER	010.00	Officer	$1,330	$0	$1,330
PAT TERRELL	ESQUIRE	002.00	Officer	$0	$0	$0
TINA BAER	CHAPLAIN	002.00	Officer	$0	$0	$0
KEN DE NUNEZ	INNER GUARD	002.00	Officer	$0	$0	$0
TERESA DE NUNEZ	TILER	002.00	Officer	$0	$0	$0
RICK O BRIEN	5 YR TRUSTEE	004.00		$0	$0	$0
RON KEELE	4 YR TRUSTEE	004.00		$0	$0	$0
DARRELL WILLHITE	3 YR TRUSTEE	004.00		$0	$0	$0
LARRY COTTON	2 YR TRUSTEE	004.00		$0	$0	$0
DOUG RUDOLPH	1 YR TRUSTEE	004.00		$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	$177,570	$191,453	$252,280	$-13,883
2024	$177,308	$190,450	$262,670	$-13,142
2023	$174,699	$142,515	$269,007	$32,184
2022	$154,807	$119,379	$245,142	$35,428
2021	$70,831	$76,744	$208,272	$-5,913
2020	$148,079	$146,541	$215,787	$1,538
2019	$146,615	$134,808	$218,172	$11,807

KERN RIVER VALLEY ELKS LODGE NO 2358