BENEVOLENT & PROTECTIVE ORDER OF THE USA PASO ROBLES 2364

EIN: 952482712

PASO ROBLES, CA

Total Revenue
$210,269
Total Expenses
$207,734
Total Assets
$429,518
Net Assets
$351,577
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
CA
Principal Officer
TOM SILVA
Phone
8052391410
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF THE USA PASO ROBLES 2364, founded in 1968, is a small nonprofit that reported $210K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

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 (2024)

Revenue Breakdown

Contributions & Grants $30,596
Program Service Revenue $67,507
Investment Income $6,921
Other Revenue $105,245
TOTAL REVENUE $210,269

Expense Breakdown

Grants Paid $0
Salaries & Benefits $29,053
Fundraising Expenses $0
Other Expenses $178,681
TOTAL EXPENSES $207,734

Year-over-Year Comparison

2024 2023 Change
Revenue $210,269 $239,947 -0.1%
Expenses $207,734 $201,616 +0.0%
Net Income $2,535 $38,331 -0.9%
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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Governance

Voting Members
10
Independent Members
10
Employees
6
Volunteers
86

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
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARBARA HOFER Trustee 2.00
Director
$0 $0 $0
ROBERT VILLALOBOS LEADING KNIGHT 2.00
Officer Director
$0 $0 $0
BRENDA CHRISTIAN LOYAL KNIGHT 2.00
Officer Director
$0 $0 $0
WANDA MUMFORD LECTURING KNIGH 2.00
Officer Director
$0 $0 $0
TODD OSBORNE Trustee 2.00
Director
$0 $0 $0
ED STORNETTA Trustee 2.00
Director
$0 $0 $0
NEIL AMARANT Trustee 2.00
Director
$0 $0 $0
HENRY SCHMITZ Treasurer 6.00
Officer
$0 $0 $0
TOM SILVA EXALTED RULER 6.00
Officer
$0 $0 $0
RICK ESCOBEDO Secretary 6.00
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 $210,269 $207,734 $429,518 $2,535
2024 $239,947 $201,616 $424,694 $38,331
2023 $221,114 $215,618 $385,284 $5,496
2022 $194,333 $166,858 $369,253 $27,475
2021 $143,183 $160,469 $340,765 $-17,286
2020 $316,699 $338,630 $338,096 $-21,931
2019 $380,176 $366,703 $390,497 $13,473
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