BENEVOLENT & PROTECTIVE ORDER OF ELKS OCEANO FIVE CITIES LODGE 2504 (EIN 952877177) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

MICHELLE HAAS

Phone

8054892504

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OCEANO FIVE CITIES LODGE 2504, founded in 1974, is a small nonprofit that reported $724K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $654K left a modest 10% 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.

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $275,198

Program Service Revenue $76,891

Investment Income $4,725

Other Revenue $366,882

TOTAL REVENUE $723,696

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,495

Fundraising Expenses $0

Other Expenses $514,300

TOTAL EXPENSES $653,795

Year-over-Year Comparison

	2024	2023	Change
Revenue	$723,696	$552,809	+0.3%
Expenses	$653,795	$579,299	+0.1%
Net Income	$69,901	$-26,490	-3.6%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

942

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN MARIE TAYLOR	Treasurer	6.00	Officer Director	$0	$0	$0
KRISTI DUPLER	Secretary	6.00	Officer Director	$0	$0	$0
KATHLEEN MAE WELBOURN	LEADING KNIGHT	2.00	Officer Director	$0	$0	$0
DAVID ADAMS	LOYAL KNIGHT	2.00	Officer Director	$0	$0	$0
JAY DUPLER	LECTURING KNIGH	2.00	Officer Director	$0	$0	$0
RON RITTER	Trustee	2.00	Director	$0	$0	$0
DANA PRATT	Trustee	2.00	Director	$0	$0	$0
MICHELLE HAAS	EXALTED RULER	6.00	Officer Director	$0	$0	$0
KEITH SANDS	Trustee	2.00	Director	$0	$0	$0
GREGORY FIELDS	Trustee	2.00	Director	$0	$0	$0
JASON GOETZ	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	$723,696	$653,795	$691,134	$69,901
2024	$552,809	$579,299	$614,927	$-26,490
2023	$453,698	$561,248	$614,472	$-107,550
2022	$826,011	$969,993	$688,791	$-143,982
2021	$509,697	$459,948	$677,310	$49,749
2020	$537,273	$538,318	$581,881	$-1,045
2019	$532,628	$528,710	$564,048	$3,918
2018	$566,562	$677,157	$585,370	$-110,595

BENEVOLENT & PROTECTIVE ORDER OF ELKS OCEANO FIVE CITIES LODGE 2504