BENEVOLENT AND PROTECTIVE ORDER OF ELKS USA MISSION VIEJO LODGE 2444 (EIN 952915698) - 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

1970

Legal Domicile

Principal Officer

KEVIN LINDLEY

Phone

9498303557

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS USA MISSION VIEJO LODGE 2444, founded in 1970, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $224K, a strong 22% operating margin.

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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 $253,902

Program Service Revenue $0

Investment Income $329

Other Revenue $781,351

TOTAL REVENUE $1,035,582

Expense Breakdown

Grants Paid $162,103

Salaries & Benefits $121,447

Fundraising Expenses $0

Other Expenses $528,031

TOTAL EXPENSES $811,581

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,035,582	$1,096,300	-0.1%
Expenses	$811,581	$1,042,453	-0.2%
Net Income	$224,001	$53,847	+3.2%

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

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
RICK MOSCOSO	Trustee	5.00	Director	$0	$0	$0
BRYAN DELGADO	Trustee	5.00	Director	$0	$0	$0
BOBBY WERNER	Trustee	5.00	Director	$0	$0	$0
ALAN HARKNESS	Trustee	5.00	Director	$0	$0	$0
ANDREA PHAM	Trustee	5.00	Director	$0	$0	$0
KEVIN LINDLEY	EXALTED RULER	10.00	Officer	$0	$0	$0
JENNY BUFORD	LEADING KNIGHT	10.00	Officer	$0	$0	$0
KELLY VAN DYKE	LOYAL KNIGHT	10.00	Officer	$0	$0	$0
F CAMACHO ALVAREZ	LECTURNG KNIGHT	10.00	Officer	$0	$0	$0
NORM JONES	Secretary	20.00	Officer	$0	$0	$0
MIA BERGMAN	Treasurer	20.00	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	$1,035,582	$811,581	$844,167	$224,001
2024	$1,096,300	$1,042,453	$614,592	$53,847
2023	$1,063,292	$1,083,967	$534,376	$-20,675
2022	$820,647	$945,117	$556,012	$-124,470
2021	$322,259	$357,382	$650,539	$-35,123
2020	$488,111	$639,455	$732,113	$-151,344

BENEVOLENT AND PROTECTIVE ORDER OF ELKS USA MISSION VIEJO LODGE 2444