BENEVOLENT AND PROTECTIVE ORDER OF ELKS FREMONT LODGE NO 2121

EIN: 941452883

FREMONT, CA

Total Revenue
$543,948
Total Expenses
$433,271
Total Assets
$3,570,609
Net Assets
$1,193,691
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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
1959
Legal Domicile
CA
Principal Officer
CAMILLE SERENI
Phone
5107972121
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS FREMONT LODGE NO 2121, founded in 1959, is a small nonprofit that reported $544K in total revenue in fiscal year 2024. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $111K, a strong 20% operating margin.

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 GOVERNANCE, 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 $0
Program Service Revenue $89,666
Investment Income $48,180
Other Revenue $406,102
TOTAL REVENUE $543,948

Expense Breakdown

Grants Paid $0
Salaries & Benefits $51,459
Fundraising Expenses $0
Other Expenses $381,812
TOTAL EXPENSES $433,271

Year-over-Year Comparison

2024 2023 Change
Revenue $543,948 $266,673 +1.0%
Expenses $433,271 $237,691 +0.8%
Net Income $110,677 $28,982 +2.8%
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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
9
Employees
4
Volunteers
10

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
$7,650
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAMILLE SERENI SECRETARY 10.00
Officer
$6,000 $0 $6,000
SHEILA SPANGLER TREASURER 10.00
Officer
$1,650 $0 $1,650
JERRY DEVRIES TRUSTEE 2.00
Director
$0 $0 $0
STEVE KAY TRUSTEE 2.00
Director
$0 $0 $0
LUIS LIRA TRUSTEE 2.00
Director
$0 $0 $0
EDWARD PRATT TRUSTEE 2.00
Director
$0 $0 $0
MICHAEL VIGIL TRUSTEE 2.00
Director
$0 $0 $0
IRENE MAY GONZALES LOYAL KNIGHT 3.00
Officer
$0 $0 $0
CAROL SUE MOFFITT LEADING KNIG 3.00
Officer
$0 $0 $0
MICHELLE SOUZA EXALTED RULE 3.00
Officer
$0 $0 $0
EDWARD STEGMAN LECTURING KN 3.00
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 $543,948 $433,271 $3,570,609 $110,677
2024 $266,673 $237,691 $3,473,823 $28,982
2023 $230,939 $258,181 $3,254,501 $-27,242
2022 $239,705 $259,508 $3,470,621 $-19,803
2021 $219,073 $221,507 $3,349,103 $-2,434
2020 $536,012 $403,390 $3,190,381 $132,622
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