BENEVOLENT AND PROTECTIVE ORDER OF ELKS SAN BERNARDINO LODGE NO 836 (EIN 950541070) - 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

1903

Legal Domicile

Principal Officer

RUDY VARGAS

Phone

9098823711

Tax Period

2023-04-01 to 2024-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS SAN BERNARDINO LODGE NO 836, founded in 1903, is a small nonprofit that reported $276K in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum.

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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $34,815

Investment Income $0

Other Revenue $241,065

TOTAL REVENUE $275,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,706

Fundraising Expenses $0

Other Expenses $208,001

TOTAL EXPENSES $282,707

Year-over-Year Comparison

	2023	2022	Change
Revenue	$275,880	$146,305	+0.9%
Expenses	$282,707	$214,590	+0.3%
Net Income	$-6,827	$-68,285	-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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$21,007

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUDY VARGAS	SECRETARY	20.00	Officer	$11,903	$0	$11,903
CAROL GILLIGAN	TREASURER	20.00	Officer	$9,104	$0	$9,104
GEORGE BOHN	TRUSTEE	5.00	Director	$0	$0	$0
GUILLERMO GUERRERO	TRUSTEE	5.00	Director	$0	$0	$0
VACANT	TRUSTEE	N/A	Director	$0	$0	$0
VACANT	TRUSTEE	N/A	Director	$0	$0	$0
JASON VALENZUELA	TRUSTEE	5.00	Director	$0	$0	$0
EVANGELINE HIVELY	LECTURING KN	10.00	Officer	$0	$0	$0
RAPHAEL RANGEL	LEADING KNIG	10.00	Officer	$0	$0	$0
SARAH RUTH RANGEL	EXALTED RULE	10.00	Officer	$0	$0	$0
VACANT	LOYAL KNIGHT	N/A	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	No data	No data	No data	No data
2024	$275,880	$282,707	$289,304	$-6,827
2023	$146,305	$214,590	$228,665	$-68,285
2022	$259,093	$223,578	$309,425	$35,515
2021	$56,340	$193,749	$214,176	$-137,409
2020	$211,406	$194,090	$157,901	$17,316

BENEVOLENT AND PROTECTIVE ORDER OF ELKS SAN BERNARDINO LODGE NO 836