BENEVOLENT AND PROTECTIVE ORDER OF ELKS SAN FERNANDO LODGE NO 1539

EIN: 950541090

SAN FERNANDO, CA

Total Revenue
$66,058
Total Expenses
$127,007
Total Assets
$2,531,963
Net Assets
$1,744,924
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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
1928
Legal Domicile
CA
Principal Officer
SHERILYNN PAUL
Phone
8183617197
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS SAN FERNANDO LODGE NO 1539, founded in 1928, is a micro nonprofit that reported $66K in total revenue in fiscal year 2024. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $127K exceeded revenue, resulting in a 92% operating deficit.

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 $9,244
Investment Income $82,483
Other Revenue $-25,669
TOTAL REVENUE $66,058

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $127,007
TOTAL EXPENSES $127,007

Year-over-Year Comparison

2024 2023 Change
Revenue $66,058 $174,647 -0.6%
Expenses $127,007 $122,446 +0.0%
Net Income $-60,949 $52,201 -2.2%
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

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Governance

Voting Members
9
Independent Members
9
Employees
1
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
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STUART DUNN TRUSTEE 2.00
Director
$0 $0 $0
RUDY DURAN TRUSTEE 2.00
Director
$0 $0 $0
ROBERT PAUL TRUSTEE 2.00
Director
$0 $0 $0
VACANT TRUSTEE N/A
Director
$0 $0 $0
VACANT TRUSTEE N/A
Director
$0 $0 $0
ADAM MEDELLIN LEADING KNIG 5.00
Officer
$0 $0 $0
BOB MEDELLIN EXALTED RULE 5.00
Officer
$0 $0 $0
MERCY MEDELLIN TREASURER 10.00
Officer
$0 $0 $0
SHERILYNN PAUL SECRETARY 10.00
Officer
$0 $0 $0
SHARRON ROBINSON LOYAL KNIGHT 5.00
Officer
$0 $0 $0
SYLVIA SUAREZ LECTURING KN 5.00
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 $66,058 $127,007 $2,531,963 $-60,949
2024 $174,647 $122,446 $2,548,273 $52,201
2023 $56,980 $321,503 $2,406,358 $-264,523
2022 $75,591 $120,316 $2,701,081 $-44,725
2021 $592,400 $111,790 $2,705,557 $480,610
2020 $62,786 $124,916 $2,145,837 $-62,130
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