BENEVOLENT AND PROTECTIVE ORDER OF ELKS SANTA YNEZ VALLEY LODGE 2640 (EIN 953750118) - 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

1982

Legal Domicile

Principal Officer

BONNIE REES

Phone

8056883448

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS SANTA YNEZ VALLEY LODGE 2640, founded in 1982, is a small nonprofit that reported $153K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $31,915

Investment Income $88

Other Revenue $120,565

TOTAL REVENUE $152,568

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $166,914

TOTAL EXPENSES $166,914

Year-over-Year Comparison

	2024	2023	Change
Revenue	$152,568	$166,850	-0.1%
Expenses	$166,914	$158,297	+0.1%
Net Income	$-14,346	$8,553	-2.7%

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

N/A

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
CARLOS QUINTERO	TRUSTEE	N/A	Director	$0	$0	$0
ROBERT RAMIREZ	TRUSTEE	N/A	Director	$0	$0	$0
DUANE LANDIS	LECTURING KN	N/A	Officer	$0	$0	$0
JENNIFER MERRITT	LOYAL KNIGHT	N/A	Officer	$0	$0	$0
NICOLE ORNELAZ	SECRETARY	N/A	Officer	$0	$0	$0
STEFAN ORNELAZ	TREASURER	N/A	Officer	$0	$0	$0
BONNIE REES	EXALTED RULE	N/A	Officer	$0	$0	$0
RANDY TRIPP	LEADING KNIG	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	$152,568	$166,914	$181,531	$-14,346
2024	$166,850	$158,297	$184,132	$8,553
2023	$140,094	$139,299	$167,747	$795
2022	$148,831	$140,224	$161,039	$8,607

BENEVOLENT AND PROTECTIVE ORDER OF ELKS SANTA YNEZ VALLEY LODGE 2640