BENEVOLENT AND PROTECTIVE ORDER OF ELKS SANTEE-LAKESIDE LODGE NO 2698

EIN: 330121357

SANTEE, CA

Total Revenue
$116,474
Total Expenses
$149,067
Total Assets
$301,017
Net Assets
$-44,647
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
CA
Principal Officer
RENE PONCE
Phone
6193904949
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS SANTEE-LAKESIDE LODGE NO 2698, founded in 1985, is a small nonprofit that reported $116K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $149K exceeded revenue, resulting in a 28% 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 government, 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 $49,587
Program Service Revenue $17,852
Investment Income $0
Other Revenue $49,035
TOTAL REVENUE $116,474

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,073
Fundraising Expenses $0
Other Expenses $142,994
TOTAL EXPENSES $149,067

Year-over-Year Comparison

2024 2023 Change
Revenue $116,474 $176,639 -0.3%
Expenses $149,067 $200,669 -0.3%
Net Income $-32,593 $-24,030 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
8
Employees
6
Volunteers
30

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
5
$5,437
Total Directors
9
$5,437
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EREN SMITH SECRETARY 20.00
Officer Director
$5,437 $0 $5,437
RENE PONCE EXALTED RULER 6.00
Officer Director
$0 $0 $0
MIKE PERINE JR LEADING KNIGHT 2.00
Officer Director
$0 $0 $0
RICK BAILEY LOYAL KNIGHT 2.00
Officer Director
$0 $0 $0
SEAN KAYE Treasurer 6.00
Officer Director
$0 $0 $0
JOHN PELLEGRINO Trustee 2.00
Director
$0 $0 $0
DON LEMKE Trustee 2.00
Director
$0 $0 $0
KAREN KAYE Trustee 2.00
Director
$0 $0 $0
CHRIS MONTOYA Trustee 2.00
Director
$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 $116,474 $149,067 $301,017 $-32,593
2024 $176,639 $200,669 $324,081 $-24,030
2023 $202,314 $205,724 $342,531 $-3,410
2022 $154,875 $147,957 $359,209 $6,918
2021 $118,485 $181,609 $382,765 $-63,124
2020 $73,091 $114,436 $329,462 $-41,345
2019 $175,808 $164,942 $397,186 $10,866
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