BENEVOLENT & PROTECTIVE ORDER OF ELKS ATASCADERO LODGE NO 2733

EIN: 770160252

ATASCADERO, CA

Total Revenue
$248,864
Total Expenses
$284,895
Total Assets
$1,546,741
Net Assets
$1,026,692
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
CA
Principal Officer
MARK MORISOLI
Phone
8054663557
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS ATASCADERO LODGE NO 2733, founded in 1987, is a small nonprofit that reported $249K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $285K exceeded revenue, resulting in a 14% 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 $107,711
Program Service Revenue $0
Investment Income $62
Other Revenue $141,091
TOTAL REVENUE $248,864

Expense Breakdown

Grants Paid $0
Salaries & Benefits $19,586
Fundraising Expenses $0
Other Expenses $265,309
TOTAL EXPENSES $284,895

Year-over-Year Comparison

2024 2023 Change
Revenue $248,864 $308,522 -0.2%
Expenses $284,895 $316,968 -0.1%
Net Income $-36,031 $-8,446 +3.3%
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
9
Employees
5
Volunteers
586

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
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LUTHER JOHNSON Trustee 2.00
Director
$0 $0 $0
ALBERT ALMADOVA Trustee 2.00
Director
$0 $0 $0
MALCOLM KEIF Trustee 2.00
Director
$0 $0 $0
DONNA FERRELL Treasurer 6.00
Officer
$0 $0 $0
MARK MORISOLI EXALTED RULER 2.00
Officer
$0 $0 $0
JERRIE DAHLEN Secretary 6.00
Officer
$0 $0 $0
SUSAN DALLAIRE-JONES LEADING KNIGHT 2.00
Officer
$0 $0 $0
LINDA STRICKLAND LOYAL KNIGHT 2.00
Officer
$0 $0 $0
THOMAS CARROLL LECTURING KNIGH 2.00
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 $248,864 $284,895 $1,546,741 $-36,031
2024 $308,522 $316,968 $1,600,384 $-8,446
2023 $178,986 $251,499 $1,558,674 $-72,513
2022 $201,771 $238,393 $1,634,124 $-36,622
2021 $163,493 $196,361 $1,697,213 $-32,868
2020 $305,944 $312,654 $1,764,429 $-6,710
2019 $269,151 $270,463 $1,776,535 $-1,312
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