BENEVOLENT & PROTECTIVE ORDER OF THE ELKS PETALUMA LODGE NO 901

EIN: 940317220

PETALUMA, CA

Total Revenue
$516,811
Total Expenses
$514,199
Total Assets
$510,755
Net Assets
$343,989
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1904
Legal Domicile
CA
Principal Officer
LAURIE BANKS
Phone
7077630901
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS PETALUMA LODGE NO 901, founded in 1904, is a small nonprofit that reported $517K in total revenue in fiscal year 2024.

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 it's 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 $54,267
Program Service Revenue $154,884
Investment Income $12,430
Other Revenue $295,230
TOTAL REVENUE $516,811

Expense Breakdown

Grants Paid $87,065
Salaries & Benefits $188,669
Fundraising Expenses $0
Program Expenses $496,229
Other Expenses $238,465
TOTAL EXPENSES $514,199

Year-over-Year Comparison

2024 2023 Change
Revenue $516,811 $504,397 +0.0%
Expenses $514,199 $518,182 0.0%
Net Income $2,612 $-13,785 -1.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
100

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
$37,894
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LARRY SARTORI Secretary 40.00
Officer
$37,894 $0 $37,894
DAVID J BAGGENSTOS Trustee 1.00
Director
$0 $0 $0
LINDSAY CALEGARI Trustee 1.00
Director
$0 $0 $0
JIM ATWOOD Trustee 1.00
Director
$0 $0 $0
BILL LEWIS Trustee 1.00
Director
$0 $0 $0
PRISCILLA BURGI Est Leading Kni 1.00
Officer
$0 $0 $0
DINO RICCI Est Loyal Knigh 1.00
Officer
$0 $0 $0
TAMMY ATWOOD Est Lecturing k 1.00
Officer
$0 $0 $0
LAURIE BANKS Exalted Ruler 1.00
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 $516,811 $514,199 $510,755 $2,612
2024 $504,397 $518,182 $510,429 $-13,785
2023 $606,483 $515,311 $516,150 $91,172
2022 $392,284 $381,016 $404,210 $11,268
2021 $277,653 $272,897 $376,758 $4,756
2020 $492,891 $459,117 $395,971 $33,774
2019 $495,424 $484,587 $350,220 $10,837
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