BENEVOLENT & PROTECTIVE ORDER OF ELKS NO 2103

EIN: 941439795 Mutual Benefit

CARMICHAEL, CA

Total Revenue
$743,544
Total Expenses
$840,781
Total Assets
$1,068,829
Net Assets
$832,957
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
CA
Principal Officer
MARC SUMNER
Phone
9164892103
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS NO 2103, founded in 1959, is a small nonprofit in the Mutual Benefit sector that reported $744K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $841K exceeded revenue, resulting in a 13% 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 $222,922
Investment Income $2,346
Other Revenue $518,276
TOTAL REVENUE $743,544

Expense Breakdown

Grants Paid $0
Salaries & Benefits $136,317
Fundraising Expenses $0
Other Expenses $704,464
TOTAL EXPENSES $840,781

Year-over-Year Comparison

2024 2023 Change
Revenue $743,544 $791,218 -0.1%
Expenses $840,781 $737,161 +0.1%
Net Income $-97,237 $54,057 -2.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
20
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
$30,600
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DIANE BRISTOW SECRETARY 10.00
Officer
$15,600 $0 $15,600
REGINA DEVINE TREASURER 10.00
Officer
$15,000 $0 $15,000
BRUCE BARSTIS TRUSTEE 2.00
Director
$0 $0 $0
BILL BELLE TRUSTEE 2.00
Director
$0 $0 $0
THERESA GOLDSMITH TRUSTEE 2.00
Director
$0 $0 $0
BARBARA TERRY TRUSTEE 2.00
Director
$0 $0 $0
DAVE WILLIS TRUSTEE 2.00
Director
$0 $0 $0
RON BROWN LEADING KNIG 5.00
Officer
$0 $0 $0
LYNN MAHONEY LECTURING KN 5.00
Officer
$0 $0 $0
MARC SUMNER EXALTED RULE 5.00
Officer
$0 $0 $0
JIM WARWICK LOYAL KNIGHT 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 $743,544 $840,781 $1,068,829 $-97,237
2024 $791,218 $737,161 $1,157,212 $54,057
2023 $892,817 $854,168 $1,084,387 $38,649
2022 $520,054 $663,527 $1,043,722 $-143,473
2021 $260,769 $350,907 $1,165,110 $-90,138
2020 $381,657 $399,184 $1,019,676 $-17,527
2019 $456,383 $503,835 $1,063,707 $-47,452
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