BENEVOLENT & PROTECTIVE ORDER OF ELKS OCEANSIDE LODGE NO 1561

EIN: 950511043

OCEANSIDE, CA

Total Revenue
$525,727
Total Expenses
$457,450
Total Assets
$1,216,858
Net Assets
$1,151,854
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1929
Legal Domicile
CA
Principal Officer
DAN BOURG
Phone
7604331561
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OCEANSIDE LODGE NO 1561, founded in 1929, is a small nonprofit that reported $526K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $457K left a modest 13% surplus.

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 $124,996
Program Service Revenue $56,156
Investment Income $3
Other Revenue $344,572
TOTAL REVENUE $525,727

Expense Breakdown

Grants Paid $0
Salaries & Benefits $74,452
Fundraising Expenses $0
Other Expenses $382,998
TOTAL EXPENSES $457,450

Year-over-Year Comparison

2024 2023 Change
Revenue $525,727 $481,033 +0.1%
Expenses $457,450 $462,202 0.0%
Net Income $68,277 $18,831 +2.6%
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
11
Independent Members
11
Employees
29
Volunteers
75

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
$2,586
Total Directors
11
$2,586
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATRICIA RAETZ Secretary 6.00
Officer Director
$2,586 $0 $2,586
TOM TRAVER Treasurer 6.00
Officer Director
$0 $0 $0
DAN BOURG EXALTED RULER 6.00
Officer Director
$0 $0 $0
JOE RIOJAS LEADING KNIGHT 2.00
Officer Director
$0 $0 $0
ROBERT DEUCHARS LOYAL KNIGHT 2.00
Officer Director
$0 $0 $0
ROBERT DODD LECTURING KNIGH 2.00
Officer Director
$0 $0 $0
JOHN E SMITH Trustee 2.00
Director
$0 $0 $0
PHIL DUMAS Trustee 2.00
Director
$0 $0 $0
GREG SMITH Trustee 2.00
Director
$0 $0 $0
DONALD JACKSON Trustee 2.00
Director
$0 $0 $0
KAREN KUNDTZ 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 $525,727 $457,450 $1,216,858 $68,277
2024 $481,033 $462,202 $1,161,011 $18,831
2023 $1,343,102 $845,752 $1,103,851 $497,350
2022 $408,885 $354,249 $651,846 $54,636
2021 $722,565 $715,244 $579,681 $7,321
2020 $424,978 $427,469 $599,427 $-2,491
2019 $378,340 $368,471 $579,318 $9,869
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