BENEVOLENT & PROTECTIVE ORDER OF ELKS SANTA MARIA ELKS NO 1538

EIN: 950541119

SANTA MARIA, CA

Total Revenue
$1,340,418
Total Expenses
$1,336,909
Total Assets
$3,629,755
Net Assets
$3,164,142
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
CA
Principal Officer
CHUCK BIELY
Phone
8059221538
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS SANTA MARIA ELKS NO 1538, founded in 1969, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $3.2M represent 28 months of operating reserves.

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 $179,665
Program Service Revenue $893,107
Investment Income $7,480
Other Revenue $260,166
TOTAL REVENUE $1,340,418

Expense Breakdown

Grants Paid $0
Salaries & Benefits $170,128
Fundraising Expenses $0
Other Expenses $1,166,781
TOTAL EXPENSES $1,336,909

Year-over-Year Comparison

2024 2023 Change
Revenue $1,340,418 $1,714,174 -0.2%
Expenses $1,336,909 $1,317,960 +0.0%
Net Income $3,509 $396,214 -1.0%
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
11
Independent Members
11
Employees
51
Volunteers
51

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
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PHIL DAIGHTON Secretary 6.00
Officer Director
$0 $0 $0
CHUCK BIELY EXALTED RULER 6.00
Officer Director
$0 $0 $0
JEREMY FORMAN LEADING KNIGHT 2.00
Officer Director
$0 $0 $0
CHRISTINA LAGRIMAS LOYAL KNIGHT 2.00
Officer Director
$0 $0 $0
EVA GUZMAN LECTURING KNIGH 2.00
Officer Director
$0 $0 $0
LIZ BROWN Treasurer 6.00
Officer Director
$0 $0 $0
MATT RODRIGUEZ Trustee 2.00
Director
$0 $0 $0
WES BROWN Trustee 2.00
Director
$0 $0 $0
KIM NEWMAN Trustee 2.00
Director
$0 $0 $0
TONY CAMPAS Trustee 2.00
Director
$0 $0 $0
AARON CASTELLANOS 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 $1,340,418 $1,336,909 $3,629,755 $3,509
2024 $1,714,174 $1,317,960 $3,500,658 $396,214
2023 $1,244,996 $1,081,080 $2,952,820 $163,916
2022 $1,247,244 $940,786 $2,897,658 $306,458
2021 $987,603 $1,101,271 $2,455,800 $-113,668
2020 $1,557,679 $1,279,413 $2,658,875 $278,266
2019 $1,506,690 $1,486,037 $2,407,889 $20,653
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