BENEVOLENT & PROTECTIVE ORDER OF ELKS

EIN: 950711489

SAN LUIS OBISPO, CA

Total Revenue
$1,499,911
Total Expenses
$1,433,578
Total Assets
$1,438,394
Net Assets
$789,140
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
CA
Principal Officer
NANCY LEWELLING
Phone
8055430322
Tax Period
2023-04-01 to 2024-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS, founded in 1951, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Expenses of $1.4M left a modest 4% 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 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 & 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 (2023)

Revenue Breakdown

Contributions & Grants $115,898
Program Service Revenue $695,463
Investment Income $2,350
Other Revenue $686,200
TOTAL REVENUE $1,499,911

Expense Breakdown

Grants Paid $0
Salaries & Benefits $531,056
Fundraising Expenses $71,423
Other Expenses $902,522
TOTAL EXPENSES $1,433,578

Year-over-Year Comparison

2023 2022 Change
Revenue $1,499,911 $1,515,938 0.0%
Expenses $1,433,578 $1,454,197 0.0%
Net Income $66,333 $61,741 +0.1%
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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
31
Volunteers
N/A

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
2
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHANE BAGNALL EXALTED RULE N/A
Director
$0 $0 $0
ZACH SELF LEADING KNIG N/A
Director
$0 $0 $0
ALAN FORREST LOYAL KNIGHT N/A
Director
$0 $0 $0
TRACI PARRISH LECTURING KN N/A
Director
$0 $0 $0
NANCY LEWELLING SECRETARY N/A
Officer
$0 $0 $0
KATHY BIVENS TREASURER N/A
Officer
$0 $0 $0
LONNIE ROLLINS 5 YEAR TRUST N/A
Director
$0 $0 $0
CHERYL NUNO 4 YEAR TRUST N/A
Director
$0 $0 $0
CRAIG SHIVELY 3 YEAR TRUST N/A
Director
$0 $0 $0
COREY GOODWIN 1 YEAR TRUST N/A
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
2024 $1,499,911 $1,433,578 $1,438,394 $66,333
2023 $1,515,938 $1,454,197 $1,380,478 $61,741
2022 $1,097,728 $1,012,019 $924,160 $85,709
2021 $744,102 $706,499 $720,064 $37,603
2020 $1,133,718 $1,151,080 $713,687 $-17,362
2019 $1,054,508 $1,097,977 $853,655 $-43,469
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