FULLERTON ELKS LODGE NO 1993 BPOE

EIN: 951897791

FULLERTON, CA

Total Revenue
$582,759
Total Expenses
$532,622
Total Assets
$1,640,108
Net Assets
$1,485,993
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1956
Legal Domicile
CA
Principal Officer
BRIAN MCNAMARA
Phone
7148701993
Tax Period
2024-04-01 to 2025-03-31

FULLERTON ELKS LODGE NO 1993 BPOE, founded in 1956, is a small nonprofit that reported $583K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $533K left a modest 9% 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 $215,185
Program Service Revenue $0
Investment Income $65,695
Other Revenue $301,879
TOTAL REVENUE $582,759

Expense Breakdown

Grants Paid $79,870
Salaries & Benefits $75,929
Fundraising Expenses $0
Other Expenses $376,823
TOTAL EXPENSES $532,622

Year-over-Year Comparison

2024 2023 Change
Revenue $582,759 $718,548 -0.2%
Expenses $532,622 $726,401 -0.3%
Net Income $50,137 $-7,853 -7.4%
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
7
Independent Members
N/A
Employees
19
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
6
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KAREN SEELEY LEADING KNIGHT 20.00
Officer Director
$0 $0 $0
BILL SWAIM EXALTED RULER 10.00
Officer Director
$0 $0 $0
GEORGE NERI LOYAL KNIGHT 10.00
Officer Director
$0 $0 $0
COLLEEN WADSWORTH Treasurer 20.00
Officer Director
$0 $0 $0
TRUDY NUZUM Trustee 10.00
Director
$0 $0 $0
BLAIRE BRADLEY Trustee 10.00
Director
$0 $0 $0
RUBEN GOMEZ Trustee 10.00
Director
$0 $0 $0
LUIS ANTOLIN Trustee 10.00
Director
$0 $0 $0
IRENE MARCIANO LECTURING KNIGH 10.00
Officer Director
$0 $0 $0
MARY KAY STEPHENS Secretary 15.00
Officer Director
$0 $0 $0
ALEX NUNEZ Trustee 10.00
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 $582,759 $532,622 $1,640,108 $50,137
2024 $718,548 $726,401 $1,621,465 $-7,853
2023 $428,944 $381,977 $1,566,376 $46,967
2022 $296,705 $253,113 $1,554,900 $43,592
2021 $160,093 $168,119 $1,539,069 $-8,026
2020 $331,725 $349,027 $3,638,089 $-17,302
2019 $258,670 $327,843 $3,758,620 $-69,173
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