Nonprofit · EIN 95-0711489
BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
Also known as 0322 SAN LUIS OBISPO
Tax-exempt · SN LUIS OBISP, CA 93401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $867,554 | $1,043,138 | -$175,584 | $1,586,533 | $734,310 | $852,223 |
| March 31, 2024 | 990 | $1,499,911 | $1,433,578 | $66,333 | $1,438,394 | $649,254 | $789,140 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $660,393
- Membership dues
- $561,268
- Program service revenue
- $31,596
- Investment income
- $18,497
- Net rental income
- $156,424
- Net income from fundraising events
- $4,210
- Net income from gaming
- $13,911
- Net income from sales of inventory
- -$20,800
- Other revenue
- $157,068
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $27,210
- Other salaries and wages
- $278,970
- Salaries, compensation and benefits (total)
- $338,201
- Professional fundraising fees
- $0
- Accounting fees
- $1,650
- Occupancy
- $150,216
- Depreciation
- $24,451
Balance sheet and other
- Total assets, start of year
- $1,438,394
- Total assets, end of year
- $1,586,533
- Total liabilities, end of year
- $734,310
- Net assets, end of year
- $852,223
- Land, buildings and equipment
- $258,605
- Net assets without donor restrictions
- $176,012
- Net assets with donor restrictions
- $676,211
- Gross unrelated business income
- $15,079
- Gross receipts
- $2,026,401
- Employees
- 25
- Volunteers
- 480
- Year formed
- 1951
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY LEWELLING | Secretary Trustee or director, Officer | 25 | $27,210 |
| ZACH SELF | EXALTED RULER Trustee or director, Officer | 6 | $0 |
| ALAN FORREST | LEADING KNIGHT Trustee or director, Officer | 2 | $0 |
| TRACI PARRISH | LOYAL KNIGHT Trustee or director, Officer | 2 | $0 |
| SCOTT MARCUM | LECTURING KNIGH Trustee or director, Officer | 2 | $0 |
| KATHY BIVENS | Treasurer Trustee or director, Officer | 6 | $0 |
| LONNIE ROLLINS | Trustee Trustee or director | 2 | $0 |
| CHERYL NUNO | Trustee Trustee or director | 2 | $0 |
| CRAIG SHIVELY | Trustee Trustee or director | 2 | $0 |
| ZOLI HARWAY | Trustee Trustee or director | 2 | $0 |
| STEVE KRAGENBRINK | Trustee Trustee or director | 2 | $0 |
990 for the year ended March 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANE BAGNALL | EXALTED RULE Trustee or director | – | $0 |
| ZACH SELF | LEADING KNIG Trustee or director | – | $0 |
| ALAN FORREST | LOYAL KNIGHT Trustee or director | – | $0 |
| TRACI PARRISH | LECTURING KN Trustee or director | – | $0 |
| NANCY LEWELLING | SECRETARY Officer | – | $0 |
| KATHY BIVENS | TREASURER Officer | – | $0 |
| LONNIE ROLLINS | 5 YEAR TRUST Trustee or director | – | $0 |
| CHERYL NUNO | 4 YEAR TRUST Trustee or director | – | $0 |
| CRAIG SHIVELY | 3 YEAR TRUST Trustee or director | – | $0 |
| COREY GOODWIN | 1 YEAR TRUST Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 222 ELKS LN, SN LUIS OBISP, CA 93401-5434
- Principal officer (990 for 2024)
- ZACH SELF, 222 ELKS LANE, SAN LUIS OBISPO, CA 93401
- Signed the 990
- CHERYL NUNO, Trustee
- Phone
- (805) 543-0322
- Return prepared by
- Perry Bunch & Johnston CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 95-0711489 or by the name BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE LODGE OPERATES UNDER THE LODGE SYSTEM, PROVIDING SOCIAL AND RECREATIONAL ACTIVITIES FOR THE BENEFIT OF ITS MEMBERS AND SUPPORTING THE LOCAL COMMUNITIES.
Program accomplishments
- OFFERS MEAL & BEVERAGE SERVICES AND FACILITY RENTALS TO ITS MEMBERS & GUESTS TO GENERATE FUNDS TO REINVEST IN ITS COMMUNITY & TO FUND ITS CHARITABLE PURPOSE.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 95-0711489
- Tax-exempt status
- 501(c)(8): Fraternal beneficiary society
- Exempt since
- 1951
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Group exemption
- 1156: BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
- Assets (IRS master file)
- $1,586,533
- Income (IRS master file)
- $2,026,401
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $867,554 | $1,043,138 | $1,586,533 | XML |
| 990 | March 2024 | $1,499,911 | $1,433,578 | $1,438,394 | XML |
| 990 | March 2023 | $1,515,938 | $1,454,197 | $1,380,478 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-0711489).
Questions about BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
- What is the EIN of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA?
- The employer identification number (EIN) of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA is 95-0711489.
- Is BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1951.
- Which annual return does BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA?
- The 990 for the year ended March 31, 2025 names ZACH SELF.
- Who are the officers and directors of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA?
- The 990 for the year ended March 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $27,210 (NANCY LEWELLING, Secretary).
- How much revenue does BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $867,554, expenses of $1,043,138 and total assets of $1,586,533 at year end.
Other nonprofits in SN LUIS OBISP
- COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY INC EIN 95-2410253 · last filed 990 for 2025
- PEOPLES SELF-HELP HOUSING CORPORATION EIN 95-2750154 · last filed 990 for 2025
- TRANSITIONS - MENTAL HEALTH ASSOCIATION EIN 95-3509040 · last filed 990 for 2025
- FAMILY CARE NETWORK INC EIN 77-0159090 · last filed 990 for 2025
- FOOD BANK COALITION OF SAN LUIS OBISPO COUNTY EIN 77-0210727 · last filed 990 for 2025
- SAN LUIS OBISPO CLASSICAL ACADEMY EIN 20-3131883 · last filed 990 for 2025
- COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY EIN 77-0496500 · last filed 990 for 2025
- OPTIONS FAMILY OF SERVICES EIN 77-0109107 · last filed 990 for 2025