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Benevolent & Protective Order Of Elks Of The Usa

0322 San Luis Obispo
  • Sn Luis Obisp, CA
  • Tax-exempt since Oct. 1951
  • EIN: 95-0711489

Organization summary

Type of Nonprofit

Designated as a Fraternal beneficiary societies and associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.5M (2024)

Expenses
$1.43M (2024)

Total Assets
$1.44M (2024)

Total Liabilities
$649k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,499,911
Expenses
$1,433,578
Net Income
$66,333
Net Assets
$789,140
Notable Sources of Revenue Percent of Total Revenue
Contributions $115,898
7.7%
Program Services $695,463
46.4%
Investment Income $2,350
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $62,923
4.2%
Net Fundraising $600
0.0%
Sales of Assets $0
Net Inventory Sales $583,649
38.9%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $467,166
32.6%
Assets/Debt
Total Assets $1,438,394
Total Liabilities $649,254
Net Assets $789,140
Compensation
Key Employees and Officers Compensation Related Other
Shane Bagnall (Exalted Rule) $0 $0 $0
Zach Self (Leading Knig) $0 $0 $0
Alan Forrest (Loyal Knight) $0 $0 $0
Traci Parrish (Lecturing Kn) $0 $0 $0
Nancy Lewelling (Secretary) $0 $0 $0
Kathy Bivens (Treasurer) $0 $0 $0
Lonnie Rollins (5 Year Trust) $0 $0 $0
Cheryl Nuno (4 Year Trust) $0 $0 $0
Craig Shively (3 Year Trust) $0 $0 $0
Corey Goodwin (1 Year Trust) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 16, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,515,938
Expenses
$1,454,197
Net Income
$61,741
Net Assets
$725,932
Notable Sources of Revenue Percent of Total Revenue
Contributions $190,241
12.5%
Program Services $648,314
42.8%
Investment Income $2,324
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $56,727
3.7%
Net Fundraising $4,208
0.3%
Sales of Assets $0
Net Inventory Sales $588,371
38.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $430,961
29.6%
Assets/Debt
Total Assets $1,380,478
Total Liabilities $654,546
Net Assets $725,932
Compensation
Key Employees and Officers Compensation Related Other
Gail Marcum (Exalted Rule) $0 $0 $0
Shane Bagnall (Leading Knig) $0 $0 $0
Zach Self (Loyal Knight) $0 $0 $0
Alan Forest (Lecturing Kn) $0 $0 $0
Nancy Lewelling (Secretary) $0 $0 $0
Kathy Bivens (Treasurer) $0 $0 $0
Craig Shively (5 Year Trust) $0 $0 $0
Cheryl Nuno (4 Year Trust) $0 $0 $0
Zoli Harway (3 Year Trust) $0 $0 $0
Deena Dana (1 Year Trust) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 28, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,097,728
Expenses
$1,012,019
Net Income
$85,709
Net Assets
$664,206
Notable Sources of Revenue Percent of Total Revenue
Contributions $52,777
4.8%
Program Services $575,751
52.4%
Investment Income $366
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $63,874
5.8%
Net Fundraising $38,209
3.5%
Sales of Assets $0
Net Inventory Sales $347,898
31.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $364,217
36.0%
Assets/Debt
Total Assets $924,160
Total Liabilities $259,954
Net Assets $664,206
Compensation
Key Employees and Officers Compensation Related Other
David Forrest (Exalted Rule) $0 $0 $0
Tom Kommer (Leading Knig) $0 $0 $0
Jenny Dugandzic (Loyal Knight) $0 $0 $0
Shane Bagnall (Lecturing Kn) $0 $0 $0
Nancy Lewelling (Secretary) $0 $0 $0
Kathy Bivens (Treasurer) $0 $0 $0
Zach Self (5 Year Trust) $0 $0 $0
Zoli Harway (4 Year Trust) $0 $0 $0
Gail Marcum (3 Year Trust) $0 $0 $0
Deena Dana (Chairman) $0 $0 $0
Scott Marcum (1 Year Trust) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 22, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$744,102
Expenses
$706,499
Net Income
$37,603
Net Assets
$585,822
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,133
7.4%
Program Services $576,656
77.5%
Investment Income $21
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $49,847
6.7%
Net Fundraising $200
0.0%
Sales of Assets $0
Net Inventory Sales $61,389
8.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $217,958
30.9%
Assets/Debt
Total Assets $720,064
Total Liabilities $134,242
Net Assets $585,822
Compensation
Key Employees and Officers Compensation Related Other
Nancy Lewelling (Secretary) $23,340 $0 $0
David Forrest (Exalted Rule) $0 $0 $0
Tom Kommer (Leading Knig) $0 $0 $0
Jenny Dugandzic (Loyal Knight) $0 $0 $0
Shane Bagnall (Lecturing Kn) $0 $0 $0
Kathy Bivens (Treasurer) $0 $0 $0
Zach Self (5 Year Trust) $0 $0 $0
Zoli Harway (4 Year Trust) $0 $0 $0
Gail Marcum (3 Year Trust) $0 $0 $0
Deena Dana (Chairman) $0 $0 $0
Scott Marcum (1 Year Trust) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 11, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,133,718
Expenses
$1,151,080
Net Income
-$17,362
Net Assets
$548,219
Notable Sources of Revenue Percent of Total Revenue
Contributions $177,516
15.7%
Program Services $577,411
50.9%
Investment Income $2,317
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $33,805
3.0%
Net Fundraising $117,337
10.3%
Sales of Assets $0
Net Inventory Sales $206,498
18.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $447,101
38.8%
Assets/Debt
Total Assets $713,687
Total Liabilities $165,468
Net Assets $548,219
Compensation
Key Employees and Officers Compensation Related Other
Tim Delavallade (Exalted Ruler) $0 $0 $0
David Forrest (Leading Knight) $0 $0 $0
Tom Kommer (Loyal Knight) $0 $0 $0
Jenny Dugandzic (Ect Knight) $0 $0 $0
Nancy Lewelling (Secretary) $0 $0 $0
Kathyrn Bivens (Treasurer) $0 $0 $0
Jeff Dailey (1 Yr Trustee) $0 $0 $0
Scott Marcum (2 Yr Trustee) $0 $0 $0
Gail Marcum (4 Yr Trustee) $0 $0 $0
Zoli Harway (5 Yr Trustee) $0 $0 $0
Deena Dana (Chairman) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 26, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,054,508
Expenses
$1,097,977
Net Income
-$43,469
Net Assets
$565,581
Notable Sources of Revenue Percent of Total Revenue
Contributions $86,347
8.2%
Program Services $514,644
48.8%
Investment Income $9
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $43,664
4.1%
Net Fundraising $13,412
1.3%
Sales of Assets $0
Net Inventory Sales $398,300
37.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $398,133
36.3%
Assets/Debt
Total Assets $853,655
Total Liabilities $288,074
Net Assets $565,581
Compensation
Key Employees and Officers Compensation Related Other
Patrick Munroe (Exalted Ruler) $0 $0 $0
Teresa Lara (Leading Knight) $0 $0 $0
Camron Boyne (Loyal Knight) $0 $0 $0
Fred Duffey (Ect Knight) $0 $0 $0
Gail Marcum (Secretary) $0 $0 $0
Teri Jobe (Treasurer) $0 $0 $0
Sid Stark Jr (1 Yr Trustee) $0 $0 $0
Gary Kibbe (2 Yr Trustee) $0 $0 $0
Jeff Dalley (3 Yr Trustee) $0 $0 $0
Richard Viar (4 Yr Trustee) $0 $0 $0
Deena Dana (5 Yr Trustee) $0 $0 $0
Cathleen Matthews (Tiler) $0 $0 $0
Tim Delavallade (Esquire) $0 $0 $0
Brian Lawson (Chaplin) $0 $0 $0
Joe Logan (Inner Guard) $0 $0 $0
Mark White (Organist) $0 $0 $0
+ View more people

Document Links

990
Filed on June 27, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$996,710
Expenses
$1,003,191
Net Income
-$6,481
Net Assets
$609,050
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,052
7.7%
Program Services $518,938
52.1%
Investment Income $13
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $37,508
3.8%
Net Fundraising -$13,110
Sales of Assets $0
Net Inventory Sales $377,698
37.9%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $354,471
35.3%
Assets/Debt
Total Assets $863,565
Total Liabilities $254,515
Net Assets $609,050
Compensation
Key Employees and Officers Compensation Related Other
Patrick Munroe (Exalted Ruler) $0 $0 $0
Teresa Lara (Leading Knight) $0 $0 $0
Camron Boyne (Loyal Knight) $0 $0 $0
Fred Duffey (Ect Knight) $0 $0 $0
Gail Marcum (Secretary) $0 $0 $0
Teri Jobe (Treasurer) $0 $0 $0
Sid Stark Jr (1 Yr Trustee) $0 $0 $0
Gary Kibbe (2 Yr Trustee) $0 $0 $0
Jeff Dalley (3 Yr Trustee) $0 $0 $0
Richard Viar (4 Yr Trustee) $0 $0 $0
Deena Dana (5 Yr Trustee) $0 $0 $0
Cathleen Matthews (Tiler) $0 $0 $0
Tim Delavallade (Esquire) $0 $0 $0
Brian Lawson (Chaplin) $0 $0 $0
Joe Logan (Inner Guard) $0 $0 $0
Mark White (Organist) $0 $0 $0
+ View more people

Document Links

990
Filed on July 26, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$907,451
Expenses
$874,408
Net Income
$33,043
Net Assets
$347,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $318,205
35.1%
Investment Income $6
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,394
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $271,420
29.9%
Other Revenue $316,426
34.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $72,763
8.3%
Assets/Debt
Total Assets $819,766
Total Liabilities $472,695
Net Assets $347,071

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$848,004
Expenses
$801,053
Net Income
$46,951
Net Assets
$314,028
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $311,872
36.8%
Investment Income $349
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$11,107
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $255,448
30.1%
Other Revenue $291,442
34.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $12,481
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $81,320
10.2%
Assets/Debt
Total Assets $834,689
Total Liabilities $520,661
Net Assets $314,028

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$760,249
Expenses
$857,174
Net Income
-$96,925
Net Assets
$267,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $291,323
38.3%
Investment Income $197
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $10,182
1.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $148,010
19.5%
Other Revenue $310,537
40.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $10,504
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $110,902
12.9%
Assets/Debt
Total Assets $759,492
Total Liabilities $492,415
Net Assets $267,077

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$723,213
Expenses
$752,569
Net Income
-$29,356
Net Assets
$363,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $274,528
38.0%
Investment Income $1,483
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income -$14,947
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $186,252
25.8%
Other Revenue $275,897
38.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,264
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $100,278
13.3%
Assets/Debt
Total Assets $886,245
Total Liabilities $523,140
Net Assets $363,105

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$779,728
Expenses
$733,300
Net Income
$46,428
Net Assets
$401,785
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $246,985
31.7%
Investment Income $92
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$15,396
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $147,235
18.9%
Other Revenue $400,812
51.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $15,640
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $139,303
19.0%
Assets/Debt
Total Assets $841,724
Total Liabilities $439,939
Net Assets $401,785

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$730,768
Expenses
$593,191
Net Income
$137,577
Net Assets
$388,168
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $217,124
29.7%
Investment Income $1,910
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income -$541
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $71,422
9.8%
Other Revenue $440,853
60.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $13,050
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $106,218
17.9%
Assets/Debt
Total Assets $808,351
Total Liabilities $420,183
Net Assets $388,168

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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