2024-08-01T18:00:40-04:00 2024-03-31 931041672 GRIMSTAD & ASSOCIATES PO BOX 1930 NEWPORT OR 97365 990 2023-04-01 770160252 BENEVOLENT-PROTECTIVE ORDER OF ELKS ATASCADERO LODGE NO 2733 BENE 8054663557 PO BOX 1085 ATASCADERO CA 93423 RONNIE MAXWELL EXALTED RULER 8054663557 2024-06-26 true false SIGNE GRIMSTAD P01454253 5412655411 2024-08-01 X 2023 2024-08-08 14:25:15Z RONNIE MAXWELL PO BOX 1085 ATASCADERO CA 93423 409354 false X ELKS2733.ORG X 1987 CA MEMBERS INVEST IN THEIR COMMUNITY THROUGH PROGRAMS THAT HELP CHILDREN GROW UP HEALTHY AND DRUG-FREE, BY UNDERTAKING PROJECTS THAT ADDRESS UNMET NEEDS, AND BY HONORING THE SERVICE AND SACRIFICE OF OUR VETERANS. 5 5 7 2342 6326 77117 96507 8770 6326 48 2569 93051 203120 178986 308522 18969 0 19788 46967 0 15006 231711 251032 251499 316968 -72513 -8446 1558674 1600384 516282 537685 1042392 1062699 MEMBERS INVEST IN THEIR COMMUNITY THROUGH PROGRAMS THAT HELP CHILDREN GROW UP HEALTHY AND DRUG-FREE, BY UNDERTAKING PROJECTS THAT ADDRESS UNMET NEEDS, AND BY HONORING THE SERVICE AND SACRIFICE OF OUR VETERANS. false false 176629 189568 THE LODGE COORDINATES MEMBER ACTIVITIES, CHARITABLE PROGRAMS, FUNDRAISING, COMMUNICATION AND INTERACTION WITH THE GRAND LODGE AND ITS STATE AFFILIATION. 71266 74977 THE CLUB OFFERS MEAL AND BEVERAGE SERVICES AND FACILITY RENTALS TO ITS MEMBERS AND GUESTS TO GENERATE FUNDS TO REINVEST IN ITS COMMUNITY AND TO FUND ITS CHARITABLE PURPOSES. 18969 18969 BPO ELKS LODGE NO. 2733 APPLIES FOR ENF GRANTS AND RAISES FUNDS THROUGH ITS BINGO PROGRAM FOR CHARITABLE PURPOSES, AS WELL AS DONATIONS, AND FUNDRAISING SPECIAL EVENTS. THESE FUNDS ARE PROVIDED TO THE LOCAL SCHOOL DISTRICT, LIBRARY, VETERANS, BOY SCOUTS TROOP 51, AND OTHER COMMUNITY CHARITABLE ORGANIZATIONS. IN 23/24 DONATIONS INCLUDED 4,000 FOR SCHOLARSHIPS, 1,900 ASSISTANCE TO INDIVIDUALS, AND 13,069 IN CHARITABLE DONATIONS TO LOCAL NONPROFIT ORGANIZATIONS. 266864 false true false false false false false false false true false false false false false false false false false false false false false true false false false true false false false false false false false false false false false false true false false true 5 0 true 7 true true true false false false false true true false false false false false false false false X 5 5 true false false false true true true true true false false true true true true true true true true false CA X X DONNA FERRELL 8054663557 PO BOX 1085 ATASCADERO CA 93423 X RONNIE MAXWELL EXALTED RULE 20.00 X X 0 0 0 DONNA FERRELL TREASURER 20.00 X X 0 0 0 JERRIE DAHLEN PER SECRETARY 20.00 X X 0 0 0 CORY BLACK PER LEADING KNIG 5.00 X 0 0 0 MARK MORISOLI PER LECTURING KN 5.00 X 0 0 0 CAROL MORGAN PFL LOYAL KNIGHT 5.00 X 0 0 0 LANCE ERICKSON PSP PER TRUSTEE YEAR 5.00 X 0 0 0 KEN DAHLEN PFG TRUSTEE YEAR 5.00 X 0 0 0 ED FERRELL TRUSTEE YEAR 5.00 X 0 0 0 DAVID MARTIN PDDGER COB TRUSTEE YEAR 5.00 X 0 0 0 RON JONES TRUSTEE YEAR 5.00 X 0 0 0 DAVID GRUMMITT AUDIT COMMIT 7.00 X 0 0 0 SUSAN MARPLE PER AUDIT COMMIT 7.00 X 0 0 0 false false false 55099 9000 32408 11201 96507 BULLETIN ADVERTISING 541800 6326 6326 6326 69 69 121211 29193 92018 92018 92018 2500 2500 2500 2500 47565 18113 29452 29452 6000 2305 3695 3695 127078 51221 75857 75857 MISCELLANEOUS 2098 2098 2098 308522 80455 6326 125234 X 13069 13069 5900 5900 42053 34766 4390 2897 4914 4031 530 353 6799 6799 675 675 13847 2569 11278 20186 19343 562 281 11462 11462 3719 3160 373 186 74711 74711 16695 14859 1194 642 TAXES PROPERTY. OTHER 17280 17205 75 PER CAPITA GRAND LODGE 16428 16428 IN-KIND CONTRIBUTIONS 11201 1218 100 9883 CHARITY MPF 6966 6966 51063 40502 9797 764 316968 266864 35098 15006 139013 171138 126635 126704 5196 6305 8403 1 6211 2207620 924888 1286720 1282732 1558674 1600384 2959 26858 48311 57314 465012 453513 516282 537685 X 1010484 1022318 31908 40381 1042392 1062699 1558674 1600384 X -8446 28753 X true X false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 109423 109423 1861797 758080 1103717 236400 166808 69592 1282732 307223 1270 1270 305953 2569 2569 308522 315669 1270 1270 314399 2569 2569 316968 SCHEDULE D, PAGE 4, PART XI, LINE 4B ADVERTISING EXPENSES 2,569 SCHEDULE D, PAGE 4, PART XII, LINE 4B ADVERTISING EXPENSES 2,569 ELKETTES GARAGE 9130 9130 1524 DINNER FOR 2 EV 20747 20747 6383 1 12611 12611 4708 42488 42488 4708 6383 1524 12615 29873 false 6 3 SCHOLARSHIPS 8 4000 ASSISTANCE DONATIONS 7 1400 JOURNALISM SCHOLARSHIPS 2 500 SCHEDULE I, PAGE 1, PART I, LINE 2 FOR DONATIONS TO ATASCADERO SCHOOL DISTRICT RESTRICTED INDIVIDUAL DONATIONS TO SPECIFIC ITEMS SUCH AS THE MIDDLE AND HIGH SCHOOD ROBOTICS PROGRAM, SCHOOL LITERATURE CLUB, SCHOOL BAND BOOSTERS, SCHOOL OUTFIELD BANNER, AND OTHER SCHOOL SUPPLIES. THE LODGE REQUIRES A REPORT ON THE SPENDING OF LODGE FUNDS. FORM 990, PAGE 6, PART VI, LINE 2 ED FERRELL DONNA FERRELL TRUSTEE YR 3 TREASURER MARRIED KEN DAHLEN JERRIE DAHLEN TRUSTEE YR 2 SECRETARY MARRIED FORM 990, PAGE 6, PART VI, LINE 6 THE LODGE IS ORGANIZED WITH DUES PAYING MEMBERS WHO MEET EACH THURSDAY TO APPROVE LODGE BUSINESS DECISIONS AS PRESENTED BY THE EXECUTIVE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 7A THE ANNUAL SLATE OF OFFICERS ARE NOMINATED AND PRESENTED TO THE MEMBERSHIP AT AN ANNUAL MEETING TO VOTE THEIR APPROVAL OR DISAPPROVAL OF THE NEW OFFICERS AND TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 7B MANAGEMENT AND GOVERNANCE POLICIES AND PROCEDURES ARE CONTAINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS (BPOE) ANNOTATED STATUTES AND LOCAL BYLAWS ADMINISTERED BY LODGE OFFICERS SUBJECT TO APPROVAL BY LODGE MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 REVIEW PROCESS INCLUDES DISTRIBUTING COPIES OF THE FORM TO OFFICERS AND TURSTEES VIA BOARD PACKET AFTER COMPLETION OF THE FORM BY THE CONTRACTED CPA EACH YEAR. THE 990 IS THEN DISCUSSED AND APPROVED AT THE NEXT TRUSTEE MEETING, OR, IF TIME IS SHORT, DISCUSSION AND APPROVAL CONSENSUS IS OBTAINED VIA PHONE OR EMAIL PRIOR TO FILING FORM 990 EACH YEAR. FORM 990, PAGE 6, PART VI, LINE 12C AS OUTLINED IN THE BPOE ELKS GRAND LODGE STATUTES, LOCAL BYLAWS, AND HOUSE RULES, MONITORED BY LOCAL LODGE OFFICERS. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR TOP MANAGEMENT REVIEW AND APPROVAL PROCESS PER BPOE ANNOTATED STATUTES AND LOCAL LODGE BYLAWS UNDER INTERNAL REVENUE SERVICE GROUP EXEMPTION 1156. IN 23/24, NO OFFICERS WERE PAID A STIPEND. THE SECRETARY AND TREASURER RECEIVED MILEAGE REIMBURSEMENTS FOR TRIPS TO THE POST OFFICE AND BANKS DURING THE YEAR. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR EMPLOYEES REVIEW AND APPROVAL PROCESS PER BPOE ANNOTATED STATUTES AND LOCAL LODGE BYLAWS UNDER INTERNAL REVENUE SERVICE GROUP EXEMPTION 1156. COMPENSATION IS SET BY THE BOARD OF TRUSTEES UTILIZING COMPARABLE WAGE DATA FOR SIMILAR LOCAL POSITIONS, IS REVIEWED AT LEAST ANNUALLY, AND IS APPROVED BY THE BOARD OF TRUSTEES PRIOR TO ANY HIRING OR WAGE INCREASES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE BY ADVANCE APPOINTMENT AT THE OFFICE LOCATION. ANNUAL FORM 990 IS ALSO AVAILABLE AT GUIDESTAR.ORG. GOVERNANCE AND OPERATING POLICIES AND PROCEDURES ARE AVAILABLE AT BPOE OF THE USA WEB SITE WWW.ELKS.ORG. FORM 990, PART IX, LINE 24E SUPPLIES 6,675 0 0 TELEPHONE, INTERNET 4,791 1,022 512 EQUIPMENT RENTAL 111 5,745 0 OFFICER, PER, VIP SUPPLIE 3,384 2,400 0 CHARITY ENF 5,395 0 0 COMMUNITY ACTIVITIES 4,272 0 0 DISTRICT DEPUTY CLINICS 3,780 0 0 PER CAPITA STATE 3,390 0 0 BANK & MERCHANT FEES 2,267 630 252 APPAREL JEWELRY PINS AWRD 1,672 0 0 LICENSES 1,505 0 0 GLAMA ASSESSMENT 1,200 0 0 JANITORIAL SUPPLIES 1,178 0 0 MISCELLANEOUS 882 0 0 TOTAL 40,502 9,797 764 FORM 990, PART XI, LINE 9 ADVERTISING EXPENSES -2,569 ADVERTISING EXPENSES 2,569 ELKS NATIONAL FOUNDATION INC 2750 N LAKEVIEW AVE CHICAGO IL 606141889 263718342 PHILANTHRO IL 501C3 7 N/A false CA-HI ELKS ASSOCIATION 5351 N DIANA ST FRESNO CA 93710 940357545 SOCIAL ORG CA 501C8 N/A false BPO ELKS OF THE USA 2750 N LAKEVIEW AVE CHICAGO IL 606141889 263718342 PHILANTHRO IL 501C3 7 N/A false false false true false false false false false false false false true false false false false false false false ELKS NATIONAL FOUNDATION L 5395 AMOUNT PAID CA-HAWAII ELKS ASSOCIATION L 10356 PER CAPITA/CHEMPI PAID ELKS NATIONAL FOUNDATION C 9000 GRANTS RECEIVED BPO ELKS OF THE USA L 16428 PER CAPITA PAID SCHEDULE R BPO ELKS LODGE NO. 2733 IS AN AFFILIATE OF BPO ELKS OF THE USA. AS SUCH THE LODGE PAYS PER CAPITA DUES TO BOTH THE NATIONAL AND STATE ORGANIZATIONS AND RECEIVED ENF GRANTS TOTALING 9,000 IN 23/24, AND IN SOME YEARS, DONATIONS FROM THESE ASSOCIATIONS.