2025-08-15T18:54:58-05:00 2025-03-31 421539623 KMH LLP 1003 BISHOP STREET SUITE 2400 HONOLULU HI 96813 990 2024-04-01 990034655 BENEVOLENT AND PROTECTIVE ORDER OF ELKS HONOLULU LODGE 616 BENE 8089235525 2933 KALAKAUA AVENUE HONOLULU HI 96815 CRISLYN MERIA SECRETARY 8089235525 2025-08-15 1 0 DANIELLE A HARANO P01258470 8085262255 2025-08-15 2024 2025-03-06 01:10:19Z SHANNON BALL 2933 KALAKAUA AVENUE HONOLULU HI 96815 11355193 0 1156 X WWW.ELKS616.ORG X 1901 HI THE ORGANIZATION'S MISSION IS TO FOSTER FRATERNITY, CHARITY, PATRIOTISM, AND COMMUNITY SERVICES. 9 9 133 150 0 0 2122618 2207886 0 0 562363 788140 3326628 3239699 6011609 6235725 267521 87526 0 0 830537 819933 0 0 0 3435403 4125968 4533461 5033427 1478148 1202298 23983733 25072198 4928966 4910174 19054767 20162024 X 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. 0 0 5033427 1812434 TO PROMOTE COMMUNITY WELFARE AND FOSTER FRATERNITY. 5033427 0 1 0 0 0 0 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 47 0 1 133 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X CRISLYN MERIA 8089235525 2933 KALAKAUA AVENUE HONOLULU HI 96815 MICHELANE URBAN TRUSTEE 15.00 X 0 0 0 MARILEI PATTERSON TRUSTEE 30.00 X 0 0 0 SHANNON BALL LEADING KNIGHT, BOARD CHAIR 15.00 X 0 0 0 ASHLEY WEED TRUSTEE 30.00 X 0 0 0 DAVID BUERGE TRUSTEE 30.00 X 0 0 0 JEFFEREY RENNER EXALTED RULER 30.00 X 0 0 0 SHERI DEL BARRIO TRUSTEE 30.00 X 0 0 0 JOHN MUGNANI LOYAL KNIGHT 20.00 X 0 0 0 SHELLEY HEE LECTURING KNIGHT 20.00 X 0 0 0 DELORESE GREGOIRE CHAPLAIN 10.00 X 0 0 0 GEORGE WEST SECRETARY (THROUGH NOV 2024) 40.00 X 26869 0 6728 WINFRED CAMERON TREASURER 8.00 X 5769 0 0 CRISLYN MERIA SECTRTARY (BEG. NOV. 2024) 40.00 X 0 0 0 ADRIANA HUIZAR GENERAL MANAGER 40.00 X 125000 0 13128 157638 0 19856 1 0 0 0 KMH LLP 1003 BISHOP STREET STE 2400 HONOLULU HI 96813 ACCOUNTING 142067 1 2044036 8224 6000 149626 2207886 601221 601221 1537925 455118 0 0 1537925 455118 1993043 1993043 177807 10000 0 888 177807 9112 186919 186919 76563 8224 41120 35443 35443 6114199 5077460 1036739 1036739 MISCELLANEOUS REVENUE 532000 174474 174474 174474 6235725 1812434 0 2215405 X 47813 39713 28503 667257 124173 13888 231212 67027 40452 91774 69031 201037 391693 141522 COMMITTEE EXPENSES 589624 UTILITIES 348231 GENERAL EXCISE TAX 333448 SUPPLIES 289743 1317286 5033427 313708 885657 11232302 11576863 83731 92336 49915 51446 13186797 4208911 8820359 8977886 3452868 3488010 30850 0 23983733 25072198 560398 747771 4368568 4162403 4928966 4910174 X 17728957 18810986 1325810 1351038 19054767 20162024 23983733 25072198 X 1202298 -95040 -1 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6426798 1117621 316742 59713 316329 93023 7392096 5131590 1100988 595337 40000 278078 83040 6426798 4493354 269577 979863 611204 5131590 3708285 215419 1192343 622693 4493354 2972339 68128 1611832 944014 3708285 0.50280 0.12950 0.36770 0 0 107384 107384 12108325 3466492 8641833 971088 742419 228669 8977886 MORGAN STANLEY STOCKS 1624146 F MUTUAL FUNDS 839777 F ETFS AND CEFS 1024087 F 3488010 X 11224002 -95040 5119468 5024428 6199574 36151 36151 6235725 10116750 5119474 5119474 4997276 36151 36151 5033427 PART X, LINE 2: THE GRAND LODGE IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(8) OF THE INTERNAL REVENUE CODE, WHICH EXTENDS TO ALL SUBORDINATE LODGES OF THE ORDER. THE ORGANIZATION IS ALSO EXEMPT FROM STATE INCOME TAXES. HOWEVER, AS AN EXEMPT ORGANIZATION, THE ORGANIZATION IS SUBJECT TO A TAX ON UNRELATED BUSINESS INCOME. UNRELATED BUSINESS INCOME INCLUDES INCOME FROM INVESTMENTS AND INCOME GENERATED FROM NON-MEMBERS OR THE GENERAL PUBLIC LESS ALLOWABLE EXPENSES DIRECTLY RELATED TO SUCH INCOME. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT EFFECTS FROM A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION AFTER AN AUDIT BASED ON THE TECHNICAL MERITS OF THE POSITION. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. THE ORGANIZATION HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS IN FILED RETURNS THAT REQUIRE DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 5,077,460. FUNDRAISING EVENT EXPENSES 41,120. COST OF BURIAL PLOTS SOLD 888. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES 5,077,460. FUNDRAISING EVENT EXPENSES 41,120. ROUNDING 6. COST OF BURIAL PLOTS SOLD 888. OPPORTUNITY DRAWING 31933 31933 2300 120 7696 BINGO NIGHT 18452 8224 10228 1981 5301 390 3 34402 34402 19727 3605 84787 8224 76563 2300 1981 25148 11691 41120 35443 0 ELKS NATIONAL FOUNDATION INC 2750 N LAKEVIEW AVENUE CHICAGO IL 606141889 263718342 501(C)(3) 25863 0 CHARITABLE GRANT CALIFORNIA HAWAII ELKS MAJOR PROJECT INC 5450 E LAMONA AVENUE FRESNO CA 937272200 951919366 501(C)(3) 16950 0 CHARITABLE GRANT SCHOLARSHIPS 6 39713 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO ARE ELECTED INTO THEIR POSITIONS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS ARE MADE BY THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS. DECISIONS ARE EITHER APPROVED OR DISAPPROVED BY MAJORITY VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S AUDITING & ACCOUNTING COMMITTEE IS CHARGED WITH OVERSEEING THE COMPLETION AND SUBMISSION OF FORM 990 WITH THE IRS. THE FINAL DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AND LODGE MEMBERS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES, OFFICERS, AND OTHER KEY PERSONNEL ARE ANNUALLY PROVIDED WITH OUR "CONFLICT OF INTEREST POLICY". THEY ARE REQUIRED TO ACKNOWLEDGE THEIR RECEIPT OF THE DOCUMENT, UNDERSTAND THE DOCUMENT, AND COMPLY WITH THE DOCUMENT BY COMPLETING AND SIGNING THE "CONFLICT OF INTEREST POLICY - ACKNOWLEDGEMENT AND FINANCIAL INTEREST DISCLOSURE STATEMENT". IN THE EVENT OF A POTENTIAL CONFLICT OF INTEREST, THE "CONFLICT OF INTEREST POLICY" INDICATES THE ACTION(S) TO BE TAKEN WITH REGARDS TO THE POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE LODGE DETERMINES THE COMPENSATION OF THE ORGANIZATION'S OFFICERS. WHEN AN INDIVIDUAL IS ELIGIBLE FOR A PAY ADJUSTMENT, THE ADJUSTMENT IS RECOMMENDED, SUBJECT TO APPROVAL BY THE SUPERVISOR/HOUSE COMMITTEE/BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FEDERAL APPLICATION AND ANNUAL FEDERAL FILINGS ARE FILED IN THE ORGANIZATION'S ACCOUNTING DEPARTMENT. THESE FORMS ARE READILY AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FEDERAL APPLICATION AND ANNUAL FEDERAL FILINGS ARE FILED IN THE ORGANIZATION'S ACCOUNTING DEPARTMENT. THESE FORMS ARE READILY AVAILABLE FOR INSPECTION UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE FILED AT THE ORGANIZATION'S LOCATION AND THEY ARE AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 24E OTHER EXPENSES - PROGRAM 243,759. BANK FEES 243,572. REPAIR & MAINTENANCE 177,686. OTHER EXPENSES 148,312. VALET 119,689. PROPERTY TAX 90,449. MEMBERSHIP SERVICES 56,599. LAUNDRY 41,120. JANITORIAL 39,204. SECURITY 31,194. BROKER 29,731. REFUSE 29,729. PEST CONTROL 17,356. OVER SHORT 16,210. CABLE 14,139. TELEPHONE 12,213. LICENSES 6,324. FORM 990, PART XI, LINE 9: ROUNDING -1.