Civic Intelligence

Temecula Valley Elks Lodge 2801

EIN 33-0811435 • 501(c)8 • Temecula, CA

Profile

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 governance, 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.

PO Box 891641Temecula, CA 92589-1641

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Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

0.74x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

98th percentile

1.89x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2025

Net Margin

13th percentile

-33%

Higher net margin than 13% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

33rd percentile

-4.6%

Faster asset growth than 33% of similar nonprofits.

501(c)8 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

23rd percentile

-16%

Faster revenue growth than 23% of similar nonprofits.

501(c)8 • <$500k nonprofits • Annualized from 2023 to 2025

Assets

Down

$196,475

Down $10,512 (-5.1%) from 2024

Liabilities

Up

$144,497

Up $14,520 (+11%) from 2024

Net Assets

Down

$51,978

Down $25,032 (-33%) from 2024

Revenue

Down

$76,623

Down $20,917 (-21%) from 2024

Expenses

Down

$101,655

Down $847 (-0.8%) from 2024

Net Income

Down

-$25,032

Down $20,070 (-404%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2020: $209,464Liabilities 2020: $145,352Net Assets 2020: $64,1122020Assets 2021: $188,198Liabilities 2021: $141,131Net Assets 2021: $47,0672021Assets 2022: $205,421Liabilities 2022: $134,368Net Assets 2022: $71,0532022Assets 2023: $216,087Liabilities 2023: $134,115Net Assets 2023: $81,9722023Assets 2024: $206,987Liabilities 2024: $129,977Net Assets 2024: $77,0102024Assets 2025: $196,475Liabilities 2025: $144,497Net Assets 2025: $51,9782025

Highlighted filing

2025

Assets$196,475
Liabilities$144,497
Net Assets$51,978

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2020: $109,520Expenses 2020: $109,610Net Income 2020: -$902020Revenue 2021: $70,352Expenses 2021: $87,398Net Income 2021: -$17,0462021Revenue 2022: $99,838Expenses 2022: $75,852Net Income 2022: $23,9862022Revenue 2023: $107,853Expenses 2023: $96,934Net Income 2023: $10,9192023Revenue 2024: $97,540Expenses 2024: $102,502Net Income 2024: -$4,9622024Revenue 2025: $76,623Expenses 2025: $101,655Net Income 2025: -$25,0322025

Highlighted filing

2025

Revenue$76,623
Expenses$101,655
Net Income-$25,032

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 18, 2025
Return Version
2024v5.0
Gross Receipts
$87,686
Mission and Program Overview

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 governance, 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$199,374$190,833▼ $8,541
Rtn Earn Endowment Incm Other Fnds$77,010$51,978▼ $25,032
Inventories for Sale or Use$3,609$3,609→ $0
Land, Buildings, and Equipment, Net$4,004$2,033▼ $1,971
Total Assets$206,987$196,475▼ $10,512
Liabilities
Other Liabilities$118,180$127,600▲ $9,420
Deferred Revenue$11,043$16,151▲ $5,108
Accounts Payable and Accrued Expenses$754$746▼ $8
Total Liabilities$129,977$144,497▲ $14,520
Net Assets / Fund Balance
Total Net Assets Fund Balance$77,010$51,978▼ $25,032
Total Liabilities and Net Assets / Fund Balance$206,987$196,475▼ $10,512

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,033$9,859$11,892
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laurie GonzalezTrustee
Robert FarrensTrustee
Roy KelleherTrustee
Susan NoonTrustee
Vicki PuterbaughTrustee
James SteadExalted Rule
Robert MichaelsonLeading Knt
Timothy SchockLect Knt
Patricia KelleherLoyal Knt
Diane FarrensSecretary
Paul GonzalezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,730
Investment Income
$3,064
Other Revenue
$54,829
Change in Net Assets
$-25,032
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,655
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$69,033
All Other Expenses---$5,894
Fees for Services Accounting---$4,280
Office Expenses---$3,568
Conferences and Meetings---$3,186
Depreciation Depletion---$1,972
Other Expenses---$1,845
Total Functional Expenses$0$0$0$101,655
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Restricted Funds$127,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

All management practices and governance are contained in the benevolent & protective order of elks annotated statutes and local lodge by-laws administered by lodge officers subject to approval of the lodge members.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

As outlined in the benevolent and protective order of elks grand lodge statutes and local lodge by-laws and house rules monitored by local lodge officers.

Form 990, Page 6, Part VI, Line 15A

Covered by benevolent and protective order of elks annotated statutes and local lodge by-laws under internal revenue group exemption 1156.

Form 990, Page 6, Part VI, Line 15B

Covered by benevolent and protective order of elks annotated statutes and local lodge by-laws under internal revenue group exemption 1156.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Temecula Valley Elks Lodge 2801
EIN
33-0811435
Phone
9516957470
Address
PO BOX 891641, TEMECULA, CA 92589-1641

Signing Officer

Name
Paul Gonzalez
Title
Treasurer
Phone
9516785814
Signed
2025-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Gonzalez
Formed
1998
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
5

Preparer

Firm
A J Holt Inc
Address
4209 W MAGNOLIA BLVD, BURBANK, CA 91505-2726
Preparer
William a Holt Ea
Phone
8188454228
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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 governance, 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.

Form 990, Page 2, Part III, Line 4D

Operates under the lodge system for the exclusive benefit of its members.

Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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 GOVERNANCE, 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MANAGEMENT PRACTICES AND GOVERNANCE ARE CONTAINED IN THE BENEVOLENT & PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS ADMINISTERED BY LODGE OFFICERS SUBJECT TO APPROVAL OF THE LODGE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS OUTLINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS GRAND LODGE STATUTES AND LOCAL LODGE BY-LAWS AND HOUSE RULES MONITORED BY LOCAL LODGE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COVERED BY BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COVERED BY BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0206987
IRS990/TotalAssetsEOYAmt0196475
IRS990/TotalAssetsGrp/BOYAmt0206987
IRS990/TotalAssetsGrp/EOYAmt0196475
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101655
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0129977
IRS990/TotalLiabilitiesEOYAmt0144497
IRS990/TotalLiabilitiesGrp/BOYAmt0129977
IRS990/TotalLiabilitiesGrp/EOYAmt0144497
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt077010
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt051978
IRS990/TotalProgramServiceRevenueAmt018730
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt076623
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076623
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0206987
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0196475
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0PO BOX 891641
IRS990/USAddress/CityNm0TEMECULA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092589
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL GONZALEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09516785814
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEMECULA VALLEY ELKS LODGE 2801
ReturnHeader/Filer/BusinessNameControlTxt0TEME
ReturnHeader/Filer/EIN0330811435
ReturnHeader/Filer/PhoneNum09516957470
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 891641
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0925891641
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954112352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A J HOLT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04209 W MAGNOLIA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0915052726
ReturnHeader/PreparerPersonGrp/PhoneNum08188454228
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A HOLT EA
ReturnHeader/ReturnTs02025-06-27T16:02:36-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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