Benevolent & Protective Order of Elks Atascadero Lodge No 2733

“One of the lodge's bank accounts was closed without authorization and 18,387 of the funds in the account were withdrawn and deposited into a lodge official's personal account.”

“The lodge is organized with dues paying members who meet each thursday to approve lodge business decisions as presented by the executive committee.”

“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.”

“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 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.”

“As outlined in the bpoe elks grand lodge statutes, local bylaws, and house rules, monitored by local lodge officers.”

“Compensation for top management review and approval process per bpoe annotated statutes and local lodge bylaws under internal revenue service group exemption 1156. In 17/18 only the lodge secretary received a small stipend of 1,000.”

“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.”

“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.”

“Per capita grand lodge 8,928 0 0 charity other 7,325 0 0 taxes sales 7,290 0 0 supplies 6,102 0 0 charity enf 5,672 0 0 telephone 3,496 558 279 community activities 3,698 0 0 per capita state 3,627 0 0 apparel jewelry pins awrd 3,128 0 0 bank & merchant fees 3,115 0 0 licenses 2,121 0 0 ritual 1,637 0 0 postage 0 1,242 0 laundry and linen 966 0 0 glama assessment 914 0 0 equipiment rental 630 0 0 total 58,649 1,800 279”