Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Benevolent and Protective Order of Elks Santa Ynez Valley Lodge 2640
990 • Fiscal year 2025 • EIN 95-3750118
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.28x
Liabilities / Revenue
84th percentile
Higher debt load relative to revenue than 84% of similar nonprofits.
Net Margin
27th percentile
Higher net margin than 27% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
43rd percentile
Faster asset growth than 43% of similar nonprofits.
Revenue Growth
31st percentile
Faster revenue growth than 31% of similar nonprofits.
Balance Sheet
Assets
Down$181,531
Down $2,601 (-1.4%) from 2024
Net Assets
Down$130,867
Down $14,709 (-10%) from 2024
Liabilities
Up$50,664
Up $12,108 (+31%) from 2024
Revenue And Expenses
Revenue
Down$152,568
Down $14,282 (-8.6%) from 2024
Expenses
Up$166,914
Up $8,617 (+5.4%) from 2024
Net Income
Down-$14,346
Down $22,899 (-268%) from 2024
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2024 to Mar 31, 2025
- Signed
- Dec 16, 2025
- Return Version
- 2024v5.0
- Gross Receipts
- $183,515
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $147,606 | $145,414 | ▼ $2,192 |
| Rtn Earn Endowment Incm Other Fnds | $145,576 | $130,867 | ▼ $14,709 |
| Land, Buildings, and Equipment, Net | $20,784 | $17,459 | ▼ $3,325 |
| Inventories for Sale or Use | $14,819 | $15,516 | ▲ $697 |
| Accounts Receivable | $923 | $3,142 | ▲ $2,219 |
| Total Assets | $184,132 | $181,531 | ▼ $2,601 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $10,750 | $21,935 | ▲ $11,185 |
| Deferred Revenue | $21,840 | $21,437 | ▼ $403 |
| Other Liabilities | $5,966 | $7,292 | ▲ $1,326 |
| Total Liabilities | $38,556 | $50,664 | ▲ $12,108 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $145,576 | $130,867 | ▼ $14,709 |
| Total Liabilities and Net Assets / Fund Balance | $184,132 | $181,531 | ▼ $2,601 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $17,459 | $40,994 | $58,453 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Carlos Quintero | Trustee |
| Robert Ramirez | Trustee |
| Bonnie Rees | Exalted Rule |
| Randy Tripp | Leading Knig |
| Duane Landis | Lecturing Kn |
| Jennifer Merritt | Loyal Knight |
| Nicole Ornelaz | Secretary |
| Stefan Ornelaz | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $31,915
- Investment Income
- $88
- Other Revenue
- $120,565
- Change in Net Assets
- $-14,346
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $166,914 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Occupancy | - | - | - | $68,837 |
| All Other Expenses | - | - | - | $41,374 |
| Other Expenses | - | - | - | $10,192 |
| Conferences and Meetings | - | - | - | $7,872 |
| Office Expenses | - | - | - | $2,045 |
| Fees for Services Accounting | - | - | - | $1,433 |
| Fees for Services Legal | - | - | - | $25 |
| Total Functional Expenses | $0 | $0 | $0 | $166,914 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Restricted Funds | $7,292 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- Yes
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- 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 6
“Lodge has officers and members only.”
Form 990, Page 6, Part VI, Line 7A
“The exalted ruler has the power to appoint members to the governing body.”
Form 990, Page 6, Part VI, Line 7B
“All management practices and governance are contained in the benevolent and protective order of elks annotated statutes and local lodge by-laws administered by lodge officers subject to approval of lodge members.”
Form 990, Page 6, Part VI, Line 11B
“The board of directors reviews the form 990 along with the corresponding financial reports for accuracy before e-filing to irs and uploading to grand lodge.”
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
“Governing documents are made available to the public upon request from the lodge secretary.”
Filing and Contact Details
Filer
- Filer Name
- Benevolent and Protective Order of
- EIN
- 95-3750118
- Phone
- 8056883448
- Address
- P O BOX 1072, SANTA YNEZ, CA 93460-1072
Signing Officer
- Name
- Bonnie Rees
- Title
- Exalted Ruler
- Phone
- 8056883448
- Signed
- 2025-12-16
Organization Details
- Principal Officer
- Bonnie Rees
- Formed
- 1982
- Legal Domicile
- CA
- Voting Board Members
- 13
- Independent Board Members
- 13
- Employees
- 0
- Volunteers
- 10
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.”
Form 990, Part IX, Line 24E
“Kids xmas 6,139 0 0 depreciation 5,257 0 0 enf member 5,131 0 0 youth programs 4,321 0 0 bar trailer 2,935 0 0 telephone 2,705 0 0 taxes/licenses 2,011 0 0 lodge fund raisers 1,770 0 0 laundry 1,582 0 0 commissions 1,576 0 0 per 1,200 0 0 kitchen supplies 980 0 0 credit card 927 0 0 telephone 751 0 0 badges/pins 552 0 0 lodge activities 551 0 0 supplies 482 0 0 replacements 429 0 0 public relations 372 0 0 bar trailer 326 0 0 telephone 300 0 0 property taxes 202 0 0 lodge expenses 191 0 0 laundry 176 0 0 credit card/bank fees 113 0 0 kitchen supplies 109 0 0 credit card 103 0 0 music & entertainment 86 0 0 replacements 48 0 0 licenses 29 0 0 music & entertainment 10 0 0 food handler cards 9 0 0 food handler cards 1 0 0 total 41,374 0 0”
Raw XML Appendix336 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.
| Path | # | Value |
|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 10750 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 21935 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 923 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 3142 |
| IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 41374 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | LODGE SECRETARY |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8056883448 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1095 MEADOWVALE RD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SANTA YNEZ |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93460 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 147606 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 145414 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 7872 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CostOfGoodsSoldAmt | 0 | 30947 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 88 |
| IRS990/CYOtherExpensesAmt | 0 | 166914 |
| IRS990/CYOtherRevenueAmt | 0 | 120565 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 31915 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -14346 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 166914 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 152568 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 21840 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 21437 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF THE MEMBERS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1433 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 25 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CARLOS QUINTERO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ROBERT RAMIREZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | DUANE LANDIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JENNIFER MERRITT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | NICOLE ORNELAZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | STEFAN ORNELAZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | BONNIE REES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | RANDY TRIPP |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | LECTURING KN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | LOYAL KNIGHT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | EXALTED RULE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | LEADING KNIG |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | true |
| IRS990/FormationYr | 0 | 1982 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 13 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 183515 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 95476 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 13 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 14819 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 15516 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 88 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 88 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 40994 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 20784 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 17459 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 58453 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 15781 |
| IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt | 0 | 15781 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 145576 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 130867 |
| IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt | 0 | 51936 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 64529 |
| IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt | 0 | 12593 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | true |
| IRS990/NondeductibleContriDisclInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 68837 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 2045 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | COMMISSIONS |
| IRS990/OtherExpensesGrp/Desc | 1 | PER CAPITA GL/STATE |
| IRS990/OtherExpensesGrp/Desc | 2 | MAJOR PROJECT |
| IRS990/OtherExpensesGrp/Desc | 3 | ENF GRANT |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 13187 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 11551 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 10398 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 10192 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 5966 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 7292 |
| IRS990/OtherOrganizationDsc | 0 | FRATERNAL |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | LODGE ACTIVITIES |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | MAJOR PROJECT |
| IRS990/OtherRevenueMiscGrp/Desc | 2 | CHARITY INCOME |
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| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 10786 |
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| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 10786 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 2 | 10263 |
| IRS990/OtherRevenueTotalAmt | 0 | 56036 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | BONNIE REES |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | -363 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | DUES & FEES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 31915 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 31915 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 104 |
| IRS990/PYOtherExpensesAmt | 0 | 158297 |
| IRS990/PYOtherRevenueAmt | 0 | 132419 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 34327 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 8553 |
| IRS990/PYTotalExpensesAmt | 0 | 158297 |
| IRS990/PYTotalRevenueAmt | 0 | 166850 |
| IRS990/QuidProQuoContributionsInd | 0 | true |
| IRS990/QuidProQuoContriDisclInd | 0 | true |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -14346 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 145576 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 130867 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 17459 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 40994 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 58453 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 7292 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | RESTRICTED FUNDS |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 17459 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 7292 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | LODGE HAS OFFICERS AND MEMBERS ONLY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE EXALTED RULER HAS THE POWER TO APPOINT MEMBERS TO THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ALL MANAGEMENT PRACTICES AND GOVERNANCE ARE CONTAINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS ADMINISTERED BY LODGE OFFICERS SUBJECT TO APPROVAL OF LODGE MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE BOARD OF DIRECTORS REVIEWS THE FORM 990 ALONG WITH THE CORRESPONDING FINANCIAL REPORTS FOR ACCURACY BEFORE E-FILING TO IRS AND UPLOADING TO GRAND LODGE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | COVERED BY BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | COVERED BY BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE LODGE SECRETARY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | KIDS XMAS 6,139 0 0 DEPRECIATION 5,257 0 0 ENF MEMBER 5,131 0 0 YOUTH PROGRAMS 4,321 0 0 BAR TRAILER 2,935 0 0 TELEPHONE 2,705 0 0 TAXES/LICENSES 2,011 0 0 LODGE FUND RAISERS 1,770 0 0 LAUNDRY 1,582 0 0 COMMISSIONS 1,576 0 0 PER 1,200 0 0 KITCHEN SUPPLIES 980 0 0 CREDIT CARD 927 0 0 TELEPHONE 751 0 0 BADGES/PINS 552 0 0 LODGE ACTIVITIES 551 0 0 SUPPLIES 482 0 0 REPLACEMENTS 429 0 0 PUBLIC RELATIONS 372 0 0 BAR TRAILER 326 0 0 TELEPHONE 300 0 0 PROPERTY TAXES 202 0 0 LODGE EXPENSES 191 0 0 LAUNDRY 176 0 0 CREDIT CARD/BANK FEES 113 0 0 KITCHEN SUPPLIES 109 0 0 CREDIT CARD 103 0 0 MUSIC & ENTERTAINMENT 86 0 0 REPLACEMENTS 48 0 0 LICENSES 29 0 0 MUSIC & ENTERTAINMENT 10 0 0 FOOD HANDLER CARDS 9 0 0 FOOD HANDLER CARDS 1 0 0 TOTAL 41,374 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | FORM 990, PART IX, LINE 24E |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 184132 |
| IRS990/TotalAssetsEOYAmt | 0 | 181531 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 184132 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 181531 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 166914 |
| IRS990/TotalGrossUBIAmt | 0 | 12593 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 38556 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 50664 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 38556 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 50664 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 145576 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 130867 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 31915 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 139975 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 152568 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 12593 |
| IRS990/TotalVolunteersCnt | 0 | 10 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 184132 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 181531 |
| IRS990/TypeOfOrganizationOtherInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/USAddress/AddressLine1Txt | 0 | PO BOX 1072 |
| IRS990/USAddress/CityNm | 0 | SANTA YNEZ |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 93460 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 13 |
| IRS990/VotingMembersIndependentCnt | 0 | 13 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BONNIE REES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXALTED RULER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8056883448 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-12-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BENEVOLENT AND PROTECTIVE ORDER OF |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ELKS SANTA YNEZ VALLEY LODGE 2640 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BENE |
| ReturnHeader/Filer/EIN | 0 | 953750118 |
| ReturnHeader/Filer/PhoneNum | 0 | 8056883448 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 1072 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SANTA YNEZ |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 934601072 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 954112352 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | A J HOLT INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4209 W MAGNOLIA BLVD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BURBANK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 915052726 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8188454228 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-12-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WILLIAM A HOLT EA |
| ReturnHeader/ReturnTs | 0 | 2026-01-27T14:03:44-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-03-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $181,531
- Liabilities
- $50,664
- Net assets
- $130,867
- Revenue
- $152,568
- Expenses
- $166,914
- Net income
- -$14,346
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