Civic Intelligence

Benevolent & Protective Order of Elks of the USA

990 • Fiscal year 2022 • EIN 13-1739839

Apr 01, 2021 to Mar 31, 2022 • Filed on Jun 20, 2022

1038 Brown StreetPeekskill, NY 10566

(914) 737-0744

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.03x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.06x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Source year 2022

Net Margin

57th percentile

8.9%

Higher net margin than 57% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$2,165

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2022 filings • 501(c)8 • <$500k nonprofits • Source year 2022

Asset Growth

45th percentile

0.5%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

49th percentile

17%

Faster revenue growth than 49% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$390,880

Up $2,086 (+0.5%) from 2021

Net Assets

Up

$380,908

Up $14,395 (+3.9%) from 2021

Liabilities

Down

$9,972

Down $12,309 (-55%) from 2021

Revenue

Up

$161,992

Up $23,264 (+17%) from 2021

Expenses

Up

$147,597

Up $19,139 (+15%) from 2021

Net Income

Up

$14,395

Up $4,125 (+40%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $352,712Liabilities 2011: $129,5622011Assets 2012: $364,673Liabilities 2012: $171,5092012Assets 2013: $366,432Liabilities 2013: $129,326Net Assets 2013: $237,1062013Assets 2014: $352,769Liabilities 2014: $126,995Net Assets 2014: $225,7742014Assets 2015: $354,846Liabilities 2015: $124,721Net Assets 2015: $230,1252015Assets 2016: $378,111Liabilities 2016: $91,201Net Assets 2016: $286,9102016Assets 2017: $376,322Liabilities 2017: $70,974Net Assets 2017: $305,3482017Assets 2018: $390,021Liabilities 2018: $34,187Net Assets 2018: $355,8342018Assets 2019: $387,096Liabilities 2019: $25,895Net Assets 2019: $361,2012019Assets 2020: $380,133Liabilities 2020: $23,889Net Assets 2020: $356,2442020Assets 2021: $388,794Liabilities 2021: $22,281Net Assets 2021: $366,5132021Assets 2022: $390,880Liabilities 2022: $9,972Net Assets 2022: $380,9082022Assets 2023: $409,260Liabilities 2023: $21,244Net Assets 2023: $388,0162023Assets 2024: $421,869Liabilities 2024: $17,208Net Assets 2024: $404,6612024Assets 2025: $413,419Liabilities 2025: $17,093Net Assets 2025: $396,3262025

Highlighted filing

2022

Assets$390,880
Liabilities$9,972
Net Assets$380,908

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $64,468Expenses 2011: $144,360Net Income 2011: -$79,8922011Revenue 2012: $78,326Expenses 2012: $108,312Net Income 2012: -$29,9862012Revenue 2013: $173,269Expenses 2013: $129,327Net Income 2013: $43,9422013Revenue 2014: $159,619Expenses 2014: $170,951Net Income 2014: -$11,3322014Revenue 2015: $134,190Expenses 2015: $129,839Net Income 2015: $4,3512015Revenue 2016: $165,066Expenses 2016: $108,281Net Income 2016: $56,7852016Revenue 2017: $204,654Expenses 2017: $186,216Net Income 2017: $18,4382017Revenue 2018: $172,617Expenses 2018: $122,131Net Income 2018: $50,4862018Revenue 2019: $171,756Expenses 2019: $166,389Net Income 2019: $5,3672019Revenue 2020: $136,474Expenses 2020: $141,431Net Income 2020: -$4,9572020Revenue 2021: $138,728Expenses 2021: $128,458Net Income 2021: $10,2702021Revenue 2022: $161,992Expenses 2022: $147,597Net Income 2022: $14,3952022Revenue 2023: $109,058Expenses 2023: $101,950Net Income 2023: $7,1082023Revenue 2024: $113,376Expenses 2024: $96,731Net Income 2024: $16,6452024Revenue 2025: $105,013Expenses 2025: $113,348Net Income 2025: -$8,3352025

Highlighted filing

2022

Revenue$161,992
Expenses$147,597
Net Income$14,395
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jun 20, 2022
Return Version
2021v4.2
Gross Receipts
$251,676
Mission and Program Overview

Mission

Fraternal order operating under the lodge system encouraging patriotism, community involvement and fellowshhip.

Fraternal and social gatherings to promote patriotism, community activity and fellowship

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$310,424$301,988▼ $8,436
Cash and Non-Interest-Bearing Accounts$51,474$65,917▲ $14,443
Inventories for Sale or Use$14,507$15,512▲ $1,005
Prepaid Expenses and Deferred Charges$3,900$6,133▲ $2,233
Savings and Temporary Cash Investments$5,989--
Accounts Receivable$2,500$1,330▼ $1,170
Total Assets$388,794$390,880▲ $2,086
Liabilities
Deferred Revenue$18,607$6,519▼ $12,088
Mortgage Notes Payable Secured by Investment Property$1,800$1,800→ $0
Other Liabilities$1,874$1,653▼ $221
Total Liabilities$22,281$9,972▼ $12,309
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$351,872$364,618▲ $12,746
Net Assets With Donor Restrictions$14,641$16,290▲ $1,649
Total Net Assets Fund Balance$366,513$380,908▲ $14,395
Total Liabilities and Net Assets / Fund Balance$388,794$390,880▲ $2,086

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$153,152$133,518$286,670
Equipment$77,931$70,572$148,503
Land$70,905-$70,905
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
John MeyerTreasurerPT$2,165$2,165

Board Members and Trustees

NameTitle
Cleo CuevasTrustee
Gary FetzerTrustee
James GerardTrustee
John YorkTrustee
Matthew MarkleyTrustee
Robert KelleherTrustee
Jack BarnesChaplain
Michael DietzEsquire
Mary SokerkaExalted Ruler
Stacey MarkleyInner Guard
Jim PattersonLeading Knight
Dan CrumbLecturing Knight
Miro PascaleLoyal Knight
Paul CrumbSecretary
Danielle PattersonTiler
Revenue and Support

Revenue Composition

Contributions and Grants
$28,234
Program Service Revenue
$69,692
Investment Income
$0
Other Revenue
$64,066
All Other Contributions
$2,765
Change in Net Assets
$14,395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,156
Salaries, Compensation, and Employee Benefits$14,441
Total Fundraising Expense$11,734
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$6,539$52,311$6,539$65,389
Insurance$1,290$10,321$1,290$12,901
Other Salaries and Wages$1,089$8,712$1,089$10,890
Depreciation Depletion$843$6,745$843$8,431
Conferences and Meetings$446$3,567$446$4,459
Other Expenses$4,350$8,123$1,016$4,350
All Other Expenses$2,415--$2,415
Current Officers, Directors, Trustees, and Key Employees$217$1,731$217$2,165
Payroll Taxes$139$1,108$139$1,386
Office Expenses$105$839$105$1,049
Fees for Services Legal-$795-$795
Fees for Services Accounting$50$400$50$500
Total Functional Expenses$41,211$94,652$11,734$147,597
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$27,530
Gaming Direct Expenses$9,122
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
Payroll & Sales Tax Payable$1,653
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

Jim Patterson and Danielle Patterson are husband and wife. Dan Crumb is the son of Paul Crumb.

Form 990, Part VI, Section A, line 6

Members attend regularly scheduled meetings and vote on lodge matters.

Form 990, Part VI, Section A, line 7B

Governance decisions are detrmined within grand lodge by laws.

Form 990, Part VI, Section B, line 11B

Form 990 is available for review by any member before it is filed.

Form 990, Part VI, Section C, line 19

The lodge tax return is available upon request.

Filing and Contact Details

Filer

Filer Name
Benevolent and Protective
EIN
13-1739839
Phone
9147370744
Address
1038 Brown Street, Peekskill, NY 10566

Signing Officer

Name
John Meyer
Title
Treasurer
Phone
9147370744
Signed
2022-06-20
Discuss with paid preparer
No

Organization Details

Principal Officer
John Meyer
Formed
1868
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
7
Volunteers
0

Preparer

Firm
Joseph A Morabito CPA
Address
3224 Ronit Court, Yorktown Heights, NY 10598
Preparer
Joseph A Morabito
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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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IRS990/Form990PartVIISectionAGrp/PersonNm15Danielle Patterson
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Exalted Ruler
IRS990/Form990PartVIISectionAGrp/TitleTxt1Leading Knight
IRS990/Form990PartVIISectionAGrp/TitleTxt2Loyal Knight
IRS990/Form990PartVIISectionAGrp/TitleTxt3Lecturing Knight
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Esquire
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chaplain
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IRS990/Form990PartVIISectionAGrp/TitleTxt15Tiler
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IRS990/NetAssetsOrFundBalancesEOYAmt0380908
IRS990/NetIncomeFromGamingGrp/ExclusionAmt018408
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt018408
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt046678
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt046678
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-1020
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-1020
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0351872
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0364618
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06539
IRS990/OccupancyGrp/ManagementAndGeneralAmt052311
IRS990/OccupancyGrp/ProgramServicesAmt06539
IRS990/OccupancyGrp/TotalAmt065389
IRS990/OfficeExpensesGrp/FundraisingAmt0105
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0839
IRS990/OfficeExpensesGrp/ProgramServicesAmt0105
IRS990/OfficeExpensesGrp/TotalAmt01049
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Special Events
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/Desc2Grand Lodge Assessments
IRS990/OtherExpensesGrp/Desc3Scholarships
IRS990/OtherExpensesGrp/FundraisingAmt01016
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08123
IRS990/OtherExpensesGrp/ProgramServicesAmt015839
IRS990/OtherExpensesGrp/ProgramServicesAmt11016
IRS990/OtherExpensesGrp/ProgramServicesAmt26873
IRS990/OtherExpensesGrp/ProgramServicesAmt34350
IRS990/OtherExpensesGrp/TotalAmt015839
IRS990/OtherExpensesGrp/TotalAmt110155
IRS990/OtherExpensesGrp/TotalAmt26873
IRS990/OtherExpensesGrp/TotalAmt34350
IRS990/OtherLiabilitiesGrp/BOYAmt01874
IRS990/OtherLiabilitiesGrp/EOYAmt01653
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01089
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08712
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01089
IRS990/OtherSalariesAndWagesGrp/TotalAmt010890
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0139
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01108
IRS990/PayrollTaxesGrp/ProgramServicesAmt0139
IRS990/PayrollTaxesGrp/TotalAmt01386
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03900
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06133
IRS990/PrincipalOfficerNm0John Meyer
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/BusinessCd1713990
IRS990/ProgramServiceRevenueGrp/BusinessCd2713990
IRS990/ProgramServiceRevenueGrp/BusinessCd3713990
IRS990/ProgramServiceRevenueGrp/Desc0Special Events
IRS990/ProgramServiceRevenueGrp/Desc1Tax Adjustments
IRS990/ProgramServiceRevenueGrp/Desc2Scholarship Fund
IRS990/ProgramServiceRevenueGrp/Desc3Building Fund
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt033023
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt126151
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25989
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34529
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt033023
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt126151
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25989
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34529
IRS990/ProgSrvcAccomActy2Grp/Desc0Direct costs associated with fraternal events.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt015839
IRS990/ProgSrvcAccomActy3Grp/Desc0Ritual & community events
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02415
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt037130
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0116905
IRS990/PYOtherRevenueAmt041309
IRS990/PYProgramServiceRevenueAmt060289
IRS990/PYRevenuesLessExpensesAmt010270
IRS990/PYSalariesCompEmpBnftPaidAmt011553
IRS990/PYTotalExpensesAmt0128458
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0138728
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt014395
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-1020
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05989
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0153152
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0133518
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0286670
IRS990ScheduleD/EquipmentGrp/BookValueAmt077931
IRS990ScheduleD/EquipmentGrp/DepreciationAmt070572
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0148503
IRS990ScheduleD/LandGrp/BookValueAmt070905
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt070905
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01653
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll & Sales Tax Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0301988
IRS990ScheduleD/TotalLiabilityAmt01653
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt09122
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt09122
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt09122
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt027530
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt027530
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt018408
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd00
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/StatesWhereGamingConductedCd0NY
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Jim Patterson and Danielle Patterson are husband and wife. Dan Crumb is the son of Paul Crumb.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members attend regularly scheduled meetings and vote on lodge matters.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governance decisions are detrmined within grand lodge by laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 is available for review by any member before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The lodge tax return is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.13$0.17$3.96$1.05$1.13$0.08
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.17$4.05$1.13$0.97$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.09$0.21$3.88$1.09$1.02$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.10$3.81$1.62$1.48$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.89$0.22$3.67$1.39$1.28$0.10
2020Summary only. Only limited summary data is available for this year.$3.80$0.24$3.56$1.36$1.41$0.05
2019Summary only. Only limited summary data is available for this year.$3.87$0.26$3.61$1.72$1.66$0.05
2018Summary only. Only limited summary data is available for this year.$3.90$0.34$3.56$1.73$1.22$0.50
2017Summary only. Only limited summary data is available for this year.$3.76$0.71$3.05$2.05$1.86$0.18
2016Summary only. Only limited summary data is available for this year.$3.78$0.91$2.87$1.65$1.08$0.57
2015Summary only. Only limited summary data is available for this year.$3.55$1.25$2.30$1.34$1.30$0.04
2014Summary only. Only limited summary data is available for this year.$3.53$1.27$2.26$1.60$1.71$0.11
2013Summary only. Only limited summary data is available for this year.$3.66$1.29$2.37$1.73$1.29$0.44
2012Summary only. Only limited summary data is available for this year.$3.65$1.72$0.78$1.08$0.30
2011Summary only. Only limited summary data is available for this year.$3.53$1.30$0.64$1.44$0.80