Civic Intelligence

Benevolent and Protective Order of 2846

990 • Fiscal year 2017 • EIN 20-5107123

Apr 01, 2016 to Mar 31, 2017 • Filed on Jun 23, 2017

16765 E Parkview AveFountain Hills, AZ 85268

(480) 816-6983

Siviq Scores

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

Liabilities / Assets

76th percentile

0.13x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)8 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.09x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)8 • <$500k nonprofits • Source year 2017

Net Margin

29th percentile

-6.9%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)8 • <$500k nonprofits • Source year 2017

Top Officer Pay

85th percentile

$2,400

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2017 filings • 501(c)8 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-18%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)8 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

-0.8%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)8 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$36,327

Down $8,151 (-18%) from 2016

Net Assets

Down

$31,765

Down $5,099 (-14%) from 2016

Liabilities

Down

$4,562

Down $3,052 (-40%) from 2016

Revenue

Down

$48,542

Down $395 (-0.8%) from 2016

Expenses

Down

$51,891

Down $1,369 (-2.6%) from 2016

Net Income

Up

-$3,349

Up $974 (+23%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $41,051Liabilities 2013: $0Net Assets 2013: $41,0512013Assets 2014: $38,591Liabilities 2014: $133Net Assets 2014: $38,4582014Assets 2015: $39,377Liabilities 2015: $150Net Assets 2015: $39,2272015Assets 2016: $44,478Liabilities 2016: $7,614Net Assets 2016: $36,8642016Assets 2017: $36,327Liabilities 2017: $4,562Net Assets 2017: $31,7652017Assets 2018: $37,853Liabilities 2018: $6,881Net Assets 2018: $30,9722018Assets 2019: $34,891Liabilities 2019: $3,446Net Assets 2019: $31,4452019Assets 2020: $36,056Liabilities 2020: $9,086Net Assets 2020: $26,9702020Assets 2021: $47,028Liabilities 2021: $11,551Net Assets 2021: $35,4772021Assets 2022: $61,198Liabilities 2022: $10,634Net Assets 2022: $50,5642022Assets 2023: $114,022Liabilities 2023: $23,173Net Assets 2023: $90,8492023Assets 2024: $168,579Liabilities 2024: $25,686Net Assets 2024: $142,8932024

Highlighted filing

2017

Assets$36,327
Liabilities$4,562
Net Assets$31,765

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2013: $44,5152013Revenue 2014: $45,461Expenses 2014: $47,666Net Income 2014: -$2,2052014Revenue 2015: $45,113Expenses 2015: $45,547Net Income 2015: -$4342015Revenue 2016: $48,937Expenses 2016: $53,260Net Income 2016: -$4,3232016Revenue 2017: $48,542Expenses 2017: $51,891Net Income 2017: -$3,3492017Revenue 2018: $52,110Expenses 2018: $52,903Net Income 2018: -$7932018Revenue 2019: $50,103Expenses 2019: $49,730Net Income 2019: $3732019Revenue 2020: $59,497Expenses 2020: $58,772Net Income 2020: $7252020Revenue 2021: $58,393Expenses 2021: $49,886Net Income 2021: $8,5072021Revenue 2022: $66,473Expenses 2022: $55,320Net Income 2022: $11,1532022Revenue 2023: $123,374Expenses 2023: $78,366Net Income 2023: $45,0082023Revenue 2024: $166,864Expenses 2024: $116,072Net Income 2024: $50,7922024

Highlighted filing

2017

Revenue$48,542
Expenses$51,891
Net Income-$3,349
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jun 23, 2017
Return Version
2016v3.0
Gross Receipts
$59,665
Mission and Program Overview

Mission

The mission of the elks lodge is to serve people and community through benevolent programs demonstrating that elks care and share.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$34,496$28,035▼ $6,461
Land, Buildings, and Equipment, Net$4,476$3,687▼ $789
Inventories for Sale or Use$3,729$2,380▼ $1,349
Prepaid Expenses and Deferred Charges$677$325▼ $352
Total Assets$44,478$36,327▼ $8,151
Other Assets Total$1,100$1,900▲ $800
Liabilities
Deferred Revenue$5,986$4,395▼ $1,591
Accounts Payable and Accrued Expenses$1,628$167▼ $1,461
Total Liabilities$7,614$4,562▼ $3,052
Net Assets / Fund Balance
Unrestricted Net Assets$36,022$31,429▼ $4,593
Temporarily Rstr Net Assets$842$336▼ $506
Total Net Assets Fund Balance$36,864$31,765▼ $5,099
Total Liabilities and Net Assets / Fund Balance$44,478$36,327▼ $8,151

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,687$3,413$7,100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Glorene AndersonSecretaryPT$2,400$2,400
Ursula GillesTreasurerPT$1,200$1,200

Board Members and Trustees

NameTitle
Jane LienenmannChair Bord of Trustees
Dorothy DunnTrustee
Jody KnappTrustee
Steve PetersonTrustee Three Year
Charles CraneExalted Ruler
Lawrence HughesLeading Knight
Herb WellsLecturing Knight
Bill KabatLoyal Knight
Larry DunnSucceeding Leading Knight
Revenue and Support

Revenue Composition

Contributions and Grants
$26,437
Program Service Revenue
$0
Investment Income
$3
Other Revenue
$22,102
All Other Contributions
$17,231
Change in Net Assets
$-3,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,291
Salaries, Compensation, and Employee Benefits$3,600
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$19,540
Occupancy---$18,092
Current Officers, Directors, Trustees, and Key Employees---$3,600
Payments to Affiliates---$2,101
Information Technology---$1,742
Insurance---$1,130
Conferences and Meetings---$1,068
Fees for Services Accounting---$1,000
Depreciation Depletion---$789
Other Expenses$677--$677
Office Expenses---$287
Total Functional Expenses$0$0$0$51,891
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,383
Fundraising Direct Expenses$2,902
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
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 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

Members or stockholder classes and rights Part VI line 6

Prospective members are interviewed by a committee and a background search is completed on each. They then are voted upon by the members for acceptance or decline. Once accepted, each new member goes through an initation process and are installed as members of the lodge.

Member election for additional members Part VI line 7A

Current members reccommend prospective members, who then go the process detailed in schedule o6. The prospective members are accepted if voted so by the current members.

Governing body decisions Part VI line 7B

At each meeting, a listing of outstannding bills is read to the members for approval to pay. The proposed budget for the following year must also be approved by the membership.

Form 990 governing body review Part VI line 11

The form 990 iis reviewed by the internal auditing committee of the lodge. Generally, the membership at large does not review the 990 prior to filing. The 990 is available for general membership by written request.

Conflict of interest policy compliance Part VI line 12C

The elected officers oversee the conflict of interest policy.

CEO executive director top management comp Part VI line 15A

The compensation of all officers is approved by the lodges membership with approval of its annual budget.

Other officer or key employee compensation Part VI line 15B

Compensation for any officers are included in the proposed budget and approved by the lodge membership.

Governing documents etc available to public Part VI line 19

The 990s are avaialble only upon written request.

Filing and Contact Details

Filer

Filer Name
Benevolent and Protective Order of 2846
EIN
20-5107123
Address
16765 E PARKVIEW AVE, FOUNTAIN HILLS, AZ 85268
Doing Business As
Fountain Hills

Signing Officer

Name
Larry Dunn
Title
Succeeding Lead
Phone
4808166983
Signed
2017-06-23
Discuss with paid preparer
No

Organization Details

Principal Officer
Charles Crane
Formed
2006
Legal Domicile
Az
Voting Board Members
151
Independent Board Members
68
Employees
0

Preparer

Firm
Tess L Ridgway CPA
Address
6350 N 78th Street unit 295, Scottsdale, AZ 85250
Preparer
Tess Ridgway
Phone
4806148008
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Reclassification of unrestricted net assets to restricted net assets

List of other expenses Part IX line 24E

Other expenses: aemp grant expenditures $ 846 badges, pins, name plates 729 childrens christmas party 1,044 dignitary visit 512 donations to veterans and troops charities 2,476 enf grants expemditures 7,000 scholarships awarded 2,000 donations to enf 2,605 tv for lodge 222 club license 270 club taxes 1,761 postage and printing 779 misc club exp

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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/PYSalariesCompEmpBnftPaidAmt02000
IRS990/PYTotalExpensesAmt053260
IRS990/PYTotalRevenueAmt048937
IRS990/ReconcilationRevenueExpnssAmt0-3349
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03687
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03413
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07100
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03687
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROSPECTIVE MEMBERS ARE INTERVIEWED BY A COMMITTEE AND A BACKGROUND SEARCH IS COMPLETED ON EACH. THEY THEN ARE VOTED UPON BY THE MEMBERS FOR ACCEPTANCE OR DECLINE. ONCE ACCEPTED, EACH NEW MEMBER GOES THROUGH AN INITATION PROCESS AND ARE INSTALLED AS MEMBERS OF THE LODGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CURRENT MEMBERS RECCOMMEND PROSPECTIVE MEMBERS, WHO THEN GO THE PROCESS DETAILED IN SCHEDULE O6. THE PROSPECTIVE MEMBERS ARE ACCEPTED IF VOTED SO BY THE CURRENT MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH MEETING, A LISTING OF OUTSTANNDING BILLS IS READ TO THE MEMBERS FOR APPROVAL TO PAY. THE PROPOSED BUDGET FOR THE FOLLOWING YEAR MUST ALSO BE APPROVED BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IIS REVIEWED BY THE INTERNAL AUDITING COMMITTEE OF THE LODGE. GENERALLY, THE MEMBERSHIP AT LARGE DOES NOT REVIEW THE 990 PRIOR TO FILING. THE 990 IS AVAILABLE FOR GENERAL MEMBERSHIP BY WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ELECTED OFFICERS OVERSEE THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE COMPENSATION OF ALL OFFICERS IS APPROVED BY THE LODGES MEMBERSHIP WITH APPROVAL OF ITS ANNUAL BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION FOR ANY OFFICERS ARE INCLUDED IN THE PROPOSED BUDGET AND APPROVED BY THE LODGE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE 990S ARE AVAIALBLE ONLY UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RECLASSIFICATION OF UNRESTRICTED NET ASSETS TO RESTRICTED NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OTHER EXPENSES: AEMP GRANT EXPENDITURES $ 846 BADGES, PINS, NAME PLATES 729 CHILDRENS CHRISTMAS PARTY 1,044 DIGNITARY VISIT 512 DONATIONS TO VETERANS AND TROOPS CHARITIES 2,476 ENF GRANTS EXPEMDITURES 7,000 SCHOLARSHIPS AWARDED 2,000 DONATIONS TO ENF 2,605 TV FOR LODGE 222 CLUB LICENSE 270 CLUB TAXES 1,761 POSTAGE AND PRINTING 779 MISC CLUB EXP
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9List of other expenses Part IX line 24e
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt051891
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07614
IRS990/TotalLiabilitiesEOYAmt04562
IRS990/TotalLiabilitiesGrp/BOYAmt07614
IRS990/TotalLiabilitiesGrp/EOYAmt04562
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036864
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt031765
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt03600
IRS990/TotalRevenueGrp/ExclusionAmt05481
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016624
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048542
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt044478
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036327
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt036022
IRS990/UnrestrictedNetAssetsGrp/EOYAmt031429
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt0151
IRS990/VotingMembersIndependentCnt068
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY DUNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUCCEEDING LEAD
ReturnHeader/BusinessOfficerGrp/PhoneNum04808166983
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT AND PROTECTIVE ORDER OF 2846
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0205107123
ReturnHeader/Filer/USAddress/AddressLine1Txt016765 E PARKVIEW AVE
ReturnHeader/Filer/USAddress/CityNm0FOUNTAIN HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085268
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D178C0F97EA9B1996BD935B9C682898805290A42
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D178C0F97EA9B1996BD935B9C682898805290A42
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0868335201718040h2qcw
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-06-29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.251.185.190
ReturnHeader/FilingSecurityInformation/IPDt02017-06-29
ReturnHeader/FilingSecurityInformation/IPTm015:46:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860817604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tess L Ridgway CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06350 N 78th Street unit 295
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085250
ReturnHeader/PreparerPersonGrp/PhoneNum04806148008
ReturnHeader/PreparerPersonGrp/PreparationDt02007-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tess Ridgway
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-06-29T13:27:19-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

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