Civic Intelligence

Benevolent & Protective Order of Elks Lodge No 814

990 • Fiscal year 2017 • EIN 23-1708307

Apr 01, 2016 to Mar 31, 2017 • Filed on Jun 13, 2017

Organization ProfileN/A
61 High StreetPottstown, PA 19464

(610) 326-0884

Siviq Scores

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

Liabilities / Assets

57th percentile

0.05x

Higher debt load relative to assets than 57% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.33x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Net Margin

28th percentile

-5.6%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$5,000

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Asset Growth

78th percentile

7.3%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$563,686

Up $38,545 (+7.3%) from 2016

Net Assets

Up

$534,225

Up $37,276 (+7.5%) from 2016

Liabilities

Up

$29,461

Up $1,269 (+4.5%) from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin28th percentile

Revenue

Down

$89,758

Down $16,785 (-16%) from 2016

Expenses

Up

$94,768

Up $19,882 (+27%) from 2016

Net Income

Down

-$5,010

Down $36,667 (-116%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $438,079Liabilities 2012: $26,1772012Assets 2013: $467,729Liabilities 2013: $32,9622013Assets 2014: $502,948Liabilities 2014: $27,675Net Assets 2014: $475,2732014Assets 2015: $536,991Liabilities 2015: $32,762Net Assets 2015: $504,2292015Assets 2016: $525,141Liabilities 2016: $28,192Net Assets 2016: $496,9492016Assets 2017: $563,686Liabilities 2017: $29,461Net Assets 2017: $534,2252017Assets 2018: $610,635Liabilities 2018: $23,227Net Assets 2018: $587,4082018Assets 2019: $721,526Liabilities 2019: $22,161Net Assets 2019: $699,3652019Assets 2020: $686,236Liabilities 2020: $28,088Net Assets 2020: $658,1482020Assets 2021: $884,662Liabilities 2021: $33,448Net Assets 2021: $851,2142021Assets 2022: $913,198Liabilities 2022: $39,308Net Assets 2022: $873,8902022Assets 2023: $941,480Liabilities 2023: $53,596Net Assets 2023: $887,8842023Assets 2024: $1,032,447Liabilities 2024: $58,707Net Assets 2024: $973,7402024

Highlighted filing

2017

Assets$563,686
Liabilities$29,461
Net Assets$534,225
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $88,108Expenses 2012: $88,572Net Income 2012: -$4642012Revenue 2013: $87,586Expenses 2013: $81,093Net Income 2013: $6,4932013Revenue 2014: $122,434Expenses 2014: $92,721Net Income 2014: $29,7132014Revenue 2015: $100,742Expenses 2015: $85,833Net Income 2015: $14,9092015Revenue 2016: $106,543Expenses 2016: $74,886Net Income 2016: $31,6572016Revenue 2017: $89,758Expenses 2017: $94,768Net Income 2017: -$5,0102017Revenue 2018: $97,439Expenses 2018: $76,038Net Income 2018: $21,4012018Revenue 2019: $271,255Expenses 2019: $114,742Net Income 2019: $156,5132019Revenue 2020: $148,330Expenses 2020: $106,842Net Income 2020: $41,4882020Revenue 2021: $140,006Expenses 2021: $107,051Net Income 2021: $32,9552021Revenue 2022: $227,667Expenses 2022: $100,253Net Income 2022: $127,4142022Revenue 2023: $220,848Expenses 2023: $127,812Net Income 2023: $93,0362023Revenue 2024: $146,298Expenses 2024: $127,492Net Income 2024: $18,8062024

Highlighted filing

2017

Revenue$89,758
Expenses$94,768
Net Income-$5,010
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jun 13, 2017
Return Version
2016v3.0
Gross Receipts
$113,771
Mission and Program Overview

Mission

The fraternal & benevolent lodge's primary purpose is to inculcate the principles of charity, justice, brotherly love & fidelity; to recognize a belief in god; to promote the welfare & enhance the happiness of its members; to quicken the spirit of american patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization & to serve the people & the communities located in pottstown & the surrounding area through benevolent programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$434,183$479,237▲ $45,054
Cash and Non-Interest-Bearing Accounts$57,763$52,498▼ $5,265
Savings and Temporary Cash Investments$33,195$31,951▼ $1,244
Total Assets$525,141$563,686▲ $38,545
Liabilities
Deferred Revenue$26,648$29,159▲ $2,511
Accounts Payable and Accrued Expenses$1,544$302▼ $1,242
Total Liabilities$28,192$29,461▲ $1,269
Net Assets / Fund Balance
Temporarily Rstr Net Assets$463,188$502,548▲ $39,360
Unrestricted Net Assets$33,761$31,677▼ $2,084
Total Net Assets Fund Balance$496,949$534,225▲ $37,276
Total Liabilities and Net Assets / Fund Balance$525,141$563,686▲ $38,545

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,720--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jullyn KeilmanSecretaryPT$5,000$5,000
Catherine McdevittTreasurerPT$500$500

Board Members and Trustees

NameTitle
Gene HoganTrustee
Jamie WendelTrustee
Ron NaceTrustee
Tim BarrettTrustee Chai
Patty RhotonChaplain
John KeilmanEquire
Robin MoyerEst Leading
Dyck FearEst Lecturin
Kim BarrettExalted Rule
Susan NaceInner Guard
Sandy ReitnauerTiler
Revenue and Support

Revenue Composition

Contributions and Grants
$62,650
Program Service Revenue
$0
Investment Income
$11,278
Other Revenue
$15,830
All Other Contributions
$15,066
Change in Net Assets
$-5,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,747
Salaries, Compensation, and Employee Benefits$6,021
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$15,962
All Other Expenses---$12,571
Other Salaries and Wages---$5,500
Other Expenses---$5,250
Office Expenses---$4,455
Fees for Service Investment Mgmnt Fees---$4,104
Fees for Services Accounting---$3,500
Conferences and Meetings---$1,439
Payroll Taxes---$521
Information Technology---$407
Total Functional Expenses$0$0$0$94,768
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,235
Fundraising Direct Expenses$8,352
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

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

“The lodge officers reviewed form 990 before filing.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order of
EIN
23-1708307
Phone
6103260884
Address
61 HIGH STREET, POTTSTOWN, PA 19464

Signing Officer

Name
Jullyn Keilman
Title
Secretary
Phone
6103260884
Signed
2017-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jullyn Keilman
Formed
1902
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
30

Preparer

Firm
Barbara Akins CPA
Address
835 ROUTE 100 N, BECHTELSVILLE, PA 19505-9201
Preparer
Barbara a Akins CPA
Phone
4843213839
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The fraternal & benevolent lodge's primary purpose is to inculcate the principles of charity, justice, brotherly love & fidelity; to recognize a belief in god; to promote the welfare & enhance the happiness of its members; to quicken the spirit of american patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization & to serve the people & the communities located in pottstown & the surrounding area through benevolent programs.”

Form 990, Part IX, Line 24E

“Grant expenses 4,091 0 0 annual banquet expense 2,597 0 0 national foundation 2,306 0 0 per capita - state 1,096 0 0 youth activities 828 0 0 supplies 344 0 0 indoctrination 261 0 0 legacy trust 255 0 0 miscellaneous 237 0 0 dues 200 0 0 officers' expense 176 0 0 installation 95 0 0 memorials 85 0 0 total 12,571 0 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“The entity has evaluated its tax position and determined that it does not have any uncertain tax position that meets the criteria under accounting standards codification topic 740, income taxes. The tax returns of the enitity for 2016,2015, and 2013 are subject to examination by the irs, generally for three years after they were filed.”

Raw XML Appendix362 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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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt033195
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031951
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0304994
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1148327
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt212586
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt37610
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt45720
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIXED INCOME SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MONEY MARKET KEY PRIVATE BANK
IRS990ScheduleD/OtherSecuritiesGrp/Desc3ALTERNATIVES
IRS990ScheduleD/OtherSecuritiesGrp/Desc4OTHER ASSETS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENTITY HAS EVALUATED ITS TAX POSITION AND DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITION THAT MEETS THE CRITERIA UNDER ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES. THE TAX RETURNS OF THE ENITITY FOR 2016,2015, AND 2013 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueSecuritiesAmt0479237
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FRATERNAL & BENEVOLENT LODGE'S PRIMARY PURPOSE IS TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE & FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE & ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION & TO SERVE THE PEOPLE & THE COMMUNITIES LOCATED IN POTTSTOWN & THE SURROUNDING AREA THROUGH BENEVOLENT PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE LODGE OFFICERS REVIEWED FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANT EXPENSES 4,091 0 0 ANNUAL BANQUET EXPENSE 2,597 0 0 NATIONAL FOUNDATION 2,306 0 0 PER CAPITA - STATE 1,096 0 0 YOUTH ACTIVITIES 828 0 0 SUPPLIES 344 0 0 INDOCTRINATION 261 0 0 LEGACY TRUST 255 0 0 MISCELLANEOUS 237 0 0 DUES 200 0 0 OFFICERS' EXPENSE 176 0 0 INSTALLATION 95 0 0 MEMORIALS 85 0 0 TOTAL 12,571 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0463188
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0502548
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0525141
IRS990/TotalAssetsEOYAmt0563686
IRS990/TotalAssetsGrp/BOYAmt0525141
IRS990/TotalAssetsGrp/EOYAmt0563686
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt062650
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt094768
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028192
IRS990/TotalLiabilitiesEOYAmt029461
IRS990/TotalLiabilitiesGrp/BOYAmt028192
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IRS990/TotalReportableCompFromOrgAmt05500
IRS990/TotalRevenueGrp/ExclusionAmt015161
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011947
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt089758
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0525141
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0563686
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt033761
IRS990/UnrestrictedNetAssetsGrp/EOYAmt031677
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt061 HIGH STREET
IRS990/USAddress/CityNm0POTTSTOWN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019464
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULLYN KEILMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06103260884
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS LODGE NO 814
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0231708307
ReturnHeader/Filer/PhoneNum06103260884
ReturnHeader/Filer/USAddress/AddressLine1Txt061 HIGH STREET
ReturnHeader/Filer/USAddress/CityNm0POTTSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019464
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01CF64E4E839EA9A8C305439BB6FEFD882AD72BD6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BE259367DC87EF0310F7274F6613499E3AC36D50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473768625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARBARA AKINS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0835 ROUTE 100 N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BECHTELSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0195059201
ReturnHeader/PreparerPersonGrp/PhoneNum04843213839
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA A AKINS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-06-15T08:55:32-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$563,686
Liabilities
$29,461
Net assets
$534,225
Revenue
$89,758
Expenses
$94,768
Net income
-$5,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.06$0.97$0.15$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.05$0.89$0.22$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.04$0.87$0.23$0.10$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.03$0.85$0.14$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.03$0.66$0.15$0.11$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.02$0.70$0.27$0.11$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.02$0.59$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.53$0.09$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.03$0.50$0.11$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.03$0.50$0.10$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.03$0.48$0.12$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$0.47$0.03$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$0.44$0.03$0.09$0.09$0.00