Civic Intelligence

Benevolent & Protective Order of Elks Lodge No 814

990 • Fiscal year 2019 • EIN 23-1708307

Apr 01, 2018 to Mar 31, 2019 • Filed on Jun 05, 2019

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

52nd percentile

0.03x

Higher debt load relative to assets than 52% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

51st percentile

0.08x

Higher debt load relative to revenue than 51% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2019

Net Margin

96th percentile

58%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

74th percentile

$5,000

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2019

Asset Growth

90th percentile

18%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

178%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$721,526

Up $110,891 (+18%) from 2018

Net Assets

Up

$699,365

Up $111,957 (+19%) from 2018

Liabilities

Down

$22,161

Down $1,066 (-4.6%) from 2018

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin96th percentile

Revenue

Up

$271,255

Up $173,816 (+178%) from 2018

Expenses

Up

$114,742

Up $38,704 (+51%) from 2018

Net Income

Up

$156,513

Up $135,112 (+631%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2019

Assets$721,526
Liabilities$22,161
Net Assets$699,365
Open 2019 Filing

Operations Trend

Revenue Growth97th 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

2019

Revenue$271,255
Expenses$114,742
Net Income$156,513
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jun 5, 2019
Return Version
2018v3.1
Gross Receipts
$463,679
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$517,930$633,455▲ $115,525
Cash and Non-Interest-Bearing Accounts$61,612$57,652▼ $3,960
Savings and Temporary Cash Investments$31,093$30,419▼ $674
Total Assets$610,635$721,526▲ $110,891
Liabilities
Deferred Revenue$22,916$21,850▼ $1,066
Accounts Payable and Accrued Expenses$311$311→ $0
Total Liabilities$23,227$22,161▼ $1,066
Net Assets / Fund Balance
Temporarily Rstr Net Assets$547,354$657,017▲ $109,663
Unrestricted Net Assets$40,054$42,348▲ $2,294
Total Net Assets Fund Balance$587,408$699,365▲ $111,957
Total Liabilities and Net Assets / Fund Balance$610,635$721,526▲ $110,891

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$28,999--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

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

Board Members and Trustees

NameTitle
France KrazalkovichTrustee
Gene HoganTrustee
Keith ReitnauerTrustee
Robert Wilhelm JrTrustee
Ron NaceTrustee
Tim BarrettTrustee Chai
Patty RhotonChaplain
John KeilmanEquire
Dyck FearEst Leading
Kevin KrauseEst Lecturin
Sandy ReitnauerEst Loyal Kn
Robin MoyerExalted Rule
Susan NaceInner Guard
Petrina McveighTiler
Revenue and Support

Revenue Composition

Contributions and Grants
$188,676
Program Service Revenue
$0
Investment Income
$67,964
Other Revenue
$14,615
All Other Contributions
$135,357
Change in Net Assets
$156,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,657
Salaries, Compensation, and Employee Benefits$6,085
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$31,850
All Other Expenses---$13,944
Other Expenses---$6,631
Other Salaries and Wages---$5,500
Office Expenses---$5,159
Fees for Service Investment Mgmnt Fees---$5,012
Fees for Services Accounting---$3,500
Information Technology---$887
Payroll Taxes---$585
Total Functional Expenses$0$0$0$114,742
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,029
Fundraising Direct Expenses$9,471
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charity Ball$15,029$15,029$9,471$5,558
Total Events$15,029$15,029$9,471$5,558
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
2019-06-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jullyn Keilman
Formed
1902
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
2
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

“Scholarships & awards 5,100 0 0 national foundation 1,965 0 0 annual banquet expense 1,632 0 0 miscellaneous 1,406 0 0 per capita - state 1,274 0 0 youth activities 655 0 0 supplies 437 0 0 payroll processing fees 267 0 0 legacy trust 250 0 0 indoctrination 211 0 0 officers' expense 210 0 0 dues 200 0 0 memorials 174 0 0 installation expenses 163 0 0 total 13,944 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 2018,2017 and 2016 are subject to examination by the irs,generally for three years after they were filed.”

Raw XML Appendix398 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0311
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0311
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt0135357
IRS990/AllOtherExpensesGrp/TotalAmt013944
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0SECRETARY
IRS990/BooksInCareOfDetail/PhoneNum06103260884
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt061 HIGH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0POTTSTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019464
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt061612
IRS990/CashNonInterestBearingGrp/EOYAmt057652
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0188676
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt067964
IRS990/CYOtherExpensesAmt0108657
IRS990/CYOtherRevenueAmt014615
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0156513
IRS990/CYSalariesCompEmpBnftPaidAmt06085
IRS990/CYTotalExpensesAmt0114742
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0271255
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt022916
IRS990/DeferredRevenueGrp/EOYAmt021850
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROGRAM SERVICES INCLUDE COLLEGE SCHOLARSHIPS & DONATIONS TO LOCAL ORGANIZATIONS, THE ELKS NATIONAL FOUNDATION, YOUTH ACTIVITIES, ETC.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt03500
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05012
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0JULLYN KEILMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1CATHERINE MCDEVITT
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBIN MOYER
IRS990/Form990PartVIISectionAGrp/PersonNm3DYCK FEAR
IRS990/Form990PartVIISectionAGrp/PersonNm4SANDY REITNAUER
IRS990/Form990PartVIISectionAGrp/PersonNm5KEVIN KRAUSE
IRS990/Form990PartVIISectionAGrp/PersonNm6PETRINA MCVEIGH
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN KEILMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8PATTY RHOTON
IRS990/Form990PartVIISectionAGrp/PersonNm9SUSAN NACE
IRS990/Form990PartVIISectionAGrp/PersonNm10TIM BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm11RON NACE
IRS990/Form990PartVIISectionAGrp/PersonNm12GENE HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm13KEITH REITNAUER
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBERT WILHELM JR
IRS990/Form990PartVIISectionAGrp/PersonNm15FRANCE KRAZALKOVICH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXALTED RULE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EST LEADING
IRS990/Form990PartVIISectionAGrp/TitleTxt4EST LOYAL KN
IRS990/Form990PartVIISectionAGrp/TitleTxt5EST LECTURIN
IRS990/Form990PartVIISectionAGrp/TitleTxt6TILER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EQUIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAPLAIN
IRS990/Form990PartVIISectionAGrp/TitleTxt9INNER GUARD
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE CHAI
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01902
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt09471
IRS990/FundraisingGrossIncomeAmt015029
IRS990/GainOrLossGrp/SecuritiesAmt043787
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0226740
IRS990/GrossReceiptsAmt0463679
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt016
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0887
IRS990/InvestmentIncomeGrp/ExclusionAmt024177
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024177
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0517930
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0633455
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0182953
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt053319
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0587408
IRS990/NetAssetsOrFundBalancesEOYAmt0699365
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt043787
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt043787
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05558
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05558
IRS990/NetUnrlzdGainsLossesInvstAmt0-44556
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt031850
IRS990/OfficeExpensesGrp/TotalAmt05159
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0HOME ASSOCIATION
IRS990/OtherExpensesGrp/Desc1PER CAPITA - GRAND LODGE
IRS990/OtherExpensesGrp/Desc2GRANT EXPENSES
IRS990/OtherExpensesGrp/Desc3DONATIONS TO OTHER ORG
IRS990/OtherExpensesGrp/TotalAmt024052
IRS990/OtherExpensesGrp/TotalAmt19622
IRS990/OtherExpensesGrp/TotalAmt28000
IRS990/OtherExpensesGrp/TotalAmt36631
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09057
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09057
IRS990/OtherRevenueTotalAmt09057
IRS990/OtherSalariesAndWagesGrp/TotalAmt05500
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt0585
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JULLYN KEILMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt065908
IRS990/PYInvestmentIncomeAmt015503
IRS990/PYOtherExpensesAmt069928
IRS990/PYOtherRevenueAmt016028
IRS990/PYRevenuesLessExpensesAmt021401
IRS990/PYSalariesCompEmpBnftPaidAmt06110
IRS990/PYTotalExpensesAmt076038
IRS990/PYTotalRevenueAmt097439
IRS990/ReconcilationRevenueExpnssAmt0156513
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031093
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030419
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0414410
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1159060
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt230986
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt328999
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIXED INCOME SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MONEY MARKET KEY PRIVATE BANK
IRS990ScheduleD/OtherSecuritiesGrp/Desc3ALTERNATIVES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
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 2018,2017 AND 2016 ARE SUBJECT TO EXAMINATION BY THE IRS,GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueSecuritiesAmt0633455
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09471
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHARITY BALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015029
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015029
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05558
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09471
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09471
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/ExplanationTxt3SCHOLARSHIPS & AWARDS 5,100 0 0 NATIONAL FOUNDATION 1,965 0 0 ANNUAL BANQUET EXPENSE 1,632 0 0 MISCELLANEOUS 1,406 0 0 PER CAPITA - STATE 1,274 0 0 YOUTH ACTIVITIES 655 0 0 SUPPLIES 437 0 0 PAYROLL PROCESSING FEES 267 0 0 LEGACY TRUST 250 0 0 INDOCTRINATION 211 0 0 OFFICERS' EXPENSE 210 0 0 DUES 200 0 0 MEMORIALS 174 0 0 INSTALLATION EXPENSES 163 0 0 TOTAL 13,944 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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0547354
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0657017
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0610635
IRS990/TotalAssetsEOYAmt0721526
IRS990/TotalAssetsGrp/BOYAmt0610635
IRS990/TotalAssetsGrp/EOYAmt0721526
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0188676
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0114742
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023227
IRS990/TotalLiabilitiesEOYAmt022161
IRS990/TotalLiabilitiesGrp/BOYAmt023227
IRS990/TotalLiabilitiesGrp/EOYAmt022161
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0587408
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0699365
IRS990/TotalReportableCompFromOrgAmt05500
IRS990/TotalRevenueGrp/ExclusionAmt073522
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09057
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0271255
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0610635
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0721526
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt040054
IRS990/UnrestrictedNetAssetsGrp/EOYAmt042348
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt061 HIGH STREET
IRS990/USAddress/CityNm0POTTSTOWN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019464
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULLYN KEILMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06103260884
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-05
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/AtSubmissionCreationDeviceId0188EF1B96CD3C58F05511583F525A2C36B4EC6D9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0188EF1B96CD3C58F05511583F525A2C36B4EC6D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.82.160.249
ReturnHeader/FilingSecurityInformation/IPDt02019-06-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:28:08
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/PreparationDt02019-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA A AKINS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-06-11T15:28:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$721,526
Liabilities
$22,161
Net assets
$699,365
Revenue
$271,255
Expenses
$114,742
Net income
$156,513
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