Civic Intelligence

Benevolent & Protective Order of Elks Lodge No 814

990 • Fiscal year 2021 • EIN 23-1708307

Apr 01, 2020 to Mar 31, 2021 • Filed on Aug 03, 2021

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

55th percentile

0.04x

Higher debt load relative to assets than 55% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.24x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Net Margin

76th percentile

24%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Asset Growth

91st percentile

29%

Faster asset growth than 91% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

-5.6%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$884,662

Up $198,426 (+29%) from 2020

Net Assets

Up

$851,214

Up $193,066 (+29%) from 2020

Liabilities

Up

$33,448

Up $5,360 (+19%) from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin76th percentile

Revenue

Down

$140,006

Down $8,324 (-5.6%) from 2020

Expenses

Up

$107,051

Up $209 (+0.2%) from 2020

Net Income

Down

$32,955

Down $8,533 (-21%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2021

Assets$884,662
Liabilities$33,448
Net Assets$851,214
Open 2021 Filing

Operations Trend

Revenue Growth53rd 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

2021

Revenue$140,006
Expenses$107,051
Net Income$32,955
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Aug 3, 2021
Return Version
2020v4.0
Gross Receipts
$309,406
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$581,979$782,659▲ $200,680
Cash and Non-Interest-Bearing Accounts$64,302$78,540▲ $14,238
Savings and Temporary Cash Investments$29,955$13,463▼ $16,492
Total Assets$686,236$884,662▲ $198,426
Other Assets Total$10,000$10,000→ $0
Liabilities
Deferred Revenue$27,802$33,153▲ $5,351
Accounts Payable and Accrued Expenses$286$295▲ $9
Total Liabilities$28,088$33,448▲ $5,360
Net Assets / Fund Balance
Net Assets With Donor Restrictions$612,344$806,117▲ $193,773
Net Assets Without Donor Restrictions$45,804$45,097▼ $707
Total Net Assets Fund Balance$658,148$851,214▲ $193,066
Total Liabilities and Net Assets / Fund Balance$686,236$884,662▲ $198,426

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$21,662--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Heather MoyerTrustee
Jody FryeTrustee
Keith ReitnauerTrustee
Robert Wilhelm JrTrustee
Patricia RhotonChaplain
Robin MoyerEsquire
James FearExalted Rule
Sandy ReitnauerLeading Knig
Susan NaceLecturing Kn
Kevin KrauseLoyal Knight
Jullyn KeilmanSecretary
Wendy SchiavoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$97,946
Program Service Revenue
$0
Investment Income
$42,013
Other Revenue
$47
All Other Contributions
$43,873
Change in Net Assets
$32,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$101,289
Salaries, Compensation, and Employee Benefits$5,762
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$23,148
Other Expenses---$7,728
Fees for Service Investment Mgmnt Fees---$6,595
Other Salaries and Wages---$5,290
Fees for Services Accounting---$4,530
Office Expenses---$3,436
Occupancy---$1,387
Payroll Taxes---$472
Total Functional Expenses$0$0$0$107,051
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
No
Backup withholding compliance
No
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
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
2021-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jullyn Keilman
Formed
1902
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
20

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

“Donations to other org 7,668 0 0 state major projects 5,448 0 0 scholarships & awards 4,375 0 0 enf donations 1,798 0 0 per capita - state 1,471 0 0 miscellaneous 487 0 0 officers' expense 443 0 0 installation expenses 359 0 0 payroll processing fees 315 0 0 youth activities 282 0 0 legacy trust 250 0 0 supplies 215 0 0 vip visits 37 0 0 total 23,148 0 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“No provision is made for income taxes, as the lodge is exempt from income taxation under a group ruling granted to the grand lodge of the benevolent and protective order of elks by the internal revenue service. Group exemption number is 1156; exempt under 501(c)(8).”

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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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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1219799
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt235840
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt321662
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IRS990ScheduleD/OtherSecuritiesGrp/Desc2MONEY MARKET KEY PRIVATE BANK
IRS990ScheduleD/OtherSecuritiesGrp/Desc3ALTERNATIVE MUTUAL FUNDS
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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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/ExplanationTxt3DONATIONS TO OTHER ORG 7,668 0 0 STATE MAJOR PROJECTS 5,448 0 0 SCHOLARSHIPS & AWARDS 4,375 0 0 ENF DONATIONS 1,798 0 0 PER CAPITA - STATE 1,471 0 0 MISCELLANEOUS 487 0 0 OFFICERS' EXPENSE 443 0 0 INSTALLATION EXPENSES 359 0 0 PAYROLL PROCESSING FEES 315 0 0 YOUTH ACTIVITIES 282 0 0 LEGACY TRUST 250 0 0 SUPPLIES 215 0 0 VIP VISITS 37 0 0 TOTAL 23,148 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
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IRS990/TerminateOperationsInd0false
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0POTTSTOWN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019464
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULLYN KEILMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06103260884
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-03
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
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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/PreparationDt02021-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA A AKINS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-03T14:54:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KEILMAN
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$884,662
Liabilities
$33,448
Net assets
$851,214
Revenue
$140,006
Expenses
$107,051
Net income
$32,955
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