Civic Intelligence

Benevolent & Protective Order of Elks Lodge No 814

990 • Fiscal year 2022 • EIN 23-1708307

Apr 01, 2021 to Mar 31, 2022 • Filed on Jul 26, 2022

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

0.04x

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

2022 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.17x

Higher debt load relative to revenue than 64% of similar nonprofits.

2022 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2022

Net Margin

96th percentile

56%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$5,000

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2022 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2022

Asset Growth

55th percentile

3.2%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

63%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$913,198

Up $28,536 (+3.2%) from 2021

Net Assets

Up

$873,890

Up $22,676 (+2.7%) from 2021

Liabilities

Up

$39,308

Up $5,860 (+18%) from 2021

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin96th percentile

Revenue

Up

$227,667

Up $87,661 (+63%) from 2021

Expenses

Down

$100,253

Down $6,798 (-6.4%) from 2021

Net Income

Up

$127,414

Up $94,459 (+287%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2022

Assets$913,198
Liabilities$39,308
Net Assets$873,890
Open 2022 Filing

Operations Trend

Revenue Growth71st 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

2022

Revenue$227,667
Expenses$100,253
Net Income$127,414
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jul 26, 2022
Return Version
2021v4.0
Gross Receipts
$323,886
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$782,659$792,981▲ $10,322
Cash and Non-Interest-Bearing Accounts$78,540$103,754▲ $25,214
Savings and Temporary Cash Investments$13,463$13,463→ $0
Total Assets$884,662$913,198▲ $28,536
Other Assets Total$10,000$3,000▼ $7,000
Liabilities
Deferred Revenue$33,153$39,002▲ $5,849
Accounts Payable and Accrued Expenses$295$306▲ $11
Total Liabilities$33,448$39,308▲ $5,860
Net Assets / Fund Balance
Net Assets With Donor Restrictions$806,117$819,822▲ $13,705
Net Assets Without Donor Restrictions$45,097$54,068▲ $8,971
Total Net Assets Fund Balance$851,214$873,890▲ $22,676
Total Liabilities and Net Assets / Fund Balance$884,662$913,198▲ $28,536

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$33,641--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jullyn KeilmanSecretaryPT$5,000$5,000
Wendy SchiavoTreasurerPT$700$700

Board Members and Trustees

NameTitle
Heather MoyerTrustee
Jody FryeTrustee
Keith ReitnauerTrustee
Robert Wilhelm JrTrustee
Robin MoyerTrustee
Patricia RhotonChaplain
Dyck FearEsquire
Kevin KrauseExalted Rule
Matt DaileyLecturing Kn
Susan NaceLoyal Knight
Revenue and Support

Revenue Composition

Contributions and Grants
$92,431
Program Service Revenue
$0
Investment Income
$135,236
Other Revenue
$0
All Other Contributions
$32,668
Change in Net Assets
$127,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$93,729
Salaries, Compensation, and Employee Benefits$6,524
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$25,028
Other Expenses---$8,507
Fees for Service Investment Mgmnt Fees---$7,676
Other Salaries and Wages---$5,700
Office Expenses---$3,766
Occupancy---$2,614
Fees for Services Accounting---$2,040
Payroll Taxes---$544
Other Employee Benefits---$280
Total Functional Expenses$0$0$0$100,253
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
2022-07-26
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 8,177 0 0 breakfasts 5,515 0 0 enf donations 1,770 0 0 per capita - state 1,624 0 0 convention expense 1,253 0 0 home assoc donations 1,196 0 0 state major projects 1,000 0 0 annual banquet expense 781 0 0 supplies 635 0 0 legacy trust 614 0 0 telephone/internet 602 0 0 officers' expense 580 0 0 payroll processing fees 380 0 0 miscellaneous 272 0 0 indoctrination 221 0 0 per capita - district 200 0 0 youth activities 108 0 0 vip visits 100 0 0 total 25,028 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 numbe 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/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0513497
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1205295
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt240548
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt333641
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY MUTUAL FUNDS
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IRS990ScheduleD/OtherSecuritiesGrp/Desc2ALTERNATIVE MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MONEY MARKET KEY PRIVATE BANK
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO 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 NUMBE IS 1156; EXEMPT UNDER 501(C)(8).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueSecuritiesAmt0792981
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/ExplanationTxt3DONATIONS TO OTHER ORG 8,177 0 0 BREAKFASTS 5,515 0 0 ENF DONATIONS 1,770 0 0 PER CAPITA - STATE 1,624 0 0 CONVENTION EXPENSE 1,253 0 0 HOME ASSOC DONATIONS 1,196 0 0 STATE MAJOR PROJECTS 1,000 0 0 ANNUAL BANQUET EXPENSE 781 0 0 SUPPLIES 635 0 0 LEGACY TRUST 614 0 0 TELEPHONE/INTERNET 602 0 0 OFFICERS' EXPENSE 580 0 0 PAYROLL PROCESSING FEES 380 0 0 MISCELLANEOUS 272 0 0 INDOCTRINATION 221 0 0 PER CAPITA - DISTRICT 200 0 0 YOUTH ACTIVITIES 108 0 0 VIP VISITS 100 0 0 TOTAL 25,028 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/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0884662
IRS990/TotalAssetsEOYAmt0913198
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0227667
IRS990/TotalVolunteersCnt020
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0913198
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt061 HIGH STREET
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/SignatureDt02022-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS LODGE NO 814
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0231708307
ReturnHeader/Filer/PhoneNum06103260884
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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/PreparationDt02022-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA A AKINS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-07-26T13:17:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KEILMAN
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$913,198
Liabilities
$39,308
Net assets
$873,890
Revenue
$227,667
Expenses
$100,253
Net income
$127,414
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