Civic Intelligence

Benevolent & Protective Order of Elks Lodge No 814

990 • Fiscal year 2024 • EIN 23-1708307

Apr 01, 2023 to Mar 31, 2024 • Filed on Jul 17, 2024

Organization ProfileN/A
61 High StreetPottstown, PA 19464

(610) 326-0884

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,027,379

Up $85,899 (+9.1%) from 2023

Net Assets

Up

$959,711

Up $71,827 (+8.1%) from 2023

Liabilities

Up

$67,668

Up $14,072 (+26%) from 2023

Revenue And Expenses

Revenue

Down

$153,625

Down $67,223 (-30%) from 2023

Expenses

Up

$171,896

Up $44,084 (+34%) from 2023

Net Income

Down

-$18,271

Down $111,307 (-120%) from 2023

Historical Trend

Balance Sheet Trend

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: $1,027,379Liabilities 2024: $67,668Net Assets 2024: $959,7112024Assets 2024: $1,032,447Liabilities 2024: $58,707Net Assets 2024: $973,7402024

Highlighted filing

2024

Assets$1,027,379
Liabilities$67,668
Net Assets$959,711
Open 2024 Filing

Operations Trend

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: $153,625Expenses 2024: $171,896Net Income 2024: -$18,2712024Revenue 2024: $146,298Expenses 2024: $127,492Net Income 2024: $18,8062024

Highlighted filing

2024

Revenue$153,625
Expenses$171,896
Net Income-$18,271
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jul 17, 2024
Return Version
2023v5.0
Gross Receipts
$277,087
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$742,421$850,852▲ $108,431
Cash and Non-Interest-Bearing Accounts$176,783$131,031▼ $45,752
Savings and Temporary Cash Investments$19,276$40,896▲ $21,620
Total Assets$941,480$1,027,379▲ $85,899
Other Assets Total$3,000$4,600▲ $1,600
Liabilities
Deferred Revenue$52,276$67,340▲ $15,064
Accounts Payable and Accrued Expenses$1,320$328▼ $992
Total Liabilities$53,596$67,668▲ $14,072
Net Assets / Fund Balance
Net Assets With Donor Restrictions$834,055$900,346▲ $66,291
Net Assets Without Donor Restrictions$53,829$59,365▲ $5,536
Total Net Assets Fund Balance$887,884$959,711▲ $71,827
Total Liabilities and Net Assets / Fund Balance$941,480$1,027,379▲ $85,899

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$37,192--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Daniel VicarioTrustee
Gina CusterTrustee
Kevin KrauseTrustee
Larry HoffmanTrustee
Susan NaceTrustee
Irene DonovanChaplain
Dyck FearEsquire
Robert Wilhelm JrExalted Rule
Deanna PaschallInner Guard
Matt DaileyLeading Knig
Benjamin Thomas WilliamsLecturing Kn
Tom M Williams JrLoyal Knight
Jullyn KeilmanSecretary
Tracy WhitfieldTiler
Wendy SchiavoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$104,982
Program Service Revenue
$0
Investment Income
$30,847
Other Revenue
$17,796
All Other Contributions
$24,322
Change in Net Assets
$-18,271
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,612
Salaries, Compensation, and Employee Benefits$6,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$47,275
All Other Expenses---$23,201
Fees for Service Investment Mgmnt Fees---$10,929
Other Expenses---$8,203
Other Salaries and Wages---$5,700
Office Expenses---$4,125
Fees for Services Accounting---$2,175
Payroll Taxes---$584
Total Functional Expenses$0$0$0$171,896
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,328
Fundraising Direct Expenses$4,761
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
2024-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jullyn Keilman
Formed
1902
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
20

Preparer

Firm
Barbara Akins CPA
Address
835 ROUTE 100 N, BECHTELSVILLE, PA 19505
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 5,000 0 0 donations to other org 4,407 0 0 annual banquet expense 3,066 0 0 per capita - state 1,956 0 0 enf donations 1,835 0 0 convention expense 1,685 0 0 supplies 937 0 0 home assoc donations 826 0 0 legacy trust 704 0 0 youth activities 595 0 0 officers' expense 585 0 0 travel 500 0 0 insurance 453 0 0 payroll processing fees 410 0 0 miscellaneous 242 0 0 total 23,201 0 0”

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IRS990/PYInvestmentIncomeAmt033468
IRS990/PYOtherExpensesAmt0121282
IRS990/PYOtherRevenueAmt084388
IRS990/PYRevenuesLessExpensesAmt093036
IRS990/PYSalariesCompEmpBnftPaidAmt06530
IRS990/PYTotalExpensesAmt0127812
IRS990/PYTotalRevenueAmt0220848
IRS990/ReconcilationRevenueExpnssAmt0-18271
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt040896
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0531444
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1244933
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt237283
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt337192
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIXED INCOME MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ALTERNATIVE MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MONEY MARKET KEY PRIVATE BANK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/TotalBookValueSecuritiesAmt0850852
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 5,000 0 0 DONATIONS TO OTHER ORG 4,407 0 0 ANNUAL BANQUET EXPENSE 3,066 0 0 PER CAPITA - STATE 1,956 0 0 ENF DONATIONS 1,835 0 0 CONVENTION EXPENSE 1,685 0 0 SUPPLIES 937 0 0 HOME ASSOC DONATIONS 826 0 0 LEGACY TRUST 704 0 0 YOUTH ACTIVITIES 595 0 0 OFFICERS' EXPENSE 585 0 0 TRAVEL 500 0 0 INSURANCE 453 0 0 PAYROLL PROCESSING FEES 410 0 0 MISCELLANEOUS 242 0 0 TOTAL 23,201 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/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0941480
IRS990/TotalAssetsEOYAmt01027379
IRS990/TotalAssetsGrp/BOYAmt0941480
IRS990/TotalAssetsGrp/EOYAmt01027379
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0104982
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0171896
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt053596
IRS990/TotalLiabilitiesEOYAmt067668
IRS990/TotalLiabilitiesGrp/BOYAmt053596
IRS990/TotalLiabilitiesGrp/EOYAmt067668
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0887884
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0959711
IRS990/TotalRevenueGrp/ExclusionAmt034737
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013906
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0153625
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0941480
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01027379
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt061 HIGH STREET
IRS990/USAddress/CityNm0POTTSTOWN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019464
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULLYN KEILMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06103260884
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-17
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/IRSResponsiblePrtyInfoCurrInd0false
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/ZIPCd019505
ReturnHeader/PreparerPersonGrp/PhoneNum04843213839
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA A AKINS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-23T10:00:16-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KEILMAN
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,027,379
Liabilities
$67,668
Net assets
$959,711
Revenue
$153,625
Expenses
$171,896
Net income
-$18,271
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
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.07$0.96$0.15$0.17$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