Civic Intelligence

Benevolent & Protective Order Of

990EZ • Fiscal year 2022 • EIN 23-7130211

Apr 01, 2021 to Mar 31, 2022 • Filed on Dec 09, 2022

PO Box 314Bountiful, UT 84011-0314

(801) 298-1631

Siviq Scores

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

Liabilities / Assets

89th percentile

0.30x

Higher debt load relative to assets than 89% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

95th percentile

0.90x

Higher debt load relative to revenue than 95% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Source year 2022

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)8 • <$500k nonprofits • Source year 2022

Asset Growth

95th percentile

53%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

33rd percentile

1.2%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Up

$275,031

Up $94,892 (+53%) from 2021

Net Assets

Up

$192,179

Up $12,040 (+6.7%) from 2021

Liabilities

$82,852

No earlier filing loaded for comparison.

Revenue

Up

$92,098

Up $1,118 (+1.2%) from 2021

Expenses

Up

$80,058

Up $6,133 (+8.3%) from 2021

Net Income

Down

$12,040

Down $5,015 (-29%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $200,543Liabilities 2010: $1,329Net Assets 2010: $199,2142010Assets 2011: $203,275Liabilities 2011: $2,885Net Assets 2011: $200,3902011Assets 2012: $204,354Liabilities 2012: $1,275Net Assets 2012: $203,0792012Assets 2013: $208,348Net Assets 2013: $208,3482013Assets 2014: $202,400Net Assets 2014: $202,4002014Assets 2015: $191,683Net Assets 2015: $191,6832015Assets 2016: $181,091Liabilities 2016: $2,184Net Assets 2016: $178,9072016Assets 2017: $163,671Liabilities 2017: $1,681Net Assets 2017: $161,9902017Assets 2018: $165,638Liabilities 2018: $1,208Net Assets 2018: $164,4302018Assets 2019: $172,009Liabilities 2019: $3,551Net Assets 2019: $168,4582019Assets 2021: $180,139Net Assets 2021: $180,1392021Assets 2022: $275,031Liabilities 2022: $82,852Net Assets 2022: $192,1792022Assets 2025: $195,944Liabilities 2025: $37,016Net Assets 2025: $158,9282025

Highlighted filing

2022

Assets$275,031
Liabilities$82,852
Net Assets$192,179

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $81,209Expenses 2010: $84,730Net Income 2010: -$3,5212010Revenue 2011: $86,593Expenses 2011: $85,417Net Income 2011: $1,1762011Revenue 2012: $83,477Expenses 2012: $80,788Net Income 2012: $2,6892012Revenue 2013: $81,787Expenses 2013: $76,518Net Income 2013: $5,2692013Revenue 2014: $59,521Expenses 2014: $72,469Net Income 2014: -$12,9482014Revenue 2015: $72,629Expenses 2015: $76,346Net Income 2015: -$3,7172015Revenue 2016: $66,480Expenses 2016: $79,256Net Income 2016: -$12,7762016Revenue 2017: $80,769Expenses 2017: $97,685Net Income 2017: -$16,9162017Revenue 2018: $87,342Expenses 2018: $84,902Net Income 2018: $2,4402018Revenue 2019: $102,882Expenses 2019: $98,854Net Income 2019: $4,0282019Revenue 2021: $90,980Expenses 2021: $73,925Net Income 2021: $17,0552021Revenue 2022: $92,098Expenses 2022: $80,058Net Income 2022: $12,0402022Revenue 2025: $100,646Expenses 2025: $106,360Net Income 2025: -$5,7142025

Highlighted filing

2022

Revenue$92,098
Expenses$80,058
Net Income$12,040
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Dec 9, 2022
Return Version
2021v4.0
Gross Receipts
$92,098
Mission and Program Overview

Mission

To inculcate the principles of charity, justice, brotherly love and fidelity; to recognize a belief in god; to promote the welfare and enhance the happiness of its members; to quicken the spirit of american patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization, and to provide for its government, the benevolent and protective order of elks of the united states of america will serve the people and communities through benevolent programs, demonstrating that elks care and elks share.

Program Services

DescriptionGrantsExpenses
PUBLIC SERVICE IS AN INTEGRAL PART OF BEING AN ELK. IN KEEPING WITH THIS TRADITION, ELKS CREATE AND PARTICIPATE IN MANY PROGRAMS TO BETTER THEIR COMMUNITIES AND DEMONSTRATE THAT ELKS CARE - ELKS SHARE SCHOLARSHIPS - EACH YEAR THE ELKS NATIONAL FOUNDATION PROVIDES MORE THAN 3.65 MILLION IN COLLEGE SCHOLARSHIPS TO GRADUATING SENIORS. HOOP SHOOT - THE YEARLY ELKS HOOP SHOOT FREE THROW PROGRAM IS OPEN TO ALL BOYS AND GIRLS AGES 8 THROUGH 13. THE CONTEST STARTS AT THE LODGE LEVEL AND ADVANCES THROUGH DISTRICT, STATE AND REGIONAL CONTESTS BEFORE THE NATIONAL FINALS IN THE SPRING. DRUG AWARENESS - THE ELKS DRUG AWARENESS PROGRAM DISTRIBUTES LITERATURE AND ORGANIZES EVENTS TO MAKE KIDS AND THEIR PARENTS AWARE OF THE DANGERS POSED BY ALCOHOL, TOBACCO AND ILLEGAL DRUGS. TRY THE PROGRAM'S DRUG AWARENESS QUIZ AND TEST YOUR KNOWLEDGE YOUTH ACTIVITIES - OTHER YOUTH-ORIENTED ACTIVITIES SPONSORED BY THE ELKS INCLUDE THE SOCCER SHOOT, THE ANTLERS PROGRAM, THE YEARLY AMERICANISM ESSAY CONTEST AND MORE. VETERANS PROGRAMS - SINCE THE EARLY DAYS OF ELKDOM, THE VETERANS SERVICE COMMISSION HAS PATRIOTICALLY SERVED THOSE ELKS WHO HAVE FOUGHT FOR OUR GREAT NATION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANNON HASLAMExalted Rule-$0--
CYNTHIA SHEPHERDTreasurer-$0--
STEVE MOTTTrustee-$0--
ANDREW JOHNSONTrustee-$0--
ROBERT SHEPHERDTrustee-$0--
SALLY COOLEYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order of
EIN
23-7130211
Phone
8012981631
Address
PO BOX 314, BOUNTIFUL, UT 84011-0314

Signing Officer

Name
Cynthia Shepherd
Title
Treasurer
Phone
8012981631
Signed
2022-12-09

Preparer

Firm
Bountiful Peak Advisors
Address
1564 SOUTH 500 WEST SUITE 201, BOUNTIFUL, UT 84010-7400
Preparer
Justin R Shaw CPA Cfe Cgma
Phone
8012943155
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Commercial building interest 1,448 insurance 3,030 cleaning/maintenance 207 repairs 3,544 property taxes 6,062 utilities 23,897 non-investment depreciation 4,804 tenant functions 1,044 expenses supplies 3,160 telephone 2,920 software 165 convention 2,256 insurance 1,513 badges and pins 421 equipment lease 262 hospitality 679 lodge activities 53 miscellaneous 180 per capita - grand lodge 2,154 projects 754 social and community welf 447 ubet 500 veterans remembrance 1,000 youth activities 969 total 61,469

Form 990-ez, Part II, Line 24

Personal property 121,751 205,759 less accumulated depreciation 115,729 132,528 total 6,022 73,231

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 1,345 mortgage and other notes payable 0 81,507

Form 990-ez, Part III

To inculcate the principles of charity, justice, brotherly love and fidelity; to recognize a belief in god; to promote the welfare and enhance the happiness of its members; to quicken the spirit of american patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization, and to provide for its government, the benevolent and protective order of elks of the united states of america will serve the people and communities through benevolent programs, demonstrating that elks care and elks share.

Form 990-ez, Part III, Line 28

Public service is an integral part of being an elk. In keeping with this tradition, elks create and participate in many programs to better their communities and demonstrate that elks care - elks share scholarships - each year the elks national foundation provides more than 3.65 million in college scholarships to graduating seniors. Hoop shoot - the yearly elks hoop shoot free throw program is open to all boys and girls ages 8 through 13. The contest starts at the lodge level and advances through district, state and regional contests before the national finals in the spring. Drug awareness - the elks drug awareness program distributes literature and organizes events to make kids and their parents aware of the dangers posed by alcohol, tobacco and illegal drugs. Try the program's drug awareness quiz and test your knowledge youth activities - other youth-oriented activities sponsored by the elks include the soccer shoot, the antlers program, the yearly americanism essay contest and more. Veterans programs - since the early days of elkdom, the veterans service commission has patriotically served those elks who have fought for our great nation.

Raw XML Appendix120 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
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IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt082206
IRS990EZ/LandAndBuildingsGrp/BOYAmt0124298
IRS990EZ/LandAndBuildingsGrp/EOYAmt0116411
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0180139
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0192179
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0180139
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0192179
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHANNON HASLAM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE MOTT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT SHEPHERD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXALTED RULE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.
IRS990EZ/PrintingPublicationsPostageAmt0243
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMERCIAL BUILDING INTEREST 1,448 INSURANCE 3,030 CLEANING/MAINTENANCE 207 REPAIRS 3,544 PROPERTY TAXES 6,062 UTILITIES 23,897 NON-INVESTMENT DEPRECIATION 4,804 TENANT FUNCTIONS 1,044 EXPENSES SUPPLIES 3,160 TELEPHONE 2,920 SOFTWARE 165 CONVENTION 2,256 INSURANCE 1,513 BADGES AND PINS 421 EQUIPMENT LEASE 262 HOSPITALITY 679 LODGE ACTIVITIES 53 MISCELLANEOUS 180 PER CAPITA - GRAND LODGE 2,154 PROJECTS 754 SOCIAL AND COMMUNITY WELF 447 UBET 500 VETERANS REMEMBRANCE 1,000 YOUTH ACTIVITIES 969 TOTAL 61,469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PERSONAL PROPERTY 121,751 205,759 LESS ACCUMULATED DEPRECIATION 115,729 132,528 TOTAL 6,022 73,231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 1,345 MORTGAGE AND OTHER NOTES PAYABLE 0 81,507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PUBLIC SERVICE IS AN INTEGRAL PART OF BEING AN ELK. IN KEEPING WITH THIS TRADITION, ELKS CREATE AND PARTICIPATE IN MANY PROGRAMS TO BETTER THEIR COMMUNITIES AND DEMONSTRATE THAT ELKS CARE - ELKS SHARE SCHOLARSHIPS - EACH YEAR THE ELKS NATIONAL FOUNDATION PROVIDES MORE THAN 3.65 MILLION IN COLLEGE SCHOLARSHIPS TO GRADUATING SENIORS. HOOP SHOOT - THE YEARLY ELKS HOOP SHOOT FREE THROW PROGRAM IS OPEN TO ALL BOYS AND GIRLS AGES 8 THROUGH 13. THE CONTEST STARTS AT THE LODGE LEVEL AND ADVANCES THROUGH DISTRICT, STATE AND REGIONAL CONTESTS BEFORE THE NATIONAL FINALS IN THE SPRING. DRUG AWARENESS - THE ELKS DRUG AWARENESS PROGRAM DISTRIBUTES LITERATURE AND ORGANIZES EVENTS TO MAKE KIDS AND THEIR PARENTS AWARE OF THE DANGERS POSED BY ALCOHOL, TOBACCO AND ILLEGAL DRUGS. TRY THE PROGRAM'S DRUG AWARENESS QUIZ AND TEST YOUR KNOWLEDGE YOUTH ACTIVITIES - OTHER YOUTH-ORIENTED ACTIVITIES SPONSORED BY THE ELKS INCLUDE THE SOCCER SHOOT, THE ANTLERS PROGRAM, THE YEARLY AMERICANISM ESSAY CONTEST AND MORE. VETERANS PROGRAMS - SINCE THE EARLY DAYS OF ELKDOM, THE VETERANS SERVICE COMMISSION HAS PATRIOTICALLY SERVED THOSE ELKS WHO HAVE FOUGHT FOR OUR GREAT NATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNTHIA SHEPHERD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08012981631
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0237130211
ReturnHeader/Filer/PhoneNum08012981631
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 314
ReturnHeader/Filer/USAddress/CityNm0BOUNTIFUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd0840110314
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460952065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOUNTIFUL PEAK ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01564 SOUTH 500 WEST SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOUNTIFUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840107400
ReturnHeader/PreparerPersonGrp/PhoneNum08012943155
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN R SHAW CPA CFE CGMA
ReturnHeader/ReturnTs02022-12-19T12:33:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CYNTHIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEPHERD
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.37$1.59$1.01$1.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.75$0.83$1.92$0.92$0.80$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.80$1.80$0.91$0.74$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.04$1.68$1.03$0.99$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.01$1.64$0.87$0.85$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.02$1.62$0.81$0.98$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.02$1.79$0.66$0.79$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.92$1.92$0.73$0.76$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.60$0.72$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$2.08$0.82$0.77$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.01$2.03$0.83$0.81$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.03$2.00$0.87$0.85$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.01$1.99$0.81$0.85$0.04