Civic Intelligence

Benevolent and Protective Order of Elks Thousand Oaks Lodge No 2477

990 • Fiscal year 2017 • EIN 23-7249798

Apr 01, 2016 to Mar 31, 2017 • Filed on Jul 11, 2017

2330 Los Feliz DriveThousand Oaks, CA 91362

(805) 496-2477

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.08x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.31x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Net Margin

50th percentile

2.3%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

89th percentile

$12,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Asset Growth

46th percentile

0.2%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

10th percentile

-26%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2015 to 2017

Assets

Up

$749,591

Up $3,489 (+0.5%) from 2015

Net Assets

Up

$689,694

Up $375,551 (+120%) from 2015

Liabilities

Down

$59,897

Down $372,062 (-86%) from 2015

Revenue

Down

$190,395

Down $157,795 (-45%) from 2015

Expenses

Down

$186,021

Down $96,531 (-34%) from 2015

Net Income

Down

$4,374

Down $61,264 (-93%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2015: $746,102Liabilities 2015: $431,959Net Assets 2015: $314,1432015Assets 2017: $749,591Liabilities 2017: $59,897Net Assets 2017: $689,6942017Assets 2018: $762,828Liabilities 2018: $65,937Net Assets 2018: $696,8912018Assets 2019: $787,266Liabilities 2019: $63,440Net Assets 2019: $723,8262019Assets 2020: $776,604Liabilities 2020: $57,844Net Assets 2020: $718,7602020Assets 2021: $793,637Liabilities 2021: $41,262Net Assets 2021: $752,3752021Assets 2022: $859,371Liabilities 2022: $54,778Net Assets 2022: $804,5932022Assets 2023: $858,239Liabilities 2023: $58,566Net Assets 2023: $799,6732023Assets 2024: $863,906Liabilities 2024: $34,496Net Assets 2024: $829,4102024Assets 2025: $903,500Liabilities 2025: $61,574Net Assets 2025: $841,9262025

Highlighted filing

2017

Assets$749,591
Liabilities$59,897
Net Assets$689,694

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $348,190Expenses 2015: $282,552Net Income 2015: $65,6382015Revenue 2017: $190,395Expenses 2017: $186,021Net Income 2017: $4,3742017Revenue 2018: $201,407Expenses 2018: $194,210Net Income 2018: $7,1972018Revenue 2019: $218,338Expenses 2019: $191,403Net Income 2019: $26,9352019Revenue 2020: $277,542Expenses 2020: $261,783Net Income 2020: $15,7592020Revenue 2021: $228,600Expenses 2021: $189,943Net Income 2021: $38,6572021Revenue 2022: $299,566Expenses 2022: $269,470Net Income 2022: $30,0962022Revenue 2023: $292,970Expenses 2023: $305,950Net Income 2023: -$12,9802023Revenue 2024: $356,471Expenses 2024: $333,756Net Income 2024: $22,7152024Revenue 2025: $363,752Expenses 2025: $377,648Net Income 2025: -$13,8962025

Highlighted filing

2017

Revenue$190,395
Expenses$186,021
Net Income$4,374
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jul 11, 2017
Return Version
2016v3.0
Gross Receipts
$537,647
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 governance, 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.

The organization's mission is 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 governance, 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$452,876$466,978▲ $14,102
Cash and Non-Interest-Bearing Accounts$275,018$264,180▼ $10,838
Prepaid Expenses and Deferred Charges$3,424$10,544▲ $7,120
Inventories for Sale or Use$9,768$7,602▼ $2,166
Accounts Receivable$3,525$287▼ $3,238
Total Assets$744,611$749,591▲ $4,980
Liabilities
Other Liabilities$34,889$35,050▲ $161
Accounts Payable and Accrued Expenses$20,652$20,497▼ $155
Unsecured Notes Loans Payable$3,750$4,350▲ $600
Total Liabilities$59,291$59,897▲ $606
Net Assets / Fund Balance
Temporarily Rstr Net Assets$372,155$378,889▲ $6,734
Unrestricted Net Assets$313,165$310,805▼ $2,360
Total Net Assets Fund Balance$685,320$689,694▲ $4,374
Total Liabilities and Net Assets / Fund Balance$744,611$749,591▲ $4,980

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$208,472$183,971$392,443
Land$247,409-$247,409
Equipment$11,097$92,372$103,469
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
David NaccaratoSecretaryPT$12,000$12,000
David AndersonTreasurerPT$500$500

Board Members and Trustees

NameTitle
Dan MartynTrustee
Pam PriceTrustee
Raymond LarawayTrustee
Rich LucarielloTrustee
Steve WoodliefTrustee
Jean MiragliaExalted Rule
Karen MartynLeading Knig
Shirste KesslerLoyal Knight
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$58,867
Investment Income
$60
Other Revenue
$131,468
Change in Net Assets
$4,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,239
Salaries, Compensation, and Employee Benefits$40,782
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$38,811
Office Expenses---$27,557
Other Salaries and Wages---$25,761
Current Officers, Directors, Trustees, and Key Employees---$12,500
Conferences and Meetings---$11,879
Insurance---$10,453
Payments to Affiliates---$9,526
Fees for Services Accounting---$7,006
Travel---$3,539
Payroll Taxes---$2,521
Other Expenses---$1,117
Advertising---$65
Total Functional Expenses$0$0$0$186,021
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Dues$35,050
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Dan martyn karen martyn trustee lead knight spouse

Form 990, Page 6, Part VI, Line 7B

Decisions subject to approval of members all management practices and governance are contained in the benevolent and protective order of elks annotated statues and local lodge by-laws administered by lodge officers subject to approval of lodge members.

Form 990, Page 6, Part VI, Line 11B

Organization's form 990 is reviewed by an internal committee.

Form 990, Page 6, Part VI, Line 12C

Enforcement of conflicts policy as outlined in the benevolent and protective order of elks grand lodge statutes and local lodge by-laws and house rules monitored by local lodge officers.

Form 990, Page 6, Part VI, Line 15A

Compensation process for top official covered by benevolent and protective order of elks annotated statues and local lodge by-laws under internal revenue group exemption 1156.

Form 990, Page 6, Part VI, Line 15B

Compensation process for top official covered by benevolent and protective order of elks annotated statues and local lodge by-laws under internal revenue group exemption 1156.

Form 990, Page 6, Part VI, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Elks Thousand Oaks Lodge No 2477
EIN
23-7249798
Phone
8054962477
Address
2330 LOS FELIZ DRIVE, THOUSAND OAKS, CA 91362

Signing Officer

Name
David Naccarato
Title
Secretary
Phone
8054962477
Signed
2017-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Naccarato
Formed
1972
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
8

Preparer

Firm
Gary Weiss CPA
Address
21243 VENTURA BLVD STE 126, WOODLAND HILLS, CA 91364-2164
Preparer
Gary Weiss
Phone
8058742001
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization's mission is 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 governance, 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.

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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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IRS990/PYSalariesCompEmpBnftPaidAmt041747
IRS990/PYTotalExpensesAmt0263272
IRS990/PYTotalRevenueAmt0262954
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IRS990/RentalIncomeOrLossGrp/RealAmt01215
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0208472
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0183971
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0392443
IRS990ScheduleD/EquipmentGrp/BookValueAmt011097
IRS990ScheduleD/EquipmentGrp/DepreciationAmt092372
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0103469
IRS990ScheduleD/LandGrp/BookValueAmt0247409
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035050
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IRS990ScheduleD/TotalLiabilityAmt035050
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MISSION IS 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 GOVERNANCE, 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/ExplanationTxt1DAN MARTYN KAREN MARTYN TRUSTEE LEAD KNIGHT SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS SUBJECT TO APPROVAL OF MEMBERS ALL MANAGEMENT PRACTICES AND GOVERNANCE ARE CONTAINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUES AND LOCAL LODGE BY-LAWS ADMINISTERED BY LODGE OFFICERS SUBJECT TO APPROVAL OF LODGE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION'S FORM 990 IS REVIEWED BY AN INTERNAL COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ENFORCEMENT OF CONFLICTS POLICY AS OUTLINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS GRAND LODGE STATUTES AND LOCAL LODGE BY-LAWS AND HOUSE RULES MONITORED BY LOCAL LODGE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION PROCESS FOR TOP OFFICIAL COVERED BY BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION PROCESS FOR TOP OFFICIAL COVERED BY BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalProgramServiceRevenueAmt058867
IRS990/TotalReportableCompFromOrgAmt012500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0187552
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0190395
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02843
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0744611
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID NACCARATO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08054962477
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELKS THOUSAND OAKS LODGE NO 2477
ReturnHeader/Filer/BusinessNameControlTxt0ELKS
ReturnHeader/Filer/EIN0237249798
ReturnHeader/Filer/PhoneNum08054962477
ReturnHeader/Filer/USAddress/AddressLine1Txt02330 LOS FELIZ DRIVE
ReturnHeader/Filer/USAddress/CityNm0THOUSAND OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091362
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C1CCD28A26C28E93CD523EC0157FD82F92222709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId009855B8164088C65F84CBC3B5FCBBA63F75FFA10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472696450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY WEISS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021243 VENTURA BLVD STE 126
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0913642164
ReturnHeader/PreparerPersonGrp/PhoneNum08058742001
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY WEISS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-15T16:40:06-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

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