Civic Intelligence

Benevolent and Protective Order Of

990 • Fiscal year 2020 • EIN 23-7317723

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 07, 2020

1561 Kuehner DriveSimi Valley, CA 93063-0001

(805) 522-2492

Siviq Scores

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

Liabilities / Assets

86th percentile

0.30x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.55x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Net Margin

61st percentile

4.2%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$5,000

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$642,023

No earlier filing loaded for comparison.

Net Assets

$450,919

No earlier filing loaded for comparison.

Liabilities

$191,104

No earlier filing loaded for comparison.

Revenue

$344,709

No earlier filing loaded for comparison.

Expenses

$330,115

No earlier filing loaded for comparison.

Net Income

$14,594

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2020: $642,023Liabilities 2020: $191,104Net Assets 2020: $450,9192020Assets 2021: $592,676Liabilities 2021: $149,028Net Assets 2021: $443,6482021Assets 2022: $621,428Liabilities 2022: $162,223Net Assets 2022: $459,2052022Assets 2023: $569,343Liabilities 2023: $191,146Net Assets 2023: $378,1972023Assets 2024: $594,294Liabilities 2024: $207,047Net Assets 2024: $387,2472024Assets 2025: $606,920Liabilities 2025: $206,529Net Assets 2025: $400,3912025

Highlighted filing

2020

Assets$642,023
Liabilities$191,104
Net Assets$450,919

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2020: $344,709Expenses 2020: $330,115Net Income 2020: $14,5942020Revenue 2021: $169,177Expenses 2021: $224,659Net Income 2021: -$55,4822021Revenue 2022: $464,155Expenses 2022: $447,747Net Income 2022: $16,4082022Revenue 2023: $482,294Expenses 2023: $549,233Net Income 2023: -$66,9392023Revenue 2024: $645,107Expenses 2024: $628,591Net Income 2024: $16,5162024Revenue 2025: $650,281Expenses 2025: $636,025Net Income 2025: $14,2562025

Highlighted filing

2020

Revenue$344,709
Expenses$330,115
Net Income$14,594
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 7, 2020
Return Version
2019v5.0
Gross Receipts
$568,320
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$436,325$450,919▲ $14,594
Cash and Non-Interest-Bearing Accounts$332,292$365,882▲ $33,590
Land, Buildings, and Equipment, Net$251,963$243,110▼ $8,853
Inventories for Sale or Use$33,029$33,031▲ $2
Total Assets$617,284$642,023▲ $24,739
Liabilities
Other Liabilities$179,769$191,026▲ $11,257
Accounts Payable and Accrued Expenses$1,190$78▼ $1,112
Total Liabilities$180,959$191,104▲ $10,145
Net Assets / Fund Balance
Total Net Assets Fund Balance$436,325$450,919▲ $14,594
Total Liabilities and Net Assets / Fund Balance$617,284$642,023▲ $24,739

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$230,069$437,152$667,221
Land$13,041-$13,041
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Todd BairSecretaryPT$5,000$5,000

Board Members and Trustees

NameTitle
Andy DobrzynskiTrustee
Julie BrownTrustee
Mike NolanTrustee
Ricardo RogeroTrustee
Tony MarkarianTrustee
Salvatore ArgoExalted Rule
Tim EganLeading Knig
Richard HoltLecturing Kn
Jim BarrosLoyal Knight
Jim VandenbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$110,390
Investment Income
$73
Other Revenue
$234,246
Change in Net Assets
$14,594
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,881
Salaries, Compensation, and Employee Benefits$52,234
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$77,064
Occupancy---$70,845
Other Salaries and Wages---$41,637
Depreciation Depletion---$18,972
Office Expenses---$15,078
Other Expenses---$9,748
Fees for Services Accounting---$7,978
Conferences and Meetings---$6,567
Payroll Taxes---$5,597
Current Officers, Directors, Trustees, and Key Employees---$5,000
Total Functional Expenses$0$0$0$330,115
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
Restricted Funds$130,752
Deferred Dues$60,274
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
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 7B

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

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

No review was or will be conducted.

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

As outlined in the benevolent & 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

Covered by benevolent & protective order of elks annotated statutes and local lodge by-laws under internal revenue group exemption 1156.

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

Covered by benevolent & protective order of elks annotated statutes 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
Benevolent and Protective Order of
EIN
23-7317723
Phone
8055222492
Address
1561 KUEHNER DRIVE, SIMI VALLEY, CA 93063-0001

Signing Officer

Name
Todd Bair
Title
Secretary
Phone
8055222492
Signed
2020-07-07

Organization Details

Principal Officer
Todd Bair
Formed
1973
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
14
Volunteers
10

Preparer

Firm
A J Holt Inc
Address
4209 W MAGNOLIA BLVD, BURBANK, CA 91505-2726
Preparer
William a Holt Ea
Phone
8188454228
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.

Form 990, Page 2, Part III, Line 4D

Operates under the lodge system for the exclusive benefit of the members

Form 990, Part IX, Line 24E

Credit card exp 7,932 0 0 sundries 6,964 0 0 linen service 6,263 0 0 miscellaneous 5,594 0 0 laundry 5,030 0 0 utilities 4,840 0 0 telephone 4,707 0 0 kitchen supplies 4,187 0 0 equipment rental 4,057 0 0 cable 3,935 0 0 salaries 3,510 0 0 bar supplies 3,109 0 0 utilities 2,500 0 0 ritual exp 2,333 0 0 licenses 1,721 0 0 linen service 1,547 0 0 kitchen work parties 1,293 0 0 officers exp 1,146 0 0 repairs 1,028 0 0 badges/pins/flags 965 0 0 repair & maintenance 552 0 0 security 469 0 0 property taxes 424 0 0 payroll taxes 421 0 0 miscellaneous 421 0 0 telecommunications 354 0 0 laundry 327 0 0 misc club exp 256 0 0 bank/credit card charges 247 0 0 equipment rental 221 0 0 office expense 208 0 0 cleaning / maintenance 173 0 0 cash over short 168 0 0 credit card 40 0 0 sundries 35 0 0 kitchen supplies 21 0 0 cable 20 0 0 bank charges 19 0 0 bar supplies 16 0 0 licenses 9 0 0 cash over short 1 0 0 misc club exp 1 0 0 total 77,064 0 0

Raw XML Appendix370 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.

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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0436325
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0450919
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt013041
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt013041
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0230069
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0437152
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0667221
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0130752
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt160274
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESTRICTED FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED DUES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0243110
IRS990ScheduleD/TotalLiabilityAmt0191026
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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/ExplanationTxt1OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF THE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MANAGEMENT PRACTICES AND GOVERNANCE ARE CONTAINED IN THE BENEVOLENT & PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS ADMINISTERED BY LODGE OFFICERS SUBJECT TO APPROVAL OF LODGE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS OUTLINED IN THE BENEVOLENT & PROTECTIVE ORDER OF ELKS GRAND LODGE STATUTES AND LOCAL LODGE BY-LAWS AND HOUSE RULES MONITORED BY LOCAL LODGE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COVERED BY BENEVOLENT & PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COVERED BY BENEVOLENT & PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CREDIT CARD EXP 7,932 0 0 SUNDRIES 6,964 0 0 LINEN SERVICE 6,263 0 0 MISCELLANEOUS 5,594 0 0 LAUNDRY 5,030 0 0 UTILITIES 4,840 0 0 TELEPHONE 4,707 0 0 KITCHEN SUPPLIES 4,187 0 0 EQUIPMENT RENTAL 4,057 0 0 CABLE 3,935 0 0 SALARIES 3,510 0 0 BAR SUPPLIES 3,109 0 0 UTILITIES 2,500 0 0 RITUAL EXP 2,333 0 0 LICENSES 1,721 0 0 LINEN SERVICE 1,547 0 0 KITCHEN WORK PARTIES 1,293 0 0 OFFICERS EXP 1,146 0 0 REPAIRS 1,028 0 0 BADGES/PINS/FLAGS 965 0 0 REPAIR & MAINTENANCE 552 0 0 SECURITY 469 0 0 PROPERTY TAXES 424 0 0 PAYROLL TAXES 421 0 0 MISCELLANEOUS 421 0 0 TELECOMMUNICATIONS 354 0 0 LAUNDRY 327 0 0 MISC CLUB EXP 256 0 0 BANK/CREDIT CARD CHARGES 247 0 0 EQUIPMENT RENTAL 221 0 0 OFFICE EXPENSE 208 0 0 CLEANING / MAINTENANCE 173 0 0 CASH OVER SHORT 168 0 0 CREDIT CARD 40 0 0 SUNDRIES 35 0 0 KITCHEN SUPPLIES 21 0 0 CABLE 20 0 0 BANK CHARGES 19 0 0 BAR SUPPLIES 16 0 0 LICENSES 9 0 0 CASH OVER SHORT 1 0 0 MISC CLUB EXP 1 0 0 TOTAL 77,064 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0617284
IRS990/TotalAssetsEOYAmt0642023
IRS990/TotalAssetsGrp/BOYAmt0617284
IRS990/TotalAssetsGrp/EOYAmt0642023
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0330115
IRS990/TotalGrossUBIAmt016610
IRS990/TotalLiabilitiesBOYAmt0180959
IRS990/TotalLiabilitiesEOYAmt0191104
IRS990/TotalLiabilitiesGrp/BOYAmt0180959
IRS990/TotalLiabilitiesGrp/EOYAmt0191104
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0436325
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0450919
IRS990/TotalProgramServiceRevenueAmt0110390
IRS990/TotalReportableCompFromOrgAmt05000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0328099
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0344709
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt016610
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0617284
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0642023
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt01561 KUEHNER DRIVE
IRS990/USAddress/CityNm0SIMI VALLEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093063
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SIMIELKS.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD BAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08055222492
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT AND PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS SIMI VALLEY LODGE NO 2492
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0237317723
ReturnHeader/Filer/PhoneNum08055222492
ReturnHeader/Filer/USAddress/AddressLine1Txt01561 KUEHNER DRIVE
ReturnHeader/Filer/USAddress/CityNm0SIMI VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0930630001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06950DF083C6A52EC8B42CF2CBB705AE641064BC2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08649C8B3BEE50E9A350E5C006663E6B895075A93
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.33.88.214
ReturnHeader/FilingSecurityInformation/IPDt02020-07-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:48:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954112352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A J HOLT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04209 W MAGNOLIA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0915052726
ReturnHeader/PreparerPersonGrp/PhoneNum08188454228
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A HOLT EA
ReturnHeader/ReturnTs02020-07-27T12:48:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

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