Civic Intelligence

Benevolent and Protective Order Of

990 • Fiscal year 2021 • EIN 23-7317723

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 25, 2021

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

0.25x

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

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.88x

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

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Net Margin

12th percentile

-33%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

77th percentile

$6,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2021

Asset Growth

7th percentile

-7.7%

Faster asset growth than 7% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-51%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$592,676

Down $49,347 (-7.7%) from 2020

Net Assets

Down

$443,648

Down $7,271 (-1.6%) from 2020

Liabilities

Down

$149,028

Down $42,076 (-22%) from 2020

Revenue

Down

$169,177

Down $175,532 (-51%) from 2020

Expenses

Down

$224,659

Down $105,456 (-32%) from 2020

Net Income

Down

-$55,482

Down $70,076 (-480%) from 2020

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

2021

Assets$592,676
Liabilities$149,028
Net Assets$443,648

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

2021

Revenue$169,177
Expenses$224,659
Net Income-$55,482
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 25, 2021
Return Version
2020v4.0
Gross Receipts
$221,660
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$450,919$443,648▼ $7,271
Cash and Non-Interest-Bearing Accounts$365,882$347,656▼ $18,226
Land, Buildings, and Equipment, Net$243,110$224,135▼ $18,975
Inventories for Sale or Use$33,031$20,494▼ $12,537
Prepaid Expenses and Deferred Charges-$391-
Total Assets$642,023$592,676▼ $49,347
Liabilities
Other Liabilities$191,026$138,978▼ $52,048
Accounts Payable and Accrued Expenses$78$10,050▲ $9,972
Total Liabilities$191,104$149,028▼ $42,076
Net Assets / Fund Balance
Total Net Assets Fund Balance$450,919$443,648▼ $7,271
Total Liabilities and Net Assets / Fund Balance$642,023$592,676▼ $49,347

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$211,094$456,124$667,218
Land$13,041-$13,041
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Todd BairSecretaryPT$6,000$6,000
Jim VandenbergTreasurerPT$1,200$1,200

Board Members and Trustees

NameTitle
Andrew DobrzynskiTrustee
Julie BrownTrustee
Mike NolanTrustee
Olivia MoralesTrustee
Ricardo RogeroTrustee
Tim EganExalted Rule
Keith ScottLeading Knig
Heather PoliskeyLecturing Kn
Richard HoltLoyal Knight
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$96,990
Investment Income
$31
Other Revenue
$72,156
Change in Net Assets
$-55,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$204,804
Salaries, Compensation, and Employee Benefits$19,855
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$53,561
All Other Expenses---$30,236
Depreciation Depletion---$18,972
Office Expenses---$11,804
Other Salaries and Wages---$8,955
Fees for Services Accounting---$7,797
Current Officers, Directors, Trustees, and Key Employees---$7,200
Other Expenses---$5,851
Payroll Taxes---$3,700
Insurance---$2,985
Total Functional Expenses$0$0$0$224,659
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$81,987
Deferred Dues$56,991
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
2021-07-25

Organization Details

Principal Officer
Todd Bair
Formed
1973
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
11
Volunteers
5

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

Telephone 3,692 0 0 utilities 3,300 0 0 credit card exp 2,977 0 0 equipment rental 2,870 0 0 cable 2,486 0 0 repairs & maint 2,153 0 0 miscellaneous 1,611 0 0 rv/camping expense 1,205 0 0 kitchen lease 1,097 0 0 salaries 990 0 0 badges/pins/flags 746 0 0 laundry 691 0 0 grounds landscaping 660 0 0 property taxes 630 0 0 licenses 610 0 0 kitchen supplies 431 0 0 payroll taxes 410 0 0 repairs 390 0 0 lodge activities 342 0 0 work comp ins 330 0 0 credit card 330 0 0 equipment rental 320 0 0 cable 275 0 0 repair & maintenance 240 0 0 office expense 220 0 0 bank/credit card charges 167 0 0 pest control 140 0 0 security 140 0 0 officers exp 130 0 0 kitchen lease 120 0 0 ritual exp 101 0 0 misc club exp 81 0 0 linen service 77 0 0 laundry 75 0 0 licenses 70 0 0 cleaning / maintenance 53 0 0 kitchen supplies 50 0 0 carpet cleaning 25 0 0 misc club exp 8 0 0 cash over short -7 0 0 total 30,236 0 0

Raw XML Appendix367 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/PYOtherRevenueAmt0234246
IRS990/PYProgramServiceRevenueAmt0110390
IRS990/PYRevenuesLessExpensesAmt014594
IRS990/PYSalariesCompEmpBnftPaidAmt052234
IRS990/PYTotalExpensesAmt0330115
IRS990/PYTotalRevenueAmt0344709
IRS990/ReconcilationRevenueExpnssAmt0-55482
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0450919
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0443648
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt013041
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt013041
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0211094
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0456124
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0667218
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt081987
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt156991
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESTRICTED FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED DUES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0224135
IRS990ScheduleD/TotalLiabilityAmt0138978
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/ExplanationTxt8TELEPHONE 3,692 0 0 UTILITIES 3,300 0 0 CREDIT CARD EXP 2,977 0 0 EQUIPMENT RENTAL 2,870 0 0 CABLE 2,486 0 0 REPAIRS & MAINT 2,153 0 0 MISCELLANEOUS 1,611 0 0 RV/CAMPING EXPENSE 1,205 0 0 KITCHEN LEASE 1,097 0 0 SALARIES 990 0 0 BADGES/PINS/FLAGS 746 0 0 LAUNDRY 691 0 0 GROUNDS LANDSCAPING 660 0 0 PROPERTY TAXES 630 0 0 LICENSES 610 0 0 KITCHEN SUPPLIES 431 0 0 PAYROLL TAXES 410 0 0 REPAIRS 390 0 0 LODGE ACTIVITIES 342 0 0 WORK COMP INS 330 0 0 CREDIT CARD 330 0 0 EQUIPMENT RENTAL 320 0 0 CABLE 275 0 0 REPAIR & MAINTENANCE 240 0 0 OFFICE EXPENSE 220 0 0 BANK/CREDIT CARD CHARGES 167 0 0 PEST CONTROL 140 0 0 SECURITY 140 0 0 OFFICERS EXP 130 0 0 KITCHEN LEASE 120 0 0 RITUAL EXP 101 0 0 MISC CLUB EXP 81 0 0 LINEN SERVICE 77 0 0 LAUNDRY 75 0 0 LICENSES 70 0 0 CLEANING / MAINTENANCE 53 0 0 KITCHEN SUPPLIES 50 0 0 CARPET CLEANING 25 0 0 MISC CLUB EXP 8 0 0 CASH OVER SHORT -7 0 0 TOTAL 30,236 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/TotalAssetsBOYAmt0642023
IRS990/TotalAssetsEOYAmt0592676
IRS990/TotalAssetsGrp/BOYAmt0642023
IRS990/TotalAssetsGrp/EOYAmt0592676
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0224659
IRS990/TotalGrossUBIAmt05734
IRS990/TotalLiabilitiesBOYAmt0191104
IRS990/TotalLiabilitiesEOYAmt0149028
IRS990/TotalLiabilitiesGrp/BOYAmt0191104
IRS990/TotalLiabilitiesGrp/EOYAmt0149028
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0450919
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0443648
IRS990/TotalProgramServiceRevenueAmt096990
IRS990/TotalReportableCompFromOrgAmt07200
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0163443
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0169177
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05734
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0642023
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0592676
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD BAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08055222492
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-25
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/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/PreparationDt02021-07-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A HOLT EA
ReturnHeader/ReturnTs02021-08-04T14:02:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAIR
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

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