Civic Intelligence

Benevelent & Protective Order Of

990 • Fiscal year 2023 • EIN 74-0408055

Apr 01, 2022 to Mar 31, 2023 • Filed on Jul 25, 2023

15650 Market HillSan Antonio, TX 78256

(210) 697-3331

Siviq Scores

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

Liabilities / Assets

58th percentile

0.05x

Higher debt load relative to assets than 58% of similar nonprofits.

2023 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.61x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-131%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$3,600

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2023 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2023

Asset Growth

11th percentile

-7.5%

Faster asset growth than 11% of similar nonprofits.

2023 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-49%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$565,832

Down $45,560 (-7.5%) from 2022

Net Assets

Down

$537,970

Down $51,076 (-8.7%) from 2022

Liabilities

Up

$27,862

Up $5,516 (+25%) from 2022

Revenue

Down

$45,506

Down $43,201 (-49%) from 2022

Expenses

Up

$105,004

Up $29,550 (+39%) from 2022

Net Income

Down

-$59,498

Down $72,751 (-549%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $707,500Liabilities 2012: $8,451Net Assets 2012: $699,0492012Assets 2013: $663,373Liabilities 2013: $9,842Net Assets 2013: $653,5312013Assets 2014: $629,073Liabilities 2014: $8,157Net Assets 2014: $620,9162014Assets 2015: $639,287Liabilities 2015: $14,458Net Assets 2015: $624,8292015Assets 2016: $631,387Liabilities 2016: $23,798Net Assets 2016: $607,5892016Assets 2017: $717,418Liabilities 2017: $40,591Net Assets 2017: $676,8272017Assets 2018: $666,717Liabilities 2018: $23,182Net Assets 2018: $643,5352018Assets 2019: $653,291Liabilities 2019: $23,373Net Assets 2019: $629,9182019Assets 2020: $556,541Liabilities 2020: $16,668Net Assets 2020: $539,8732020Assets 2021: $594,209Liabilities 2021: $21,467Net Assets 2021: $572,7422021Assets 2022: $611,392Liabilities 2022: $22,346Net Assets 2022: $589,0462022Assets 2023: $565,832Liabilities 2023: $27,862Net Assets 2023: $537,9702023Assets 2024: $577,692Liabilities 2024: $13,403Net Assets 2024: $564,2892024Assets 2025: $568,467Liabilities 2025: $12,544Net Assets 2025: $555,9232025

Highlighted filing

2023

Assets$565,832
Liabilities$27,862
Net Assets$537,970

Operations Trend

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

$200K$100K$0-$100KExpenses 2012: $80,1202012Expenses 2013: $89,4202013Revenue 2014: $89,390Expenses 2014: $109,828Net Income 2014: -$20,4382014Revenue 2015: $108,420Expenses 2015: $120,289Net Income 2015: -$11,8692015Revenue 2016: $94,921Expenses 2016: $103,542Net Income 2016: -$8,6212016Revenue 2017: $89,999Expenses 2017: $88,135Net Income 2017: $1,8642017Revenue 2018: $112,966Expenses 2018: $146,258Net Income 2018: -$33,2922018Revenue 2019: $69,672Expenses 2019: $83,288Net Income 2019: -$13,6162019Revenue 2020: $5,272Expenses 2020: $90,636Net Income 2020: -$85,3642020Revenue 2021: $125,773Expenses 2021: $86,120Net Income 2021: $39,6532021Revenue 2022: $88,707Expenses 2022: $75,454Net Income 2022: $13,2532022Revenue 2023: $45,506Expenses 2023: $105,004Net Income 2023: -$59,4982023Revenue 2024: $126,055Expenses 2024: $90,869Net Income 2024: $35,1862024Revenue 2025: $77,062Expenses 2025: $85,428Net Income 2025: -$8,3662025

Highlighted filing

2023

Revenue$45,506
Expenses$105,004
Net Income-$59,498
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jul 25, 2023
Return Version
2022v5.0
Gross Receipts
$70,996
Mission and Program Overview

Mission

Provide assistance to children in need and veterans at area hospitals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$304,210$274,495▼ $29,715
Land, Buildings, and Equipment, Net$249,730$243,696▼ $6,034
Savings and Temporary Cash Investments$59,414$47,784▼ $11,630
Inventories for Sale or Use$2,074$3,896▲ $1,822
Total Assets$611,392$565,832▼ $45,560
Other Assets Total$-4,036$-4,039▼ $3
Liabilities
Other Liabilities$17,597$20,488▲ $2,891
Accounts Payable and Accrued Expenses$3,865$4,534▲ $669
Escrow Account Liability$884$2,840▲ $1,956
Total Liabilities$22,346$27,862▲ $5,516
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$580,278$521,862▼ $58,416
Net Assets With Donor Restrictions$8,768$16,108▲ $7,340
Total Net Assets Fund Balance$589,046$537,970▼ $51,076
Total Liabilities and Net Assets / Fund Balance$611,392$565,832▼ $45,560

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$94,193$267,991-
Other Land Buildings$202$391-
Land$149,301--
Equipment$0$85,812-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jack HugginsSecretaryPT$3,600$3,600

Board Members and Trustees

NameTitle
Lennie ArroyoBoard of Directors Chair
Ron ArteagaTrustee Chair
Delia CookTrustee
James RoneyTrustee
Ron ArteagaTrustee
Frank LopezChaplain
Lawrence M BrownEsquire
Eric BedardExalted Ruler
James FabiaInner Guard
Michael OrecchioLeading Knight
Todd TerryLecturing Knight
Lennie ArroyoLoyal Knight
Jack PullenTiler
Keith SchmitzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,375
Program Service Revenue
$14,375
Investment Income
$-29,703
Other Revenue
$52,459
All Other Contributions
$2,000
Change in Net Assets
$-59,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,706
Grants and Similar Amounts Paid$11,370
Salaries, Compensation, and Employee Benefits$5,928
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$36,777$0$0$36,777
Payments to Affiliates$13,202$0$0$13,202
Grants to Domestic Individuals$11,370--$11,370
Conferences and Meetings$9,384$0$0$9,384
Insurance$7,307$0$0$7,307
Depreciation Depletion$0$6,415$0$6,415
Current Officers, Directors, Trustees, and Key Employees$0$4,400$0$4,400
Fees for Services Management$0$4,053$0$4,053
Office Expenses$0$1,968$0$1,968
Payroll Taxes$0$1,358$0$1,358
Fees for Services Accounting$0$983$0$983
Other Expenses$0$564$0$564
Advertising$243$0$0$243
Other Salaries and Wages$170$0$0$170
Total Functional Expenses$79,097$25,907$0$105,004
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,144
Fundraising Direct Expenses$429
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
Prepaid rent deposits$17,597
Prepaid Fees$2,891
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Benevelent & Protective Order of
EIN
74-0408055
Phone
2106973331
Address
15650 Market Hill, San Antonio, TX 78256
Doing Business As
Elks Lodge 216 San Antonio

Signing Officer

Name
Keith Schmitz
Title
Treasurer
Phone
2106973331
Signed
2023-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Schmitz
Formed
1960
Legal Domicile
TX
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
150

Preparer

Firm
Medina Valley CPA
Address
10303 Open G Trail, Helotes, TX 78009
Preparer
Thomas L Tarrillion
Phone
2103729212
Supplemental Narrative

Additional Explanations

Pt XII, Line 2C

Audit committee comprised of members of the lodge independent of the trustees.

Pt VI, Line 6

The Elks is an organization of members.

Pt VI, Line 7A

The Elks members have the right to elect the governing body.

Pt VI, Line 7B

The decisions of the Board of Directors are subject to review by the membership

Pt VI, Line 11B

The tax return on Form 990 will be available to the members for their review

Financial Statement Notes

Pt X, Line 2

Prepaid Rent Deposits

Pt IV, Line 2B

State and ENF donations held in trust

Raw XML AppendixShowing 400 of 520 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/Form990PartVIISectionAGrp/TitleTxt0Exalted Ruler
IRS990/Form990PartVIISectionAGrp/TitleTxt1Leading Knight
IRS990/Form990PartVIISectionAGrp/TitleTxt2Loyal Knight
IRS990/Form990PartVIISectionAGrp/TitleTxt3Lecturing Knight
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board of Directors Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01715
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt022288
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt022288
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt024771
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt028174
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt03403
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0580278
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0521862
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt036777
IRS990/OccupancyGrp/TotalAmt036777
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01968
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt01968
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0-4036
IRS990/OtherAssetsTotalGrp/EOYAmt0-4039
IRS990/OtherExpensesGrp/Desc0Badges & Pins
IRS990/OtherExpensesGrp/Desc1Cash over.short
IRS990/OtherExpensesGrp/Desc2Bank Fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16166
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2564
IRS990/OtherExpensesGrp/ProgramServicesAmt0644
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt0644
IRS990/OtherExpensesGrp/TotalAmt16166
IRS990/OtherExpensesGrp/TotalAmt2564
IRS990/OtherLiabilitiesGrp/BOYAmt017597
IRS990/OtherLiabilitiesGrp/EOYAmt020488
IRS990/OtherRevenueMiscGrp/BusinessCd0990009
IRS990/OtherRevenueMiscGrp/BusinessCd1990009
IRS990/OtherRevenueMiscGrp/Desc0304 Unassigned
IRS990/OtherRevenueMiscGrp/Desc140130 Tips in
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0112
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1170
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0112
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1170
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt0282
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0170
IRS990/OtherSalariesAndWagesGrp/TotalAmt0170
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt013202
IRS990/PaymentsToAffiliatesGrp/TotalAmt013202
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01358
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt01358
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Keith Schmitz
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Fees
IRS990/ProgramServiceRevenueGrp/Desc1Rent
IRS990/ProgramServiceRevenueGrp/Desc2Lodge Activities
IRS990/ProgramServiceRevenueGrp/Desc3State Projects
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02103
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11935
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38520
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgSrvcAccomActy2Grp/Desc0Thanksgivng Dinner for Veterans and other activities, maintenance of Lodge facility for use by members and patrons.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt065087
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09438
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt022074
IRS990/PYInvestmentIncomeAmt034270
IRS990/PYOtherExpensesAmt068426
IRS990/PYOtherRevenueAmt014143
IRS990/PYProgramServiceRevenueAmt018220
IRS990/PYRevenuesLessExpensesAmt013253
IRS990/PYSalariesCompEmpBnftPaidAmt07028
IRS990/PYTotalExpensesAmt075454
IRS990/PYTotalRevenueAmt088707
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-59498
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt028174
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04937
IRS990/SavingsAndTempCashInvstGrp/BOYAmt059414
IRS990/SavingsAndTempCashInvstGrp/EOYAmt047784
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt094193
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0267991
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0362184
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt085812
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt085812
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0149301
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0149301
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0202
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0391
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0593
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017597
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12891
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Prepaid rent deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Prepaid Fees
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Prepaid Rent Deposits
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1State and ENF donations held in trust
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt IV, Line 2b
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0243696
IRS990ScheduleD/TotalLiabilityAmt020488

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.68$0.13$5.56$0.77$0.85$0.08
2024Detailed filing. Detailed filing data is available for this year.$5.78$0.13$5.64$1.26$0.91$0.35
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.66$0.28$5.38$0.46$1.05$0.59
2022Detailed filing. Detailed filing data is available for this year.$6.11$0.22$5.89$0.89$0.75$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.94$0.21$5.73$1.26$0.86$0.40
2020Detailed filing. Detailed filing data is available for this year.$5.57$0.17$5.40$0.05$0.91$0.85
2019Detailed filing. Detailed filing data is available for this year.$6.53$0.23$6.30$0.70$0.83$0.14
2018Detailed filing. Detailed filing data is available for this year.$6.67$0.23$6.44$1.13$1.46$0.33
2017Summary only. Only limited summary data is available for this year.$7.17$0.41$6.77$0.90$0.88$0.02
2016Summary only. Only limited summary data is available for this year.$6.31$0.24$6.08$0.95$1.04$0.09
2015Summary only. Only limited summary data is available for this year.$6.39$0.14$6.25$1.08$1.20$0.12
2014Summary only. Only limited summary data is available for this year.$6.29$0.08$6.21$0.89$1.10$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.63$0.10$6.54$0.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.08$0.08$6.99$0.80