Civic Intelligence

Benevolent & Protective Order of Elks Atascadero Lodge No 2733

990 • Fiscal year 2020 • EIN 77-0160252

Apr 01, 2019 to Mar 31, 2020 • Filed on Jun 08, 2020

PO Box 1085Atascadero, CA 93423

(805) 466-3557

Siviq Scores

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

Liabilities / Assets

88th percentile

0.32x

Higher debt load relative to assets than 88% of similar nonprofits.

2020 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

1.87x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2020

Net Margin

45th percentile

-2.2%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

2020 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2020

Asset Growth

47th percentile

-0.7%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

14%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,764,429

Down $12,106 (-0.7%) from 2019

Net Assets

Down

$1,193,041

Down $1,758 (-0.1%) from 2019

Liabilities

Down

$571,388

Down $10,348 (-1.8%) from 2019

Revenue

Up

$305,944

Up $36,793 (+14%) from 2019

Expenses

Up

$312,654

Up $42,191 (+16%) from 2019

Net Income

Down

-$6,710

Down $5,398 (-411%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,634,214Liabilities 2012: $410,032Net Assets 2012: $1,224,1822012Assets 2013: $1,224,751Liabilities 2013: $332,664Net Assets 2013: $892,0872013Assets 2014: $1,362,218Liabilities 2014: $314,178Net Assets 2014: $1,048,0402014Assets 2015: $1,383,089Liabilities 2015: $270,193Net Assets 2015: $1,112,8962015Assets 2016: $1,443,163Liabilities 2016: $229,102Net Assets 2016: $1,214,0612016Assets 2017: $1,428,357Liabilities 2017: $184,629Net Assets 2017: $1,243,7282017Assets 2018: $1,341,433Liabilities 2018: $145,322Net Assets 2018: $1,196,1112018Assets 2019: $1,776,535Liabilities 2019: $581,736Net Assets 2019: $1,194,7992019Assets 2020: $1,764,429Liabilities 2020: $571,388Net Assets 2020: $1,193,0412020Assets 2021: $1,697,213Liabilities 2021: $537,040Net Assets 2021: $1,160,1732021Assets 2022: $1,634,124Liabilities 2022: $519,219Net Assets 2022: $1,114,9052022Assets 2023: $1,558,674Liabilities 2023: $516,282Net Assets 2023: $1,042,3922023Assets 2024: $1,600,384Liabilities 2024: $537,685Net Assets 2024: $1,062,6992024Assets 2025: $1,546,741Liabilities 2025: $520,049Net Assets 2025: $1,026,6922025

Highlighted filing

2020

Assets$1,764,429
Liabilities$571,388
Net Assets$1,193,041

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $395,990Expenses 2012: $213,458Net Income 2012: $182,5322012Revenue 2013: $194,958Expenses 2013: $215,581Net Income 2013: -$20,6232013Revenue 2014: $178,496Expenses 2014: $179,539Net Income 2014: -$1,0432014Revenue 2015: $315,030Expenses 2015: $250,174Net Income 2015: $64,8562015Revenue 2016: $396,760Expenses 2016: $300,095Net Income 2016: $96,6652016Revenue 2017: $335,947Expenses 2017: $306,280Net Income 2017: $29,6672017Revenue 2018: $285,798Expenses 2018: $333,415Net Income 2018: -$47,6172018Revenue 2019: $269,151Expenses 2019: $270,463Net Income 2019: -$1,3122019Revenue 2020: $305,944Expenses 2020: $312,654Net Income 2020: -$6,7102020Revenue 2021: $163,493Expenses 2021: $196,361Net Income 2021: -$32,8682021Revenue 2022: $201,771Expenses 2022: $238,393Net Income 2022: -$36,6222022Revenue 2023: $178,986Expenses 2023: $251,499Net Income 2023: -$72,5132023Revenue 2024: $308,522Expenses 2024: $316,968Net Income 2024: -$8,4462024Revenue 2025: $248,864Expenses 2025: $284,895Net Income 2025: -$36,0312025

Highlighted filing

2020

Revenue$305,944
Expenses$312,654
Net Income-$6,710
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jun 8, 2020
Return Version
2019v5.0
Gross Receipts
$403,358
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.

Members invest in their community through programs that help children grow up healthy and drug-free, by undertaking projects that address unmet needs, and by honoring the service and sacrifice of our veterans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,517,446$1,462,994▼ $54,452
Savings and Temporary Cash Investments$196,359$214,630▲ $18,271
Cash and Non-Interest-Bearing Accounts$51,587$71,630▲ $20,043
Inventories for Sale or Use$8,281$6,994▼ $1,287
Prepaid Expenses and Deferred Charges$1,062$6,381▲ $5,319
Total Assets$1,776,535$1,764,429▼ $12,106
Other Assets Total$1,800$1,800→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$510,000$499,850▼ $10,150
Deferred Revenue$63,556$64,331▲ $775
Accounts Payable and Accrued Expenses$8,180$7,207▼ $973
Total Liabilities$581,736$571,388▼ $10,348
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,155,569$1,151,179▼ $4,390
Net Assets With Donor Restrictions$39,230$41,862▲ $2,632
Total Net Assets Fund Balance$1,194,799$1,193,041▼ $1,758
Total Liabilities and Net Assets / Fund Balance$1,776,535$1,764,429▼ $12,106

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,309,977$523,980$1,833,957
Equipment$43,594$157,325$200,919
Land$109,423-$109,423
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carol MorganChairman of
David MartinTrustee
Kevin MatherlyTrustee
Lance EricksonTrustee
David GrummittAudit Commit
Donna FerrellAudit Commit
Jerrie DahlenExalted Rule
Marty DurrettLeading Knig
Mark MorisoliLecturing Kn
Susan MarpleLoyal Knight
Kaye BrunsSecretary
Kris PimentelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$126,879
Program Service Revenue
$18,557
Investment Income
$-1,453
Other Revenue
$161,961
All Other Contributions
$26,010
Change in Net Assets
$-6,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,916
Salaries, Compensation, and Employee Benefits$45,738
Total Fundraising Expense$22,923
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$69,582--$69,582
All Other Expenses$49,082$5,528$1,680$56,290
Other Salaries and Wages$31,927$9,124-$41,051
Occupancy$17,875$699$350$18,924
Other Expenses$15,328$10$20,109$15,328
Office Expenses$3,513$7,971-$11,484
Fees for Services Accounting-$9,835-$9,835
Conferences and Meetings$9,772--$9,772
Insurance$6,092$1,681$592$8,365
Payroll Taxes$3,711$976-$4,687
Interest$3,255$383$192$3,830
Travel-$2,400-$2,400
Payment Travel Entrtnmnt Publicly Ofcl$1,209--$1,209
Advertising$290--$290
Total Functional Expenses$251,124$38,607$22,923$312,654
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$58,326
Fundraising Direct Expenses$26,769
Gaming Gross Income$5,308
Gaming Direct Expenses$2,013
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Steak Night Din$22,923$22,923-$22,923
Golf Tournament$7,156$7,156$4,508$2,648
Total Events$51,353$51,353$21,558$29,795
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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 6

The lodge is organized with dues paying members who meet each thursday to approve lodge business decisions as presented by the executive committee.

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

The annual slate of officers are nominated and presented to the membership at an annual meeting to vote their approval or disapproval of the new officers and trustees.

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

Management and governance policies and procedures are contained in the benevolent and protective order of elks (bpoe) annotated statutes and local bylaws administered by lodge officers subject to approval by lodge members.

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

Form 990 review process includes distributing copies of the form to officers and turstees via board packet after completion of the form by the contracted cpa each year. The 990 is then discussed and approved at the next trustee meeting, or, if time is short, discussion and approval consensus is obtained via phone or email prior to filing form 990 each year.

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

As outlined in the bpoe elks grand lodge statutes, local bylaws, and house rules, monitored by local lodge officers.

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

Compensation for top management review and approval process per bpoe annotated statutes and local lodge bylaws under internal revenue service group exemption 1156. In 18/19, no officers were paid a stipend. The secretary and treasurer received mileage reimbursements for trips to the post office and banks during the year.

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

Compensation for employees review and approval process per bpoe annotated statutes and local lodge bylaws under internal revenue service group exemption 1156. Compensation is set by the board of trustees utilizing comparable wage data for similar local positions, is reviewed at least annually, and is approved by the board of trustees prior to any hiring or wage increases.

Form 990, Page 6, Part VI, Line 19

Governing documents, policies, and financial statements are available by advance appointment at the office location. Annual form 990 is also available at guidestar.org. Governance and operating policies and procedures are available at bpoe of the usa web site www.elks.org.

Filing and Contact Details

Filer

Filer Name
Benevolent-protective Order of Elks
EIN
77-0160252
Phone
8054663557
Address
PO BOX 1085, ATASCADERO, CA 93423

Signing Officer

Name
Jerrie Dahlen
Title
Exalted Ruler
Phone
8054663557
Signed
2020-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerrie Dahlen
Formed
1987
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
5
Volunteers
1,612

Preparer

Firm
Grimstad & Associates
Address
PO BOX 1930, NEWPORT, OR 97365
Preparer
Signe Grimstad
Phone
5412655411
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Per capita grand lodge 9,151 0 0 charity mpf 8,652 0 0 supplies 5,724 0 0 telephone 4,001 573 287 equipment rental 732 4,052 0 per capita state 3,314 0 0 apparel jewelry pins awrd 2,971 0 0 licenses 2,890 0 0 bank & merchant fees 2,787 0 0 janitorial 2,235 0 0 laundry and linen 2,208 0 0 charity other 1,893 0 0 elkettes 0 0 1,393 glama assessment 1,051 0 0 postage 0 903 0 district deputy clinics 838 0 0 miscellaneous 635 0 0 total 49,082 5,528 1,680

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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/InvestmentIncomeGrp/TotalRevenueColumnAmt044
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0681305
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01517446
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01462994
IRS990/LandBldgEquipCostOrOtherBssAmt02144299
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01497
IRS990/LessRentalExpensesGrp/RealAmt026858
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt076251
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MEMBERS INVEST IN THEIR COMMUNITY THROUGH PROGRAMS THAT HELP CHILDREN GROW UP HEALTHY AND DRUG-FREE, BY UNDERTAKING PROJECTS THAT ADDRESS UNMET NEEDS, AND BY HONORING THE SERVICE AND SACRIFICE OF OUR VETERANS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0510000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0499850
IRS990/NetAssetsOrFundBalancesBOYAmt01194799
IRS990/NetAssetsOrFundBalancesEOYAmt01193041
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1497
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1497
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt031557
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt031557
IRS990/NetIncomeFromGamingGrp/ExclusionAmt03295
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt03295
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt045464
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt045464
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt081545
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt081545
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01155569
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01151179
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt021009
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0350
IRS990/OccupancyGrp/ManagementAndGeneralAmt0699
IRS990/OccupancyGrp/ProgramServicesAmt017875
IRS990/OccupancyGrp/TotalAmt018924
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07971
IRS990/OfficeExpensesGrp/ProgramServicesAmt03513
IRS990/OfficeExpensesGrp/TotalAmt011484
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01800
IRS990/OtherAssetsTotalGrp/EOYAmt01800
IRS990/OtherExpensesGrp/Desc0COMMUNITY ACTIVITIES
IRS990/OtherExpensesGrp/Desc1IN-KIND CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc2TAXES PROPERTY
IRS990/OtherExpensesGrp/Desc3CHARITY ENF
IRS990/OtherExpensesGrp/FundraisingAmt020109
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010
IRS990/OtherExpensesGrp/ProgramServicesAmt023194
IRS990/OtherExpensesGrp/ProgramServicesAmt1900
IRS990/OtherExpensesGrp/ProgramServicesAmt215394
IRS990/OtherExpensesGrp/ProgramServicesAmt315328
IRS990/OtherExpensesGrp/TotalAmt023194
IRS990/OtherExpensesGrp/TotalAmt121009
IRS990/OtherExpensesGrp/TotalAmt215404
IRS990/OtherExpensesGrp/TotalAmt315328
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0100
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0100
IRS990/OtherRevenueTotalAmt0100
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09124
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt031927
IRS990/OtherSalariesAndWagesGrp/TotalAmt041051
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0976
IRS990/PayrollTaxesGrp/ProgramServicesAmt03711
IRS990/PayrollTaxesGrp/TotalAmt04687
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01062
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06381
IRS990/PrincipalOfficerNm0JERRIE DAHLEN
IRS990/PriorPeriodAdjustmentsAmt04952
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541800
IRS990/ProgramServiceRevenueGrp/Desc0ELKETTES
IRS990/ProgramServiceRevenueGrp/Desc1BULLETIN ADVERTISING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013082
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013082
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15475
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt05475
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CLUB OFFERS MEAL AND BEVERAGE SERVICES AND FACILITY RENTALS TO ITS MEMBERS AND GUESTS TO GENERATE FUNDS TO REINVEST IN ITS COMMUNITY AND TO FUND ITS CHARITABLE PURPOSES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt056792
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0183534
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0101466
IRS990/PYInvestmentIncomeAmt0135
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt01209
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt01209
IRS990/PYOtherExpensesAmt0231904
IRS990/PYOtherRevenueAmt0164039
IRS990/PYProgramServiceRevenueAmt03511
IRS990/PYRevenuesLessExpensesAmt0-1312
IRS990/PYSalariesCompEmpBnftPaidAmt038559
IRS990/PYTotalExpensesAmt0270463
IRS990/PYTotalRevenueAmt0269151
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-6710
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt024618
IRS990/RentalIncomeOrLossGrp/RealAmt081545
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt091137
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0196359
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0214630
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01309977
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0523980
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01833957
IRS990ScheduleD/EquipmentGrp/BookValueAmt043594
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0157325
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0200919
IRS990ScheduleD/LandGrp/BookValueAmt0109423
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0109423
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01462994
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt012000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt012000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021558
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0STEAK NIGHT DIN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt05050
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022923
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt051353
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022923
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021274
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt051353
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029795
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04508
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04508
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt04
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LODGE IS ORGANIZED WITH DUES PAYING MEMBERS WHO MEET EACH THURSDAY TO APPROVE LODGE BUSINESS DECISIONS AS PRESENTED BY THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ANNUAL SLATE OF OFFICERS ARE NOMINATED AND PRESENTED TO THE MEMBERSHIP AT AN ANNUAL MEETING TO VOTE THEIR APPROVAL OR DISAPPROVAL OF THE NEW OFFICERS AND TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT AND GOVERNANCE POLICIES AND PROCEDURES ARE CONTAINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS (BPOE) ANNOTATED STATUTES AND LOCAL BYLAWS ADMINISTERED BY LODGE OFFICERS SUBJECT TO APPROVAL BY LODGE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 REVIEW PROCESS INCLUDES DISTRIBUTING COPIES OF THE FORM TO OFFICERS AND TURSTEES VIA BOARD PACKET AFTER COMPLETION OF THE FORM BY THE CONTRACTED CPA EACH YEAR. THE 990 IS THEN DISCUSSED AND APPROVED AT THE NEXT TRUSTEE MEETING, OR, IF TIME IS SHORT, DISCUSSION AND APPROVAL CONSENSUS IS OBTAINED VIA PHONE OR EMAIL PRIOR TO FILING FORM 990 EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS OUTLINED IN THE BPOE ELKS GRAND LODGE STATUTES, LOCAL BYLAWS, AND HOUSE RULES, MONITORED BY LOCAL LODGE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION FOR TOP MANAGEMENT REVIEW AND APPROVAL PROCESS PER BPOE ANNOTATED STATUTES AND LOCAL LODGE BYLAWS UNDER INTERNAL REVENUE SERVICE GROUP EXEMPTION 1156. IN 18/19, NO OFFICERS WERE PAID A STIPEND. THE SECRETARY AND TREASURER RECEIVED MILEAGE REIMBURSEMENTS FOR TRIPS TO THE POST OFFICE AND BANKS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPENSATION FOR EMPLOYEES REVIEW AND APPROVAL PROCESS PER BPOE ANNOTATED STATUTES AND LOCAL LODGE BYLAWS UNDER INTERNAL REVENUE SERVICE GROUP EXEMPTION 1156. COMPENSATION IS SET BY THE BOARD OF TRUSTEES UTILIZING COMPARABLE WAGE DATA FOR SIMILAR LOCAL POSITIONS, IS REVIEWED AT LEAST ANNUALLY, AND IS APPROVED BY THE BOARD OF TRUSTEES PRIOR TO ANY HIRING OR WAGE INCREASES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE BY ADVANCE APPOINTMENT AT THE OFFICE LOCATION. ANNUAL FORM 990 IS ALSO AVAILABLE AT GUIDESTAR.ORG. GOVERNANCE AND OPERATING POLICIES AND PROCEDURES ARE AVAILABLE AT BPOE OF THE USA WEB SITE WWW.ELKS.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PER CAPITA GRAND LODGE 9,151 0 0 CHARITY MPF 8,652 0 0 SUPPLIES 5,724 0 0 TELEPHONE 4,001 573 287 EQUIPMENT RENTAL 732 4,052 0 PER CAPITA STATE 3,314 0 0 APPAREL JEWELRY PINS AWRD 2,971 0 0 LICENSES 2,890 0 0 BANK & MERCHANT FEES 2,787 0 0 JANITORIAL 2,235 0 0 LAUNDRY AND LINEN 2,208 0 0 CHARITY OTHER 1,893 0 0 ELKETTES 0 0 1,393 GLAMA ASSESSMENT 1,051 0 0 POSTAGE 0 903 0 DISTRICT DEPUTY CLINICS 838 0 0 MISCELLANEOUS 635 0 0 TOTAL 49,082 5,528 1,680
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.52$1.03$0.25$0.28$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.54$1.06$0.31$0.32$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.52$1.04$0.18$0.25$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.52$1.11$0.20$0.24$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.54$1.16$0.16$0.20$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.57$1.19$0.31$0.31$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.58$1.19$0.27$0.27$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.15$1.20$0.29$0.33$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.18$1.24$0.34$0.31$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.44$0.23$1.21$0.40$0.30$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.27$1.11$0.32$0.25$0.06
2014Summary only. Only limited summary data is available for this year.$1.36$0.31$1.05$0.18$0.18$0.00
2013Summary only. Only limited summary data is available for this year.$1.22$0.33$0.89$0.19$0.22$0.02
2012Summary only. Only limited summary data is available for this year.$1.63$0.41$1.22$0.40$0.21$0.18
Peer Organizations

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