Civic Intelligence

Benevolent & Protective Order of Elks 1764

990 • Fiscal year 2016 • EIN 81-0227892

Apr 01, 2015 to Mar 31, 2016 • Filed on Aug 17, 2016

304 Main StWolf Point, MT 59201

(406) 653-1920

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$183,276

Up $8,581 (+4.9%) from 2015

Net Assets

Up

$160,021

Up $18,942 (+13%) from 2015

Liabilities

Down

$23,255

Down $10,361 (-31%) from 2015

Revenue And Expenses

Revenue

Up

$264,954

Up $49,370 (+23%) from 2015

Expenses

Up

$34,392

Up $18,470 (+116%) from 2015

Net Income

Up

$230,562

Up $30,900 (+15%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $161,164Liabilities 2011: $35,042Net Assets 2011: $126,1222011Assets 2012: $149,149Liabilities 2012: $33,059Net Assets 2012: $116,0902012Assets 2013: $138,006Liabilities 2013: $31,262Net Assets 2013: $106,7442013Assets 2014: $142,389Liabilities 2014: $25,392Net Assets 2014: $116,9972014Assets 2015: $174,695Liabilities 2015: $33,616Net Assets 2015: $141,0792015Assets 2016: $183,276Liabilities 2016: $23,255Net Assets 2016: $160,0212016Assets 2017: $170,835Liabilities 2017: $34,638Net Assets 2017: $136,1972017Assets 2018: $132,898Liabilities 2018: $36,040Net Assets 2018: $96,8582018Assets 2019: $168,458Liabilities 2019: $24,178Net Assets 2019: $144,2802019Assets 2020: $134,489Liabilities 2020: $22,079Net Assets 2020: $112,4102020Assets 2021: $149,349Liabilities 2021: $29,074Net Assets 2021: $120,2752021Assets 2022: $131,744Liabilities 2022: $29,074Net Assets 2022: $102,6702022Assets 2023: $131,976Liabilities 2023: $36,645Net Assets 2023: $95,3312023Assets 2024: $109,036Liabilities 2024: $25,252Net Assets 2024: $83,7842024Assets 2025: $89,605Liabilities 2025: $25,759Net Assets 2025: $63,8462025

Highlighted filing

2016

Assets$183,276
Liabilities$23,255
Net Assets$160,021

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $67,828Expenses 2011: $12,586Net Income 2011: $55,2422011Revenue 2012: $81,712Expenses 2012: $25,452Net Income 2012: $56,2602012Revenue 2013: $72,839Expenses 2013: $20,884Net Income 2013: $51,9552013Revenue 2014: $169,092Expenses 2014: $14,783Net Income 2014: $154,3092014Revenue 2015: $215,584Expenses 2015: $15,922Net Income 2015: $199,6622015Revenue 2016: $264,954Expenses 2016: $34,392Net Income 2016: $230,5622016Revenue 2017: $213,481Expenses 2017: $57,153Net Income 2017: $156,3282017Revenue 2018: $200,133Expenses 2018: $29,639Net Income 2018: $170,4942018Revenue 2019: $239,380Expenses 2019: $40,836Net Income 2019: $198,5442019Revenue 2020: $132,770Expenses 2020: $22,540Net Income 2020: $110,2302020Revenue 2021: $43,499Expenses 2021: $27,259Net Income 2021: $16,2402021Revenue 2022: $23,357Expenses 2022: $40,962Net Income 2022: -$17,6052022Revenue 2023: $32,566Expenses 2023: $39,905Net Income 2023: -$7,3392023Revenue 2024: $29,828Expenses 2024: $41,375Net Income 2024: -$11,5472024Revenue 2025: $131,471Expenses 2025: $99,668Net Income 2025: $31,8032025

Highlighted filing

2016

Revenue$264,954
Expenses$34,392
Net Income$230,562
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Aug 17, 2016
Return Version
2015v2.1
Gross Receipts
$597,005
Mission and Program Overview

Mission

COMMUNITY DONATIONS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$141,079$160,021▲ $18,942
Land, Buildings, and Equipment, Net$78,641$85,427▲ $6,786
Cash and Non-Interest-Bearing Accounts$83,196$85,330▲ $2,134
Inventories for Sale or Use$12,858$12,519▼ $339
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$174,695$183,276▲ $8,581
Liabilities
Mortgage Notes Payable Secured by Investment Property$19,500$19,500→ $0
Deferred Revenue-$2,838-
Accounts Payable and Accrued Expenses$14,116$917▼ $13,199
Total Liabilities$33,616$23,255▼ $10,361
Net Assets / Fund Balance
Total Net Assets Fund Balance$141,079$160,021▲ $18,942
Total Liabilities and Net Assets / Fund Balance$174,695$183,276▲ $8,581

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,896$256,605$264,501
Buildings$58,397$191,060$249,457
Land$19,134-$19,134
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brent ZimmermanFirst Vice President
Brad TraeholtSecond Vice President
Abigail TraeholtThird Vice President
Craig KargeTrustee
Eugene ProntoTrustee
John PlestinaTrustee
Jude MctaggartExecutive Ruler
Darla DownsSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,412
Program Service Revenue
$13,751
Investment Income
$42
Other Revenue
$240,749
Change in Net Assets
$230,562
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,392
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$15,983--$15,983
Depreciation Depletion$3,827--$3,827
Other Expenses$3,114--$3,114
Payments to Affiliates$2,730--$2,730
Conferences and Meetings$898--$898
Office Expenses$379--$379
Advertising$360--$360
Total Functional Expenses$34,392$0$0$34,392
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$158,436
Fundraising Gross Income$16,815
Fundraising Direct Expenses$0
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner With Auction & Raffle$16,815$16,815-$16,815
Total Events$16,815$16,815-$16,815
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Form 990 is available to board members to review prior to filing.

Form 990, Part VI, Section C, Line 19

Documents are available for public inspection upon request

Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order
EIN
81-0227892
Phone
4066531920
Address
304 MAIN ST, WOLF POINT, MT 59201

Signing Officer

Name
Darla Downs
Title
Secretary/treasurer
Phone
4066531920
Signed
2016-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darla Downs
Formed
1956
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
0
Employees
57
Volunteers
0

Preparer

Firm
Chms Pc
Address
200 HIGHWAY 2 EAST, WOLF POINT, MT 59201
Preparer
Richard a Wiens CPA
Phone
4066531951
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Form 990-t deductions -211,618. Rounding -2.

Raw XML Appendix354 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS AVAILABLE TO BOARD MEMBERS TO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990-T DEDUCTIONS -211,618. ROUNDING -2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016815
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013793
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0264954
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0223934
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0174695
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0183276
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0304 MAIN ST
IRS990/USAddress/CityNm0WOLF POINT
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059201
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DARLA DOWNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04066531920
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF ELKS 1764
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0810227892
ReturnHeader/Filer/PhoneNum04066531920
ReturnHeader/Filer/USAddress/AddressLine1Txt0304 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0WOLF POINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810415266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHMS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 HIGHWAY 2 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOLF POINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059201
ReturnHeader/PreparerPersonGrp/PhoneNum04066531951
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A WIENS CPA
ReturnHeader/ReturnTs02016-08-15T00:00:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.90$0.26$0.64$1.31$1.00$0.32
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.25$0.84$0.30$0.41$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.37$0.95$0.33$0.40$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.29$1.03$0.23$0.41$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.29$1.20$0.43$0.27$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.22$1.12$1.33$0.23$1.10
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.24$1.44$2.39$0.41$1.99
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.36$0.97$2.00$0.30$1.70
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.35$1.36$2.13$0.57$1.56
2016Detailed filing. Detailed filing data is available for this year.$1.83$0.23$1.60$2.65$0.34$2.31
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.34$1.41$2.16$0.16$2.00
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.25$1.17$1.69$0.15$1.54
2013Summary only. Only limited summary data is available for this year.$1.38$0.31$1.07$0.73$0.21$0.52
2012Summary only. Only limited summary data is available for this year.$1.49$0.33$1.16$0.82$0.25$0.56
2011Summary only. Only limited summary data is available for this year.$1.61$0.35$1.26$0.68$0.13$0.55