Civic Intelligence

Benevolent & Protective Order of Elks of the USA 460

990 • Fiscal year 2021 • EIN 85-0037008

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 29, 2021

1615 Old Pecos TrailSanta Fe, NM 87504

(505) 913-7711

Siviq Scores

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

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.46x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

31st percentile

-3.5%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

68th percentile

$3,960

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

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

Asset Growth

24th percentile

-1.3%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

5th percentile

-66%

Faster revenue growth than 5% of similar nonprofits.

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

Assets

Down

$577,790

Down $7,810 (-1.3%) from 2020

Net Assets

Down

$547,703

Down $2,271 (-0.4%) from 2020

Liabilities

Down

$30,087

Down $5,539 (-16%) from 2020

Revenue

Down

$65,542

Down $125,727 (-66%) from 2020

Expenses

Down

$67,812

Down $109,708 (-62%) from 2020

Net Income

Down

-$2,270

Down $16,019 (-117%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $451,344Liabilities 2011: $40,695Net Assets 2011: $410,6492011Assets 2012: $439,198Liabilities 2012: $70,472Net Assets 2012: $368,7262012Assets 2013: $385,624Liabilities 2013: $43,400Net Assets 2013: $342,2242013Assets 2014: $502,387Liabilities 2014: $293,240Net Assets 2014: $209,1472014Assets 2015: $397,410Liabilities 2015: $191,184Net Assets 2015: $206,2262015Assets 2016: $403,688Liabilities 2016: $180,507Net Assets 2016: $223,1812016Assets 2017: $406,621Liabilities 2017: $177,841Net Assets 2017: $228,7802017Assets 2018: $403,023Liabilities 2018: $160,906Net Assets 2018: $242,1172018Assets 2019: $585,498Liabilities 2019: $29,007Net Assets 2019: $556,4912019Assets 2020: $585,600Liabilities 2020: $35,626Net Assets 2020: $549,9742020Assets 2021: $577,790Liabilities 2021: $30,087Net Assets 2021: $547,7032021Assets 2022: $570,506Liabilities 2022: $50,399Net Assets 2022: $520,1072022Assets 2023: $569,064Liabilities 2023: $48,748Net Assets 2023: $520,3162023Assets 2024: $582,945Liabilities 2024: $53,228Net Assets 2024: $529,7172024Assets 2025: $574,875Liabilities 2025: $55,033Net Assets 2025: $519,8422025

Highlighted filing

2021

Assets$577,790
Liabilities$30,087
Net Assets$547,703

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $187,889Expenses 2011: $362,134Net Income 2011: -$174,2452011Revenue 2012: $234,019Expenses 2012: $281,852Net Income 2012: -$47,8332012Revenue 2013: $222,060Expenses 2013: $219,191Net Income 2013: $2,8692013Revenue 2014: $212,129Expenses 2014: $312,436Net Income 2014: -$100,3072014Revenue 2015: $270,356Expenses 2015: $271,058Net Income 2015: -$7022015Revenue 2016: $252,647Expenses 2016: $219,600Net Income 2016: $33,0472016Revenue 2017: $212,501Expenses 2017: $182,629Net Income 2017: $29,8722017Revenue 2018: $192,320Expenses 2018: $178,583Net Income 2018: $13,7372018Revenue 2019: $481,727Expenses 2019: $167,354Net Income 2019: $314,3732019Revenue 2020: $191,269Expenses 2020: $177,520Net Income 2020: $13,7492020Revenue 2021: $65,542Expenses 2021: $67,812Net Income 2021: -$2,2702021Revenue 2022: $117,210Expenses 2022: $123,216Net Income 2022: -$6,0062022Revenue 2023: $121,713Expenses 2023: $121,505Net Income 2023: $2082023Revenue 2024: $155,667Expenses 2024: $146,266Net Income 2024: $9,4012024Revenue 2025: $153,639Expenses 2025: $163,514Net Income 2025: -$9,8752025

Highlighted filing

2021

Revenue$65,542
Expenses$67,812
Net Income-$2,270
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 29, 2021
Return Version
2020v4.0
Gross Receipts
$65,542
Mission and Program Overview

Mission

To inculcate the principles of Charity, Justice, Brotherly Love, and Fidelity; To promote the welfare and enhance the happiness of its members; To assist the community and its members in need, which will cultivate good fellowship; To perpetuate itself as a Fraternal Organization; To stand ready to assist the Veterans and others in the spirit of patriotism, and to actively support its government; To assist the youth through continuing education on drug abuse; To assist and maintain harmonious attitude with local law enforcement and fire protection agencies; And to perpetuate the continuing spirit of volunteerism and to maintain the attitude of "Elks Share - Elks Care".

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$301,352$301,352→ $0
Cash and Non-Interest-Bearing Accounts$249,633$241,823▼ $7,810
Inventories for Sale or Use$6,723$6,723→ $0
Total Assets$585,600$577,790▼ $7,810
Other Assets Total$27,892$27,892→ $0
Liabilities
Deferred Revenue$22,314$17,825▼ $4,489
Accounts Payable and Accrued Expenses$8,437$7,387▼ $1,050
Other Liabilities$4,875$4,875→ $0
Total Liabilities$35,626$30,087▼ $5,539
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$526,957$524,686▼ $2,271
Net Assets With Donor Restrictions$23,017$23,017→ $0
Total Net Assets Fund Balance$549,974$547,703▼ $2,271
Total Liabilities and Net Assets / Fund Balance$585,600$577,790▼ $7,810

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$159,495$211,197$370,692
Equipment$131,507$144,803$276,310
Land$10,350-$10,350
Other Land Buildings$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Peter OrtegaTreasurerPT$3,960$3,960
Frank ValdezSecretaryPT$1,980$1,980

Board Members and Trustees

NameTitle
Dennis HernandezDirector
Gilbert CorizDirector
Joe MierDirector
Ralph OrtizDirector
Tedd GutierrezDirector
Pat FulginitiEsteemed Leading Knight
Annette OrtegaEsteemed Lecturing Knight
Mark MaestasEsteemed Loyal Knight
Daniel GutierrezExalted Ruler
Revenue and Support

Revenue Composition

Contributions and Grants
$48,311
Program Service Revenue
$2,311
Investment Income
$0
Other Revenue
$14,920
All Other Contributions
$0
Change in Net Assets
$-2,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,624
Salaries, Compensation, and Employee Benefits$21,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$11,556
Other Expenses---$9,371
All Other Expenses---$8,940
Current Officers, Directors, Trustees, and Key Employees---$7,314
Insurance---$5,853
Payroll Taxes---$2,318
Office Expenses---$1,429
Fees for Services Accounting---$165
Information Technology---$119
Conferences and Meetings---$-500
Total Functional Expenses$0$0$0$67,812
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
Gaming Restricted Funds$4,875
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 2

The Esteemed Lecturing Knight and the Treasurer are married.

Form 990, Part VI, Section A, Line 7B

All major decisions, excluding employee matters, are subject to approval by the membership.

Form 990, Part VI, Section B, Line 11B

The Exalted Ruler has the opportunity to review and ask questions before filing. Also, the Board of Directors are given the opportunity to review and ask questions.

Form 990, Part VI, Section B, Line 15

For the Treasurer and Secretary positions, the Board of Directors deliberated and decided in FY20 to pay them.

Form 990, Part VI, Section C, Line 19

Our governing documents are given to each new member upon initiation.

Filing and Contact Details

Filer

Filer Name
BPOE #460
EIN
85-0037008
Phone
5059137711
Address
1615 Old Pecos Trail, Santa Fe, NM 87504

Signing Officer

Name
Ron Riechman
Title
Chairman, Audit Committee
Phone
5059837711
Signed
2021-07-29

Organization Details

Principal Officer
Daniel Gutierrez
Formed
1899
Legal Domicile
Nm
Voting Board Members
9
Independent Board Members
9
Employees
10
Volunteers
20
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Small Miscellaneous Expenses

Form 990, Part XI, Line 9

Difference due to rounding.

Raw XML Appendix395 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/TitleTxt7Exalted Ruler
IRS990/Form990PartVIISectionAGrp/TitleTxt8Esteemed Leading Knight
IRS990/Form990PartVIISectionAGrp/TitleTxt9Esteemed Loyal Knight
IRS990/Form990PartVIISectionAGrp/TitleTxt10Esteemed Lecturing Knight
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IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt014920
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02311
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0159495
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0211197
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0370692
IRS990ScheduleD/EquipmentGrp/BookValueAmt0131507
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0144803
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0276310
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/LandGrp/BookValueAmt010350
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt010350
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04875
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Gaming Restricted Funds
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0301352
IRS990ScheduleD/TotalLiabilityAmt04875
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Esteemed Lecturing Knight and the Treasurer are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All major decisions, excluding employee matters, are subject to approval by the membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Exalted Ruler has the opportunity to review and ask questions before filing. Also, the Board of Directors are given the opportunity to review and ask questions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3For the Treasurer and Secretary positions, the Board of Directors deliberated and decided in FY20 to pay them.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Our governing documents are given to each new member upon initiation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Small Miscellaneous Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Difference due to rounding.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0585600
IRS990/TotalAssetsEOYAmt0577790
IRS990/TotalAssetsGrp/BOYAmt0585600
IRS990/TotalAssetsGrp/EOYAmt0577790
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt048311
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt067812
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt035626
IRS990/TotalLiabilitiesEOYAmt030087
IRS990/TotalLiabilitiesGrp/BOYAmt035626
IRS990/TotalLiabilitiesGrp/EOYAmt030087
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0549974
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0547703
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt02311
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt02311
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt03314
IRS990/TotalProgramServiceRevenueAmt02311
IRS990/TotalReportableCompFromOrgAmt05940
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017231
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065542
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0585600
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0577790
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01615 Old Pecos Trail
IRS990/USAddress/CityNm0Santa Fe
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087504
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Riechman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman, Audit Committee
ReturnHeader/BusinessOfficerGrp/PhoneNum05059837711
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BPOE #460
ReturnHeader/Filer/BusinessNameControlTxt0BPOE
ReturnHeader/Filer/EIN0850037008
ReturnHeader/Filer/PhoneNum05059137711
ReturnHeader/Filer/USAddress/AddressLine1Txt01615 Old Pecos Trail
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087504
ReturnHeader/ReturnTs02021-07-30T14:52:08-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

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.$5.75$0.55$5.20$1.54$1.64$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.53$5.30$1.56$1.46$0.09
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$0.49$5.20$1.22$1.22$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.50$5.20$1.17$1.23$0.06
2021Detailed filing. Detailed filing data is available for this year.$5.78$0.30$5.48$0.66$0.68$0.02
2020Summary only. Only limited summary data is available for this year.$5.86$0.36$5.50$1.91$1.78$0.14
2019Summary only. Only limited summary data is available for this year.$5.85$0.29$5.56$4.82$1.67$3.14
2018Summary only. Only limited summary data is available for this year.$4.03$1.61$2.42$1.92$1.79$0.14
2017Summary only. Only limited summary data is available for this year.$4.07$1.78$2.29$2.13$1.83$0.30
2016Summary only. Only limited summary data is available for this year.$4.04$1.81$2.23$2.53$2.20$0.33
2015Summary only. Only limited summary data is available for this year.$3.97$1.91$2.06$2.70$2.71$0.01
2014Summary only. Only limited summary data is available for this year.$5.02$2.93$2.09$2.12$3.12$1.00
2013Summary only. Only limited summary data is available for this year.$3.86$0.43$3.42$2.22$2.19$0.03
2012Summary only. Only limited summary data is available for this year.$4.39$0.70$3.69$2.34$2.82$0.48
2011Summary only. Only limited summary data is available for this year.$4.51$0.41$4.11$1.88$3.62$1.74