Civic Intelligence

Benevolent & Protective Order of Elks

990EZ • Fiscal year 2014 • EIN 94-1646077

Apr 01, 2013 to Mar 31, 2014 • Filed on Jul 07, 2014

326 No MT Shasta Blvd96067

(530) 926-2138

Siviq Scores

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

Liabilities / Assets

96th percentile

0.73x

Higher debt load relative to assets than 96% of similar nonprofits.

2014 filings • 501(c)8 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

1.21x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • 501(c)8 • <$500k nonprofits • Source year 2014

Net Margin

22nd percentile

-13%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)8 • <$500k nonprofits • Source year 2014

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2014 filings • 501(c)8 • <$500k nonprofits • Source year 2014

Asset Growth

19th percentile

-9.3%

Faster asset growth than 19% of similar nonprofits.

2014 filings • 501(c)8 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)8 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$224,356

Down $23,129 (-9.3%) from 2013

Net Assets

Down

$59,852

Down $17,158 (-22%) from 2013

Liabilities

Down

$164,504

Down $5,971 (-3.5%) from 2013

Revenue

Up

$135,731

Up $15,884 (+13%) from 2013

Expenses

Up

$152,889

Up $35,886 (+31%) from 2013

Net Income

Down

-$17,158

Down $20,002 (-703%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $190,155Liabilities 2010: $119,334Net Assets 2010: $70,8212010Assets 2011: $191,994Liabilities 2011: $115,356Net Assets 2011: $76,6382011Assets 2012: $179,951Liabilities 2012: $105,785Net Assets 2012: $74,1662012Assets 2013: $247,485Liabilities 2013: $170,475Net Assets 2013: $77,0102013Assets 2014: $224,356Liabilities 2014: $164,504Net Assets 2014: $59,8522014Assets 2015: $220,508Liabilities 2015: $152,638Net Assets 2015: $67,8702015Assets 2016: $221,727Liabilities 2016: $142,327Net Assets 2016: $79,4002016Assets 2017: $204,683Liabilities 2017: $132,642Net Assets 2017: $72,0412017Assets 2018: $186,207Liabilities 2018: $124,744Net Assets 2018: $61,4632018Assets 2019: $189,273Liabilities 2019: $119,274Net Assets 2019: $69,9992019Assets 2020: $217,458Liabilities 2020: $157,358Net Assets 2020: $60,1002020Assets 2021: $192,870Liabilities 2021: $107,992Net Assets 2021: $84,8782021Assets 2022: $192,923Liabilities 2022: $99,416Net Assets 2022: $93,5072022Assets 2023: $223,272Liabilities 2023: $26,072Net Assets 2023: $197,2002023Assets 2024: $537,027Liabilities 2024: $22,404Net Assets 2024: $514,6232024Assets 2025: $529,644Liabilities 2025: $26,630Net Assets 2025: $503,0142025

Highlighted filing

2014

Assets$224,356
Liabilities$164,504
Net Assets$59,852

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $160,533Expenses 2010: $159,313Net Income 2010: $1,2202010Revenue 2011: $147,711Expenses 2011: $141,894Net Income 2011: $5,8172011Revenue 2012: $133,367Expenses 2012: $135,839Net Income 2012: -$2,4722012Revenue 2013: $119,847Expenses 2013: $117,003Net Income 2013: $2,8442013Revenue 2014: $135,731Expenses 2014: $152,889Net Income 2014: -$17,1582014Revenue 2015: $136,093Expenses 2015: $128,075Net Income 2015: $8,0182015Revenue 2016: $132,614Expenses 2016: $121,084Net Income 2016: $11,5302016Revenue 2017: $105,371Expenses 2017: $112,730Net Income 2017: -$7,3592017Revenue 2018: $97,597Expenses 2018: $108,175Net Income 2018: -$10,5782018Revenue 2019: $86,873Expenses 2019: $78,337Net Income 2019: $8,5362019Revenue 2020: $67,784Expenses 2020: $77,683Net Income 2020: -$9,8992020Revenue 2021: $79,677Expenses 2021: $54,899Net Income 2021: $24,7782021Revenue 2022: $81,427Expenses 2022: $72,798Net Income 2022: $8,6292022Revenue 2023: $153,503Expenses 2023: $49,810Net Income 2023: $103,6932023Revenue 2024: $418,661Expenses 2024: $101,238Net Income 2024: $317,4232024Revenue 2025: $99,464Expenses 2025: $110,955Net Income 2025: -$11,4912025

Highlighted filing

2014

Revenue$135,731
Expenses$152,889
Net Income-$17,158
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jul 7, 2014
Return Version
2013v3.1
Gross Receipts
$190,253
Mission and Program Overview

Mission

Provide charitable funds for children using a variety of charitable projects including state, national and local projects. Locally the lodge assists in the d.a.r.e program, provided local scholarships for high school students, veterans aid, memorial services, americanism programs and youth activities.

Program Services

DescriptionGrantsExpenses
A VARIETY OF CHARITABLE PROJECTS INCLUDING STATE, NATIONAL AND LOCAL PROJECTS HAVE BEEN ACHIEVED. LOCALLY THE LODGE ASSISTS IN THE D.A.R.E PROGRAM, PROVIDED LOCAL SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS, VETERANS AID, MEMORIAL SERVICES, AMERICANISM PROGRAMS AND YOUTH ACTIVITIES. THIS YEAR THE LODGE SPONSORED A CHRISTMAS BASKET GIVING FOR LOCAL FAMILIES, A EASTER EGG HUNT FOR LOCAL CHILDREN AND SPECIAL PERSONAL SUPPLY BOXES FOR SOLDIERS WHO ARE SERVING OUR NATION ABROAD.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD TAYLORSecretaryPT$0--
NANCY PATRICKTrustee-$0--
DAN DORSEYLecturing Knigh-$0--
GRANT V TUTTLETrustee-$0--
FRED TAYLORTrustee-$0--
DAVID VILLARREALInner Guard-$0--
NORMAN DETTMANLeading Knight-$0--
ARLIS STEELChaplain-$0--
ROSS ABBASIEsquire-$0--
RONALD STEVENSTrustee-$0--
NORMAN ANDERSONExaulted Ruler-$0--
SARA TABORTreasurer-$0--
MICHAEL SCHWEITZERTrustee-$0--
CRAIG GUNDERSONLoyal Knight-$0--
CHRISTINE REHBERGTiler-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$52,108$52,108$25,177$26,931
Total Events$52,108$52,108$25,177$26,931
Filing and Contact Details

Filer

EIN
94-1646077
Phone
5309262138

Signing Officer

Name
Richard Taylor
Title
Secretary
Signed
2014-07-07
Discuss with paid preparer
Yes

Preparer

Preparer
Steven Drageset CPA
Phone
5309263881
Supplemental Narrative

Additional Explanations

Other Revenue.1

MISCELLANEOUS $663

Other Expenses.1005

Travel $1863

Other Expenses.1007

Conferences, Conventions, and Meetings $10528

Other Expenses.1008

Interest $7161

Other Expenses.1

Program expense - charity $12601

Other Expenses.2

MISCELLANEOUS $3710

Other Expenses.3

SUPPLIES $2660

Other Expenses.5

BULK PERMIT $95

Other Assets.1003

Machinery and Equipment - Beginning $3028 Machinery and Equipment - Ending $5506

Other Assets.1005

Accounts Receivable - Beginning $531 Accounts Receivable - Ending $531

Other Assets.1010

Inventories - Beginning $6505 Inventories - Ending $6505

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $13280 Prepaid Expenses and Deferred Charges - Ending $4240

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $6184 Accounts Payable and Accrued Expenses - Ending $8405

Total Liabilities.1003

Deferred Revenue - Beginning $13755 Deferred Revenue - Ending $14402

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $148716 Secured Mortgages and Notes Payable - Ending $141697

Total Liabilities.1

DEPOSIT - Beginning $1820 DEPOSIT - Ending $0

Raw XML Appendix200 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD TAYLOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5INNER GUARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6LEADING KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHAPLAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8ESQUIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10EXAULTED RULER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13LOYAL KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14TILER
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
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IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CHARITABLE FUNDS FOR CHILDREN USING A VARIETY OF CHARITABLE PROJECTS INCLUDING STATE, NATIONAL AND LOCAL PROJECTS. LOCALLY THE LODGE ASSISTS IN THE D.A.R.E PROGRAM, PROVIDED LOCAL SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS, VETERANS AID, MEMORIAL SERVICES, AMERICANISM PROGRAMS AND YOUTH ACTIVITIES.
IRS990EZ/PrintingPublicationsPostageAmt0972
IRS990EZ/ProgramServiceRevenueAmt0845
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A VARIETY OF CHARITABLE PROJECTS INCLUDING STATE, NATIONAL AND LOCAL PROJECTS HAVE BEEN ACHIEVED. LOCALLY THE LODGE ASSISTS IN THE D.A.R.E PROGRAM, PROVIDED LOCAL SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS, VETERANS AID, MEMORIAL SERVICES, AMERICANISM PROGRAMS AND YOUTH ACTIVITIES. THIS YEAR THE LODGE SPONSORED A CHRISTMAS BASKET GIVING FOR LOCAL FAMILIES, A EASTER EGG HUNT FOR LOCAL CHILDREN AND SPECIAL PERSONAL SUPPLY BOXES FOR SOLDIERS WHO ARE SERVING OUR NATION ABROAD.
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IRS990EZ/WebsiteAddressTxt0WWW.ELKS.ORG
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FUNDRAISING
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS $663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $10528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Interest $7161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM EXPENSE - CHARITY $12601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $3710
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $2660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BULK PERMIT $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Machinery and Equipment - Beginning $3028 Machinery and Equipment - Ending $5506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $531 Accounts Receivable - Ending $531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Inventories - Beginning $6505 Inventories - Ending $6505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid Expenses and Deferred Charges - Beginning $13280 Prepaid Expenses and Deferred Charges - Ending $4240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $6184 Accounts Payable and Accrued Expenses - Ending $8405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Deferred Revenue - Beginning $13755 Deferred Revenue - Ending $14402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Secured Mortgages and Notes Payable - Beginning $148716 Secured Mortgages and Notes Payable - Ending $141697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15DEPOSIT - Beginning $1820 DEPOSIT - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10BENEVOLENT & PROTECTIVE ORDER OF ELKS
ReturnHeader/Filer/BusinessName/BusinessNameLine20MOUNT SHASTA LODGE NO 2333
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0941646077
ReturnHeader/Filer/PhoneNum05309262138
ReturnHeader/Filer/USAddress/AddressLine10326 NO MT SHASTA BLVD
ReturnHeader/Filer/USAddress/City0MT SHASTA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode096067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Aiello Goodrich & Teuscher Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 158
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Mt Shasta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0960670158
ReturnHeader/PreparerPersonGrp/PhoneNum05309263881
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven Drageset CPA
ReturnHeader/ReturnTs02014-07-07T10:47:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.30$0.27$5.03$0.99$1.11$0.11
2024Detailed filing. Detailed filing data is available for this year.$5.37$0.22$5.15$4.19$1.01$3.17
2023Detailed filing. Detailed filing data is available for this year.$2.23$0.26$1.97$1.54$0.50$1.04
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.99$0.94$0.81$0.73$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.93$1.08$0.85$0.80$0.55$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.17$1.57$0.60$0.68$0.78$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.89$1.19$0.70$0.87$0.78$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.86$1.25$0.61$0.98$1.08$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.05$1.33$0.72$1.05$1.13$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.22$1.42$0.79$1.33$1.21$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.21$1.53$0.68$1.36$1.28$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.24$1.65$0.60$1.36$1.53$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$1.70$0.77$1.20$1.17$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$1.06$0.74$1.33$1.36$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$1.15$0.77$1.48$1.42$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$1.19$0.71$1.61$1.59$0.01