Civic Intelligence

Benevolent & Protective Order of Elks

990 • Fiscal year 2021 • EIN 94-2604495

Apr 01, 2020 to Mar 31, 2021 • Filed on Aug 12, 2021

535 Woodworth AvenueClovis, CA 93612

(559) 299-9111

Siviq Scores

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

Liabilities / Assets

95th percentile

0.59x

Higher debt load relative to assets than 95% of similar nonprofits.

2021 filings • 501(c)8 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

1.29x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • 501(c)8 • <$500k nonprofits • Source year 2021

Net Margin

71st percentile

19%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)8 • <$500k nonprofits • Source year 2021

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2021 filings • 501(c)8 • <$500k nonprofits • Source year 2021

Asset Growth

67th percentile

9.9%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

6th percentile

-63%

Faster revenue growth than 6% of similar nonprofits.

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

Assets

Up

$233,365

Up $21,046 (+9.9%) from 2020

Net Assets

Up

$96,406

Up $20,531 (+27%) from 2020

Liabilities

Up

$136,959

Up $515 (+0.4%) from 2020

Revenue

Down

$106,182

Down $178,837 (-63%) from 2020

Expenses

Down

$85,651

Down $200,224 (-70%) from 2020

Net Income

Up

$20,531

Up $21,387 (+2498%) from 2020

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2012: $60,889Liabilities 2012: $159,3022012Assets 2013: $69,660Liabilities 2013: $131,869Net Assets 2013: -$62,2092013Assets 2014: $67,817Liabilities 2014: $127,5572014Assets 2015: $74,861Liabilities 2015: $108,3822015Assets 2016: $61,342Liabilities 2016: $104,230Net Assets 2016: -$42,8882016Assets 2017: $74,724Liabilities 2017: $99,889Net Assets 2017: -$25,1652017Assets 2018: $72,501Liabilities 2018: $94,528Net Assets 2018: -$22,0272018Assets 2019: $224,306Liabilities 2019: $147,575Net Assets 2019: $76,7312019Assets 2020: $212,319Liabilities 2020: $136,444Net Assets 2020: $75,8752020Assets 2021: $233,365Liabilities 2021: $136,959Net Assets 2021: $96,4062021Assets 2022: $384,657Liabilities 2022: $217,771Net Assets 2022: $166,8862022Assets 2023: $425,652Liabilities 2023: $153,534Net Assets 2023: $272,1182023Assets 2024: $459,858Liabilities 2024: $68,787Net Assets 2024: $391,0712024Assets 2025: $551,136Liabilities 2025: $83,740Net Assets 2025: $467,3962025

Highlighted filing

2021

Assets$233,365
Liabilities$136,959
Net Assets$96,406

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $108,445Expenses 2012: $87,458Net Income 2012: $20,9872012Revenue 2013: $160,154Expenses 2013: $130,287Net Income 2013: $29,8672013Revenue 2014: $99,563Expenses 2014: $97,094Net Income 2014: $2,4692014Revenue 2015: $162,704Expenses 2015: $113,575Net Income 2015: $49,1292015Revenue 2016: $130,440Expenses 2016: $119,029Net Income 2016: $11,4112016Revenue 2017: $134,114Expenses 2017: $117,431Net Income 2017: $16,6832017Revenue 2018: $153,844Expenses 2018: $150,706Net Income 2018: $3,1382018Revenue 2019: $212,611Expenses 2019: $182,014Net Income 2019: $30,5972019Revenue 2020: $285,019Expenses 2020: $285,875Net Income 2020: -$8562020Revenue 2021: $106,182Expenses 2021: $85,651Net Income 2021: $20,5312021Revenue 2022: $199,829Expenses 2022: $122,802Net Income 2022: $77,0272022Revenue 2023: $225,449Expenses 2023: $120,217Net Income 2023: $105,2322023Revenue 2024: $352,605Expenses 2024: $233,652Net Income 2024: $118,9532024Revenue 2025: $445,867Expenses 2025: $369,542Net Income 2025: $76,3252025

Highlighted filing

2021

Revenue$106,182
Expenses$85,651
Net Income$20,531
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Aug 12, 2021
Return Version
2020v4.0
Gross Receipts
$208,103
Mission and Program Overview

Mission

To inoculate the principles of charity, justice, brotherly love and fidelity; to recognize 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 governance, 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$136,505$166,176▲ $29,671
Land, Buildings, and Equipment, Net$63,571$57,852▼ $5,719
Inventories for Sale or Use$9,915$8,417▼ $1,498
Prepaid Expenses and Deferred Charges$2,328$920▼ $1,408
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$212,319$233,365▲ $21,046
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$110,572$104,960▼ $5,612
Deferred Revenue$23,816$30,403▲ $6,587
Accounts Payable and Accrued Expenses$2,056$1,596▼ $460
Total Liabilities$136,444$136,959▲ $515
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$63,271$85,160▲ $21,889
Net Assets With Donor Restrictions$12,604$11,246▼ $1,358
Total Net Assets Fund Balance$75,875$96,406▲ $20,531
Total Liabilities and Net Assets / Fund Balance$212,319$233,365▲ $21,046

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,424$256,469$275,893
Other Land Buildings$20,428$75,925$96,353
Land$18,000-$18,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carbrie FoxTrustee
Jerry CraigTrustee
Rick SchanemanTrustee
Theresa Jo WongTrustee
Tom ZaknichTrustee
Lance HannesayExalted Ruler
Scott MohlerLeading Knight
Josh BravoLecture Knight
Jane SchmitzLoyal Knight
Fran MusettiSecretary
Cheryle RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$54,186
Investment Income
$304
Other Revenue
$51,692
Change in Net Assets
$20,531
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$84,979
Salaries, Compensation, and Employee Benefits$672
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$10,993
Interest---$6,695
Depreciation Depletion---$5,719
Insurance---$4,317
Office Expenses---$3,169
All Other Expenses---$2,005
Fees for Services Accounting---$1,500
Other Salaries and Wages---$619
Payroll Taxes---$53
Total Functional Expenses$0$0$0$85,651
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Enforcement of conflicts policy as outlined in the benevolent and protective order of elks grand lodge statuttes and local lodge by-laws and house rules monitored by local lodge officers.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order of
EIN
94-2604495
Phone
5592999111
Address
535 WOODWORTH AVENUE, CLOVIS, CA 93612

Signing Officer

Name
Fran Musetti
Title
Secretary
Signed
2021-08-12
Discuss with paid preparer
Yes

Organization Details

Formed
1913
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
1

Preparer

Firm
Perry Bunch & Johnston CPAs
Address
350 Court St, Woodland, CA 95695
Preparer
Nick Waldron CPA
Phone
5306623251
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt063271
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt085160
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt03169
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0RESTRICTED AND CHARITY
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIR & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3PER CAPITA
IRS990/OtherExpensesGrp/TotalAmt021062
IRS990/OtherExpensesGrp/TotalAmt115758
IRS990/OtherExpensesGrp/TotalAmt213761
IRS990/OtherExpensesGrp/TotalAmt310993
IRS990/OtherRevenueMiscGrp/Desc0RESTRICTED ACCOUNTS
IRS990/OtherRevenueMiscGrp/Desc1MISC INCOME
IRS990/OtherRevenueMiscGrp/Desc2LODGE MEMBER ACTIVITIES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt024858
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15696
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt22848
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024858
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15696
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22848
IRS990/OtherRevenueTotalAmt035401
IRS990/OtherSalariesAndWagesGrp/TotalAmt0619
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt053
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02328
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0920
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt054186
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt054186
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt01485
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0282819
IRS990/PYOtherRevenueAmt0229416
IRS990/PYProgramServiceRevenueAmt054118
IRS990/PYRevenuesLessExpensesAmt0-856
IRS990/PYSalariesCompEmpBnftPaidAmt03056
IRS990/PYTotalExpensesAmt0285875
IRS990/PYTotalRevenueAmt0285019
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt020531
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt019424
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0256469
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0275893
IRS990ScheduleD/LandGrp/BookValueAmt018000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt018000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020428
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt075925
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt096353
IRS990ScheduleD/TotalBookValueLandBuildingsAmt057852
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ENFORCEMENT OF CONFLICTS POLICY AS OUTLINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS GRAND LODGE STATUTTES AND LOCAL LODGE BY-LAWS AND HOUSE RULES MONITORED BY LOCAL LODGE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0212319
IRS990/TotalAssetsEOYAmt0233365
IRS990/TotalAssetsGrp/BOYAmt0212319
IRS990/TotalAssetsGrp/EOYAmt0233365
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt085651
IRS990/TotalGrossUBIAmt0-2384
IRS990/TotalLiabilitiesBOYAmt0136444
IRS990/TotalLiabilitiesEOYAmt0136959
IRS990/TotalLiabilitiesGrp/BOYAmt0136444
IRS990/TotalLiabilitiesGrp/EOYAmt0136959
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt075875
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt096406
IRS990/TotalProgramServiceRevenueAmt054186
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0108566
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0106182
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-2384
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0212319
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0233365
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0535 WOODWORTH AVENUE
IRS990/USAddress/CityNm0CLOVIS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093612
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRAN MUSETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt02599 CLOVIS
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0942604495
ReturnHeader/Filer/PhoneNum05592999111
ReturnHeader/Filer/USAddress/AddressLine1Txt0535 WOODWORTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0CLOVIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093612
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461606272
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Perry Bunch & Johnston CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 Court St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095695
ReturnHeader/PreparerPersonGrp/PhoneNum05306623251

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.$5.51$0.84$4.67$4.46$3.70$0.76
2024Detailed filing. Detailed filing data is available for this year.$4.60$0.69$3.91$3.53$2.34$1.19
2023Detailed filing. Detailed filing data is available for this year.$4.26$1.54$2.72$2.25$1.20$1.05
2022Detailed filing. Detailed filing data is available for this year.$3.85$2.18$1.67$2.00$1.23$0.77
2021Detailed filing. Detailed filing data is available for this year.$2.33$1.37$0.96$1.06$0.86$0.21
2020Summary only. Only limited summary data is available for this year.$2.12$1.36$0.76$2.85$2.86$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.24$1.48$0.77$2.13$1.82$0.31
2018Summary only. Only limited summary data is available for this year.$0.73$0.95$0.22$1.54$1.51$0.03
2017Summary only. Only limited summary data is available for this year.$0.75$1.00$0.25$1.34$1.17$0.17
2016Summary only. Only limited summary data is available for this year.$0.61$1.04$0.43$1.30$1.19$0.11
2015Summary only. Only limited summary data is available for this year.$0.75$1.08$1.63$1.14$0.49
2014Summary only. Only limited summary data is available for this year.$0.68$1.28$1.00$0.97$0.02
2013Summary only. Only limited summary data is available for this year.$0.70$1.32$0.62$1.60$1.30$0.30
2012Summary only. Only limited summary data is available for this year.$0.61$1.59$1.08$0.87$0.21