Civic Intelligence

Benevolent and Protective Order of Elks 2626

990EZ • Fiscal year 2018 • EIN 94-2711044

Apr 01, 2017 to Mar 31, 2018 • Filed on Jun 13, 2018

PO Box 1329Chester, CA 96020

(530) 258-3557

Siviq Scores

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

Liabilities / Assets

88th percentile

0.33x

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

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

0.58x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Net Margin

26th percentile

-9.5%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

53rd percentile

2.0%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$237,777

Down $3,875 (-1.6%) from 2017

Net Assets

Down

$160,372

Down $12,685 (-7.3%) from 2017

Liabilities

Up

$77,405

Up $8,810 (+13%) from 2017

Revenue

Up

$133,619

Up $2,594 (+2.0%) from 2017

Expenses

Up

$146,304

Up $14,664 (+11%) from 2017

Net Income

Down

-$12,685

Down $12,070 (-1963%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $180,076Liabilities 2012: $12,171Net Assets 2012: $167,9052012Assets 2013: $180,076Liabilities 2013: $12,1712013Assets 2014: $177,820Liabilities 2014: $7,977Net Assets 2014: $169,8432014Assets 2015: $202,793Liabilities 2015: $32,221Net Assets 2015: $170,5722015Assets 2016: $218,907Liabilities 2016: $45,235Net Assets 2016: $173,6722016Assets 2017: $241,652Liabilities 2017: $68,595Net Assets 2017: $173,0572017Assets 2018: $237,777Liabilities 2018: $77,405Net Assets 2018: $160,3722018Assets 2019: $232,691Liabilities 2019: $78,918Net Assets 2019: $153,7732019Assets 2020: $249,709Liabilities 2020: $83,062Net Assets 2020: $166,6472020Assets 2021: $284,023Liabilities 2021: $21,536Net Assets 2021: $262,4872021Assets 2022: $283,578Liabilities 2022: $29,559Net Assets 2022: $254,0192022Assets 2023: $267,829Liabilities 2023: $25,960Net Assets 2023: $241,8692023Assets 2024: $261,300Liabilities 2024: $22,288Net Assets 2024: $239,0122024Assets 2025: $302,665Liabilities 2025: $30,474Net Assets 2025: $272,1912025

Highlighted filing

2018

Assets$237,777
Liabilities$77,405
Net Assets$160,372

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $81,340Expenses 2012: $94,631Net Income 2012: -$13,2912012Revenue 2013: $81,340Expenses 2013: $94,631Net Income 2013: -$13,2912013Revenue 2014: $120,632Expenses 2014: $118,694Net Income 2014: $1,9382014Revenue 2015: $125,001Expenses 2015: $124,272Net Income 2015: $7292015Revenue 2016: $121,593Expenses 2016: $118,493Net Income 2016: $3,1002016Revenue 2017: $131,025Expenses 2017: $131,640Net Income 2017: -$6152017Revenue 2018: $133,619Expenses 2018: $146,304Net Income 2018: -$12,6852018Revenue 2019: $136,124Expenses 2019: $142,424Net Income 2019: -$6,3002019Revenue 2020: $146,801Expenses 2020: $133,628Net Income 2020: $13,1732020Revenue 2021: $50,371Expenses 2021: $70,970Net Income 2021: -$20,5992021Revenue 2022: $67,693Expenses 2022: $83,516Net Income 2022: -$15,8232022Revenue 2023: $108,954Expenses 2023: $121,574Net Income 2023: -$12,6202023Revenue 2024: $111,106Expenses 2024: $93,468Net Income 2024: $17,6382024Revenue 2025: $134,850Expenses 2025: $101,671Net Income 2025: $33,1792025

Highlighted filing

2018

Revenue$133,619
Expenses$146,304
Net Income-$12,685
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jun 13, 2018
Return Version
2017v2.3
Gross Receipts
$133,619
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.

Program Services

DescriptionGrantsExpenses
ALLOCATION OF CHARITABLE CONTRIBUTIONS INCLUDING SCHOLARSHIPS AND DIRECT DONATIONS. COMMUNITY AND SOCIAL EVENTS.--
USED TO PROMOTE THE ELKS MISSION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRY PARSONSExalted Rule-$0--
BUD WASONSecretary-$0--
STEVE TROTTERTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wala, Christmas$37,431$37,431-$37,431
Total Events$37,431$37,431-$37,431
Filing and Contact Details

Filer

Filer Name
Benevolent and Protective Order of
EIN
94-2711044
Address
PO BOX 1329, CHESTER, CA 96020

Signing Officer

Name
Bud Wason
Title
Secretary
Signed
2018-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Barnard & Associates
Address
372 MAIN ST, QUINCY, CA 95971
Preparer
John H Breaux Ea
Phone
5302833965
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

LAKE ALMANOR ELKS

Form 990-ez, Part I, Line 16

Food and beverage sales cost of goods sold 26,786 expenses supplies 2,403 conventions/visitaion 2,597 program expense 34,334 membership 137 dignitary 226 3,872 scholarships and donation 16,218 lodge activity 11,247 enf 1,523 non-investment depreciation 5,920 total 105,263

Form 990-ez, Part II, Line 24

Inventories for sale or use 5,058 5,058 68,158 68,158 less accumulated depreciation 67,482 68,158 liquor license 30,799 30,799 total 36,533 35,857

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,706 1,075 deferred revenue 8,154 13,584 charity 57,735 62,746

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 31

Used to promote the elks mission.

Raw XML Appendix126 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE TROTTER
IRS990EZ/BooksInCareOfDetail/PhoneNum05302583557
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1329
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0173064
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0173036
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037623
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12685
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09455
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0241652
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0237777
IRS990EZ/FundraisingGrossIncomeAmt037431
IRS990EZ/GrossReceiptsAmt0133619
IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02153
IRS990EZ/LandAndBuildingsGrp/BOYAmt032055
IRS990EZ/LandAndBuildingsGrp/EOYAmt028884
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0173057
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0160372
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0173057
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0160372
IRS990EZ/OccupancyRentUtltsAndMaintAmt026680
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRY PARSONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BUD WASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE TROTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXALTED RULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt036533
IRS990EZ/OtherAssetsTotalDetail/EOYAmt035857
IRS990EZ/OtherExpensesTotalAmt0105263
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramServiceRevenueAmt056412
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ALLOCATION OF CHARITABLE CONTRIBUTIONS INCLUDING SCHOLARSHIPS AND DIRECT DONATIONS. COMMUNITY AND SOCIAL EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1USED TO PROMOTE THE ELKS MISSION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt04906
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt037431
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt068595
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt077405
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0146304
IRS990EZ/TotalRevenueAmt0133619
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALA, CHRISTMAS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt037431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt037431
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037431
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAKE ALMANOR ELKS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOOD AND BEVERAGE SALES COST OF GOODS SOLD 26,786 EXPENSES SUPPLIES 2,403 CONVENTIONS/VISITAION 2,597 PROGRAM EXPENSE 34,334 MEMBERSHIP 137 DIGNITARY 226 3,872 SCHOLARSHIPS AND DONATION 16,218 LODGE ACTIVITY 11,247 ENF 1,523 NON-INVESTMENT DEPRECIATION 5,920 TOTAL 105,263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 5,058 5,058 68,158 68,158 LESS ACCUMULATED DEPRECIATION 67,482 68,158 LIQUOR LICENSE 30,799 30,799 TOTAL 36,533 35,857
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,706 1,075 DEFERRED REVENUE 8,154 13,584 CHARITY 57,735 62,746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5USED TO PROMOTE THE ELKS MISSION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BUD WASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT AND PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS 2626
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0942711044
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1329
ReturnHeader/Filer/USAddress/CityNm0CHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096020
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08A4E9B7F05CF65F66A715AD75C37C8D2E4457573
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08A4E9B7F05CF65F66A715AD75C37C8D2E4457573
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.127.124.29
ReturnHeader/FilingSecurityInformation/IPDt02018-06-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:07:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271599134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNARD & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0372 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095971
ReturnHeader/PreparerPersonGrp/PhoneNum05302833965
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H BREAUX EA
ReturnHeader/ReturnTs02018-06-16T12:07:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.30$2.72$1.35$1.02$0.33
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.22$2.39$1.11$0.93$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.26$2.42$1.09$1.22$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.30$2.54$0.68$0.84$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.22$2.62$0.50$0.71$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.83$1.67$1.47$1.34$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.79$1.54$1.36$1.42$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.77$1.60$1.34$1.46$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.69$1.73$1.31$1.32$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.45$1.74$1.22$1.18$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.32$1.71$1.25$1.24$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.08$1.70$1.21$1.19$0.02
2013Summary only. Only limited summary data is available for this year.$1.80$0.12$0.81$0.95$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.12$1.68$0.81$0.95$0.13