Civic Intelligence

Benevolent and Protective Order of Elks 2626

990 • Fiscal year 2021 • EIN 94-2711044

Apr 01, 2020 to Mar 31, 2021 • Filed on Sep 13, 2021

PO Box 1329Chester, CA 96020

(925) 628-3433

Siviq Scores

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

Liabilities / Assets

69th percentile

0.08x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

83rd percentile

0.43x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

10th percentile

-41%

Higher net margin than 10% 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

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

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

Assets

Up

$284,023

Up $34,314 (+14%) from 2020

Net Assets

Up

$262,487

Up $95,840 (+58%) from 2020

Liabilities

Down

$21,536

Down $61,526 (-74%) from 2020

Revenue

Down

$50,371

Down $96,430 (-66%) from 2020

Expenses

Down

$70,970

Down $62,658 (-47%) from 2020

Net Income

Down

-$20,599

Down $33,772 (-256%) from 2020

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

2021

Assets$284,023
Liabilities$21,536
Net Assets$262,487

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

2021

Revenue$50,371
Expenses$70,970
Net Income-$20,599
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Sep 13, 2021
Return Version
2020v4.0
Gross Receipts
$50,371
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.

The mission of the elks national foundation is to help elks build stronger communities. We fulfill this pledge by investing in communities where elks live and work. We provide tomorrow's leaders, our youth, with lifelong skills; meet the needs of today's veterans; help the state elks associations accomplish their charitable objectives; and fund projects that improve the quality of life in local elks communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$166,647$262,487▲ $95,840
Savings and Temporary Cash Investments$100,422$198,513▲ $98,091
Land, Buildings, and Equipment, Net$28,286$31,347▲ $3,061
Investments in Publicly Traded Securities$30,799--
Intangible Assets-$28,746-
Cash and Non-Interest-Bearing Accounts$83,820$20,818▼ $63,002
Inventories for Sale or Use$6,382$4,599▼ $1,783
Total Assets$249,709$284,023▲ $34,314
Liabilities
Other Liabilities$68,435--
Deferred Revenue$14,627$21,536▲ $6,909
Total Liabilities$83,062$21,536▼ $61,526
Net Assets / Fund Balance
Total Net Assets Fund Balance$166,647$262,487▲ $95,840
Total Liabilities and Net Assets / Fund Balance$249,709$284,023▲ $34,314

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,340$189,679$192,019
Equipment-$30,799$30,799
Other Land Buildings$3,360$27,184$30,544
Land$25,647-$25,647
Leasehold Improvements-$11,015$11,015
Compensation and Service Providers

Board Members and Trustees

NameTitle
Terry ParsonsExhalted Rul
Kathy WassonInner Guard
Bud WassonSecretary
Mary Ann ChangnonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$47,718
Program Service Revenue
$2,610
Investment Income
$43
Other Revenue
$0
All Other Contributions
$23,998
Change in Net Assets
$-20,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$70,970
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$14,698--$14,698
Fees for Services Other$9,704--$9,704
Fees for Services Management$1,600$3,000-$4,600
Insurance$4,471--$4,471
Depreciation Depletion$2,053--$2,053
Fees for Services Accounting-$1,810-$1,810
Other Expenses$1,788--$1,788
Conferences and Meetings$1,457--$1,457
Office Expenses$428--$428
Advertising$101--$101
Total Functional Expenses$66,160$4,810$0$70,970
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Benevolent and Protective Order of
EIN
94-2711044
Phone
9256283433
Address
PO BOX 1329, CHESTER, CA 96020
Doing Business As
Lake Almanor Elks

Signing Officer

Name
Bud Wasson
Title
Secretary
Phone
5302583557
Signed
2021-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bud Wasson
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

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

Additional Explanations

Form 990, Page 1, Item C

LAKE ALMANOR ELKS

FORM 990 - ORGANIZATION'S 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.

Form 990, Page 2, Part III, Line 4D

Used to promote the elks mission.

Form 990, Part IX, Line 11G

Lodge per capita 5,046 0 0 wala 2,935 0 0 licenses 1,320 0 0 badges, sundries 206 0 0 sales tax 197 0 0 total 9,704 0 0

Form 990, Part XI, Line 9

Book / tax depreciation difference -1,139 liability reclassified 85,144 total 84,005

Raw XML Appendix288 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
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IRS990/ActivityOrMissionDesc0THE MISSION OF THE ELKS NATIONAL FOUNDATION IS TO HELP ELKS BUILD STRONGER COMMUNITIES. WE FULFILL THIS PLEDGE BY INVESTING IN COMMUNITIES WHERE ELKS LIVE AND WORK. WE PROVIDE TOMORROW'S LEADERS, OUR YOUTH, WITH LIFELONG SKILLS; MEET THE NEEDS OF TODAY'S VETERANS; HELP THE STATE ELKS ASSOCIATIONS ACCOMPLISH THEIR CHARITABLE OBJECTIVES; AND FUND PROJECTS THAT IMPROVE THE QUALITY OF LIFE IN LOCAL ELKS COMMUNITIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXHALTED RUL
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3INNER GUARD
IRS990/Form990ProvidedToGvrnBodyInd0false
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IRS990/FSAuditedInd0false
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IRS990/GovernmentGrantsAmt06778
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InventoriesForSaleOrUseGrp/BOYAmt06382
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04599
IRS990/InvestmentIncomeGrp/ExclusionAmt043
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt043
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt030799
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0258677
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt031347
IRS990/LandBldgEquipCostOrOtherBssAmt0290024
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt016942
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0262487
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IRS990/OccupancyGrp/TotalAmt014698
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt084005
IRS990/OtherExpensesGrp/Desc0DIRECT PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIPS AND DONATION
IRS990/OtherExpensesGrp/Desc2PURPLE PIG
IRS990/OtherExpensesGrp/Desc3COGS
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IRS990/OtherExpensesGrp/TotalAmt13925
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAKE ALMANOR ELKS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO 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/ExplanationTxt2USED TO PROMOTE THE ELKS MISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LODGE PER CAPITA 5,046 0 0 WALA 2,935 0 0 LICENSES 1,320 0 0 BADGES, SUNDRIES 206 0 0 SALES TAX 197 0 0 TOTAL 9,704 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOOK / TAX DEPRECIATION DIFFERENCE -1,139 LIABILITY RECLASSIFIED 85,144 TOTAL 84,005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/TotalProgramServiceRevenueAmt02610
IRS990/TotalRevenueGrp/ExclusionAmt02653
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050371
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0249709
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0284023
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt045095 HWY 36 E
IRS990/USAddress/CityNm0MILL CREEK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd096061
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BUD WASSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05302583557
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT AND PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS 2626
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0942711044
ReturnHeader/Filer/PhoneNum09256283433
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1329
ReturnHeader/Filer/USAddress/CityNm0CHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271599134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BREAUX GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0372 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095971
ReturnHeader/PreparerPersonGrp/PhoneNum05302833965
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H BREAUX EA
ReturnHeader/ReturnTs02021-09-14T14:02:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BUD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WASSON
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

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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
2021Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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