Civic Intelligence

Benevolent and Protective Order Of

990 • Fiscal year 2020 • EIN 95-0540990

Apr 01, 2019 to Mar 31, 2020 • Filed on Sep 16, 2020

120 E Colorado StreetGlendale, CA 91205

(818) 242-2105

Siviq Scores

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

Liabilities / Assets

97th percentile

0.68x

Higher debt load relative to assets than 97% of similar nonprofits.

2020 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

2.75x

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

2020 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2020

Net Margin

17th percentile

-27%

Higher net margin than 17% of similar nonprofits.

2020 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

2020 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2020

Asset Growth

10th percentile

-9.2%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

10%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,286,230

Down $129,602 (-9.2%) from 2019

Net Assets

Up

$409,063

Up $44,279 (+12%) from 2019

Liabilities

Down

$877,167

Down $173,881 (-17%) from 2019

Revenue

Up

$318,776

Up $29,108 (+10%) from 2019

Expenses

Up

$406,009

Up $56,290 (+16%) from 2019

Net Income

Down

-$87,233

Down $27,182 (-45%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,668,909Liabilities 2011: $782,330Net Assets 2011: $886,5792011Assets 2012: $1,573,400Liabilities 2012: $745,369Net Assets 2012: $828,0312012Assets 2013: $1,556,109Liabilities 2013: $784,817Net Assets 2013: $771,2922013Assets 2014: $1,561,056Liabilities 2014: $874,917Net Assets 2014: $686,1392014Assets 2015: $1,529,501Liabilities 2015: $860,348Net Assets 2015: $669,1532015Assets 2016: $1,540,560Liabilities 2016: $921,409Net Assets 2016: $619,1512016Assets 2017: $1,538,347Liabilities 2017: $991,530Net Assets 2017: $546,8172017Assets 2018: $1,474,003Liabilities 2018: $990,142Net Assets 2018: $483,8612018Assets 2019: $1,415,832Liabilities 2019: $1,051,048Net Assets 2019: $364,7842019Assets 2020: $1,286,230Liabilities 2020: $877,167Net Assets 2020: $409,0632020Assets 2021: $1,407,040Liabilities 2021: $877,682Net Assets 2021: $529,3582021Assets 2022: $1,405,643Liabilities 2022: $836,876Net Assets 2022: $568,7672022Assets 2023: $1,254,510Liabilities 2023: $842,990Net Assets 2023: $411,5202023Assets 2024: $1,195,647Liabilities 2024: $833,692Net Assets 2024: $361,9552024Assets 2025: $1,209,563Liabilities 2025: $823,586Net Assets 2025: $385,9772025

Highlighted filing

2020

Assets$1,286,230
Liabilities$877,167
Net Assets$409,063

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $325,705Expenses 2011: $402,799Net Income 2011: -$77,0942011Revenue 2012: $305,958Expenses 2012: $389,907Net Income 2012: -$83,9492012Revenue 2013: $357,661Expenses 2013: $414,400Net Income 2013: -$56,7392013Revenue 2014: $308,047Expenses 2014: $393,200Net Income 2014: -$85,1532014Revenue 2015: $326,903Expenses 2015: $343,889Net Income 2015: -$16,9862015Revenue 2016: $282,203Expenses 2016: $330,194Net Income 2016: -$47,9912016Revenue 2017: $178,764Expenses 2017: $251,098Net Income 2017: -$72,3342017Revenue 2018: $246,078Expenses 2018: $309,034Net Income 2018: -$62,9562018Revenue 2019: $289,668Expenses 2019: $349,719Net Income 2019: -$60,0512019Revenue 2020: $318,776Expenses 2020: $406,009Net Income 2020: -$87,2332020Revenue 2021: $143,909Expenses 2021: $205,730Net Income 2021: -$61,8212021Revenue 2022: $312,143Expenses 2022: $320,047Net Income 2022: -$7,9042022Revenue 2023: $296,248Expenses 2023: $451,901Net Income 2023: -$155,6532023Revenue 2024: $324,384Expenses 2024: $373,949Net Income 2024: -$49,5652024Revenue 2025: $372,648Expenses 2025: $360,810Net Income 2025: $11,8382025

Highlighted filing

2020

Revenue$318,776
Expenses$406,009
Net Income-$87,233
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Sep 16, 2020
Return Version
2019v5.0
Gross Receipts
$736,861
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 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
Rtn Earn Endowment Incm Other Fnds$364,784$409,063▲ $44,279
Land, Buildings, and Equipment, Net$386,049$358,524▼ $27,525
Savings and Temporary Cash Investments$43,539$46,913▲ $3,374
Inventories for Sale or Use$16,961$15,470▼ $1,491
Prepaid Expenses and Deferred Charges$15,992$1,709▼ $14,283
Total Assets$1,415,832$1,286,230▼ $129,602
Other Assets Total$953,291$863,614▼ $89,677
Liabilities
Other Liabilities$1,001,589$872,363▼ $129,226
Deferred Revenue$36,434--
Accounts Payable and Accrued Expenses$13,025$4,804▼ $8,221
Total Liabilities$1,051,048$877,167▼ $173,881
Net Assets / Fund Balance
Total Net Assets Fund Balance$364,784$409,063▲ $44,279
Total Liabilities and Net Assets / Fund Balance$1,415,832$1,286,230▼ $129,602

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$358,524$722,172$1,080,696
Other Assets Org$863,614--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dan ColeTrustee
Donald BeckTrustee
Joe AllenTrustee
PjpatiTrustee
Steve HeinitzTrustee
John RiegerCurrent Secr
Rafael RiveraExalted Rule
Chris SullivanLeading Knig
Henry SchoesslerLecturing Kn
David UnderwoodLoyal Knight
Linn HoadleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$61,087
Investment Income
$4
Other Revenue
$257,685
Change in Net Assets
$-87,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$400,096
Salaries, Compensation, and Employee Benefits$5,913
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$96,494
All Other Expenses---$37,578
Depreciation Depletion---$27,525
Other Expenses---$22,649
Office Expenses---$16,370
Insurance---$16,094
Fees for Services Accounting---$11,700
Other Salaries and Wages---$5,913
Total Functional Expenses$0$0$0$406,009
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
Restricted Funds/deferred Income$872,363
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 7B

All management practices and governance are contained in the benevolent and protective order of elks annotated statutes and local lodge by-laws administered by lodge officers subject to approval of lodge members.

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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

As outlined in the benevolent and protective order of elks grand lodge statutes and local lodge by-laws and house rules monitored by local lodge officers.

Form 990, Page 6, Part VI, Line 15A

Covered by benevolent and protective order of elks annotated statutes and local lodge by-laws under internal revenue group exemption 1156.

Form 990, Page 6, Part VI, Line 15B

Covered by benevolent and protective order of elks annotated statutes and local lodge by-laws under internal revenue group exemption 1156.

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
95-0540990
Phone
8182422105
Address
120 E COLORADO STREET, GLENDALE, CA 91205

Signing Officer

Name
John Rieger
Title
Current Secretary
Phone
8182422105
Signed
2020-09-16

Organization Details

Principal Officer
John Rieger
Formed
1913
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
11
Volunteers
10

Preparer

Firm
A J Holt Inc
Address
4209 W MAGNOLIA BLVD, BURBANK, CA 91505-2726
Preparer
William a Holt Ea
Phone
8188454228
Supplemental Narrative

Additional Explanations

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 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.

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

Operates under the lodge system for the exclusive benefit of the members.

Raw XML Appendix352 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/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0364784
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0409063
IRS990/SavingsAndTempCashInvstGrp/BOYAmt043539
IRS990/SavingsAndTempCashInvstGrp/EOYAmt046913
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0358524
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0722172
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01080696
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0863614
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0872363
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESTRICTED FUNDS/DEFERRED INCOME
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0358524
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0863614
IRS990ScheduleD/TotalLiabilityAmt0872363
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MANAGEMENT PRACTICES AND GOVERNANCE ARE CONTAINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS ADMINISTERED BY LODGE OFFICERS SUBJECT TO APPROVAL OF LODGE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS OUTLINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS GRAND LODGE STATUTES AND LOCAL LODGE BY-LAWS AND HOUSE RULES MONITORED BY LOCAL LODGE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COVERED BY BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COVERED BY BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01415832
IRS990/TotalAssetsEOYAmt01286230
IRS990/TotalAssetsGrp/BOYAmt01415832
IRS990/TotalAssetsGrp/EOYAmt01286230
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0406009
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01051048
IRS990/TotalLiabilitiesEOYAmt0877167
IRS990/TotalLiabilitiesGrp/BOYAmt01051048
IRS990/TotalLiabilitiesGrp/EOYAmt0877167
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0364784
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0409063
IRS990/TotalProgramServiceRevenueAmt061087
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0318776
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0318776
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01415832
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01286230
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0120 E COLORADO STREET
IRS990/USAddress/CityNm0GLENDALE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091205
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN RIEGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08182422105
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT AND PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS GLENDALE LODGE NO 1289
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0950540990
ReturnHeader/Filer/PhoneNum08182422105
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 E COLORADO STREET
ReturnHeader/Filer/USAddress/CityNm0GLENDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06950DF083C6A52EC8B42CF2CBB705AE641064BC2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08649C8B3BEE50E9A350E5C006663E6B895075A93
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.33.88.214
ReturnHeader/FilingSecurityInformation/IPDt02020-09-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:09:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954112352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A J HOLT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04209 W MAGNOLIA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0915052726
ReturnHeader/PreparerPersonGrp/PhoneNum08188454228
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A HOLT EA
ReturnHeader/ReturnTs02020-09-28T13:09:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

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.$1.21$0.82$0.39$0.37$0.36$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.83$0.36$0.32$0.37$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.84$0.41$0.30$0.45$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.84$0.57$0.31$0.32$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.88$0.53$0.14$0.21$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.88$0.41$0.32$0.41$0.09
2019Summary only. Only limited summary data is available for this year.$1.42$1.05$0.36$0.29$0.35$0.06
2018Summary only. Only limited summary data is available for this year.$1.47$0.99$0.48$0.25$0.31$0.06
2017Summary only. Only limited summary data is available for this year.$1.54$0.99$0.55$0.18$0.25$0.07
2016Summary only. Only limited summary data is available for this year.$1.54$0.92$0.62$0.28$0.33$0.05
2015Summary only. Only limited summary data is available for this year.$1.53$0.86$0.67$0.33$0.34$0.02
2014Summary only. Only limited summary data is available for this year.$1.56$0.87$0.69$0.31$0.39$0.09
2013Summary only. Only limited summary data is available for this year.$1.56$0.78$0.77$0.36$0.41$0.06
2012Summary only. Only limited summary data is available for this year.$1.57$0.75$0.83$0.31$0.39$0.08
2011Summary only. Only limited summary data is available for this year.$1.67$0.78$0.89$0.33$0.40$0.08