Civic Intelligence

Benevolent & Protective Order of Elks of the USA 1427 Duarte

990 • Fiscal year 2017 • EIN 95-0541040

Apr 01, 2016 to Mar 31, 2017 • Filed on Nov 09, 2017

2436 Huntington DriveDuarte, CA 91010

(626) 357-6771

Siviq Scores

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

Liabilities / Assets

47th percentile

0.02x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.31x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Net Margin

83rd percentile

20%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Asset Growth

52nd percentile

0.9%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-56%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$940,561

Up $8,810 (+0.9%) from 2016

Net Assets

Up

$920,917

Up $12,535 (+1.4%) from 2016

Liabilities

Down

$19,644

Down $3,725 (-16%) from 2016

Revenue

Down

$62,583

Down $78,627 (-56%) from 2016

Expenses

Down

$50,048

Down $48,650 (-49%) from 2016

Net Income

Down

$12,535

Down $29,977 (-71%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $976,295Liabilities 2012: $32,180Net Assets 2012: $944,1152012Assets 2013: $938,745Liabilities 2013: $15,828Net Assets 2013: $922,9172013Assets 2014: $910,660Liabilities 2014: $20,114Net Assets 2014: $890,5462014Assets 2015: $873,604Liabilities 2015: $7,734Net Assets 2015: $865,8702015Assets 2016: $931,751Liabilities 2016: $23,369Net Assets 2016: $908,3822016Assets 2017: $940,561Liabilities 2017: $19,644Net Assets 2017: $920,9172017Assets 2018: $893,204Liabilities 2018: $14,990Net Assets 2018: $878,2142018Assets 2019: $862,961Liabilities 2019: $18,924Net Assets 2019: $844,0372019Assets 2020: $829,755Liabilities 2020: $15,439Net Assets 2020: $814,3162020Assets 2021: $766,627Liabilities 2021: $11,433Net Assets 2021: $755,1942021Assets 2022: $756,682Liabilities 2022: $26,409Net Assets 2022: $730,2732022Assets 2023: $732,228Liabilities 2023: $24,808Net Assets 2023: $707,4202023Assets 2024: $673,029Liabilities 2024: $28,493Net Assets 2024: $644,5362024Assets 2025: $635,916Liabilities 2025: $34,944Net Assets 2025: $600,9722025

Highlighted filing

2017

Assets$940,561
Liabilities$19,644
Net Assets$920,917

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $155,689Expenses 2012: $79,125Net Income 2012: $76,5642012Revenue 2013: $72,405Expenses 2013: $93,603Net Income 2013: -$21,1982013Revenue 2014: $58,493Expenses 2014: $89,864Net Income 2014: -$31,3712014Revenue 2015: $59,366Expenses 2015: $84,042Net Income 2015: -$24,6762015Revenue 2016: $141,210Expenses 2016: $98,698Net Income 2016: $42,5122016Revenue 2017: $62,583Expenses 2017: $50,048Net Income 2017: $12,5352017Revenue 2018: $36,365Expenses 2018: $73,803Net Income 2018: -$37,4382018Revenue 2019: $61,987Expenses 2019: $96,164Net Income 2019: -$34,1772019Revenue 2020: $63,210Expenses 2020: $91,466Net Income 2020: -$28,2562020Revenue 2021: $51,413Expenses 2021: $110,535Net Income 2021: -$59,1222021Revenue 2022: $102,227Expenses 2022: $127,148Net Income 2022: -$24,9212022Revenue 2023: $88,784Expenses 2023: $111,637Net Income 2023: -$22,8532023Revenue 2024: $97,475Expenses 2024: $160,359Net Income 2024: -$62,8842024Revenue 2025: $116,999Expenses 2025: $160,563Net Income 2025: -$43,5642025

Highlighted filing

2017

Revenue$62,583
Expenses$50,048
Net Income$12,535
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$190,891
Mission and Program Overview

Mission

We seek to bring into our order only those who delight in wholesome associations with congenial companions, men and women who possess a deep sense of patriotism, fair play and dedication to noble causes. Our members find fulfillment in service to humanity, in feeding the hungry, sheltering the homeless, aiding those in distress and proving themselves to be true friends to all in need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$785,356$756,518▼ $28,838
Cash and Non-Interest-Bearing Accounts$140,189$161,987▲ $21,798
Inventories for Sale or Use$6,206$6,206→ $0
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$931,751$940,561▲ $8,810
Other Assets Total-$15,850-
Liabilities
Deferred Revenue$23,369$19,644▼ $3,725
Total Liabilities$23,369$19,644▼ $3,725
Net Assets / Fund Balance
Unrestricted Net Assets$892,398$904,933▲ $12,535
Permanently Rstr Net Assets$15,984$15,984→ $0
Total Net Assets Fund Balance$908,382$920,917▲ $12,535
Total Liabilities and Net Assets / Fund Balance$931,751$940,561▲ $8,810

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$756,518$369,975$1,126,493
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chris McentireExalted Ruler
Irene LozanoLeading Knight
Joanna RentschlerSecretary
Gerald DelkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,738
Program Service Revenue
$0
Investment Income
$19
Other Revenue
$10,826
All Other Contributions
$31,716
Change in Net Assets
$12,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,840
Other Expenses$23,208
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$26,840--$26,840
Other Expenses-$2,920-$2,920
Insurance-$2,442-$2,442
Office Expenses-$1,505-$1,505
Depreciation Depletion-$484-$484
Fees for Services Accounting-$425-$425
All Other Expenses-$-4,973-$-4,973
Total Functional Expenses$26,840$23,208$0$50,048
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,517
Fundraising Direct Expenses$4,045
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying 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
No
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Members pay annual dues in order to be included in the benevolent order.

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

No review was or will be conducted.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Documents are available upon written request.

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 Elks
EIN
95-0541040
Phone
6263576771
Address
2436 HUNTINGTON DRIVE, DUARTE, CA 91010

Signing Officer

Name
Chris Mcentire
Title
Exalted Ruler
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
75

Preparer

Firm
Christiansen Russell & Christiansen CPAs
Address
255 E Santa Clara Street Suite 100, Arcadia, CA 91006
Preparer
David S Christiansen
Phone
6262898899
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0931751
IRS990/TotalAssetsEOYAmt0940561
IRS990/TotalAssetsGrp/BOYAmt0931751
IRS990/TotalAssetsGrp/EOYAmt0940561
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt051738
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023208
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026840
IRS990/TotalFunctionalExpensesGrp/TotalAmt050048
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023369
IRS990/TotalLiabilitiesEOYAmt019644
IRS990/TotalLiabilitiesGrp/BOYAmt023369
IRS990/TotalLiabilitiesGrp/EOYAmt019644
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0908382
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0920917
IRS990/TotalProgramServiceExpensesAmt026840
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010845
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062583
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0931751
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0940561
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0892398
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0904933
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.duarteelks.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS MCENTIRE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXALTED RULER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF ELKS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF THE USA 1427 DUARTE
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0950541040
ReturnHeader/Filer/PhoneNum06263576771
ReturnHeader/Filer/USAddress/AddressLine1Txt02436 HUNTINGTON DRIVE
ReturnHeader/Filer/USAddress/CityNm0DUARTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Christiansen Russell & Christiansen CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 E Santa Clara Street Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arcadia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091006
ReturnHeader/PreparerPersonGrp/PhoneNum06262898899
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David S Christiansen
ReturnHeader/ReturnTs02017-11-09T16:44:44-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

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.$6.36$0.35$6.01$1.17$1.61$0.44
2024Summary only. Only limited summary data is available for this year.$6.73$0.28$6.45$0.97$1.60$0.63
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.32$0.25$7.07$0.89$1.12$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.57$0.26$7.30$1.02$1.27$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.67$0.11$7.55$0.51$1.11$0.59
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.30$0.15$8.14$0.63$0.91$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.63$0.19$8.44$0.62$0.96$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.93$0.15$8.78$0.36$0.74$0.37
2017Detailed filing. Detailed filing data is available for this year.$9.41$0.20$9.21$0.63$0.50$0.13
2016Detailed filing. Detailed filing data is available for this year.$9.32$0.23$9.08$1.41$0.99$0.43
2015Detailed filing. Detailed filing data is available for this year.$8.74$0.08$8.66$0.59$0.84$0.25
2014Summary only. Only limited summary data is available for this year.$9.11$0.20$8.91$0.58$0.90$0.31
2013Summary only. Only limited summary data is available for this year.$9.39$0.16$9.23$0.72$0.94$0.21
2012Summary only. Only limited summary data is available for this year.$9.76$0.32$9.44$1.56$0.79$0.77