Civic Intelligence

Benevolent and Protective Order of Elks

990 • Fiscal year 2017 • EIN 95-1594980

Apr 01, 2016 to Mar 31, 2017 • Filed on Jun 22, 2017

3456 Via OportoNewport Beach, CA 92663

(949) 673-6110

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.53x

Higher debt load relative to assets than 93% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.69x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

71st percentile

12%

Higher net margin than 71% 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

96th percentile

33%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

16th percentile

-17%

Faster revenue growth than 16% of similar nonprofits.

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

Assets

Up

$319,246

Up $78,552 (+33%) from 2016

Net Assets

Up

$151,559

Up $28,709 (+23%) from 2016

Liabilities

Up

$167,687

Up $49,843 (+42%) from 2016

Revenue

Down

$242,540

Down $49,914 (-17%) from 2016

Expenses

Down

$213,831

Down $71,887 (-25%) from 2016

Net Income

Up

$28,709

Up $21,973 (+326%) from 2016

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $282,831Liabilities 2011: $136,073Net Assets 2011: $146,7582011Assets 2012: $330,187Liabilities 2012: $175,120Net Assets 2012: $155,0672012Assets 2013: $346,708Liabilities 2013: $195,555Net Assets 2013: $151,1532013Assets 2014: $286,091Liabilities 2014: $169,491Net Assets 2014: $116,6002014Assets 2015: $309,744Liabilities 2015: $193,630Net Assets 2015: $116,1142015Assets 2016: $240,694Liabilities 2016: $117,844Net Assets 2016: $122,8502016Assets 2017: $319,246Liabilities 2017: $167,687Net Assets 2017: $151,5592017Assets 2018: $431,928Liabilities 2018: $198,106Net Assets 2018: $233,8222018Assets 2019: $721,855Liabilities 2019: $245,561Net Assets 2019: $476,2942019Assets 2020: $991,965Liabilities 2020: $362,942Net Assets 2020: $629,0232020Assets 2021: $1,186,447Liabilities 2021: $333,941Net Assets 2021: $852,5062021Assets 2022: $1,756,519Liabilities 2022: $527,220Net Assets 2022: $1,229,2992022Assets 2023: $2,351,168Liabilities 2023: $744,151Net Assets 2023: $1,607,0172023Assets 2025: $3,475,290Liabilities 2025: $596,204Net Assets 2025: $2,879,0862025

Highlighted filing

2017

Assets$319,246
Liabilities$167,687
Net Assets$151,559

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $177,505Expenses 2011: $211,721Net Income 2011: -$34,2162011Revenue 2012: $187,880Expenses 2012: $179,571Net Income 2012: $8,3092012Revenue 2013: $173,559Expenses 2013: $177,473Net Income 2013: -$3,9142013Revenue 2014: $167,119Expenses 2014: $201,672Net Income 2014: -$34,5532014Revenue 2015: $261,378Expenses 2015: $261,864Net Income 2015: -$4862015Revenue 2016: $292,454Expenses 2016: $285,718Net Income 2016: $6,7362016Revenue 2017: $242,540Expenses 2017: $213,831Net Income 2017: $28,7092017Revenue 2018: $423,520Expenses 2018: $341,257Net Income 2018: $82,2632018Revenue 2019: $778,705Expenses 2019: $536,233Net Income 2019: $242,4722019Revenue 2020: $860,068Expenses 2020: $707,339Net Income 2020: $152,7292020Revenue 2021: $490,541Expenses 2021: $267,058Net Income 2021: $223,4832021Revenue 2022: $1,090,492Expenses 2022: $713,699Net Income 2022: $376,7932022Revenue 2023: $1,495,452Expenses 2023: $1,117,734Net Income 2023: $377,7182023Revenue 2025: $1,758,238Expenses 2025: $1,147,856Net Income 2025: $610,3822025

Highlighted filing

2017

Revenue$242,540
Expenses$213,831
Net Income$28,709
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jun 22, 2017
Return Version
2016v3.0
Gross Receipts
$644,892
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
Cash and Non-Interest-Bearing Accounts$119,962$190,109▲ $70,147
Rtn Earn Endowment Incm Other Fnds$122,850$151,559▲ $28,709
Land, Buildings, and Equipment, Net$109,863$109,863→ $0
Inventories for Sale or Use$10,164$10,164→ $0
Savings and Temporary Cash Investments-$8,405-
Prepaid Expenses and Deferred Charges$705$705→ $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$240,694$319,246▲ $78,552
Other Assets Total-$0-
Liabilities
Deferred Revenue$80,406$121,812▲ $41,406
Other Liabilities$19,160$24,359▲ $5,199
Accounts Payable and Accrued Expenses$18,278$21,516▲ $3,238
Total Liabilities$117,844$167,687▲ $49,843
Net Assets / Fund Balance
Total Net Assets Fund Balance$122,850$151,559▲ $28,709
Total Liabilities and Net Assets / Fund Balance$240,694$319,246▲ $78,552

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$29,937$266,842-
Other Land Buildings-$83,074-
Land$75,223--
Equipment$4,703$74,802-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dennis YosanovichTrustee
Ian CongerTrustee
Joe RowlandTrustee
Sharon DearbornExalted Ruler
Jim BrownfieldLeading Knight
Tony MessinaLect Knight
Barbara TurnerLoyal Knight
Nicole SatoSecretary
Rick BlakeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$195,811
Investment Income
$1
Other Revenue
$46,728
Change in Net Assets
$28,709
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,556
Salaries, Compensation, and Employee Benefits$35,275
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$30,961
Occupancy---$21,849
Payments to Affiliates---$21,519
All Other Expenses---$18,265
Insurance---$9,472
Office Expenses---$8,374
Other Expenses---$8,154
Fees for Services Accounting---$6,477
Conferences and Meetings---$5,779
Payroll Taxes---$3,564
Other Employee Benefits---$750
Total Functional Expenses$0$0$0$213,831
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,078
Fundraising Gross Income$26,542
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$26,542$26,542$29,078$-2,536
Total Events$26,542$26,542$29,078$-2,536
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Payable- Other$11,500
Restricted Funds$8,405
Payroll Taxes Payable$4,454
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
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 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Benevolent and Protective Order of
EIN
95-1594980
Phone
9496736110
Address
3456 VIA OPORTO, NEWPORT BEACH, CA 92663

Signing Officer

Name
Rick Blake
Title
Treasurer
Signed
2017-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Blake
Formed
1949
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
John R Bates CPA
Address
505 N TUSTIN AVE STE 158, SANTA ANA, CA 92705-3735
Preparer
John R Bates CPA
Phone
7148341040
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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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IRS990/OtherExpensesGrp/Desc0LODGE ACTIVITIES
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2JANITORIAL EXPENSES
IRS990/OtherExpensesGrp/Desc3CREDIT CARD FEES
IRS990/OtherExpensesGrp/TotalAmt041271
IRS990/OtherExpensesGrp/TotalAmt127858
IRS990/OtherExpensesGrp/TotalAmt29538
IRS990/OtherExpensesGrp/TotalAmt38154
IRS990/OtherLiabilitiesGrp/BOYAmt019160
IRS990/OtherLiabilitiesGrp/EOYAmt024359
IRS990/OtherRevenueMiscGrp/Desc0LODGE ACTIVITIES
IRS990/OtherRevenueMiscGrp/Desc1MEMBER BOAT SLIP RENTAL
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt023755
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt130880
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt22122
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023755
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt130880
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22122
IRS990/OtherRevenueTotalAmt058197
IRS990/OtherSalariesAndWagesGrp/TotalAmt030961
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt021519
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt03564
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0705
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0705
IRS990/PrincipalOfficerNm0RICK BLAKE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0195811
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0195811
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01015
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0252451
IRS990/PYOtherRevenueAmt0102938
IRS990/PYProgramServiceRevenueAmt0188495
IRS990/PYRevenuesLessExpensesAmt06736
IRS990/PYSalariesCompEmpBnftPaidAmt033267
IRS990/PYTotalExpensesAmt0285718
IRS990/PYTotalRevenueAmt0292454
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt028709
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt016192
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0122850
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0151559
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08405
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt029937
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0266842
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0296779
IRS990ScheduleD/EquipmentGrp/BookValueAmt04703
IRS990ScheduleD/EquipmentGrp/DepreciationAmt074802
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt079505
IRS990ScheduleD/LandGrp/BookValueAmt075223
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt075223
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt083074
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt083074
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14454
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt28405
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOAN PAYABLE- OTHER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RESTRICTED FUNDS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0109863
IRS990ScheduleD/TotalLiabilityAmt024359
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029078
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026542
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026542
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026542
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026542
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2536
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt029078
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt029078
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0240694
IRS990/TotalAssetsEOYAmt0319246
IRS990/TotalAssetsGrp/BOYAmt0240694
IRS990/TotalAssetsGrp/EOYAmt0319246
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213831
IRS990/TotalGrossUBIAmt011271
IRS990/TotalLiabilitiesBOYAmt0117844
IRS990/TotalLiabilitiesEOYAmt0167687
IRS990/TotalLiabilitiesGrp/BOYAmt0117844
IRS990/TotalLiabilitiesGrp/EOYAmt0167687
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0122850
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0151559
IRS990/TotalProgramServiceRevenueAmt0195811
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0233805
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0242540
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt011271
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0240694
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0319246
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt010703 E LA TERRAZA AVE
IRS990/USAddress/CityNm0FOUNTAIN VALLEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092708
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.NEWPORTHARBORELKS.US
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK BLAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT AND PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS NEWPORT HARBOR LODGE NO 1767
ReturnHeader/Filer/BusinessNameControlTxt0BENE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.60$2.88$1.76$1.15$0.61
2023Summary only. Only limited summary data is available for this year.$2.35$0.74$1.61$1.50$1.12$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.53$1.23$1.09$0.71$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.33$0.85$0.49$0.27$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.36$0.63$0.86$0.71$0.15
2019Summary only. Only limited summary data is available for this year.$0.72$0.25$0.48$0.78$0.54$0.24
2018Summary only. Only limited summary data is available for this year.$0.43$0.20$0.23$0.42$0.34$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.17$0.15$0.24$0.21$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.12$0.12$0.29$0.29$0.01
2015Summary only. Only limited summary data is available for this year.$0.31$0.19$0.12$0.26$0.26$0.00
2014Summary only. Only limited summary data is available for this year.$0.29$0.17$0.12$0.17$0.20$0.03
2013Summary only. Only limited summary data is available for this year.$0.35$0.20$0.15$0.17$0.18$0.00
2012Summary only. Only limited summary data is available for this year.$0.33$0.18$0.16$0.19$0.18$0.01
2011Summary only. Only limited summary data is available for this year.$0.28$0.14$0.15$0.18$0.21$0.03