Civic Intelligence

Benevolent and Protective Order of Elks

990 • Fiscal year 2021 • EIN 95-1594980

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 28, 2021

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

88th percentile

0.28x

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

2021 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.68x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2021

Net Margin

83rd percentile

46%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2021 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2021

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2021 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,186,447

Up $194,482 (+20%) from 2020

Net Assets

Up

$852,506

Up $223,483 (+36%) from 2020

Liabilities

Down

$333,941

Down $29,001 (-8.0%) from 2020

Revenue

Down

$490,541

Down $369,527 (-43%) from 2020

Expenses

Down

$267,058

Down $440,281 (-62%) from 2020

Net Income

Up

$223,483

Up $70,754 (+46%) from 2020

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

2021

Assets$1,186,447
Liabilities$333,941
Net Assets$852,506

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

2021

Revenue$490,541
Expenses$267,058
Net Income$223,483
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 28, 2021
Return Version
2020v4.0
Gross Receipts
$721,045
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.

The organization operates under the lodge system for the exclusive benefit of it's members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$629,023$852,506▲ $223,483
Savings and Temporary Cash Investments$346,839$604,028▲ $257,189
Cash and Non-Interest-Bearing Accounts$494,022$422,657▼ $71,365
Land, Buildings, and Equipment, Net$116,307$109,928▼ $6,379
Inventories for Sale or Use$34,797$36,274▲ $1,477
Prepaid Expenses and Deferred Charges-$13,560-
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$991,965$1,186,447▲ $194,482
Other Assets Total-$0-
Liabilities
Deferred Revenue$308,158$174,921▼ $133,237
Other Liabilities$43,429$113,185▲ $69,756
Accounts Payable and Accrued Expenses$11,355$45,835▲ $34,480
Total Liabilities$362,942$333,941▼ $29,001
Net Assets / Fund Balance
Total Net Assets Fund Balance$629,023$852,506▲ $223,483
Total Liabilities and Net Assets / Fund Balance$991,965$1,186,447▲ $194,482

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$296,779$296,779
Other Land Buildings$10,046$91,826$101,872
Equipment$24,659$61,590$86,249
Land$75,223-$75,223
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jim JacobsTrustee
Marilee JacksonTrustee
Richard GreenTrustee
Sharron DearbornTrustee
Dennis YosanovichExhaulted Ruler
Travis WinrowLeading Knight
Charles BleekerLecture Knight
Oscar ArandaLoyal Knight
Nicole SatoSecretary
Rick BlakeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,344
Program Service Revenue
$460,728
Investment Income
$0
Other Revenue
$25,469
All Other Contributions
$4,344
Change in Net Assets
$223,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$222,588
Salaries, Compensation, and Employee Benefits$44,470
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$60,606
Other Salaries and Wages---$40,636
Insurance---$16,441
Occupancy---$13,911
All Other Expenses---$11,612
Fees for Services Accounting---$11,358
Depreciation Depletion---$8,723
Other Expenses---$6,932
Office Expenses---$4,295
Payroll Taxes---$3,834
Total Functional Expenses$0$0$0$267,058
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
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
Restricted Funds$73,364
Room Rental Deposits$28,606
Sales Tax Payable$6,428
Other Liabilities$4,787
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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, 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
2021-07-28
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
10
Independent Board Members
0
Employees
0

Preparer

Firm
John R Bates CPA
Address
505 N TUSTIN AVE STE 158, SANTA ANA, CA 92705
Preparer
John R Bates CPA
Phone
7148341040
Raw XML Appendix394 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/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt168258
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21359
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01395
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt168258
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21359
IRS990/OtherRevenueTotalAmt071012
IRS990/OtherSalariesAndWagesGrp/TotalAmt040636
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt060606
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt03834
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013560
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Fees & Contracts Gov Agencies
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0460679
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt149
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0460679
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt149
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0223483
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt014874
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0629023
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0852506
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0346839
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0604028
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0296779
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0296779
IRS990ScheduleD/EquipmentGrp/BookValueAmt024659
IRS990ScheduleD/EquipmentGrp/DepreciationAmt061590
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt086249
IRS990ScheduleD/LandGrp/BookValueAmt075223
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt075223
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010046
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt091826
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0101872
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04787
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt173364
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt228606
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt36428
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RESTRICTED FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ROOM RENTAL DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SALES TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0109928
IRS990ScheduleD/TotalLiabilityAmt0113185
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0991965
IRS990/TotalAssetsEOYAmt01186447
IRS990/TotalAssetsGrp/BOYAmt0991965
IRS990/TotalAssetsGrp/EOYAmt01186447
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04344
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0267058
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0362942
IRS990/TotalLiabilitiesEOYAmt0333941
IRS990/TotalLiabilitiesGrp/BOYAmt0362942
IRS990/TotalLiabilitiesGrp/EOYAmt0333941
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0629023
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0852506
IRS990/TotalProgramServiceRevenueAmt0460728
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0486197
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0490541
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0991965
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01186447
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt03456 VIA OPORTO
IRS990/USAddress/CityNm0NEWPORT BEACH
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092663
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK BLAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT AND PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS NEWPORT BEACH LODGE NO 1767
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0951594980
ReturnHeader/Filer/PhoneNum09496736110
ReturnHeader/Filer/USAddress/AddressLine1Txt03456 VIA OPORTO
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092663
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330424495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN R BATES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 N TUSTIN AVE STE 158
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092705
ReturnHeader/PreparerPersonGrp/PhoneNum07148341040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John R Bates CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-28T12:55:35-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLAKE
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

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.$3.48$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
2021Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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