Civic Intelligence

Benevolent and Protective Order of the Elks of the USA 1959

990 • Fiscal year 2015 • EIN 95-1885272

Apr 01, 2014 to Mar 31, 2015 • Filed on Jun 11, 2015

7711 Talbert AveHuntington Beach, CA 92648

(714) 848-9440

Siviq Scores

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

Liabilities / Assets

97th percentile

0.81x

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

2015 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

93rd percentile

1.79x

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

2015 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2015

Net Margin

70th percentile

7.6%

Higher net margin than 70% of similar nonprofits.

2015 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2015

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.

2015 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2015

Asset Growth

84th percentile

6.6%

Faster asset growth than 84% of similar nonprofits.

2015 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$424,387

Up $26,262 (+6.6%) from 2014

Net Assets

Up

$82,753

Up $14,498 (+21%) from 2014

Liabilities

Up

$341,634

Up $11,764 (+3.6%) from 2014

Revenue

Down

$190,571

Down $112,406 (-37%) from 2014

Expenses

Down

$176,073

Down $81,392 (-32%) from 2014

Net Income

Down

$14,498

Down $31,014 (-68%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $250,202Liabilities 2012: $248,292Net Assets 2012: $1,9102012Assets 2013: $330,605Liabilities 2013: $307,862Net Assets 2013: $22,7432013Assets 2014: $398,125Liabilities 2014: $329,870Net Assets 2014: $68,2552014Assets 2015: $424,387Liabilities 2015: $341,634Net Assets 2015: $82,7532015Assets 2016: $458,410Liabilities 2016: $347,004Net Assets 2016: $111,4062016Assets 2017: $548,954Liabilities 2017: $332,109Net Assets 2017: $216,8452017Assets 2018: $674,111Liabilities 2018: $380,968Net Assets 2018: $293,1432018Assets 2019: $618,083Liabilities 2019: $116,056Net Assets 2019: $502,0272019Assets 2020: $643,064Liabilities 2020: $118,931Net Assets 2020: $524,1332020Assets 2021: $602,089Liabilities 2021: $149,866Net Assets 2021: $452,2232021Assets 2022: $832,448Liabilities 2022: $129,257Net Assets 2022: $703,1912022Assets 2023: $1Liabilities 2023: $02023Assets 2024: $1,280,697Liabilities 2024: $250,290Net Assets 2024: $1,030,4072024Assets 2025: $1,218,360Liabilities 2025: $171,582Net Assets 2025: $1,046,7782025

Highlighted filing

2015

Assets$424,387
Liabilities$341,634
Net Assets$82,753

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $243,458Expenses 2012: $245,559Net Income 2012: -$2,1012012Revenue 2013: $265,380Expenses 2013: $244,547Net Income 2013: $20,8332013Revenue 2014: $302,977Expenses 2014: $257,465Net Income 2014: $45,5122014Revenue 2015: $190,571Expenses 2015: $176,073Net Income 2015: $14,4982015Revenue 2016: $244,173Expenses 2016: $215,520Net Income 2016: $28,6532016Revenue 2017: $343,552Expenses 2017: $238,113Net Income 2017: $105,4392017Revenue 2018: $331,604Expenses 2018: $255,306Net Income 2018: $76,2982018Revenue 2019: $315,790Expenses 2019: $345,570Net Income 2019: -$29,7802019Revenue 2020: $324,004Expenses 2020: $301,898Net Income 2020: $22,1062020Revenue 2021: $169,856Expenses 2021: $241,766Net Income 2021: -$71,9102021Revenue 2022: $583,385Expenses 2022: $332,417Net Income 2022: $250,9682022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $1,182,226Expenses 2024: $1,068,441Net Income 2024: $113,7852024Revenue 2025: $1,333,684Expenses 2025: $1,317,313Net Income 2025: $16,3712025

Highlighted filing

2015

Revenue$190,571
Expenses$176,073
Net Income$14,498
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jun 11, 2015
Return Version
2014v5.0
Gross Receipts
$669,063
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$383,047$405,426▲ $22,379
Rtn Earn Endowment Incm Other Fnds$68,255$82,753▲ $14,498
Inventories for Sale or Use$15,078$16,566▲ $1,488
Accounts Receivable-$2,395-
Savings and Temporary Cash Investments-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$398,125$424,387▲ $26,262
Other Assets Total-$0-
Liabilities
Other Liabilities$326,321$337,185▲ $10,864
Accounts Payable and Accrued Expenses$1,649$4,344▲ $2,695
Deferred Revenue$1,900$105▼ $1,795
Total Liabilities$329,870$341,634▲ $11,764
Net Assets / Fund Balance
Total Net Assets Fund Balance$68,255$82,753▲ $14,498
Total Liabilities and Net Assets / Fund Balance$398,125$424,387▲ $26,262
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bob ScopelTrustee
Chris CarsonTrustee
Roger FrancisTrustee
Rick BruceExalted Ruler
Ernie CardwellLeading Knight
Rich TanguyLecture Knight
Dave MauerLoyal Knight
John NielsenSecretary
Marie ColacchioTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24
Program Service Revenue
$182,949
Investment Income
$483
Other Revenue
$7,115
All Other Contributions
$24
Change in Net Assets
$14,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$131,383
Salaries, Compensation, and Employee Benefits$44,690
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$37,801
Payments to Affiliates---$15,472
All Other Expenses---$12,689
Conferences and Meetings---$10,877
Other Expenses---$8,402
Payroll Taxes---$6,889
Fees for Services Accounting---$6,760
Office Expenses---$5,793
Insurance---$5,306
Fees for Services Management---$1,000
Total Functional Expenses$0$0$0$176,073
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$126,995
Gaming Direct Expenses$78,324
Fundraising Gross Income$31,625
Fundraising Direct Expenses$22,401
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chili Cookoff/car Show$18,559$18,559$12,331$6,228
Golf Tournament$13,066$13,066$10,070$2,996
Total Events$31,625$31,625$22,401$9,224
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
Restricted Funds$256,823
Prepaid Dues & Fees$76,862
Rent Deposits$3,500
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
95-1885272
Phone
7148489440
Address
7711 TALBERT AVE, HUNTINGTON BEACH, CA 92648

Signing Officer

Name
John Nielsen
Title
Secretary
Signed
2015-06-11
Discuss with paid preparer
Yes

Organization Details

Formed
1955
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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IRS990/OtherExpensesGrp/TotalAmt211952
IRS990/OtherExpensesGrp/TotalAmt38402
IRS990/OtherLiabilitiesGrp/BOYAmt0326321
IRS990/OtherLiabilitiesGrp/EOYAmt0337185
IRS990/OtherRevenueMiscGrp/Desc0BINGO RENTAL
IRS990/OtherRevenueMiscGrp/Desc1LOTTO
IRS990/OtherRevenueMiscGrp/Desc2PARKING LOT RENTAL
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt024000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt111936
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt22000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt111936
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22000
IRS990/OtherRevenueTotalAmt037936
IRS990/OtherSalariesAndWagesGrp/TotalAmt037801
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt015472
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt06889
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LODGE ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt070412
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1112537
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt070412
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1112537
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt014498
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-9988
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt068255
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt082753
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt076862
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2256823
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID DUES & FEES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RENT DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RESTRICTED FUNDS
IRS990ScheduleD/TotalLiabilityAmt0337185
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022401
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHILI COOKOFF/CAR SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018559
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013066
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031625
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018559
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013066
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031625
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09224
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022401
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012331
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010070
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt078324
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt0126995
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0126995
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt048671
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt078324
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt078324
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
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/TotalAssetsBOYAmt0398125
IRS990/TotalAssetsEOYAmt0424387
IRS990/TotalAssetsGrp/BOYAmt0398125
IRS990/TotalAssetsGrp/EOYAmt0424387
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176073
IRS990/TotalGrossUBIAmt0-8371
IRS990/TotalLiabilitiesBOYAmt0329870
IRS990/TotalLiabilitiesEOYAmt0341634
IRS990/TotalLiabilitiesGrp/BOYAmt0329870
IRS990/TotalLiabilitiesGrp/EOYAmt0341634
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt068255
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt082753
IRS990/TotalProgramServiceRevenueAmt0182949
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0189694
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0190571
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-8371
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0398125
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0424387
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN NIELSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT AND PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE ELKS OF THE USA 1959
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0951885272
ReturnHeader/Filer/PhoneNum07148489440
ReturnHeader/Filer/USAddress/AddressLine1Txt07711 TALBERT AVE
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA

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.$1.22$0.17$1.05$1.33$1.32$0.02
2024Summary only. Only limited summary data is available for this year.$1.28$0.25$1.03$1.18$1.07$0.11
2023Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.13$0.70$0.58$0.33$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.15$0.45$0.17$0.24$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.12$0.52$0.32$0.30$0.02
2019Summary only. Only limited summary data is available for this year.$0.62$0.12$0.50$0.32$0.35$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.38$0.29$0.33$0.26$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.33$0.22$0.34$0.24$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.35$0.11$0.24$0.22$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.34$0.08$0.19$0.18$0.01
2014Summary only. Only limited summary data is available for this year.$0.40$0.33$0.07$0.30$0.26$0.05
2013Summary only. Only limited summary data is available for this year.$0.33$0.31$0.02$0.27$0.24$0.02
2012Summary only. Only limited summary data is available for this year.$0.25$0.25$0.00$0.24$0.25$0.00