Civic Intelligence

Benevolent and Protective Order of the Elks of the USA 1959

990 • Fiscal year 2016 • EIN 95-1885272

Apr 01, 2015 to Mar 31, 2016 • Filed on May 25, 2016

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

0.76x

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

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

92nd percentile

1.42x

Higher debt load relative to revenue than 92% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Asset Growth

84th percentile

8.0%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

28%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$458,410

Up $34,023 (+8.0%) from 2015

Net Assets

Up

$111,406

Up $28,653 (+35%) from 2015

Liabilities

Up

$347,004

Up $5,370 (+1.6%) from 2015

Revenue

Up

$244,173

Up $53,602 (+28%) from 2015

Expenses

Up

$215,520

Up $39,447 (+22%) from 2015

Net Income

Up

$28,653

Up $14,155 (+98%) from 2015

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

2016

Assets$458,410
Liabilities$347,004
Net Assets$111,406

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

2016

Revenue$244,173
Expenses$215,520
Net Income$28,653
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
May 25, 2016
Return Version
2015v2.0
Gross Receipts
$726,595
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$405,426$440,570▲ $35,144
Rtn Earn Endowment Incm Other Fnds$82,753$111,406▲ $28,653
Inventories for Sale or Use$16,566$17,840▲ $1,274
Accounts Receivable$2,395$0▼ $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$424,387$458,410▲ $34,023
Other Assets Total-$0-
Liabilities
Other Liabilities$260,323$265,658▲ $5,335
Deferred Revenue$76,967$79,163▲ $2,196
Accounts Payable and Accrued Expenses$4,344$2,183▼ $2,161
Total Liabilities$341,634$347,004▲ $5,370
Net Assets / Fund Balance
Total Net Assets Fund Balance$82,753$111,406▲ $28,653
Total Liabilities and Net Assets / Fund Balance$424,387$458,410▲ $34,023
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
$0
Program Service Revenue
$175,903
Investment Income
$353
Other Revenue
$67,917
Change in Net Assets
$28,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,548
Salaries, Compensation, and Employee Benefits$59,972
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$54,085
Payments to Affiliates---$15,862
Conferences and Meetings---$10,453
All Other Expenses---$8,787
Fees for Services Accounting---$7,185
Office Expenses---$6,602
Payroll Taxes---$5,887
Insurance---$5,161
Other Expenses---$4,022
Fees for Services Management---$1,000
Total Functional Expenses$0$0$0$215,520
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$160,927
Gaming Direct Expenses$90,007
Fundraising Gross Income$30,143
Fundraising Direct Expenses$21,646
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chili Cookoff/car Show$16,898$16,898$11,751$5,147
Golf Tournament$13,245$13,245$9,895$3,350
Total Events$30,143$30,143$21,646$8,497
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$257,828
Rent Deposits$7,830
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
2016-05-25
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/Desc1LOTTO EXPENSES
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/TotalAmt072123
IRS990/OtherExpensesGrp/TotalAmt117496
IRS990/OtherExpensesGrp/TotalAmt26857
IRS990/OtherExpensesGrp/TotalAmt34022
IRS990/OtherLiabilitiesGrp/BOYAmt0260323
IRS990/OtherLiabilitiesGrp/EOYAmt0265658
IRS990/OtherRevenueMiscGrp/Desc0BINGO RENTAL
IRS990/OtherRevenueMiscGrp/Desc1LOTTO
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt024000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt116763
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt27944
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt116763
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt27944
IRS990/OtherRevenueTotalAmt059957
IRS990/OtherSalariesAndWagesGrp/TotalAmt054085
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt015862
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt05887
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LODGE ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt066473
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1109430
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt066473
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1109430
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt024
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0483
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0131383
IRS990/PYOtherRevenueAmt07115
IRS990/PYProgramServiceRevenueAmt0182949
IRS990/PYRevenuesLessExpensesAmt014498
IRS990/PYSalariesCompEmpBnftPaidAmt044690
IRS990/PYTotalExpensesAmt0176073
IRS990/PYTotalRevenueAmt0190571
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt028653
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-688
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt082753
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0111406
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07830
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1257828
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENT DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RESTRICTED FUNDS
IRS990ScheduleD/TotalLiabilityAmt0265658
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021646
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHILI COOKOFF/CAR SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030143
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013245
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030143
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08497
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021646
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011751
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09895
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt090007
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt0160927
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0160927
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt070920
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt066007
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt066007
IRS990ScheduleG/GamingInformationGrp/RentFacilityCostsBingoAmt024000
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt024000
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/TotalAssetsBOYAmt0424387
IRS990/TotalAssetsEOYAmt0458410
IRS990/TotalAssetsGrp/BOYAmt0424387
IRS990/TotalAssetsGrp/EOYAmt0458410
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0215520
IRS990/TotalGrossUBIAmt0-3653
IRS990/TotalLiabilitiesBOYAmt0341634
IRS990/TotalLiabilitiesEOYAmt0347004
IRS990/TotalLiabilitiesGrp/BOYAmt0341634
IRS990/TotalLiabilitiesGrp/EOYAmt0347004
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt082753
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0111406
IRS990/TotalProgramServiceRevenueAmt0175903
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0239329
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0244173
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-3653
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0424387
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0458410
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)8 • $500k-$1M nonprofits