Civic Intelligence

Benevolent and Protective Order of the Elks of the USA 1959

990 • Fiscal year 2017 • EIN 95-1885272

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

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

95th percentile

0.60x

Higher debt load relative to assets than 95% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.97x

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

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

Net Margin

91st percentile

31%

Higher net margin than 91% 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

93rd percentile

20%

Faster asset growth than 93% of similar nonprofits.

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

Revenue Growth

89th percentile

41%

Faster revenue growth than 89% of similar nonprofits.

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

Assets

Up

$548,954

Up $90,544 (+20%) from 2016

Net Assets

Up

$216,845

Up $105,439 (+95%) from 2016

Liabilities

Down

$332,109

Down $14,895 (-4.3%) from 2016

Revenue

Up

$343,552

Up $99,379 (+41%) from 2016

Expenses

Up

$238,113

Up $22,593 (+10%) from 2016

Net Income

Up

$105,439

Up $76,786 (+268%) from 2016

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

2017

Assets$548,954
Liabilities$332,109
Net Assets$216,845

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

2017

Revenue$343,552
Expenses$238,113
Net Income$105,439
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jun 22, 2017
Return Version
2016v3.0
Gross Receipts
$772,674
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$440,570$529,129▲ $88,559
Rtn Earn Endowment Incm Other Fnds$111,406$216,845▲ $105,439
Inventories for Sale or Use$17,840$19,825▲ $1,985
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$458,410$548,954▲ $90,544
Other Assets Total-$0-
Liabilities
Other Liabilities$265,658$243,438▼ $22,220
Deferred Revenue$79,163$85,892▲ $6,729
Accounts Payable and Accrued Expenses$2,183$2,779▲ $596
Total Liabilities$347,004$332,109▼ $14,895
Net Assets / Fund Balance
Total Net Assets Fund Balance$111,406$216,845▲ $105,439
Total Liabilities and Net Assets / Fund Balance$458,410$548,954▲ $90,544
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ana Lovecky-karrTrustee
Chris CarsonTrustee
Ken PopeTrustee
Dave MillerExalted Ruler
Rich TanguyLeading Knight
Dennis FischgrabeLecture Knight
Don GreeneLoyal Knight
John NielsenSecretary
Marie ColacchioTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$300
Program Service Revenue
$201,065
Investment Income
$313
Other Revenue
$141,874
All Other Contributions
$300
Change in Net Assets
$105,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$158,567
Salaries, Compensation, and Employee Benefits$79,546
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$71,213
All Other Expenses---$17,732
Payments to Affiliates---$16,721
Occupancy---$16,520
Conferences and Meetings---$9,809
Insurance---$8,776
Payroll Taxes---$8,333
Office Expenses---$8,228
Fees for Services Accounting---$7,189
Other Expenses---$4,387
Total Functional Expenses$0$0$0$238,113
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$178,288
Gaming Direct Expenses$86,142
Fundraising Gross Income$35,931
Fundraising Direct Expenses$26,054
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$19,266$19,266$14,454$4,812
Chili Cookoff/car Show$16,665$16,665$11,600$5,065
Total Events$35,931$35,931$26,054$9,877
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$239,413
Rent Deposits$4,025
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
2017-06-22
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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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/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/TotalAmt046982
IRS990/OtherExpensesGrp/TotalAmt111122
IRS990/OtherExpensesGrp/TotalAmt211101
IRS990/OtherExpensesGrp/TotalAmt34387
IRS990/OtherLiabilitiesGrp/BOYAmt0265658
IRS990/OtherLiabilitiesGrp/EOYAmt0243438
IRS990/OtherRevenueMiscGrp/Desc0BINGO RENTAL
IRS990/OtherRevenueMiscGrp/Desc1LOTTERY RECEIPTS
IRS990/OtherRevenueMiscGrp/Desc2PARKING LOT RENTAL
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt022000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt110425
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt213802
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt022000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt110425
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt213802
IRS990/OtherRevenueTotalAmt057281
IRS990/OtherSalariesAndWagesGrp/TotalAmt071213
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt016721
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt08333
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LODGE ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt085681
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1115384
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt085681
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1115384
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0353
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0155548
IRS990/PYOtherRevenueAmt067917
IRS990/PYProgramServiceRevenueAmt0175903
IRS990/PYRevenuesLessExpensesAmt028653
IRS990/PYSalariesCompEmpBnftPaidAmt059972
IRS990/PYTotalExpensesAmt0215520
IRS990/PYTotalRevenueAmt0244173
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0105439
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-1156
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0111406
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0216845
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04025
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1239413
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENT DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RESTRICTED FUNDS
IRS990ScheduleD/TotalLiabilityAmt0243438
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026054
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHILI COOKOFF/CAR SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt035931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035931
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09877
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt026054
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014454
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt011600
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt086142
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt0178288
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0178288
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt092146
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt086142
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt086142
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/TotalAssetsBOYAmt0458410
IRS990/TotalAssetsEOYAmt0548954
IRS990/TotalAssetsGrp/BOYAmt0458410
IRS990/TotalAssetsGrp/EOYAmt0548954
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0300
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0238113
IRS990/TotalGrossUBIAmt0-985
IRS990/TotalLiabilitiesBOYAmt0347004
IRS990/TotalLiabilitiesEOYAmt0332109
IRS990/TotalLiabilitiesGrp/BOYAmt0347004
IRS990/TotalLiabilitiesGrp/EOYAmt0332109
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0111406
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0216845
IRS990/TotalProgramServiceRevenueAmt0201065
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0334360
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0343552
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-985
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0458410
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0548954
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN NIELSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary

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.$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
2017Detailed filing. Detailed filing data is available for this year.$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