Civic Intelligence

Benevolent and Protective Order of the Elks of the USA 1959

990 • Fiscal year 2019 • EIN 95-1885272

Apr 01, 2018 to Mar 31, 2019 • Filed on Jun 03, 2019

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

80th percentile

0.19x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.37x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2019

Net Margin

23rd percentile

-9.4%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2019 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2019

Asset Growth

10th percentile

-8.3%

Faster asset growth than 10% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-4.8%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Flat

$618,083

Flat from 2019

Net Assets

Flat

$502,027

Flat from 2019

Liabilities

Flat

$116,056

Flat from 2019

Revenue

Flat

$315,790

Flat from 2019

Expenses

Flat

$345,570

Flat from 2019

Net Income

Flat

-$29,780

Flat from 2019

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 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

2019

Assets$618,083
Liabilities$116,056
Net Assets$502,027

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 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

2019

Revenue$315,790
Expenses$345,570
Net Income-$29,780
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jun 3, 2019
Return Version
2018v3.1
Gross Receipts
$771,245
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$656,304$507,061▼ $149,243
Savings and Temporary Cash Investments-$92,581-
Inventories for Sale or Use$17,807$18,441▲ $634
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$674,111$618,083▼ $56,028
Other Assets Total-$0-
Liabilities
Deferred Revenue$95,867$93,536▼ $2,331
Accounts Payable and Accrued Expenses$29,858--
Other Liabilities$16,579$22,520▲ $5,941
Total Liabilities$142,304$116,056▼ $26,248
Net Assets / Fund Balance
Unrestricted Net Assets$531,807$502,027▼ $29,780
Total Net Assets Fund Balance$531,807$502,027▼ $29,780
Total Liabilities and Net Assets / Fund Balance$674,111$618,083▼ $56,028
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dan ReillyTrustee
Ken PopeTrustee
Scott HerronTrustee
Wayne WinantTrustee
Rich TanguyExhaulted Ruler
Michael NuttoLect. Knight
Jim SellersLoyal Knight
John NielsenSecretary
Marie ColacchioTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,400
Program Service Revenue
$187,292
Investment Income
$376
Other Revenue
$118,722
All Other Contributions
$9,400
Change in Net Assets
$-29,780
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$243,697
Salaries, Compensation, and Employee Benefits$101,873
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$91,987
All Other Expenses---$27,857
Payments to Affiliates---$20,164
Conferences and Meetings---$14,507
Office Expenses---$13,344
Payroll Taxes---$9,886
Other Expenses---$7,963
Fees for Services Accounting---$7,210
Insurance---$5,138
Total Functional Expenses$0$0$0$345,570
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$148,869
Gaming Direct Expenses$77,223
Fundraising Gross Income$46,231
Fundraising Direct Expenses$30,026
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$32,460$32,460$19,962$12,498
Chili Cookoff/car Show$13,771$13,771$10,064$3,707
Total Events$46,231$46,231$30,026$16,205
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$14,945
Rent Deposits$5,280
Sales Tax Payable$2,295
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
2019-06-03
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/TotalAmt37963
IRS990/OtherLiabilitiesGrp/BOYAmt016579
IRS990/OtherLiabilitiesGrp/EOYAmt022520
IRS990/OtherRevenueMiscGrp/Desc0BINGO RENTAL
IRS990/OtherRevenueMiscGrp/Desc1LOTTERY RECEIPTS
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt024000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt17964
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt25606
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt17964
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt25606
IRS990/OtherRevenueTotalAmt040520
IRS990/OtherSalariesAndWagesGrp/TotalAmt091987
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt020164
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt09886
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LODGE ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt053128
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1134164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt053128
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1134164
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0316
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0170615
IRS990/PYOtherRevenueAmt0140198
IRS990/PYProgramServiceRevenueAmt0191090
IRS990/PYRevenuesLessExpensesAmt076298
IRS990/PYSalariesCompEmpBnftPaidAmt084691
IRS990/PYTotalExpensesAmt0255306
IRS990/PYTotalRevenueAmt0331604
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-29780
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt031032
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt092581
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05280
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt114945
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22295
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENT DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RESTRICTED FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SALES TAX PAYABLE
IRS990ScheduleD/TotalLiabilityAmt022520
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030026
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CHILI COOKOFF/CAR SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013771
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046231
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013771
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046231
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016205
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt030026
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019962
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt010064
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt077223
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt0148869
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0148869
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt071646
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt077223
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt077223
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0674111
IRS990/TotalAssetsEOYAmt0618083
IRS990/TotalAssetsGrp/BOYAmt0674111
IRS990/TotalAssetsGrp/EOYAmt0618083
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt09400
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0345570
IRS990/TotalGrossUBIAmt02209
IRS990/TotalLiabilitiesBOYAmt0142304
IRS990/TotalLiabilitiesEOYAmt0116056
IRS990/TotalLiabilitiesGrp/BOYAmt0142304
IRS990/TotalLiabilitiesGrp/EOYAmt0116056
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0531807
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0502027
IRS990/TotalProgramServiceRevenueAmt0187292
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0287976
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0315790
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02209
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0674111
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0618083
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0531807
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0502027
IRS990/USAddress/AddressLine1Txt07711 TALBERT AVE
IRS990/USAddress/CityNm0HUNTINGTON BEACH
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092648
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN NIELSEN

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
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.12$0.50$0.32$0.35$0.03
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