Civic Intelligence

Benevolent and Protective Order of the Elks of the USA 1959

990 • Fiscal year 2020 • EIN 95-1885272

Apr 01, 2019 to Mar 31, 2020 • Filed on Jun 01, 2020

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

0.18x

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

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.37x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Net Margin

65th percentile

6.8%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Asset Growth

75th percentile

4.0%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

2.6%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$643,064

Up $24,981 (+4.0%) from 2019

Net Assets

Up

$524,133

Up $22,106 (+4.4%) from 2019

Liabilities

Up

$118,931

Up $2,875 (+2.5%) from 2019

Revenue

Up

$324,004

Up $8,214 (+2.6%) from 2019

Expenses

Down

$301,898

Down $43,672 (-13%) from 2019

Net Income

Up

$22,106

Up $51,886 (+174%) 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 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

2020

Assets$643,064
Liabilities$118,931
Net Assets$524,133

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

2020

Revenue$324,004
Expenses$301,898
Net Income$22,106
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jun 1, 2020
Return Version
2019v5.0
Gross Receipts
$771,511
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$507,061$515,190▲ $8,129
Savings and Temporary Cash Investments$92,581$109,560▲ $16,979
Inventories for Sale or Use$18,441$18,314▼ $127
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$618,083$643,064▲ $24,981
Other Assets Total-$0-
Liabilities
Deferred Revenue$93,536$105,555▲ $12,019
Other Liabilities$22,520$13,321▼ $9,199
Accounts Payable and Accrued Expenses-$55-
Total Liabilities$116,056$118,931▲ $2,875
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$502,027$524,133▲ $22,106
Total Net Assets Fund Balance$502,027$524,133▲ $22,106
Total Liabilities and Net Assets / Fund Balance$618,083$643,064▲ $24,981
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dan ReillyTrustee
Ken PopeTrustee
Scott HerronTrustee
Wayne WinantTrustee
Dennis FischgrabeExhaulted Ruler
Michael NuttoLeading Knight
Diane SimoninLect. Knight
Victoria RiveraLoyal Knight
John NielsenSecretary
Marie ColacchioTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,171
Program Service Revenue
$213,290
Investment Income
$358
Other Revenue
$103,185
All Other Contributions
$7,171
Change in Net Assets
$22,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$239,918
Salaries, Compensation, and Employee Benefits$61,980
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$56,129
All Other Expenses---$24,923
Payments to Affiliates---$23,159
Occupancy---$22,751
Conferences and Meetings---$11,440
Other Expenses---$9,562
Fees for Services Accounting---$7,792
Office Expenses---$7,172
Payroll Taxes---$5,851
Insurance---$4,179
Fees for Services Management---$3,025
Advertising---$122
Total Functional Expenses$0$0$0$301,898
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$170,794
Gaming Direct Expenses$84,889
Fundraising Direct Expenses$39,080
Fundraising Gross Income$36,671
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chili Cookoff/car Show$18,336$18,336$14,299$4,037
Golf Tournament$18,335$18,335$24,781$-6,446
Total Events$36,671$36,671$39,080$-2,409
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$6,946
Rent Deposits$5,225
Sales Tax Payable$1,148
Rounding$2
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
95-1885272
Phone
7148489440
Address
7711 TALBERT AVE, HUNTINGTON BEACH, CA 92648

Signing Officer

Name
John Nielsen
Title
Secretary
Signed
2020-06-01
Discuss with paid preparer
Yes

Organization Details

Formed
1955
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 92705-3735
Preparer
John R Bates CPA
Phone
7148341040
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0LODGE ACTIVITIES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3CREDIT CARD FEES
IRS990/OtherExpensesGrp/TotalAmt084400
IRS990/OtherExpensesGrp/TotalAmt126252
IRS990/OtherExpensesGrp/TotalAmt215141
IRS990/OtherExpensesGrp/TotalAmt39562
IRS990/OtherLiabilitiesGrp/BOYAmt022520
IRS990/OtherLiabilitiesGrp/EOYAmt013321
IRS990/OtherRevenueMiscGrp/Desc0BINGO RENTAL
IRS990/OtherRevenueMiscGrp/Desc1BULLETIN ADVERTISING
IRS990/OtherRevenueMiscGrp/Desc2LOTTERY RECEIPTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt024000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14050
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt22753
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14050
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22753
IRS990/OtherRevenueTotalAmt032763
IRS990/OtherSalariesAndWagesGrp/TotalAmt056129
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt023159
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt05851
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0LODGE ACTIVITIES
IRS990/ProgramServiceRevenueGrp/Desc1Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt056366
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1156924
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt056366
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1156924
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09400
IRS990/PYInvestmentIncomeAmt0376
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0243697
IRS990/PYOtherRevenueAmt0118722
IRS990/PYProgramServiceRevenueAmt0187292
IRS990/PYRevenuesLessExpensesAmt0-29780
IRS990/PYSalariesCompEmpBnftPaidAmt0101873
IRS990/PYTotalExpensesAmt0345570
IRS990/PYTotalRevenueAmt0315790
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt022106
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt048699
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt092581
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109560
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05225
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16946
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt31148
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENT DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RESTRICTED FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Rounding
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3SALES TAX PAYABLE
IRS990ScheduleD/TotalLiabilityAmt013321
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039080
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHILI COOKOFF/CAR SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036671
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018336
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036671
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2409
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039080
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014299
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt024781
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt084889
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt0170794
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0170794
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt085905
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt084889
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt084889
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
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/TotalAssetsBOYAmt0618083
IRS990/TotalAssetsEOYAmt0643064
IRS990/TotalAssetsGrp/BOYAmt0618083
IRS990/TotalAssetsGrp/EOYAmt0643064
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07171
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0301898
IRS990/TotalGrossUBIAmt018438
IRS990/TotalLiabilitiesBOYAmt0116056
IRS990/TotalLiabilitiesEOYAmt0118931
IRS990/TotalLiabilitiesGrp/BOYAmt0116056
IRS990/TotalLiabilitiesGrp/EOYAmt0118931
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0502027
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0524133
IRS990/TotalProgramServiceRevenueAmt0213290
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0300804
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0324004
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt018438
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0618083
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0643064
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt07711 TALBERT AVE
IRS990/USAddress/CityNm0HUNTINGTON BEACH
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092648
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN NIELSEN

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
2020Detailed filing. Detailed filing data is available for this year.$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. 2020 filings • 501(c)8 • $500k-$1M nonprofits