Civic Intelligence

Santa Clarita Elks Lodge No 2379 Charitable Fund

990 • Fiscal year 2020 • EIN 95-2508598

Apr 01, 2019 to Mar 31, 2020 • Filed on Jun 24, 2020

17766 Sierra HwyCanyon Country, CA 91351-1635

(661) 251-1520

Siviq Scores

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

Liabilities / Assets

91st percentile

0.40x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

0.50x

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

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Net Margin

61st percentile

4.7%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

2.5%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

22nd percentile

-34%

Faster revenue growth than 22% of similar nonprofits.

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

Assets

Up

$370,917

Up $9,037 (+2.5%) from 2019

Net Assets

Up

$221,240

Up $12,961 (+6.2%) from 2019

Liabilities

Down

$149,677

Down $3,924 (-2.6%) from 2019

Revenue

Down

$300,494

Down $154,444 (-34%) from 2019

Expenses

Down

$286,254

Down $165,323 (-37%) from 2019

Net Income

Up

$14,240

Up $10,879 (+324%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $373,201Liabilities 2012: $127,766Net Assets 2012: $245,4352012Assets 2013: $359,588Liabilities 2013: $123,137Net Assets 2013: $236,4512013Assets 2016: $333,779Liabilities 2016: $96,037Net Assets 2016: $237,7422016Assets 2017: $300,349Liabilities 2017: $98,391Net Assets 2017: $201,9582017Assets 2018: $318,109Liabilities 2018: $110,822Net Assets 2018: $207,2872018Assets 2019: $361,880Liabilities 2019: $153,601Net Assets 2019: $208,2792019Assets 2020: $370,917Liabilities 2020: $149,677Net Assets 2020: $221,2402020Assets 2021: $399,822Liabilities 2021: $161,713Net Assets 2021: $238,1092021Assets 2022: $447,515Liabilities 2022: $198,252Net Assets 2022: $249,2632022Assets 2023: $426,301Liabilities 2023: $200,447Net Assets 2023: $225,8542023Assets 2024: $435,901Liabilities 2024: $223,477Net Assets 2024: $212,4242024Assets 2025: $446,046Liabilities 2025: $200,065Net Assets 2025: $245,9812025

Highlighted filing

2020

Assets$370,917
Liabilities$149,677
Net Assets$221,240

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $264,326Expenses 2012: $264,457Net Income 2012: -$1312012Revenue 2013: $236,628Expenses 2013: $245,612Net Income 2013: -$8,9842013Revenue 2016: $335,695Expenses 2016: $349,034Net Income 2016: -$13,3392016Revenue 2017: $393,343Expenses 2017: $407,978Net Income 2017: -$14,6352017Revenue 2018: $399,540Expenses 2018: $394,211Net Income 2018: $5,3292018Revenue 2019: $454,938Expenses 2019: $451,577Net Income 2019: $3,3612019Revenue 2020: $300,494Expenses 2020: $286,254Net Income 2020: $14,2402020Revenue 2021: $139,213Expenses 2021: $115,008Net Income 2021: $24,2052021Revenue 2022: $278,264Expenses 2022: $267,110Net Income 2022: $11,1542022Revenue 2023: $366,572Expenses 2023: $389,981Net Income 2023: -$23,4092023Revenue 2024: $432,239Expenses 2024: $445,669Net Income 2024: -$13,4302024Revenue 2025: $449,661Expenses 2025: $416,104Net Income 2025: $33,5572025

Highlighted filing

2020

Revenue$300,494
Expenses$286,254
Net Income$14,240
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jun 24, 2020
Return Version
2019v5.0
Gross Receipts
$435,082
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$220,798$224,486▲ $3,688
Rtn Earn Endowment Incm Other Fnds$208,279$221,240▲ $12,961
Land, Buildings, and Equipment, Net$115,962$121,064▲ $5,102
Inventories for Sale or Use$16,428$17,320▲ $892
Prepaid Expenses and Deferred Charges$8,692$8,047▼ $645
Total Assets$361,880$370,917▲ $9,037
Liabilities
Other Liabilities$95,961$108,992▲ $13,031
Deferred Revenue$42,116$29,943▼ $12,173
Accounts Payable and Accrued Expenses$15,524$10,742▼ $4,782
Total Liabilities$153,601$149,677▼ $3,924
Net Assets / Fund Balance
Total Net Assets Fund Balance$208,279$221,240▲ $12,961
Total Liabilities and Net Assets / Fund Balance$361,880$370,917▲ $9,037

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$25,334$322,946$348,280
Land$95,730-$95,730
Compensation and Service Providers

Board Members and Trustees

NameTitle
Clay PorlierTrustee
Jamie MckennaTrustee
John RivettiTrustee
Mike BrandriffTrustee
Ray BroussardTrustee
Gary KeenerExalted Rule
Rick VeigaLeading Knig
Steve GrahamLecturing Kn
Paul GleimLoyal Knight
Tina JacksonSecretary
Simone SwansonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$83,442
Investment Income
$1,364
Other Revenue
$215,688
Change in Net Assets
$14,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$243,329
Salaries, Compensation, and Employee Benefits$42,925
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$81,772
All Other Expenses---$43,481
Other Salaries and Wages---$35,083
Office Expenses---$18,509
Other Expenses---$11,593
Conferences and Meetings---$9,974
Payroll Taxes---$7,842
Fees for Services Accounting---$7,100
Depreciation Depletion---$1,764
Total Functional Expenses$0$0$0$286,254
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Restricted Funds$108,992
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

All management practices and governance are contained in the benevolent and protective order of elks annotated statutes and local lodge by-laws administered by lodge officers subject to approval of lodge members.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

As outlined in the benevolent and protective order of elks grand lodge statutes and local lodge by-laws and house rules monitored by local lodge officers.

Form 990, Page 6, Part VI, Line 15A

Covered by benevolent and protective order of elks annotated statutes and local lodge by-laws under internal revenue group exemption 1156.

Form 990, Page 6, Part VI, Line 15B

Covered by benevolent and protective order of elks annotated statutes and local lodge by-laws under internal revenue group exemption 1156.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Benevolent and Protective Order of
EIN
95-2508598
Phone
6612511520
Address
17766 SIERRA HWY, CANYON COUNTRY, CA 91351-1635

Signing Officer

Name
Tina Jackson
Title
Secretary
Signed
2020-06-24

Organization Details

Principal Officer
Tina Jackson
Formed
1967
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
9
Volunteers
10

Preparer

Firm
A J Holt Inc
Address
4209 W MAGNOLIA BLVD, BURBANK, CA 91505-2726
Preparer
William a Holt Ea
Phone
8188454228
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.

Form 990, Page 2, Part III, Line 4D

Operates under the lodge system for the exclusive benefit of the members.

Form 990, Part IX, Line 24E

Ritual expense 6,346 0 0 sundries 6,305 0 0 miscellaneous 6,010 0 0 telephone 4,232 0 0 kitchen supplies 4,004 0 0 licenses 3,862 0 0 insurance 2,835 0 0 laundry 2,342 0 0 membership draw 2,071 0 0 repairs & maint 1,331 0 0 badges/pins/flags 1,266 0 0 supplies 1,042 0 0 equipment rental 526 0 0 security 520 0 0 key cards 517 0 0 officers expense 260 0 0 atm 142 0 0 bar supplies 97 0 0 cash over short -227 0 0 total 43,481 0 0

Form 990, Part XI, Line 9

Prior year adjustment to equity -1,279

Raw XML Appendix363 raw XML fields

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/ProgSrvcAccomActyOtherGrp/Desc0OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF THE MEMBERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0886
IRS990/PYOtherExpensesAmt0407400
IRS990/PYOtherRevenueAmt0381257
IRS990/PYProgramServiceRevenueAmt072795
IRS990/PYRevenuesLessExpensesAmt03361
IRS990/PYSalariesCompEmpBnftPaidAmt044177
IRS990/PYTotalExpensesAmt0451577
IRS990/PYTotalRevenueAmt0454938
IRS990/ReconcilationRevenueExpnssAmt014240
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0208279
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0221240
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt095730
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt095730
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt025334
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0322946
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0348280
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0108992
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESTRICTED FUNDS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0121064
IRS990ScheduleD/TotalLiabilityAmt0108992
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MANAGEMENT PRACTICES AND GOVERNANCE ARE CONTAINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS ADMINISTERED BY LODGE OFFICERS SUBJECT TO APPROVAL OF LODGE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS OUTLINED IN THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS GRAND LODGE STATUTES AND LOCAL LODGE BY-LAWS AND HOUSE RULES MONITORED BY LOCAL LODGE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COVERED BY BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COVERED BY BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RITUAL EXPENSE 6,346 0 0 SUNDRIES 6,305 0 0 MISCELLANEOUS 6,010 0 0 TELEPHONE 4,232 0 0 KITCHEN SUPPLIES 4,004 0 0 LICENSES 3,862 0 0 INSURANCE 2,835 0 0 LAUNDRY 2,342 0 0 MEMBERSHIP DRAW 2,071 0 0 REPAIRS & MAINT 1,331 0 0 BADGES/PINS/FLAGS 1,266 0 0 SUPPLIES 1,042 0 0 EQUIPMENT RENTAL 526 0 0 SECURITY 520 0 0 KEY CARDS 517 0 0 OFFICERS EXPENSE 260 0 0 ATM 142 0 0 BAR SUPPLIES 97 0 0 CASH OVER SHORT -227 0 0 TOTAL 43,481 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PRIOR YEAR ADJUSTMENT TO EQUITY -1,279
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0361880
IRS990/TotalAssetsEOYAmt0370917
IRS990/TotalAssetsGrp/BOYAmt0361880
IRS990/TotalAssetsGrp/EOYAmt0370917
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0286254
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0153601
IRS990/TotalLiabilitiesEOYAmt0149677
IRS990/TotalLiabilitiesGrp/BOYAmt0153601
IRS990/TotalLiabilitiesGrp/EOYAmt0149677
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0208279
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0221240
IRS990/TotalProgramServiceRevenueAmt083442
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0300494
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0300494
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0361880
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0370917
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt017766 SIERRA HWY
IRS990/USAddress/CityNm0SANTA CLARITA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091351
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT AND PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS SANTA CLARITA LODGE NO 2379
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0952508598
ReturnHeader/Filer/PhoneNum06612511520
ReturnHeader/Filer/USAddress/AddressLine1Txt017766 SIERRA HWY
ReturnHeader/Filer/USAddress/CityNm0CANYON COUNTRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0913511635
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06950DF083C6A52EC8B42CF2CBB705AE641064BC2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08649C8B3BEE50E9A350E5C006663E6B895075A93
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.33.88.214
ReturnHeader/FilingSecurityInformation/IPDt02020-07-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:14:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954112352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A J HOLT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04209 W MAGNOLIA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0915052726
ReturnHeader/PreparerPersonGrp/PhoneNum08188454228
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A HOLT EA
ReturnHeader/ReturnTs02020-07-06T11:14:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

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