Civic Intelligence

Santa Clarita Elks Lodge No 2379 Charitable Fund

990 • Fiscal year 2021 • EIN 95-2508598

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 08, 2021

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.

2021 filings • 501(c)8 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

1.16x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • 501(c)8 • <$500k nonprofits • Source year 2021

Net Margin

68th percentile

17%

Higher net margin than 68% of similar nonprofits.

2021 filings • 501(c)8 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)8 • <$500k nonprofits • Source year 2021

Asset Growth

62nd percentile

7.8%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)8 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-54%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)8 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$399,822

Up $28,905 (+7.8%) from 2020

Net Assets

Up

$238,109

Up $16,869 (+7.6%) from 2020

Liabilities

Up

$161,713

Up $12,036 (+8.0%) from 2020

Revenue

Down

$139,213

Down $161,281 (-54%) from 2020

Expenses

Down

$115,008

Down $171,246 (-60%) from 2020

Net Income

Up

$24,205

Up $9,965 (+70%) from 2020

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

2021

Assets$399,822
Liabilities$161,713
Net Assets$238,109

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

2021

Revenue$139,213
Expenses$115,008
Net Income$24,205
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 8, 2021
Return Version
2020v4.0
Gross Receipts
$147,296
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$224,486$260,269▲ $35,783
Rtn Earn Endowment Incm Other Fnds$221,240$238,109▲ $16,869
Land, Buildings, and Equipment, Net$121,064$119,611▼ $1,453
Inventories for Sale or Use$17,320$13,079▼ $4,241
Prepaid Expenses and Deferred Charges$8,047$6,863▼ $1,184
Total Assets$370,917$399,822▲ $28,905
Liabilities
Other Liabilities$108,992$116,111▲ $7,119
Deferred Revenue$29,943$44,003▲ $14,060
Accounts Payable and Accrued Expenses$10,742$1,599▼ $9,143
Total Liabilities$149,677$161,713▲ $12,036
Net Assets / Fund Balance
Total Net Assets Fund Balance$221,240$238,109▲ $16,869
Total Liabilities and Net Assets / Fund Balance$370,917$399,822▲ $28,905

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$23,881$327,960$351,841
Land$95,730-$95,730
Compensation and Service Providers

Board Members and Trustees

NameTitle
Clay PorlierTrustee
Jamie MckennaTrustee
John RivettiTrustee
Mike BrandriffTrustee
Wayne EdwardsTrustee
Rick VeigaExalted Rule
Steve GrahamLeading Knig
Greg MccormickLecturing Kn
Charlie HandyLoyal Knight
Tina JacksonSecretary
Simone SwansonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$57,919
Investment Income
$227
Other Revenue
$81,067
Change in Net Assets
$24,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,941
Salaries, Compensation, and Employee Benefits$67
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$44,611
All Other Expenses---$15,972
Office Expenses---$12,867
Depreciation Depletion---$5,014
Other Expenses---$3,985
Fees for Services Accounting---$1,913
Payroll Taxes---$67
Total Functional Expenses$0$0$0$115,008
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$116,111
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
2021-07-08

Organization Details

Principal Officer
Tina Jackson
Formed
1967
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
10
Volunteers
5

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

Licenses 3,688 0 0 lodge activities 2,682 0 0 badges/pins/flags 1,667 0 0 supplies 1,126 0 0 miscellaneous 983 0 0 offcers ins 956 0 0 officers expense 815 0 0 kitchen supplies 791 0 0 laundry 618 0 0 kamper club 614 0 0 key cards 541 0 0 security 539 0 0 equipment rental 482 0 0 work comp ins 255 0 0 atm 121 0 0 bank charges 113 0 0 cash over short -19 0 0 total 15,972 0 0

Raw XML Appendix353 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/PYTotalRevenueAmt0300494
IRS990/ReconcilationRevenueExpnssAmt024205
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0221240
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0238109
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt095730
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt095730
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023881
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0327960
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0351841
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0116111
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESTRICTED FUNDS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0119611
IRS990ScheduleD/TotalLiabilityAmt0116111
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/ExplanationTxt8LICENSES 3,688 0 0 LODGE ACTIVITIES 2,682 0 0 BADGES/PINS/FLAGS 1,667 0 0 SUPPLIES 1,126 0 0 MISCELLANEOUS 983 0 0 OFFCERS INS 956 0 0 OFFICERS EXPENSE 815 0 0 KITCHEN SUPPLIES 791 0 0 LAUNDRY 618 0 0 KAMPER CLUB 614 0 0 KEY CARDS 541 0 0 SECURITY 539 0 0 EQUIPMENT RENTAL 482 0 0 WORK COMP INS 255 0 0 ATM 121 0 0 BANK CHARGES 113 0 0 CASH OVER SHORT -19 0 0 TOTAL 15,972 0 0
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0370917
IRS990/TotalAssetsEOYAmt0399822
IRS990/TotalAssetsGrp/BOYAmt0370917
IRS990/TotalAssetsGrp/EOYAmt0399822
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0115008
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0149677
IRS990/TotalLiabilitiesEOYAmt0161713
IRS990/TotalLiabilitiesGrp/BOYAmt0149677
IRS990/TotalLiabilitiesGrp/EOYAmt0161713
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0221240
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0238109
IRS990/TotalProgramServiceRevenueAmt057919
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0139213
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0139213
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0370917
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0399822
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-08
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/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/PreparationDt02021-07-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A HOLT EA
ReturnHeader/ReturnTs02021-07-19T12:41:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACKSON
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

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