Civic Intelligence

Benevolent and Protective Order of Elks Santa Ynez Valley Lodge 2640

990EZ • Fiscal year 2020 • EIN 95-3750118

Apr 01, 2019 to Mar 31, 2020 • Filed on Jul 02, 2020

P O Box 1072Santa Ynez, CA 93460-1072

(805) 688-3448

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.46x

Higher debt load relative to assets than 92% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

0.84x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

13th percentile

-37%

Higher net margin than 13% 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

29th percentile

-7.1%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

34th percentile

-23%

Faster revenue growth than 34% of similar nonprofits.

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

Assets

Down

$183,143

Down $13,986 (-7.1%) from 2019

Net Assets

$99,569

No earlier filing loaded for comparison.

Liabilities

Up

$83,574

Up $23,164 (+38%) from 2019

Revenue

Down

$99,360

Down $29,042 (-23%) from 2019

Expenses

Up

$136,510

Up $8,254 (+6.4%) from 2019

Net Income

Down

-$37,150

Down $37,296 (-25545%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $221,865Liabilities 2012: $67,9662012Assets 2013: $234,116Liabilities 2013: $75,0112013Assets 2014: $234,808Liabilities 2014: $63,5832014Assets 2015: $235,895Liabilities 2015: $67,4512015Assets 2016: $227,928Liabilities 2016: $69,3552016Assets 2017: $226,835Liabilities 2017: $71,2512017Assets 2018: $206,060Liabilities 2018: $69,4872018Assets 2019: $197,129Liabilities 2019: $60,4102019Assets 2020: $183,143Liabilities 2020: $83,574Net Assets 2020: $99,5692020Assets 2021: $163,529Liabilities 2021: $35,908Net Assets 2021: $127,6212021Assets 2022: $161,039Liabilities 2022: $24,811Net Assets 2022: $136,2282022Assets 2023: $167,747Liabilities 2023: $30,724Net Assets 2023: $137,0232023Assets 2024: $184,132Liabilities 2024: $38,556Net Assets 2024: $145,5762024Assets 2025: $181,531Liabilities 2025: $50,664Net Assets 2025: $130,8672025

Highlighted filing

2020

Assets$183,143
Liabilities$83,574
Net Assets$99,569

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $141,934Expenses 2012: $125,742Net Income 2012: $16,1922012Revenue 2013: $141,621Expenses 2013: $136,415Net Income 2013: $5,2062013Revenue 2014: $138,124Expenses 2014: $126,696Net Income 2014: $11,4282014Revenue 2015: $127,975Expenses 2015: $130,756Net Income 2015: -$2,7812015Revenue 2016: $130,991Expenses 2016: $140,862Net Income 2016: -$9,8712016Revenue 2017: $135,559Expenses 2017: $138,548Net Income 2017: -$2,9892017Revenue 2018: $112,347Expenses 2018: $131,358Net Income 2018: -$19,0112018Revenue 2019: $128,402Expenses 2019: $128,256Net Income 2019: $1462019Revenue 2020: $99,360Expenses 2020: $136,510Net Income 2020: -$37,1502020Revenue 2021: $99,242Expenses 2021: $100,353Net Income 2021: -$1,1112021Revenue 2022: $148,831Expenses 2022: $140,224Net Income 2022: $8,6072022Revenue 2023: $140,094Expenses 2023: $139,299Net Income 2023: $7952023Revenue 2024: $166,850Expenses 2024: $158,297Net Income 2024: $8,5532024Revenue 2025: $152,568Expenses 2025: $166,914Net Income 2025: -$14,3462025

Highlighted filing

2020

Revenue$99,360
Expenses$136,510
Net Income-$37,150
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Jul 2, 2020
Return Version
2019v5.0
Gross Receipts
$157,579
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.

Program Services

DescriptionGrantsExpenses
OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF THE MEMBERS.--
OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT RAMIREZExalted Rule-$0--
BONNIE REESLeading Knig-$0--
MARIO SANTIAGOLoyal Knight-$0--
VACANTLecturing Kn-$0--
BETH DUVALLTreasurer-$0--
GERHARD HAASTrustee-$0--
GARY SKIPPONTrustee-$0--
STEFAN ORNELAZ PERTrustee-$0--
MARIO SANTIAGOCurrent Secr-$0--
Filing and Contact Details

Filer

Filer Name
Benevolent and Protective Order of
EIN
95-3750118
Phone
8056883448
Address
P O BOX 1072, SANTA YNEZ, CA 93460-1072

Signing Officer

Name
Mario Santiago
Title
Current Secretary
Phone
8056883448
Signed
2020-07-02

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-ez, Part I, Line 8

Jamboree 15,562 lodge activities 9,543 osyd 7,859 miscellaneous 6,231 total 39,195

Form 990-ez, Part I, Line 16

Food & liquor sales kitchen supplies 3,430 credit card 3,446 misc club exp 4,081 taxes/licenses 1,264 expenses office 1,976 conventions/meetings 8,351 janitorial 1,012 supplies 2,400 per capita gl/state 7,813 telephone 5,349 lodge activities 5,695 miscellaneous 5,377 jamboree 2,876 osyd 7,141 taxes other 1,958 non-investment depreciation 5,257 total 67,426

Form 990-ez, Part II, Line 24

Inventories for sale or use 14,062 16,107 prepaid expenses and deferred charges 2,859 2,859 bldg, equipment 45,361 45,361 less accumulated depreciation 20,497 25,754 total 41,785 38,573

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 3,521 9,334 deferred revenue 10,430 27,032 restricted funds 46,459 47,208

Form 990-ez, Part III

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-ez, Part III, Line 31

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

Raw XML Appendix143 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0LODGE SECRETARY
IRS990EZ/BooksInCareOfDetail/PhoneNum08056883448
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01095 MEADOWVALE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA YNEZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093460
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0155344
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IRS990EZ/ExcessOrDeficitForYearAmt0-37150
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IRS990EZ/GrossSalesOfInventoryAmt097659
IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020725
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0136719
IRS990EZ/NetAssetsOrFundBalancesEOYAmt099569
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt099569
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT RAMIREZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BONNIE REES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARIO SANTIAGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VACANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETH DUVALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GERHARD HAAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GARY SKIPPON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEFAN ORNELAZ PER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARIO SANTIAGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXALTED RULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1LEADING KNIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2LOYAL KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LECTURING KN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CURRENT SECR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt067426
IRS990EZ/OtherRevenueTotalAmt039195
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/PrintingPublicationsPostageAmt0185
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt083574
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0136510
IRS990EZ/TotalRevenueAmt099360
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0FRATERNAL
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAMBOREE 15,562 LODGE ACTIVITIES 9,543 OSYD 7,859 MISCELLANEOUS 6,231 TOTAL 39,195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOOD & LIQUOR SALES KITCHEN SUPPLIES 3,430 CREDIT CARD 3,446 MISC CLUB EXP 4,081 TAXES/LICENSES 1,264 EXPENSES OFFICE 1,976 CONVENTIONS/MEETINGS 8,351 JANITORIAL 1,012 SUPPLIES 2,400 PER CAPITA GL/STATE 7,813 TELEPHONE 5,349 LODGE ACTIVITIES 5,695 MISCELLANEOUS 5,377 JAMBOREE 2,876 OSYD 7,141 TAXES OTHER 1,958 NON-INVESTMENT DEPRECIATION 5,257 TOTAL 67,426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 14,062 16,107 PREPAID EXPENSES AND DEFERRED CHARGES 2,859 2,859 BLDG, EQUIPMENT 45,361 45,361 LESS ACCUMULATED DEPRECIATION 20,497 25,754 TOTAL 41,785 38,573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,521 9,334 DEFERRED REVENUE 10,430 27,032 RESTRICTED FUNDS 46,459 47,208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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/ExplanationTxt5OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIO SANTIAGO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08056883448
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT AND PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS SANTA YNEZ VALLEY LODGE 2640
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0953750118
ReturnHeader/Filer/PhoneNum08056883448
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1072
ReturnHeader/Filer/USAddress/CityNm0SANTA YNEZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0934601072
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.33.88.214
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:34:29
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/PreparationDt02020-07-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A HOLT EA
ReturnHeader/ReturnTs02020-07-13T11:34:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.82$0.51$1.31$1.53$1.67$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.84$0.39$1.46$1.67$1.58$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.31$1.37$1.40$1.39$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.25$1.36$1.49$1.40$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.36$1.28$0.99$1.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.84$1.00$0.99$1.37$0.37
2019Summary only. Only limited summary data is available for this year.$1.97$0.60$1.28$1.28$0.00
2018Summary only. Only limited summary data is available for this year.$2.06$0.69$1.12$1.31$0.19
2017Summary only. Only limited summary data is available for this year.$2.27$0.71$1.36$1.39$0.03
2016Summary only. Only limited summary data is available for this year.$2.28$0.69$1.31$1.41$0.10
2015Summary only. Only limited summary data is available for this year.$2.36$0.67$1.28$1.31$0.03
2014Summary only. Only limited summary data is available for this year.$2.35$0.64$1.38$1.27$0.11
2013Summary only. Only limited summary data is available for this year.$2.34$0.75$1.42$1.36$0.05
2012Summary only. Only limited summary data is available for this year.$2.22$0.68$1.42$1.26$0.16