Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
Benevolent and Protective Order of Elks Santa Ynez Valley Lodge 2640
990 • Fiscal year 2023 • EIN 95-3750118
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.18x
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
44th percentile
Higher net margin than 44% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
60th percentile
Faster asset growth than 60% of similar nonprofits.
Revenue Growth
32nd percentile
Faster revenue growth than 32% of similar nonprofits.
Balance Sheet
Assets
Up$167,747
Up $6,708 (+4.2%) from 2022
Net Assets
Up$137,023
Up $795 (+0.6%) from 2022
Liabilities
Up$30,724
Up $5,913 (+24%) from 2022
Revenue And Expenses
Revenue
Down$140,094
Down $8,737 (-5.9%) from 2022
Expenses
Down$139,299
Down $925 (-0.7%) from 2022
Net Income
Down$795
Down $7,812 (-91%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2022 to Mar 31, 2023
- Signed
- May 23, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $177,061
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
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $136,228 | $137,023 | ▲ $795 |
| Cash and Non-Interest-Bearing Accounts | $129,792 | $130,977 | ▲ $1,185 |
| Land, Buildings, and Equipment, Net | $14,504 | $17,634 | ▲ $3,130 |
| Inventories for Sale or Use | $14,904 | $15,293 | ▲ $389 |
| Accounts Receivable | $1,442 | $234 | ▼ $1,208 |
| Total Assets | $161,039 | $167,747 | ▲ $6,708 |
| Other Assets Total | $397 | $3,609 | ▲ $3,212 |
| Liabilities | |||
| Deferred Revenue | $20,260 | $23,240 | ▲ $2,980 |
| Accounts Payable and Accrued Expenses | $3,761 | $5,514 | ▲ $1,753 |
| Other Liabilities | $790 | $1,970 | ▲ $1,180 |
| Total Liabilities | $24,811 | $30,724 | ▲ $5,913 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $136,228 | $137,023 | ▲ $795 |
| Total Liabilities and Net Assets / Fund Balance | $161,039 | $167,747 | ▲ $6,708 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $17,634 | $30,480 | $48,114 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Aaron Houston | Trustee |
| Robert Ramirez | Trustee |
| Bonnie Rees | Exalted Rule |
| Maril Santiago | Leading Knig |
| None | Lecturing Kn |
| Aaron Houston | Loyal Knight |
| Steve Larson | Secretary |
| Linda Houston | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $31,987
- Investment Income
- $24
- Other Revenue
- $108,083
- Change in Net Assets
- $795
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $139,299 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| All Other Expenses | - | - | - | $53,467 |
| Occupancy | - | - | - | $23,497 |
| Conferences and Meetings | - | - | - | $8,972 |
| Other Expenses | - | - | - | $8,435 |
| Office Expenses | - | - | - | $2,100 |
| Fees for Services Accounting | - | - | - | $1,400 |
| Insurance | - | - | - | $500 |
| Fees for Services Legal | - | - | - | $10 |
| Total Functional Expenses | $0 | $0 | $0 | $139,299 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Restricted Funds | $1,970 |
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
- 95-3750118
- Phone
- 8056883448
- Address
- P O BOX 1072, SANTA YNEZ, CA 93460-1072
Signing Officer
- Name
- Linda Houston
- Title
- Treasurer
- Phone
- 8056883448
- Signed
- 2023-05-23
Organization Details
- Principal Officer
- Linda Houston
- Formed
- 1982
- Legal Domicile
- CA
- Voting Board Members
- 13
- Independent Board Members
- 13
- Employees
- 0
- 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 its members.”
Form 990, Part IX, Line 24E
“Lodge activities 6,641 0 0 utilities 6,333 0 0 rent 6,300 0 0 special events 4,790 0 0 catering expense 3,593 0 0 laundry 3,246 0 0 enf member 2,869 0 0 utilities 1,684 0 0 telephone 1,364 0 0 youth programs 1,350 0 0 special events 1,273 0 0 kitchen supplies 1,250 0 0 kids xmas 1,127 0 0 repairs & maint 1,033 0 0 bar trailer 974 0 0 catering expense 955 0 0 telephone 887 0 0 credit card 869 0 0 laundry 863 0 0 taxes/licenses 752 0 0 supplies 732 0 0 student achievement 600 0 0 insurance prop 425 0 0 telephone 363 0 0 kitchen equipment 336 0 0 kitchen supplies 332 0 0 repair & maintenance 275 0 0 miscellaneous 262 0 0 bar trailer 259 0 0 key card 253 0 0 credit card 231 0 0 credit card/bank fees 201 0 0 badges/pins 195 0 0 property taxes 129 0 0 pull tabs 121 0 0 insurance prop 113 0 0 public relations 100 0 0 kitchen equipment 89 0 0 veterans 70 0 0 janitorial 55 0 0 cleaning supplies 44 0 0 licenses 29 0 0 cash over short 26 0 0 janitorial 24 0 0 replacements 17 0 0 cleaning supplies 12 0 0 cash over short 7 0 0 janitorial 6 0 0 replacements 5 0 0 cash over/short 3 0 0 total 53,467 0 0”
Form 990, Part XI, Line 9
“Prior year adjustment to equity 0”
Raw XML Appendix330 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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|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 3761 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 5514 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1442 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 234 |
| IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
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| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
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| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SANTA YNEZ |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93460 |
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| IRS990/BusinessRlnWithFamMemInd | 0 | false |
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| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
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| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CostOfGoodsSoldAmt | 0 | 36967 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
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| IRS990/CYTotalRevenueAmt | 0 | 140094 |
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| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 23240 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF THE MEMBERS. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1400 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 10 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
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| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | AARON HOUSTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ROBERT RAMIREZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | AARON HOUSTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | LINDA HOUSTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | STEVE LARSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | NONE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | BONNIE REES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MARIL SANTIAGO |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
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| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | LOYAL KNIGHT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | LECTURING KN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | EXALTED RULE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | LEADING KNIG |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | true |
| IRS990/FormationYr | 0 | 1982 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 13 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 177061 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 101676 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 13 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 500 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 14904 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 15293 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 24 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 24 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 30480 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 14504 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 17634 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 48114 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4351 |
| IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt | 0 | 4351 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
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| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 137023 |
| IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt | 0 | 51922 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 64709 |
| IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt | 0 | 12787 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/TotalAmt | 0 | 23497 |
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| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
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| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 3609 |
| IRS990/OtherExpensesGrp/Desc | 0 | RENT |
| IRS990/OtherExpensesGrp/Desc | 1 | MAJOR PROJECT |
| IRS990/OtherExpensesGrp/Desc | 2 | ENF GRANT |
| IRS990/OtherExpensesGrp/Desc | 3 | PER CAPITA GL/STATE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 23700 |
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| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 8718 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 2 | 8500 |
| IRS990/OtherRevenueTotalAmt | 0 | 43374 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | LINDA HOUSTON |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | DUES & FEES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 31987 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 31987 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 4 |
| IRS990/PYOtherExpensesAmt | 0 | 140224 |
| IRS990/PYOtherRevenueAmt | 0 | 117141 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 31686 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 8607 |
| IRS990/PYTotalExpensesAmt | 0 | 140224 |
| IRS990/PYTotalRevenueAmt | 0 | 148831 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 795 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 136228 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 137023 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 17634 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 30480 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 48114 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 1970 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | RESTRICTED FUNDS |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 17634 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1970 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | NO REVIEW WAS OR WILL BE CONDUCTED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | COVERED BY BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | COVERED BY BENEVOLENT AND PROTECTIVE ORDER OF ELKS ANNOTATED STATUTES AND LOCAL LODGE BY-LAWS UNDER INTERNAL REVENUE GROUP EXEMPTION 1156. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | LODGE ACTIVITIES 6,641 0 0 UTILITIES 6,333 0 0 RENT 6,300 0 0 SPECIAL EVENTS 4,790 0 0 CATERING EXPENSE 3,593 0 0 LAUNDRY 3,246 0 0 ENF MEMBER 2,869 0 0 UTILITIES 1,684 0 0 TELEPHONE 1,364 0 0 YOUTH PROGRAMS 1,350 0 0 SPECIAL EVENTS 1,273 0 0 KITCHEN SUPPLIES 1,250 0 0 KIDS XMAS 1,127 0 0 REPAIRS & MAINT 1,033 0 0 BAR TRAILER 974 0 0 CATERING EXPENSE 955 0 0 TELEPHONE 887 0 0 CREDIT CARD 869 0 0 LAUNDRY 863 0 0 TAXES/LICENSES 752 0 0 SUPPLIES 732 0 0 STUDENT ACHIEVEMENT 600 0 0 INSURANCE PROP 425 0 0 TELEPHONE 363 0 0 KITCHEN EQUIPMENT 336 0 0 KITCHEN SUPPLIES 332 0 0 REPAIR & MAINTENANCE 275 0 0 MISCELLANEOUS 262 0 0 BAR TRAILER 259 0 0 KEY CARD 253 0 0 CREDIT CARD 231 0 0 CREDIT CARD/BANK FEES 201 0 0 BADGES/PINS 195 0 0 PROPERTY TAXES 129 0 0 PULL TABS 121 0 0 INSURANCE PROP 113 0 0 PUBLIC RELATIONS 100 0 0 KITCHEN EQUIPMENT 89 0 0 VETERANS 70 0 0 JANITORIAL 55 0 0 CLEANING SUPPLIES 44 0 0 LICENSES 29 0 0 CASH OVER SHORT 26 0 0 JANITORIAL 24 0 0 REPLACEMENTS 17 0 0 CLEANING SUPPLIES 12 0 0 CASH OVER SHORT 7 0 0 JANITORIAL 6 0 0 REPLACEMENTS 5 0 0 CASH OVER/SHORT 3 0 0 TOTAL 53,467 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | PRIOR YEAR ADJUSTMENT TO EQUITY 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PART IX, LINE 24E |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | FORM 990, PART XI, LINE 9 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 161039 |
| IRS990/TotalAssetsEOYAmt | 0 | 167747 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 161039 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 167747 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 139299 |
| IRS990/TotalGrossUBIAmt | 0 | 12787 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 24811 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 30724 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 24811 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 30724 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 136228 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 137023 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 31987 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 127307 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 140094 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 12787 |
| IRS990/TotalVolunteersCnt | 0 | 10 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 161039 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 167747 |
| IRS990/TypeOfOrganizationOtherInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/USAddress/AddressLine1Txt | 0 | PO BOX 1072 |
| IRS990/USAddress/CityNm | 0 | SANTA YNEZ |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 93460 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 13 |
| IRS990/VotingMembersIndependentCnt | 0 | 13 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LINDA HOUSTON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8056883448 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-05-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BENEVOLENT AND PROTECTIVE ORDER OF |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ELKS SANTA YNEZ VALLEY LODGE 2640 |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BENE |
| ReturnHeader/Filer/EIN | 0 | 953750118 |
| ReturnHeader/Filer/PhoneNum | 0 | 8056883448 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | P O BOX 1072 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SANTA YNEZ |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 934601072 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 954112352 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | A J HOLT INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4209 W MAGNOLIA BLVD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BURBANK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 915052726 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8188454228 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-05-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WILLIAM A HOLT EA |
| ReturnHeader/ReturnTs | 0 | 2023-06-19T18:10:18-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | LINDA |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HOUSTON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-03-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $167,747
- Liabilities
- $30,724
- Net assets
- $137,023
- Revenue
- $140,094
- Expenses
- $139,299
- Net income
- $795