Benevolent & Protective Order Of Elks Of The Usa
- Assets
- $23.6m
- Revenue
- $1.3m
- Investments
- $0.0
- Employees
- 40
- Location
- Palo Alto, CA
- Founding
- 10/1951
- Data as of
- 03/2022
- EIN
- 94-0750277
Organization Overview
Benevolent & Protective Order Of Elks Of The Usa is located in Palo Alto, CA. The organization was established in 1951. According to its NTEE Classification (Y40) the organization is classified as: Fraternal Societies, under the broad grouping of Mutual & Membership Benefit and related organizations. As of 03/2022, Benevolent & Protective Order Of Elks Of The USA employed 40 individuals. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Benevolent & Protective Order Of Elks Of The USA is a 501(c)(8) and as such, is described as a "Fraternal Beneficiary Society and/or Association" by the IRS.
For the year ending 03/2022, Benevolent & Protective Order Of Elks Of The USA generated $1.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.7% each year. All expenses for the organization totaled $1.3m during the year ending 03/2022. While expenses have increased by 4.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Benevolent & Protective Order Of Elks Of The USA has awarded 15 individual grants totaling $220,577. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
A FRATERNAL ORGANIZATION ORGANIZED UNDER THE LODGE SYSTEM TO CULTIVATE FELLOWSHIP AMONG ITS MEMBERS AND TO SERVE THE COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONTRIBUTIONS, SCHOLARSHIPS AND GRANTS AWARDED TO QUALIFYING INDIVIDUALS AND CHARITABLE ORGANIZATIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David Matson Board Chair | OfficerTrustee | 12 | $0 |
Danielle Viola Treasurer | OfficerTrustee | 8 | $0 |
Lyla Phelps Secretary | OfficerTrustee | 8 | $0 |
Karen Fitzpatrick Lectur. Knight | Officer | 4 | $0 |
Lorain Brookman Chaplain | Officer | 4 | $0 |
Anthony Silva Leading Knight | Officer | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $99,146 |
| All other contributions, gifts, grants, and similar amounts not included above | $3,997 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $103,143 |
| Total Program Service Revenue | $464,389 |
| Investment income | $256,743 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | -$133,102 |
| Net Gain/Loss on Asset Sales | $539,225 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | -$28,832 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,271,838 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $19,176 |
| Grants and other assistance to domestic individuals. | $8,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $487,044 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $97,516 |
| Payroll taxes | $44,863 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $22,141 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $18,220 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $15,076 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $6,632 |
| Interest | $0 |
| Payments to affiliates | $21,077 |
| Depreciation, depletion, and amortization | $399,080 |
| Insurance | $22,708 |
| All other expenses | -$230,819 |
| Total functional expenses | $1,313,524 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $469,746 |
| Savings and temporary cash investments | $429,438 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $156,962 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $26,769 |
| Prepaid expenses and deferred charges | $40,331 |
| Net Land, buildings, and equipment | $14,722,978 |
| Investments—publicly traded securities | $7,705,497 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $23,551,721 |
| Accounts payable and accrued expenses | $286,114 |
| Grants payable | $0 |
| Deferred revenue | $551,177 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $57,788 |
| Total liabilities | $895,079 |
| Net assets without donor restrictions | $22,561,232 |
| Net assets with donor restrictions | $95,410 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $23,551,721 |
Grants Awarded
Over the last fiscal year, Benevolent & Protective Order Of Elks Of The Usa has awarded $15,177 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
VARIOUS QUALIFYING STUDENTS PURPOSE: SHCOLARSHIPS | $8,000 |
OTHER COMMUNITY GRANTS PURPOSE: CHARITABLE CONTRIBUTIONS | $7,177 |
Endowment Analysis
| Beg. Balance | $102,506 |
| Earnings | $12,080 |
| Grants | $19,176 |
| Ending Balance | $95,410 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Luso-American Financial A Fraternal Benefit Society Dublin, CA | $136,150,844 | $14,039,396 |
Portuguese Fraternal Society Of America Modesto, CA | $149,922,500 | $13,670,084 |
Hawaii Masons Vacation And Holiday Trust Fund Honolulu, HI | $7,375,803 | $7,343,347 |
Ancient Free & Accepted Masons Of Oregon Grand Lodge Forest Grove, OR | $20,779,565 | $4,514,627 |
Independent Order Of Odd Fellows San Jose, CA | $27,954,687 | $1,196,940 |
Elks Youth Eye Service Portland, OR | $64,197,376 | $5,570,130 |
Benevolent & Protective Order Of Elks Of The Usa Palo Alto, CA | $23,551,721 | $1,271,838 |
Independent Order Of Odd Fellows Gilroy, CA | $23,232,958 | $2,466,273 |
American Gold Star Home Long Beach, CA | $15,817,424 | $623,721 |
Benevolent & Protective Order Of Elks Of The Usa Phoenix, AZ | $4,666,676 | $781,201 |
Vacaville Masonic Hall Association Vacaville, CA | $7,433 | $749,517 |
Benevolent & Protective Order Of Elks Of The Usa Newport Beach, CA | $1,756,519 | $1,090,492 |