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← BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA

Form 990 for tax year 2022

Filed by BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA.

Totals

Total revenue
$39,850,142
Total expenses
$33,712,637
Contributions and grants received
$1,036,478
Grants paid
$158,200
Program service revenue
$34,747,747
Investment income
$2,494,320
Other revenue
$1,571,597
Total assets, end of year
$114,838,431
Total liabilities, end of year
$40,323,356
Net assets or fund balances, end of year
$74,515,075
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$28,258,247

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $1,036,478

  • 2a · Program service revenue: CASUALTY INSURANCE

    total $14,284,513 · related or exempt $14,284,513

  • 2b · Program service revenue: GENERAL LIABILITY INSURANCE ASSES

    total $10,343,488 · related or exempt $10,343,488

  • 2c · Program service revenue: MEMBERSHIP DUES

    total $5,222,439 · related or exempt $5,222,439

  • 2d · Program service revenue: ELKS MAGAZINE SUBSCRIPTIONS

    total $4,425,537 · related or exempt $4,425,537

  • 2e · Program service revenue: NATIONAL CONVENTION

    total $447,292 · related or exempt $447,292

  • 2f · All other program service revenue

    total $24,478 · related or exempt $24,478

  • 3 · Investment income

    total $1,785,210 · excluded $1,785,210

  • 5 · Royalties

    total $156,136 · excluded $156,136

  • 7a · Gross sales of assets other than inventory

    securities $34,577,346

  • 7b · Less cost or other basis and sales expenses

    securities $33,868,236

  • 7c · Gain or loss

    securities $709,110

  • 7d · Net gain or loss

    total $709,110 · excluded $709,110

  • 10a · Gross sales of inventory

    $949,782

  • 10b · Cost of goods sold

    $1,048,037

  • 10c · Net income from sales of inventory

    total -$98,255 · excluded -$98,255

  • 11a · Other revenue: OTHER REVENUE

    total $877,703 · related or exempt $877,703

  • 11b · Other revenue: ADVERTISING

    total $636,013 · unrelated business $636,013

  • 11e · Other revenue, total

    $1,513,716

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $158,200

  • 4 · Benefits paid to or for members

    total $8,031,469

  • 5 · Compensation of officers, directors and key employees

    total $229,735

  • 7 · Other salaries and wages

    total $1,775,807

  • 8 · Pension plan contributions

    total $80,789

  • 9 · Other employee benefits

    total $176,184

  • 10 · Payroll taxes

    total $161,103

  • 11b · Fees: legal

    total $16,036

  • 11c · Fees: accounting

    total $49,500

  • 11f · Fees: investment management

    total $276,921

  • 11g · Fees: other

    total $681,972

  • 12 · Advertising and promotion

    total $36,466

  • 13 · Office expenses

    total $227,044

  • 14 · Information technology

    total $57,958

  • 16 · Occupancy

    total $340,330

  • 17 · Travel

    total $1,820,147

  • 19 · Conferences, conventions and meetings

    total $1,019,015

  • 22 · Depreciation, depletion and amortization

    total $182,835

  • 24a · Other expenses: MAGAZINE EXPENSES

    total $1,216,073

  • 24b · Other expenses: INSURANCE ADMINISTRATIO

    total $12,344,629

  • 24c · Other expenses: POSTAGE

    total $1,837,625

  • 24d · Other expenses: IT, ACCOUNTING AND HR A

    total $1,349,993

  • 24e · All other expenses

    total $1,642,806

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,042,740 · end of year $28,234,368

  • 2 · Savings and temporary cash investments

    beginning of year $194,597 · end of year $245,452

  • 4 · Accounts receivable

    beginning of year $1,714,355 · end of year $2,171,938

  • 8 · Inventories for sale or use

    beginning of year $282,277 · end of year $257,951

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,408,219 · end of year $13,975,548

  • 10a · Land, buildings and equipment: cost or other basis

    $6,815,475

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,584,260

  • 10c · Land, buildings and equipment, net

    beginning of year $1,329,039 · end of year $1,231,215

  • 11 · Investments: publicly traded securities

    beginning of year $75,911,821 · end of year $59,756,141

  • 12 · Investments: other securities

    beginning of year $6,623,236 · end of year $8,577,731

  • 15 · Other assets

    beginning of year $220,364 · end of year $388,087

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,166,435 · end of year $1,097,620

  • 19 · Deferred revenue

    beginning of year $21,877,601 · end of year $27,661,224

  • 25 · Other liabilities

    beginning of year $18,530,512 · end of year $11,564,512

  • 27 · Net assets without donor restrictions

    beginning of year $71,152,100 · end of year $74,515,075

Mission and programs · 2022

Mission

FRATERNAL ORGANIZATION THAT COORDINATES VARIOUS PROGRAMS FOR STATE ASSOCIATIONS AND SUBORDINATE LODGES OF THE ORDER OF ELKS.

  • THE ORGANIZATION PROVIDES PROPERTY, CRIME, AND BOILER AND MACHINERY LOSS PROTECTION COVERAGE FOR THE ORGANIZATION, AFFILIATED ORGANIZATIONS, STATE ASSOCIATIONS AND APPROXIMATELY 2,000 LODGES CONSISTING OF APPROXIMATELY 800,000 MEMBERS. THE PROGRAM IS FUNDED THROUGH ASSESSMENT TO THE COVERED ORGANIZATION. COSTS IN EXCESS OF THE ASSESSMENTS IS BORNE BY THE ORGANIZATION AND REIMBURSED THROUGH FUTURE ASSESSMENTS.

    Expenses $11,217,347 · Revenue $14,284,513

  • THE ORGANIZATION PURCHASES EXCESS GENERAL LIABILITY INSURANCE COVERAGE FOR ORGANIZATION, AFFILIATED ORGANIZATIONS, STATE ASSOCIATIONS AND APPROXIMATELY 2,000 LODGES CONSISTING OF APPROXIMATELY 800,000 MEMBERS. THE GENERAL LIABILITY PROGRAM, INCLUDING PREMIUM COSTS FOR THE STOP LOSS AND COVERAGE POLICIES, IS FUNDED THROUGH MEMBERSHIP DUES AND ASSESSMENTS.

    Expenses $9,996,363 · Revenue $10,343,488

  • THE ORGANIZATION PUBLISHES THE ELKS MAGAZINE. THE MAGAZINE, WHICH IS PRODUCED TEN TIMES ANNUALLY, IS CIRCULATED TO THE MEMBERS OF THE ORDER TO PROMOTE AND REPORT ON THE ACTIVITIES OF THE ORGANIZATION.

    Expenses $5,395,682 · Revenue $4,425,537

  • OTHER PROGRAMS INCLUDING THE ANNUAL CONVENTION ATTENDED BY MEMBERS

    Expenses $1,648,855 · Revenue $6,571,912

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bryan Klatt

    GENERAL SECRETARY/COO

    Total calculated
    $219,043
    From this org
    $200,082
    From related orgs
    $0
    Other
    $18,961
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,082
    Bonus
    $0
    Other
    $0
    Deferred
    $9,768
    Nontaxable benefits
    $9,193
    Filer's total
    $219,043

  • Wayne D Cotterly

    GRAND BUILDING APPLICATIONS EAST

    Total calculated
    $0
    Hours/week
    1

  • Joseph C Cooper

    GRAND BUILDING APPLICATIONS WEST

    Total calculated
    $0
    Hours/week
    1

  • Rev Father Stephen McNally

    GRAND CHAPLAIN

    Total calculated
    $0
    Hours/week
    1

  • John J Jennings

    GRAND ESQUIRE

    Total calculated
    $0
    Hours/week
    1

  • George M Lehn

    GRAND ESTEEMED LEADING KNIGHT

    Total calculated
    $0
    Hours/week
    1

  • Alvin E Nagel

    GRAND ESTEEMED LECTURING KNIGHT

    Total calculated
    $0
    Hours/week
    1

  • R Douglas Larsen

    GRAND ESTEEMED LOYAL KNIGHT

    Total calculated
    $0
    Hours/week
    1

  • Bruce A Hidley

    GRAND EXALTED RULER

    Total calculated
    $0
    Hours/week
    1

  • Alan Sunukjian

    GRAND EXALTED RULER AIDE

    Total calculated
    $0
    Hours/week
    1

  • Barton F Barnes

    GRAND INNER GUARD

    Total calculated
    $0
    Hours/week
    1

  • Kenneth C Lafleur

    GRAND TILER

    Total calculated
    $0
    Hours/week
    1

  • Richard J Tabachuk

    GRAND TRUSTEE APPROVING MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Allen H Lenort

    GRAND TRUSTEE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Douglas A Shiefer

    GRAND TRUSTEE HOME MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Timothy F Jaeger

    GRAND TRUSTEE PENSIONS MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Joseph C Basil

    GRAND TRUSTEE SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Charles R Campbell

    GRAND TRUSTEE VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Ronald L Hicks

    ELKS MAGAZINE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Michael T Luhr

    ELKS MAGAZINE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael F Zellen

    ELKS MAGAZINE SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Louis J Grillo

    ELKS MAGAZINE TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Malcolm J McPherson Jr

    ELKS MAGAZINE VICE-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Johnetta Tyler

    CONTROLLER

    Total calculated
    $137,450
    From this org
    $123,919
    From related orgs
    $0
    Other
    $13,531
    Hours/week
    40

  • Tina Haran

    DIRECTOR

    Total calculated
    $109,818
    From this org
    $104,713
    From related orgs
    $0
    Other
    $5,105
    Hours/week
    40

  • Brian O'Neill

    DIRECTOR

    Total calculated
    $110,352
    From this org
    $105,097
    From related orgs
    $0
    Other
    $5,255
    Hours/week
    40

  • Spencer Moore

    DIRECTOR

    Total calculated
    $158,164
    From this org
    $133,468
    From related orgs
    $0
    Other
    $24,696
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,468
    Bonus
    $0
    Other
    $0
    Deferred
    $7,174
    Nontaxable benefits
    $17,522
    Filer's total
    $158,164

  • Fredrick Mensch

    DIRECTOR

    Total calculated
    $136,058
    From this org
    $115,673
    From related orgs
    $0
    Other
    $20,385
    Hours/week
    40

  • Phil Claiborne

    DIRECTOR

    Total calculated
    $126,726
    From this org
    $111,921
    From related orgs
    $0
    Other
    $14,805
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Payments for business use of a personal residence
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • ELKS NATIONAL FOUNDATION INC

    501(C)(3) · CHARITY · IL · controlled entity

    Directly controlled by BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA

  • ELKS VETERANS MEMORIAL RESTORATION TRUST

    501(C)(3) · PUBLIC BUILDING MAINTENANCE · IL · controlled entity

    Directly controlled by BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA

  • ELKS NATIONAL VETERANS SERVICE COMM

    501(C)(3) · SERVICE FOR VETERANS · DC · controlled entity

    Directly controlled by BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA

  • ELKS DISASTER RELIEF PROGRAM INC

    501(C)(3) · SUPPORT · IL · controlled entity

    Directly controlled by BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA

  • ELKS NATIONAL HOME AND RETIREMENT CENTER

    501(C)(3) · ADULT RETIREMENT CENTER (DEFUNCT) · IL · controlled entity

    Directly controlled by BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA

  • ELKS NATIONAL DRUG AWARENESS COMMISSION

    501(C)(3) · DRUG AWARENESS · IL · controlled entity

    Directly controlled by BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA

Provenance

Return type
form_990
Tax year
2022
Filed
15 February 2024
IRS schema version
2022v5.0
Source object
202410579349301211

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