2024-02-26T09:42:36-06:00 2023-05-31 363524803 CJBS LLC 2100 SANDERS ROAD SUITE 200 NORTHBROOK IL 60062 990 2022-06-01 360793011 BENEVOLENT AND PROTECTIVE ORDER OF ELKS BENE 7737554700 2750 N LAKEVIEW AVENUE CHICAGO IL 60614 BRYAN R KLATT GRAND SECRETARY/COO 7737554700 2024-02-15 1 BRYAN KLATT 999009999 0 ANDREW R LOTTS CPA P00543142 8479452888 2024-02-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRYAN R KLATT 2750 N LAKEVIEW AVENUE CHICAGO IL 60614 74766415 0 X WWW.ELKS.ORG X 1895 DC FRATERNAL ORGANIZATION THAT COORDINATES VARIOUS PROGRAMS FOR STATE ASSOCIATIONS AND SUBORDINATE LODGES OF THE ORDER OF ELKS. 22 22 62 22 636013 0 0 1036478 28290378 34747747 6433654 2494320 1195121 1571597 35919153 39850142 161780 158200 10571460 8031469 2209876 2423618 0 0 0 20842489 23099350 33785605 33712637 2133548 6137505 112726648 114838431 41574548 40323356 71152100 74515075 X FRATERNAL ORGANIZATION THAT COORDINATES VARIOUS PROGRAMS FOR STATE ASSOCIATIONS AND SUBORDINATE LODGES OF THE ORDER OF ELKS. 0 0 11217347 14284513 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. 9996363 10343488 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. 5395682 4425537 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. 1648855 6571912 OTHER PROGRAMS INCLUDING THE ANNUAL CONVENTION ATTENDED BY MEMBERS 1648855 6571912 28258247 0 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 31 0 1 62 1 1 1 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JOHNETTA TYLER 7737554700 2750 N LAKEVIEW AVENUE CHICAGO IL 60614 BRYAN KLATT GENERAL SECRETARY/COO 40.00 X X 200082 0 18961 WAYNE D COTTERLY GRAND BUILDING APPLICATIONS EAST 1.00 X 0 0 0 JOSEPH C COOPER GRAND BUILDING APPLICATIONS WEST 1.00 X 0 0 0 REV FATHER STEPHEN MCNALLY GRAND CHAPLAIN 1.00 X X 0 0 0 JOHN J JENNINGS GRAND ESQUIRE 1.00 X X 0 0 0 GEORGE M LEHN GRAND ESTEEMED LEADING KNIGHT 1.00 X X 0 0 0 ALVIN E NAGEL GRAND ESTEEMED LECTURING KNIGHT 1.00 X X 0 0 0 R DOUGLAS LARSEN GRAND ESTEEMED LOYAL KNIGHT 1.00 X X 0 0 0 BRUCE A HIDLEY GRAND EXALTED RULER 1.00 X X 0 0 0 ALAN SUNUKJIAN GRAND EXALTED RULER AIDE 1.00 X X 0 0 0 BARTON F BARNES GRAND INNER GUARD 1.00 X X 0 0 0 KENNETH C LAFLEUR GRAND TILER 1.00 X X 0 0 0 RICHARD J TABACHUK GRAND TRUSTEE APPROVING MEMBER 1.00 X 0 0 0 ALLEN H LENORT GRAND TRUSTEE CHAIRMAN 1.00 X X 0 0 0 DOUGLAS A SHIEFER GRAND TRUSTEE HOME MEMBER 1.00 X 0 0 0 TIMOTHY F JAEGER GRAND TRUSTEE PENSIONS MEMBER 1.00 X 0 0 0 JOSEPH C BASIL GRAND TRUSTEE SECRETARY 1.00 X X 0 0 0 CHARLES R CAMPBELL GRAND TRUSTEE VICE CHAIRMAN 1.00 X X 0 0 0 RONALD L HICKS ELKS MAGAZINE CHAIRMAN 1.00 X 0 0 0 MICHAEL T LUHR ELKS MAGAZINE MEMBER 1.00 X 0 0 0 MICHAEL F ZELLEN ELKS MAGAZINE SECRETARY 1.00 X 0 0 0 LOUIS J GRILLO ELKS MAGAZINE TREASURER 1.00 X 0 0 0 MALCOLM J MCPHERSON JR ELKS MAGAZINE VICE-CHAIRMAN 1.00 X 0 0 0 JOHNETTA TYLER CONTROLLER 40.00 X 123919 0 13531 TINA HARAN DIRECTOR 40.00 X 104713 0 5105 BRIAN O'NEILL DIRECTOR 40.00 X 105097 0 5255 SPENCER MOORE DIRECTOR 40.00 X 133468 0 24696 FREDRICK MENSCH DIRECTOR 40.00 X 115673 0 20385 PHIL CLAIBORNE DIRECTOR 40.00 X 111921 0 14805 894873 0 102738 7 0 1 0 QUAD GRAPHICS INC PO BOX 644840 PITTSBURGH PA 15264 PRINTING 1981312 PARAGON MICRO INC PO BOX 775695 CHICAGO IL 60677 CONSULTING IT SERVICES 672443 FREEMAN AUDIO VISUAL PO BOX 734596 DALLAS TX 75373 EVENT MANAGEMENT 463190 RKON INCORPORATED 328 S JEFFERSON ST 450 CHICAGO IL 60661 CONSULTING IT SERVICES 380717 STELLAR GRAPHICS INC 188 INDUSTRIAL DR STE 428 ELMHURST IL 60126 PRINTING 368140 5 1036478 1036478 CASUALTY INSURANCE 900099 14284513 14284513 GENERAL LIABILITY INSURANCE ASSES 900099 10343488 10343488 MEMBERSHIP DUES 900099 5222439 5222439 ELKS MAGAZINE SUBSCRIPTIONS 900099 4425537 4425537 NATIONAL CONVENTION 900099 447292 447292 24478 24478 34747747 1785210 1785210 156136 156136 34577346 33868236 709110 709110 709110 949782 1048037 -98255 -98255 OTHER REVENUE 900099 877703 877703 ADVERTISING 541800 636013 636013 1513716 39850142 35625450 636013 2552201 158200 8031469 229735 1775807 80789 176184 161103 16036 49500 276921 681972 36466 227044 57958 340330 1820147 1019015 182835 MAGAZINE EXPENSES 1216073 INSURANCE ADMINISTRATIO 12344629 POSTAGE 1837625 IT, ACCOUNTING AND HR A 1349993 1642806 33712637 16042740 28234368 194597 245452 1714355 2171938 282277 257951 10408219 13975548 6815475 5584260 1329039 1231215 75911821 59756141 6623236 8577731 220364 388087 112726648 114838431 1166435 1097620 21877601 27661224 18530512 11564512 41574548 40323356 X 71152100 74515075 71152100 74515075 112726648 114838431 6137505 -2774530 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 480012 480012 3458563 3458563 0 234725 220029 14696 2621007 1884500 736507 21168 21168 0 1231215 MUTUAL FUNDS 8577731 F 8577731 LIABILITY FOR INSURANCE PROGRAMS 10530000 OTHER LIABILITIES 1034512 11564512 X 36798691 -2774530 -2774530 39573221 276921 276921 39850142 33435716 0 33435716 276921 276921 33712637 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE OF ACCOUNTING STANDARDS CODIFICATION (ASC 740) ACCOUNTING FOR INCOME TAXES, RELATED TO UNCERTAINTIES IN INCOME TAXES, WHICH PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THERE ARE NO SUCH UNCERTAIN TAX POSITIONS FOR THE ORGANIZATION FOR THE YEAR ENDED MAY 31, 2023. FOR FEDERAL INCOME TAX PURPOSES, THE TAX RETURNS ESSENTIALLY REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO 2019. 1 FINANCIAL ASSISTANCE TO WIDOWS OF ELKS MEMBERS 8 90000 BURIAL OF FORMER ELKS MEMBERS 2 15200 GIFTS OF APPECIATION 5 53000 X 1 1 X X X 0 0 0 BRYAN KLATT GENERAL SECRETARY/COO 200082 0 0 0 0 0 9768 0 9193 0 219043 0 0 0 SPENCER MOORE DIRECTOR 133468 0 0 0 0 0 7174 0 17522 0 158164 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THE ORGANIZATION IS A NONSTOCK MEMBERSHIP ASSOCIATION. THE MEMBERSHIP ELECTS THE GOVERNING BOARD AND APPROVES SIGNIFICANT DECISIONS. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE ORGANIZATION'S BOARD OF TRUSTEES IS ELECTED BY THE MEMBERSHIP OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 IS REVIEWED BY THE GRAND SECRETARY/COO AND THE CONTROLLER. MEMBERS OF THE BOARD OF TRUSTEES RECEIVE A COPY OF THE FORM 990 AND ANY QUESTIONS AND COMMENTS THAT ARISE ARE DISCUSSED WITH THE GRAND SECRETARY/COO. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS SIGNED BY EACH TRUSTEE UPON JOINING THE BOARD. IN ADDITION, THE BOARD MEMBERS OF THE ORGANIZATION'S OFFICERS ARE REQUIRED TO ANNUALLY REVIEW THE POLICY. THEY ARE REQUIRED TO DISCLOSE ALL MATERIAL FACTS OR ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST BY THEMSELVES OR THEIR FAMILY TO THE OTHER BOARD MEMBERS. THE BOARD, EXCLUSIVE OF THE INTERESTED PERSON, DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS AND WHETER IT IS IN THE BEST INTEREST OF THE ORGANIZATION TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION MAINTAINS A COMPENSATION COMMITTEE THAT REVIEWS ANNUAL SALARIES BASED ON PERFORMANCE REVEIWS AND MARKET DATA. FORM 990, PART VI, SECTION C, LINE 19 REQUESTS FOR AUDITED FINANCIAL STATEMENTS, TAX RETURNS, CONFLICT OF INTEREST STATEMENTS AND OTHER GOVERNING DOCUMENTS ARE CHANNELED THROUGH THE GRAND SECRETARY/COO AND MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. ELKS NATIONAL FOUNDATION INC 2750 N LAKEVIEW AVENUE CHICAGO IL 60614 263718342 CHARITY IL 501(C)(3) LINE_7_ORGANIZATION_ BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA 1 ELKS VETERANS MEMORIAL RESTORATION TRUST 425 W DIVERSEY PARKWAY CHICAGO IL 60614 363718320 PUBLIC BUILDING MAINTENANCE IL 501(C)(3) LINE_7_ORGANIZATION_ BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA 1 ELKS NATIONAL VETERANS SERVICE COMM 2750 N LAKEVIEW AVE CHICAGO IL 60614 131548228 SERVICE FOR VETERANS DC 501(C)(3) LINE_7_ORGANIZATION_ BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA 1 ELKS DISASTER RELIEF PROGRAM INC 2750 N LAKEVIEW AVE CHICAGO IL 60614 461879284 SUPPORT IL 501(C)(3) LINE_7_ORGANIZATION_ BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA 1 ELKS NATIONAL HOME AND RETIREMENT CENTER 2750 N LAKEVIEW AVE CHICAGO IL 60614 260780692 ADULT RETIREMENT CENTER (DEFUNCT) IL 501(C)(3) LINE_7_ORGANIZATION_ BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA 1 ELKS NATIONAL DRUG AWARENESS COMMISSION 2750 N LAKEVIEW AVE CHICAGO IL 60614 923006012 DRUG AWARENESS IL 501(C)(3) LINE_7_ORGANIZATION_ BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 ELKS NATIONAL FOUNDATION INC N 326254 COST ELKS VETERANS MEMORIAL RESTORATION TRUST K 212900 COST ELKS NATIONAL VETERANS SERVICE COMMISSION N 33481 COST ELKS NATIONAL VETERANS SERVICE COMMISSION Q 321013 COST