Civic Intelligence

Benevolent & Prot Order of Elks 916

EIN 03-0104550 • 501(c)8 • Burlington, VT

Profile

To inculate the principles of charity, justice, brotherly love and fidelity; to recognize a belief in God; to promote the welfare and enhance the happiness of it's members; to quicken the spirit of American patriotism; to cultivate good fellowhsip; to perpetuate itself as fraternal organization, and to provide for its government, 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.

925 North AvenueBurlington, VT 05408

www.bpoe916.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

0.66x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

89th percentile

0.63x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2025

Net Margin

18th percentile

-9.5%

Higher net margin than 18% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$5,600

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

501(c)8 • $500k-$1M nonprofits • Source year 2025

Asset Growth

5th percentile

-14%

Faster asset growth than 5% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

35th percentile

-2.9%

Faster revenue growth than 35% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$317,158

Down $51,701 (-14%) from 2024

Liabilities

Down

$210,884

Down $21,043 (-9.1%) from 2024

Net Assets

Down

$106,274

Down $30,658 (-22%) from 2024

Revenue

Down

$333,150

Down $9,985 (-2.9%) from 2024

Expenses

Up

$364,915

Up $5,117 (+1.4%) from 2024

Net Income

Down

-$31,765

Down $15,102 (-91%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $666,330Liabilities 2011: $360,789Net Assets 2011: $305,5412011Assets 2012: $577,266Liabilities 2012: $365,582Net Assets 2012: $211,6842012Assets 2013: $496,274Liabilities 2013: $356,189Net Assets 2013: $140,0852013Assets 2014: $465,084Liabilities 2014: $308,305Net Assets 2014: $156,7792014Assets 2015: $455,397Liabilities 2015: $283,722Net Assets 2015: $171,6752015Assets 2016: $352,520Liabilities 2016: $251,326Net Assets 2016: $101,1942016Assets 2017: $288,481Liabilities 2017: $260,535Net Assets 2017: $27,9462017Assets 2018: $308,042Liabilities 2018: $279,157Net Assets 2018: $28,8852018Assets 2019: $400,320Liabilities 2019: $375,876Net Assets 2019: $24,4442019Assets 2020: $347,315Liabilities 2020: $329,423Net Assets 2020: $17,8922020Assets 2021: $375,786Liabilities 2021: $320,808Net Assets 2021: $54,9782021Assets 2022: $366,356Liabilities 2022: $308,974Net Assets 2022: $57,3822022Assets 2023: $394,120Liabilities 2023: $241,950Net Assets 2023: $152,1702023Assets 2024: $368,859Liabilities 2024: $231,927Net Assets 2024: $136,9322024Assets 2025: $317,158Liabilities 2025: $210,884Net Assets 2025: $106,2742025

Highlighted filing

2025

Assets$317,158
Liabilities$210,884
Net Assets$106,274

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $327,942Expenses 2011: $375,822Net Income 2011: -$47,8802011Revenue 2012: $271,419Expenses 2012: $365,266Net Income 2012: -$93,8472012Revenue 2013: $344,868Expenses 2013: $416,467Net Income 2013: -$71,5992013Revenue 2014: $395,870Expenses 2014: $375,333Net Income 2014: $20,5372014Revenue 2015: $396,507Expenses 2015: $381,611Net Income 2015: $14,8962015Revenue 2016: $576,031Expenses 2016: $486,755Net Income 2016: $89,2762016Revenue 2017: $390,716Expenses 2017: $465,050Net Income 2017: -$74,3342017Revenue 2018: $387,580Expenses 2018: $386,641Net Income 2018: $9392018Revenue 2019: $444,337Expenses 2019: $450,832Net Income 2019: -$6,4952019Revenue 2020: $404,244Expenses 2020: $410,796Net Income 2020: -$6,5522020Revenue 2021: $250,795Expenses 2021: $213,709Net Income 2021: $37,0862021Revenue 2022: $269,823Expenses 2022: $362,516Net Income 2022: -$92,6932022Revenue 2023: $357,146Expenses 2023: $263,401Net Income 2023: $93,7452023Revenue 2024: $343,135Expenses 2024: $359,798Net Income 2024: -$16,6632024Revenue 2025: $333,150Expenses 2025: $364,915Net Income 2025: -$31,7652025

Highlighted filing

2025

Revenue$333,150
Expenses$364,915
Net Income-$31,765

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.17$2.11$1.06$3.33$3.65$0.32
2024Detailed filing. Detailed filing data is available for this year.$3.69$2.32$1.37$3.43$3.60$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.94$2.42$1.52$3.57$2.63$0.94
2022Detailed filing. Detailed filing data is available for this year.$3.66$3.09$0.57$2.70$3.63$0.93
2021Detailed filing. Detailed filing data is available for this year.$3.76$3.21$0.55$2.51$2.14$0.37
2020Summary only. Only limited summary data is available for this year.$3.47$3.29$0.18$4.04$4.11$0.07
2019Summary only. Only limited summary data is available for this year.$4.00$3.76$0.24$4.44$4.51$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.08$2.79$0.29$3.88$3.87$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.88$2.61$0.28$3.91$4.65$0.74
2016Detailed filing. Detailed filing data is available for this year.$3.53$2.51$1.01$5.76$4.87$0.89
2015Detailed filing. Detailed filing data is available for this year.$4.55$2.84$1.72$3.97$3.82$0.15
2014Detailed filing. Detailed filing data is available for this year.$4.65$3.08$1.57$3.96$3.75$0.21
2013Summary only. Only limited summary data is available for this year.$4.96$3.56$1.40$3.45$4.16$0.72
2012Summary only. Only limited summary data is available for this year.$5.77$3.66$2.12$2.71$3.65$0.94
2011Summary only. Only limited summary data is available for this year.$6.66$3.61$3.06$3.28$3.76$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Aug 15, 2025
Return Version
2024v5.2
Gross Receipts
$939,340
Mission and Program Overview

Mission

SEE ATTACHED EXPLANATION

To inculate 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 fellowhsip; to perpetuate itself as fraternal organization, and to provide for its government, 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
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$154,880$154,347▼ $533
Cash and Non-Interest-Bearing Accounts$203,004$151,488▼ $51,516
Inventories for Sale or Use$10,975$10,873▼ $102
Accounts Receivable-$450-
Intangible Assets$0$0→ $0
Prepaid Expenses and Deferred Charges$0--
Total Assets$368,859$317,158▼ $51,701
Liabilities
Mortgage Notes Payable Secured by Investment Property$206,444$193,505▼ $12,939
Other Liabilities$25,397$17,472▼ $7,925
Accounts Payable and Accrued Expenses$86$-93▼ $179
Total Liabilities$231,927$210,884▼ $21,043
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$135,823$104,060▼ $31,763
Net Assets With Donor Restrictions$1,109$2,214▲ $1,105
Total Net Assets Fund Balance$136,932$106,274▼ $30,658
Total Liabilities and Net Assets / Fund Balance$368,859$317,158▼ $51,701

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$127,735$929,834$1,057,569
Equipment$20,353$351,814$372,167
Other Land Buildings$2,970$88,569$91,539
Leasehold Improvements$3,289$74,334$77,623
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lucille SweetSecretaryPT$5,600$5,600
Rodney DemagTreasurerPT$5,200$5,200

Board Members and Trustees

NameTitle
Randall CoreyState Trustee
Art DusablonTrustee
Beth DusablonTrustee
Bill LaCroixTrustee
Lee FlanaganTrustee
Sally BlairTrustee
David Ely SrChaplain
Gary Francis IIEsquire
OpenEsteemed Leading Knight
Dan BradyEsteemed Lecturing Knight
OpenEsteemed Loyal Knight
Marcia CoreyExalted Ruler
David Ely IIInner Guard
Gary Francis SrTiler
Revenue and Support

Revenue Composition

Contributions and Grants
$56,221
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$276,929
All Other Contributions
$10,433
Change in Net Assets
$-31,765
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$263,827
Salaries, Compensation, and Employee Benefits$100,088
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$150,599$0$0$150,599
Other Salaries and Wages$76,943$0$0$76,943
Other Expenses$28,658$0$0$28,658
Insurance$23,085$0$0$23,085
Depreciation Depletion$16,207$0$0$16,206
Payroll Taxes$12,745$0$0$12,745
Interest$12,372$0$0$12,372
Current Officers, Directors, Trustees, and Key Employees$0$10,400$0$10,400
Fees for Services Accounting$0$8,709$0$8,709
Office Expenses$4,047$0$0$4,047
Grants to Domestic Individuals$1,000--$1,000
Advertising$221$0$0$221
Total Functional Expenses$345,807$19,109$0$364,915
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$600,961
Gaming Direct Expenses$510,027
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid dues$17,472
Other payables$0
Payroll liabilities$0
Due to silver towers$0
Due to Elks Foundation$0
Rounding$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Benevolent & Prot Order of Elks 916
EIN
03-0104550
Phone
8028621342
Address
925 North Avenue, Burlington, VT 05408

Signing Officer

Name
Marcia Corey
Title
Exalted Ruler
Phone
8028621342
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcia Corey
Formed
1904
Legal Domicile
Vt
Voting Board Members
14
Independent Board Members
14
Employees
18
Volunteers
20

Preparer

Firm
White & Associates
Address
86 SUMMER ST, BARRE, VT 05641
Preparer
Lee A White CPA PFS CFP
Phone
8024766191
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Organization has members, whome all have voting rights at general meetings.

Pt VI, Line 7A

All of the members of the governing board are elected by the membership of the Organization.

Pt VI, Line 7B

None

Pt VI, Line 11B

Form 990 will be reviewed at the first Board of Directors meeting after the final version is completed. The chairperson of the audit committee will summarize the 990 results and a line by line review will be conducted if reqested. The Board monitors all contracts to ensure that no conflicts of interest occur.

Pt VI, Line 12C

The Board of Directors regularly reviews for any conflicts of interest.

Pt VI, Line 18

Forms 990 / 990-T are made available upon written request.

Pt VI, Line 19

Documents are made available upon written request.

Pt XI

Moved restricted out of unrestricted.

Form 990, Part IX, Line 24E

Badges and pins 55. 55. 0. 0.

Form 990, Part IX, Line 24E

Convention expense 5349. 5349. 0. 0.

Form 990, Part IX, Line 24E

Grand Lodge supplies 66. 66. 0. 0.

Form 990, Part IX, Line 24E

Loss on bad checks 50. 50. 0. 0.

Form 990, Part IX, Line 24E

Bank service charge 7882. 7882. 0. 0.

Form 990, Part IX, Line 24E

Misc. Lodge expenses 3992. 3992. 0. 0.

Form 990, Part IX, Line 24E

Misc. Lodge Exp-Decorations 274. 274. 0. 0.

Form 990, Part IX, Line 24E

Lodge Maint & Repair 20512. 20512. 0. 0.

Form 990, Part IX, Line 24E

Landscaping / Plowing 8400. 8400. 0. 0.

Form 990, Part IX, Line 24E

Telephone/cable/internet 3151. 3151. 0. 0.

Form 990, Part IX, Line 24E

Electricity 22120. 22120. 0. 0.

Form 990, Part IX, Line 24E

Gas 5885. 5885. 0. 0.

Form 990, Part IX, Line 24E

Water 6323. 6323. 0. 0.

Form 990, Part IX, Line 24E

Trash removal 4655. 4655. 0. 0.

Form 990, Part IX, Line 24E

Social Quarters expense 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Memorial Service Exp/Music 392. 392. 0. 0.

Form 990, Part IX, Line 24E

Lodge activities members 28298. 28298. 0. 0.

Form 990, Part IX, Line 24E

Interlodge activities 93. 93. 0. 0.

Form 990, Part IX, Line 24E

Function exp. other 209. 209. 0. 0.

Form 990, Part IX, Line 24E

Licenses 630. 630. 0. 0.

Form 990, Part IX, Line 24E

Cash over / short 321. 321. 0. 0.

Form 990, Part IX, Line 24E

Music and entert. 2888. 2888. 0. 0.

Form 990, Part IX, Line 24E

Kitchen supplies 1704. 1704. 0. 0.

Form 990, Part IX, Line 24E

Swish 3940. 3940. 0. 0.

Form 990, Part IX, Line 24E

Unifirst - linen 2934. 2934. 0. 0.

Form 990, Part IX, Line 24E

State President fund 1129. 1129. 0. 0.

Form 990, Part IX, Line 24E

Lodge donations 1321. 1321. 0. 0.

Form 990, Part IX, Line 24E

Youth activities events 1585. 1585. 0. 0.

Form 990, Part IX, Line 24E

Fruit baskets 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Postage 741. 741. 0. 0.

Form 990, Part IX, Line 24E

Silver Towers expenses 8700. 8700. 0. 0.

Form 990, Part IX, Line 24E

ENF Grant expense 7000. 7000. 0. 0.

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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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IRS990/Form990PartVIISectionAGrp/PersonNm8Gary Francis Sr
IRS990/Form990PartVIISectionAGrp/PersonNm9David Ely Sr
IRS990/Form990PartVIISectionAGrp/PersonNm10Randall Corey
IRS990/Form990PartVIISectionAGrp/PersonNm11Bill LaCroix
IRS990/Form990PartVIISectionAGrp/PersonNm12Art Dusablon
IRS990/Form990PartVIISectionAGrp/PersonNm13Beth Dusablon
IRS990/Form990PartVIISectionAGrp/PersonNm14Lee Flanagan
IRS990/Form990PartVIISectionAGrp/PersonNm15Sally Blair
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Exalted Ruler
IRS990/Form990PartVIISectionAGrp/TitleTxt1Esteemed Leading Knight
IRS990/Form990PartVIISectionAGrp/TitleTxt2Esteemed Loyal Knight
IRS990/Form990PartVIISectionAGrp/TitleTxt3Esteemed Lecturing Knight
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Inner Guard
IRS990/Form990PartVIISectionAGrp/TitleTxt7Esquire
IRS990/Form990PartVIISectionAGrp/TitleTxt8Tiler
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chaplain
IRS990/Form990PartVIISectionAGrp/TitleTxt10State Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
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IRS990/MissionDesc0To inculate 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 fellowhsip; to perpetuate itself as fraternal organization, and to provide for its government, 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Due to silver towers
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Due to Elks Foundation
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IRS990ScheduleG/ExplanationIfNoTxt0VT does not require an exempt organization to be licensed.
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IRS990ScheduleG/GamingInformationGrp/CashPrizesPullTabsAmt0391686
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IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt0126121
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt014850

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