Civic Intelligence

Benevolent & Protective Order of Elks of the USA

990 • Fiscal year 2024 • EIN 13-1739839

Apr 01, 2023 to Mar 31, 2024 • Filed on May 31, 2024

1038 Brown StreetPeekskill, NY 10566

(914) 737-0744

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.04x

Higher debt load relative to assets than 65% of similar nonprofits.

2024 filings • 501(c)8 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.15x

Higher debt load relative to revenue than 74% of similar nonprofits.

2024 filings • 501(c)8 • <$500k nonprofits • Source year 2024

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2024 filings • 501(c)8 • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$2,166

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2024 filings • 501(c)8 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

3.1%

Faster asset growth than 56% of similar nonprofits.

2024 filings • 501(c)8 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

4.0%

Faster revenue growth than 51% of similar nonprofits.

2024 filings • 501(c)8 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$421,869

Up $12,609 (+3.1%) from 2023

Net Assets

Up

$404,661

Up $16,645 (+4.3%) from 2023

Liabilities

Down

$17,208

Down $4,036 (-19%) from 2023

Revenue

Up

$113,376

Up $4,318 (+4.0%) from 2023

Expenses

Down

$96,731

Down $5,219 (-5.1%) from 2023

Net Income

Up

$16,645

Up $9,537 (+134%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $352,712Liabilities 2011: $129,5622011Assets 2012: $364,673Liabilities 2012: $171,5092012Assets 2013: $366,432Liabilities 2013: $129,326Net Assets 2013: $237,1062013Assets 2014: $352,769Liabilities 2014: $126,995Net Assets 2014: $225,7742014Assets 2015: $354,846Liabilities 2015: $124,721Net Assets 2015: $230,1252015Assets 2016: $378,111Liabilities 2016: $91,201Net Assets 2016: $286,9102016Assets 2017: $376,322Liabilities 2017: $70,974Net Assets 2017: $305,3482017Assets 2018: $390,021Liabilities 2018: $34,187Net Assets 2018: $355,8342018Assets 2019: $387,096Liabilities 2019: $25,895Net Assets 2019: $361,2012019Assets 2020: $380,133Liabilities 2020: $23,889Net Assets 2020: $356,2442020Assets 2021: $388,794Liabilities 2021: $22,281Net Assets 2021: $366,5132021Assets 2022: $390,880Liabilities 2022: $9,972Net Assets 2022: $380,9082022Assets 2023: $409,260Liabilities 2023: $21,244Net Assets 2023: $388,0162023Assets 2024: $421,869Liabilities 2024: $17,208Net Assets 2024: $404,6612024Assets 2025: $413,419Liabilities 2025: $17,093Net Assets 2025: $396,3262025

Highlighted filing

2024

Assets$421,869
Liabilities$17,208
Net Assets$404,661

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $64,468Expenses 2011: $144,360Net Income 2011: -$79,8922011Revenue 2012: $78,326Expenses 2012: $108,312Net Income 2012: -$29,9862012Revenue 2013: $173,269Expenses 2013: $129,327Net Income 2013: $43,9422013Revenue 2014: $159,619Expenses 2014: $170,951Net Income 2014: -$11,3322014Revenue 2015: $134,190Expenses 2015: $129,839Net Income 2015: $4,3512015Revenue 2016: $165,066Expenses 2016: $108,281Net Income 2016: $56,7852016Revenue 2017: $204,654Expenses 2017: $186,216Net Income 2017: $18,4382017Revenue 2018: $172,617Expenses 2018: $122,131Net Income 2018: $50,4862018Revenue 2019: $171,756Expenses 2019: $166,389Net Income 2019: $5,3672019Revenue 2020: $136,474Expenses 2020: $141,431Net Income 2020: -$4,9572020Revenue 2021: $138,728Expenses 2021: $128,458Net Income 2021: $10,2702021Revenue 2022: $161,992Expenses 2022: $147,597Net Income 2022: $14,3952022Revenue 2023: $109,058Expenses 2023: $101,950Net Income 2023: $7,1082023Revenue 2024: $113,376Expenses 2024: $96,731Net Income 2024: $16,6452024Revenue 2025: $105,013Expenses 2025: $113,348Net Income 2025: -$8,3352025

Highlighted filing

2024

Revenue$113,376
Expenses$96,731
Net Income$16,645
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
May 31, 2024
Return Version
2023v5.0
Gross Receipts
$219,998
Mission and Program Overview

Mission

Fraternal order operating under the lodge system encouraging patriotism, community involvement and fellowshhip.

Fraternal and social gatherings to promote patriotism, community activity and fellowship

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$293,552$285,116▼ $8,436
Cash and Non-Interest-Bearing Accounts$99,233$113,858▲ $14,625
Inventories for Sale or Use$16,085$19,585▲ $3,500
Accounts Receivable$390$3,310▲ $2,920
Total Assets$409,260$421,869▲ $12,609
Liabilities
Deferred Revenue$16,416$15,117▼ $1,299
Accounts Payable and Accrued Expenses$2,414--
Other Liabilities$1,414$1,391▼ $23
Mortgage Notes Payable Secured by Investment Property$1,000$700▼ $300
Total Liabilities$21,244$17,208▼ $4,036
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$363,349$357,444▼ $5,905
Net Assets With Donor Restrictions$24,667$47,217▲ $22,550
Total Net Assets Fund Balance$388,016$404,661▲ $16,645
Total Liabilities and Net Assets / Fund Balance$409,260$421,869▲ $12,609

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$143,028$143,642$286,670
Equipment$71,183$77,320$148,503
Land$70,905-$70,905
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
John MeyerTreasurerPT$2,166$2,166

Board Members and Trustees

NameTitle
Gary FetzerTrustee Chairman
Bob KelleherTrustee
Frank SherwoodTrustee
Mary SokerkaTrustee
Matthew MarkleyTrustee
Charles Keesler JrChaplain
Michael DietzEsquire
Cleo CuevasExalted Ruler
Stacey MarkleyInner Guard
Jack BarnesLeading Knight
Kathleen SpencerLecturing Knight
Alan KotashLoyal Knight
Paul CrumbSecretary
Mario TucciTiler
Revenue and Support

Revenue Composition

Contributions and Grants
$44,616
Program Service Revenue
$25,241
Investment Income
$0
Other Revenue
$43,519
All Other Contributions
$16,032
Change in Net Assets
$16,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$89,790
Total Fundraising Expense$7,735
Salaries, Compensation, and Employee Benefits$6,941
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$4,185$33,486$4,186$41,857
Insurance$1,420$11,355$1,420$14,195
Depreciation Depletion$641$5,130$641$6,412
Conferences and Meetings$593$4,746$593$5,932
Other Salaries and Wages$425$3,394$425$4,244
Current Officers, Directors, Trustees, and Key Employees$217$1,732$217$2,166
Other Expenses$152$1,217$152$1,521
All Other Expenses$998--$998
Payroll Taxes$53$425$53$531
Fees for Services Accounting$47$380$48$475
Total Functional Expenses$27,131$61,865$7,735$96,731
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$55,702
Gaming Direct Expenses$48,315
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
Payroll & Sales Tax Payable$1,391
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

Matt Markley and Stacey Markley are husband and wife.

Form 990, Part VI, Section A, line 6

Members attend regularly scheduled meetings and vote on lodge matters.

Form 990, Part VI, Section A, line 7A

Members have the right to override any decision by the governing body.

Form 990, Part VI, Section A, line 7B

Governance decisions are detrmined within grand lodge by laws.

Form 990, Part VI, Section B, line 11B

Form 990 is available for review by any member before it is filed.

Form 990, Part VI, Section C, line 19

The lodge tax return is available upon request.

Filing and Contact Details

Filer

Filer Name
Benevolent and Protective
EIN
13-1739839
Phone
9147370744
Address
1038 Brown Street, Peekskill, NY 10566

Signing Officer

Name
John Meyer
Title
Treasurer
Phone
9147370744
Signed
2024-05-31
Discuss with paid preparer
No

Organization Details

Principal Officer
John Meyer
Formed
1868
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
110

Preparer

Firm
Joseph A Morabito CPA
Address
3224 Ronit Court, Yorktown Heights, NY 10598
Preparer
Joseph A Morabito
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Loyal Knight
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
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IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt036023
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt036023
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0109
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0109
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0363349
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0357444
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04186
IRS990/OccupancyGrp/ManagementAndGeneralAmt033486
IRS990/OccupancyGrp/ProgramServicesAmt04185
IRS990/OccupancyGrp/TotalAmt041857
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Grand Lodge Assessments
IRS990/OtherExpensesGrp/Desc1Community Activity
IRS990/OtherExpensesGrp/Desc2Special Events
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt0152
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01217
IRS990/OtherExpensesGrp/ProgramServicesAmt010430
IRS990/OtherExpensesGrp/ProgramServicesAmt14008
IRS990/OtherExpensesGrp/ProgramServicesAmt23962
IRS990/OtherExpensesGrp/ProgramServicesAmt3152
IRS990/OtherExpensesGrp/TotalAmt010430
IRS990/OtherExpensesGrp/TotalAmt14008
IRS990/OtherExpensesGrp/TotalAmt23962
IRS990/OtherExpensesGrp/TotalAmt31521
IRS990/OtherLiabilitiesGrp/BOYAmt01414
IRS990/OtherLiabilitiesGrp/EOYAmt01391
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0425
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03394
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0425
IRS990/OtherSalariesAndWagesGrp/TotalAmt04244
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt053
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0425
IRS990/PayrollTaxesGrp/ProgramServicesAmt053
IRS990/PayrollTaxesGrp/TotalAmt0531
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0John Meyer
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/BusinessCd1713990
IRS990/ProgramServiceRevenueGrp/Desc0Special Events
IRS990/ProgramServiceRevenueGrp/Desc1Miscellaneous
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022737
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12504
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022737
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12504
IRS990/ProgSrvcAccomActy2Grp/Desc0Direct costs associated with fraternal events.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03962
IRS990/ProgSrvcAccomActy3Grp/Desc0Ritual & community events
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05006
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt027427
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt018
IRS990/PYOtherExpensesAmt096260
IRS990/PYOtherRevenueAmt041143
IRS990/PYProgramServiceRevenueAmt040470
IRS990/PYRevenuesLessExpensesAmt07108
IRS990/PYSalariesCompEmpBnftPaidAmt05690
IRS990/PYTotalExpensesAmt0101950
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0109058
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt016645
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0109
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0143028
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0143642
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0286670
IRS990ScheduleD/EquipmentGrp/BookValueAmt071183
IRS990ScheduleD/EquipmentGrp/DepreciationAmt077320
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0148503
IRS990ScheduleD/LandGrp/BookValueAmt070905
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt070905
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01391
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll & Sales Tax Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0285116
IRS990ScheduleD/TotalLiabilityAmt01391
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt048315
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt048315
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt048315
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt055702
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt055702
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt07387
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd01
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingManagerCompensationAmt00
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0Paul Crumb
IRS990ScheduleG/GamingManagerServicesProvTxt0Accounting - recording receipts and disbursements
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/IndividualWithBooksNm0Paul Crumb
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt01038 Brown Street
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Peekskill
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0NY
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd010566
IRS990ScheduleG/StatesWhereGamingConductedCd0NY
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Matt Markley and Stacey Markley are husband and wife.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members attend regularly scheduled meetings and vote on lodge matters.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members have the right to override any decision by the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governance decisions are detrmined within grand lodge by laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 is available for review by any member before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The lodge tax return is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.13$0.17$3.96$1.05$1.13$0.08
2024Detailed filing. Detailed filing data is available for this year.$4.22$0.17$4.05$1.13$0.97$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.09$0.21$3.88$1.09$1.02$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.91$0.10$3.81$1.62$1.48$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.89$0.22$3.67$1.39$1.28$0.10
2020Summary only. Only limited summary data is available for this year.$3.80$0.24$3.56$1.36$1.41$0.05
2019Summary only. Only limited summary data is available for this year.$3.87$0.26$3.61$1.72$1.66$0.05
2018Summary only. Only limited summary data is available for this year.$3.90$0.34$3.56$1.73$1.22$0.50
2017Summary only. Only limited summary data is available for this year.$3.76$0.71$3.05$2.05$1.86$0.18
2016Summary only. Only limited summary data is available for this year.$3.78$0.91$2.87$1.65$1.08$0.57
2015Summary only. Only limited summary data is available for this year.$3.55$1.25$2.30$1.34$1.30$0.04
2014Summary only. Only limited summary data is available for this year.$3.53$1.27$2.26$1.60$1.71$0.11
2013Summary only. Only limited summary data is available for this year.$3.66$1.29$2.37$1.73$1.29$0.44
2012Summary only. Only limited summary data is available for this year.$3.65$1.72$0.78$1.08$0.30
2011Summary only. Only limited summary data is available for this year.$3.53$1.30$0.64$1.44$0.80