Civic Intelligence

Benevolent & Protective Order of Elks Saugerties Lodge 2574

990 • Fiscal year 2015 • EIN 14-1598505

Apr 01, 2014 to Mar 31, 2015 • Filed on Jul 28, 2015

PO Box 141Saugerties, NY 12477

(845) 246-0841

Siviq Scores

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

Liabilities / Assets

58th percentile

0.03x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)8 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.06x

Higher debt load relative to revenue than 60% of similar nonprofits.

2015 filings • 501(c)8 • <$500k nonprofits • Source year 2015

Net Margin

65th percentile

7.0%

Higher net margin than 65% of similar nonprofits.

2015 filings • 501(c)8 • <$500k nonprofits • Source year 2015

Top Officer Pay

82nd percentile

$1,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2015 filings • 501(c)8 • <$500k nonprofits • Source year 2015

Asset Growth

72nd percentile

5.9%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)8 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)8 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$225,422

Up $12,611 (+5.9%) from 2014

Net Assets

Up

$218,100

Up $8,429 (+4.0%) from 2014

Liabilities

Up

$7,322

Up $4,182 (+133%) from 2014

Revenue

Down

$120,945

Down $32,218 (-21%) from 2014

Expenses

Down

$112,516

Down $34,467 (-23%) from 2014

Net Income

Up

$8,429

Up $2,249 (+36%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $198,017Liabilities 2011: $12,478Net Assets 2011: $185,5392011Assets 2012: $188,596Liabilities 2012: $13,322Net Assets 2012: $175,2742012Assets 2013: $209,052Liabilities 2013: $5,561Net Assets 2013: $203,4912013Assets 2014: $212,811Liabilities 2014: $3,140Net Assets 2014: $209,6712014Assets 2015: $225,422Liabilities 2015: $7,322Net Assets 2015: $218,1002015Assets 2016: $209,253Liabilities 2016: $2,733Net Assets 2016: $206,5202016Assets 2017: $218,053Liabilities 2017: $10,450Net Assets 2017: $207,6032017Assets 2018: $223,854Liabilities 2018: $10,726Net Assets 2018: $213,1282018Assets 2019: $235,103Liabilities 2019: $1,863Net Assets 2019: $233,2402019Assets 2020: $234,168Liabilities 2020: $750Net Assets 2020: $233,4182020Assets 2021: $226,699Liabilities 2021: $6,399Net Assets 2021: $220,3002021Assets 2022: $220,058Liabilities 2022: $92Net Assets 2022: $219,9662022Assets 2023: $283,860Liabilities 2023: $32,363Net Assets 2023: $251,4972023Assets 2024: $314,348Liabilities 2024: $29,140Net Assets 2024: $285,2082024Assets 2025: $333,576Liabilities 2025: $17,433Net Assets 2025: $316,1432025

Highlighted filing

2015

Assets$225,422
Liabilities$7,322
Net Assets$218,100

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $146,0242011Expenses 2012: $150,5722012Revenue 2013: $150,121Expenses 2013: $121,905Net Income 2013: $28,2162013Revenue 2014: $153,163Expenses 2014: $146,983Net Income 2014: $6,1802014Revenue 2015: $120,945Expenses 2015: $112,516Net Income 2015: $8,4292015Revenue 2016: $115,192Expenses 2016: $107,558Net Income 2016: $7,6342016Revenue 2017: $118,445Expenses 2017: $117,362Net Income 2017: $1,0832017Revenue 2018: $103,184Expenses 2018: $97,657Net Income 2018: $5,5272018Revenue 2019: $131,701Expenses 2019: $111,589Net Income 2019: $20,1122019Revenue 2020: $98,911Expenses 2020: $98,733Net Income 2020: $1782020Revenue 2021: $89,677Expenses 2021: $102,795Net Income 2021: -$13,1182021Revenue 2022: $116,871Expenses 2022: $117,202Net Income 2022: -$3312022Revenue 2023: $118,701Expenses 2023: $92,137Net Income 2023: $26,5642023Revenue 2024: $141,970Expenses 2024: $108,256Net Income 2024: $33,7142024Revenue 2025: $198,471Expenses 2025: $167,536Net Income 2025: $30,9352025

Highlighted filing

2015

Revenue$120,945
Expenses$112,516
Net Income$8,429
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jul 28, 2015
Return Version
2014v5.0
Gross Receipts
$203,019
Mission and Program Overview

Mission

Community activities and service. Assist other non profits through donated services and contributions. Provide recreational activities and social interaction for members, family & guests in a fraternal atmosphere

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$209,671$218,100▲ $8,429
Land, Buildings, and Equipment, Net$107,171$98,146▼ $9,025
Cash and Non-Interest-Bearing Accounts$54,177$74,878▲ $20,701
Savings and Temporary Cash Investments$45,359$46,798▲ $1,439
Inventories for Sale or Use$6,104$5,600▼ $504
Total Assets$212,811$225,422▲ $12,611
Liabilities
Deferred Revenue-$4,175-
Accounts Payable and Accrued Expenses$3,140$3,147▲ $7
Total Liabilities$3,140$7,322▲ $4,182
Net Assets / Fund Balance
Total Net Assets Fund Balance$209,671$218,100▲ $8,429
Total Liabilities and Net Assets / Fund Balance$212,811$225,422▲ $12,611

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$72,311$287,536$359,847
Land$25,835-$25,835
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Beth PlayfordSecretaryPT$1,500$1,500

Board Members and Trustees

NameTitle
Albert WhittakerTrustee
Betty ZerboTrustee
Debbie LawrenceTrustee
John BrinkTrustee
William MergendahlTrustee
Ron WoodsChaplain
Garry WhitakerExalted Rule
Nancy MacdowellInner Guard
Annelise KimeLecturing Kn
Dotty MergendahlLoyal Knight
Cliff BurleyTiler
Lisha WagerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$508
Program Service Revenue
$20,567
Investment Income
$0
Other Revenue
$99,870
All Other Contributions
$508
Change in Net Assets
$8,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$100,173
Salaries, Compensation, and Employee Benefits$12,343
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$44,858--$44,858
Other Salaries and Wages$10,339$1,276-$11,615
Office Expenses$3,734$5,588-$9,322
Depreciation Depletion$6,443--$6,443
Fees for Services Accounting$5,661--$5,661
Conferences and Meetings-$3,521-$3,521
All Other Expenses$1,259$998-$2,257
Other Expenses$1,435$19,762-$1,435
Payroll Taxes$728--$728
Insurance-$577-$577
Total Functional Expenses$80,794$31,722$0$112,516
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,060
Fundraising Direct Expenses$34,391
Gaming Gross Income$33,886
Gaming Direct Expenses$6,191
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Event$49,060$49,060$34,391$14,669
Total Events$49,060$49,060$34,391$14,669
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
Yes
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
Yes
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, Page 6, Part VI, Line 7A

YES ELECTED MEMBERS

Form 990, Page 6, Part VI, Line 7B

Yes must be approved by members

Form 990, Page 6, Part VI, Line 11B

Committee of officers and trustees reviews the 990

Form 990, Page 6, Part VI, Line 15B

Contained within the bylaws

Form 990, Page 6, Part VI, Line 19

Reviewd by officers and trustees

Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order of
EIN
14-1598505
Phone
8452460841
Address
PO BOX 141, SAUGERTIES, NY 12477

Signing Officer

Name
Garry Whitaker
Title
Exalted Ruler
Phone
8452460841
Signed
2015-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Garry Whitaker
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
0
Employees
5
Volunteers
25

Preparer

Firm
Sicklertorchiaallen&churchillcpaspc
Address
PO BOX 757, LAKE KATRINE, NY 12449
Preparer
Craig R Sickler
Phone
8453367183
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Refer to exempt purpose description. All expenses for exempt purpose.

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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/ProgramServiceRevenueGrp/Desc1FACILTY RENTAL
IRS990/ProgramServiceRevenueGrp/Desc2LODGE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013313
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17214
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt240
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013313
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17214
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt240
IRS990/ProgSrvcAccomActyOtherGrp/Desc0REFER TO EXEMPT PURPOSE DESCRIPTION. ALL EXPENSES FOR EXEMPT PURPOSE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt080794
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt088
IRS990/PYInvestmentIncomeAmt028067
IRS990/PYOtherExpensesAmt0137674
IRS990/PYOtherRevenueAmt0125008
IRS990/PYRevenuesLessExpensesAmt06180
IRS990/PYSalariesCompEmpBnftPaidAmt09309
IRS990/PYTotalExpensesAmt0146983
IRS990/PYTotalRevenueAmt0153163
IRS990/ReconcilationRevenueExpnssAmt08429
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt08972
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0209671
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0218100
IRS990/SavingsAndTempCashInvstGrp/BOYAmt045359
IRS990/SavingsAndTempCashInvstGrp/EOYAmt046798
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt025835
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt025835
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt072311
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0287536
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0359847
IRS990ScheduleD/TotalBookValueLandBuildingsAmt098146
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034391
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt049060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049060
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014669
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt034391
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt034391
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt06191
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt033886
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt033886
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt027695
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt06191
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesPullTabsAmt06191
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsPct01.00000
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0LISHA WAGER TREASURER
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 141
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0SAUGERTIES
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0NY
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd012477
IRS990ScheduleG/StatesWhereGamingConductedCd0NY
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFER TO EXEMPT PURPOSE DESCRIPTION. ALL EXPENSES FOR EXEMPT PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES ELECTED MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES MUST BE APPROVED BY MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMMITTEE OF OFFICERS AND TRUSTEES REVIEWS THE 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTAINED WITHIN THE BYLAWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEWD BY OFFICERS AND TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0212811
IRS990/TotalAssetsEOYAmt0225422
IRS990/TotalAssetsGrp/BOYAmt0212811
IRS990/TotalAssetsGrp/EOYAmt0225422
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0508
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031722
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt080794
IRS990/TotalFunctionalExpensesGrp/TotalAmt0112516
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03140
IRS990/TotalLiabilitiesEOYAmt07322
IRS990/TotalLiabilitiesGrp/BOYAmt03140
IRS990/TotalLiabilitiesGrp/EOYAmt07322
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0209671
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0218100
IRS990/TotalOtherProgSrvcExpenseAmt080794
IRS990/TotalProgramServiceExpensesAmt080794
IRS990/TotalProgramServiceRevenueAmt020567
IRS990/TotalReportableCompFromOrgAmt01500
IRS990/TotalRevenueGrp/ExclusionAmt08972
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt096796
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0120945
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0212811
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0225422
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 141
IRS990/USAddress/CityNm0SAUGERTIES
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012477
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARRY WHITAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXALTED RULER
ReturnHeader/BusinessOfficerGrp/PhoneNum08452460841
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS SAUGERTIES LODGE 2574
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0141598505
ReturnHeader/Filer/PhoneNum08452460841
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 141
ReturnHeader/Filer/USAddress/CityNm0SAUGERTIES

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.34$0.17$3.16$1.98$1.68$0.31
2024Detailed filing. Detailed filing data is available for this year.$3.14$0.29$2.85$1.42$1.08$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.32$2.51$1.19$0.92$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$1.17$1.17$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.06$2.20$0.90$1.03$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.34$0.01$2.33$0.99$0.99$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.35$0.02$2.33$1.32$1.12$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.11$2.13$1.03$0.98$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.18$0.10$2.08$1.18$1.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.03$2.07$1.15$1.08$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.07$2.18$1.21$1.13$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.13$0.03$2.10$1.53$1.47$0.06
2013Summary only. Only limited summary data is available for this year.$2.09$0.06$2.03$1.50$1.22$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.13$1.75$1.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.12$1.86$1.46