Civic Intelligence

Benevolent & Protective Order of Elks #1665

990 • Fiscal year 2020 • EIN 23-7137929

Apr 01, 2019 to Mar 31, 2020 • Filed on Nov 18, 2020

156 Main StreetWindsor, VT 05089

(802) 674-9966

Siviq Scores

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

Liabilities / Assets

66th percentile

0.08x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.15x

Higher debt load relative to revenue than 61% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

69th percentile

$4,000

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2020

Asset Growth

13th percentile

-8.2%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-5.9%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$370,908

Down $33,250 (-8.2%) from 2019

Net Assets

Down

$340,547

Down $31,116 (-8.4%) from 2019

Liabilities

Down

$30,361

Down $2,134 (-6.6%) from 2019

Revenue

Down

$200,795

Down $12,698 (-5.9%) from 2019

Expenses

Down

$231,911

Down $18,246 (-7.3%) from 2019

Net Income

Up

-$31,116

Up $5,548 (+15%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $710,732Liabilities 2013: $41,220Net Assets 2013: $669,5122013Assets 2014: $638,341Liabilities 2014: $32,276Net Assets 2014: $606,0652014Assets 2015: $563,647Liabilities 2015: $34,854Net Assets 2015: $528,7932015Assets 2016: $510,741Liabilities 2016: $50,831Net Assets 2016: $459,9102016Assets 2017: $468,428Liabilities 2017: $22,476Net Assets 2017: $445,9522017Assets 2018: $436,198Liabilities 2018: $27,871Net Assets 2018: $408,3272018Assets 2019: $404,158Liabilities 2019: $32,495Net Assets 2019: $371,6632019Assets 2020: $370,908Liabilities 2020: $30,361Net Assets 2020: $340,5472020Assets 2021: $346,803Liabilities 2021: $12,249Net Assets 2021: $334,5542021Assets 2022: $467,808Liabilities 2022: $38,596Net Assets 2022: $429,2122022Assets 2023: $547,641Liabilities 2023: $46,586Net Assets 2023: $501,0552023Assets 2024: $609,212Liabilities 2024: $46,194Net Assets 2024: $563,0182024Assets 2025: $618,788Liabilities 2025: $47,125Net Assets 2025: $571,6632025

Highlighted filing

2020

Assets$370,908
Liabilities$30,361
Net Assets$340,547

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2013: $229,1212013Revenue 2014: $215,702Expenses 2014: $279,149Net Income 2014: -$63,4472014Revenue 2015: $198,695Expenses 2015: $275,967Net Income 2015: -$77,2722015Revenue 2016: $250,701Expenses 2016: $319,584Net Income 2016: -$68,8832016Revenue 2017: $266,865Expenses 2017: $273,611Net Income 2017: -$6,7462017Revenue 2018: $204,847Expenses 2018: $241,432Net Income 2018: -$36,5852018Revenue 2019: $213,493Expenses 2019: $250,157Net Income 2019: -$36,6642019Revenue 2020: $200,795Expenses 2020: $231,911Net Income 2020: -$31,1162020Revenue 2021: $121,945Expenses 2021: $127,938Net Income 2021: -$5,9932021Revenue 2022: $271,795Expenses 2022: $177,137Net Income 2022: $94,6582022Revenue 2023: $286,534Expenses 2023: $214,691Net Income 2023: $71,8432023Revenue 2024: $295,401Expenses 2024: $233,438Net Income 2024: $61,9632024Revenue 2025: $257,701Expenses 2025: $249,056Net Income 2025: $8,6452025

Highlighted filing

2020

Revenue$200,795
Expenses$231,911
Net Income-$31,116
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Nov 18, 2020
Return Version
2019v5.1
Gross Receipts
$593,899
Mission and Program Overview

Mission

Fraternal organization to promote civic responsibility, patriotism, scholarly achievement, charity, and local community involvement in this and surrounding communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$371,663$340,547▼ $31,116
Land, Buildings, and Equipment, Net$220,950$209,828▼ $11,122
Savings and Temporary Cash Investments$127,178$119,937▼ $7,241
Cash and Non-Interest-Bearing Accounts$50,372$37,425▼ $12,947
Inventories for Sale or Use$5,658$3,718▼ $1,940
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$404,158$370,908▼ $33,250
Liabilities
Deferred Revenue$23,163$26,754▲ $3,591
Accounts Payable and Accrued Expenses$9,332$3,607▼ $5,725
Total Liabilities$32,495$30,361▼ $2,134
Net Assets / Fund Balance
Total Net Assets Fund Balance$371,663$340,547▼ $31,116
Total Liabilities and Net Assets / Fund Balance$404,158$370,908▼ $33,250

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$195,243$156,884$352,127
Equipment$8,585$229,139$237,724
Land$6,000-$6,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carol SylviaSecretaryPT$4,000$4,000

Board Members and Trustees

NameTitle
Barbara SandersonTrustee
Brian BoudroTrustee
Joe DugganTrustee
Linda WillardTrustee
Nathan WoodEsteemed Leading Knight
Julie SpencerEsteemed Lecturing Knight
Deb GriffinEsteemed Loyal Knight
Tracy QuigleyExalted Ruler
Robert AllenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,907
Program Service Revenue
$0
Investment Income
$2,122
Other Revenue
$163,766
All Other Contributions
$10,389
Change in Net Assets
$-31,116
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,335
Salaries, Compensation, and Employee Benefits$76,576
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$62,072
Occupancy---$39,028
Fees for Services Accounting---$17,321
Conferences and Meetings---$16,081
All Other Expenses---$14,451
Depreciation Depletion---$13,633
Insurance---$10,275
Current Officers, Directors, Trustees, and Key Employees---$8,000
Other Expenses---$7,686
Payroll Taxes---$6,504
Office Expenses---$4,969
Advertising---$335
Total Functional Expenses$0$0$0$231,911
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$423,803
Gaming Direct Expenses$336,798
Fundraising Gross Income$15,647
Fundraising Direct Expenses$10,211
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Total Events$15,647$15,647$10,211$5,436
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization is a fraternal organization with 445 members.

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

Officers and trustees are elected at a membership meeting.

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

A membership meeting is held on the first and third monday of every month where the members have an opportunity to vote on issues arising during the month.

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

The form 990 must be submitted to the accounting and auditing committee at the local level, and approved and submitted to an auditor at the national organization chapter with the other required reports.

Form 990, Part VI, Section B, Line 12C

Officers, directors and key employees are required to testify on conflicts of interest that may arise as well as incidental monitoring.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are available to the public through the national organization website and by paper at the local lodge.

Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order of
EIN
23-7137929
Phone
8026749966
Address
156 MAIN STREET, WINDSOR, VT 05089

Signing Officer

Name
Robert Allen
Title
Treasurer
Phone
8026749966
Signed
2020-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Allen
Formed
1944
Legal Domicile
Vt
Voting Board Members
9
Independent Board Members
7
Employees
11
Volunteers
30

Preparer

Firm
Am Peisch & Company Llp
Address
24 AIRPORT ROAD SUITE 402, WEST LEBANON, NH 03784-1663
Preparer
Mandy C Giles CPA
Phone
6033060100
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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/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0371663
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0340547
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0127178
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0119937
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0195243
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0156884
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0352127
IRS990ScheduleD/EquipmentGrp/BookValueAmt08585
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0229139
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0237724
IRS990ScheduleD/LandGrp/BookValueAmt06000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt06000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0209828
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010211
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt015647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt015647
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015647
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05436
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010211
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010211
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt019400
IRS990ScheduleG/GamingInformationGrp/CashPrizesPullTabsAmt0291962
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt0311362
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0336798
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt022498
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt0401305
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0423803
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt087005
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt025436
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesPullTabsAmt025436
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd00
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd00
IRS990ScheduleG/GamingManagerPersonNm0PAMELA OSGOOD
IRS990ScheduleG/GamingManagerServicesProvTxt0HOUSE COMMITTEE CHAIRPERSON. HOUSE COMMITTEE IS RESPONSIBLE FOR SUPERVISING AND MANAGING OF BAR AND CLUB EMPLOYEES. THEY OVERSEE ALL BAR OPERATIONS AND DO ALL INVENTORY AND RECONCILIATION OF TICKETS (PULL TABS).
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/IndividualWithBooksNm0PAMELA OSGOOD
IRS990ScheduleG/LicensedInd01
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0156 MAIN STREET
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0WINDSOR
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0VT
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd005089
IRS990ScheduleG/StatesWhereGamingConductedCd0VT
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A FRATERNAL ORGANIZATION WITH 445 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND TRUSTEES ARE ELECTED AT A MEMBERSHIP MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A MEMBERSHIP MEETING IS HELD ON THE FIRST AND THIRD MONDAY OF EVERY MONTH WHERE THE MEMBERS HAVE AN OPPORTUNITY TO VOTE ON ISSUES ARISING DURING THE MONTH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 MUST BE SUBMITTED TO THE ACCOUNTING AND AUDITING COMMITTEE AT THE LOCAL LEVEL, AND APPROVED AND SUBMITTED TO AN AUDITOR AT THE NATIONAL ORGANIZATION CHAPTER WITH THE OTHER REQUIRED REPORTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO TESTIFY ON CONFLICTS OF INTEREST THAT MAY ARISE AS WELL AS INCIDENTAL MONITORING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE NATIONAL ORGANIZATION WEBSITE AND BY PAPER AT THE LOCAL LODGE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0404158
IRS990/TotalAssetsEOYAmt0370908
IRS990/TotalAssetsGrp/BOYAmt0404158
IRS990/TotalAssetsGrp/EOYAmt0370908
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt034907
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/TotalAmt0231911
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032495
IRS990/TotalLiabilitiesEOYAmt030361
IRS990/TotalLiabilitiesGrp/BOYAmt032495
IRS990/TotalLiabilitiesGrp/EOYAmt030361
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0371663
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0340547
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt04000
IRS990/TotalRevenueGrp/ExclusionAmt07558
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0158330
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0200795
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0404158
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0370908
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0156 MAIN ST
IRS990/USAddress/CityNm0WINDSOR
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005089
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.ELKS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08026749966
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS #1665
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0237137929
ReturnHeader/Filer/PhoneNum08026749966
ReturnHeader/Filer/USAddress/AddressLine1Txt0156 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0WINDSOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005089
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A57BF973EDB632B60C0753524FABF0E19F3F117C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A57BF973EDB632B60C0753524FABF0E19F3F117C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-11-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:06:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030210880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AM PEISCH & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 AIRPORT ROAD SUITE 402

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