Civic Intelligence

Elks National Foundation Inc.

990 • Fiscal year 2016 • EIN 26-3718342

Apr 01, 2015 to Mar 31, 2016 • Filed on Nov 14, 2016

Organization ProfileWWW.ELKS.ORG/ENF
2750 N Lakeview AvenueChicago, IL 60614-2256

(773) 755-4728

Siviq Scores

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

Liabilities / Assets

26th percentile

0.16x

Higher debt load relative to assets than 26% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

3.18x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Net Margin

84th percentile

19%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

3rd percentile

$142,037

Higher top officer pay than 3% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

$732,579,927

No earlier filing loaded for comparison.

Net Assets

$617,872,999

No earlier filing loaded for comparison.

Liabilities

$114,706,928

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin84th percentile

Revenue

$36,082,387

No earlier filing loaded for comparison.

Expenses

$29,295,750

No earlier filing loaded for comparison.

Net Income

$6,786,637

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0B$500M$0Assets 2016: $732,579,927Liabilities 2016: $114,706,928Net Assets 2016: $617,872,9992016Assets 2017: $778,124,909Liabilities 2017: $121,741,975Net Assets 2017: $656,382,9342017Assets 2018: $785,467,177Liabilities 2018: $85,920,544Net Assets 2018: $699,546,6332018Assets 2019: $818,675,624Liabilities 2019: $106,823,679Net Assets 2019: $711,851,9452019Assets 2020: $756,361,026Liabilities 2020: $103,235,141Net Assets 2020: $653,125,8852020Assets 2021: $936,472,552Liabilities 2021: $103,469,181Net Assets 2021: $833,003,3712021Assets 2022: $925,414,359Liabilities 2022: $77,095,200Net Assets 2022: $848,319,1592022Assets 2023: $876,926,878Liabilities 2023: $94,692,774Net Assets 2023: $782,234,1042023Assets 2024: $925,982,127Liabilities 2024: $68,683,171Net Assets 2024: $857,298,9562024Assets 2025: $884,971,330Liabilities 2025: $11,956,070Net Assets 2025: $873,015,2602025

Highlighted filing

2016

Assets$732,579,927
Liabilities$114,706,928
Net Assets$617,872,999
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MRevenue 2016: $36,082,387Expenses 2016: $29,295,750Net Income 2016: $6,786,6372016Revenue 2017: $31,475,041Expenses 2017: $27,224,193Net Income 2017: $4,250,8482017Revenue 2018: $45,805,924Expenses 2018: $29,455,323Net Income 2018: $16,350,6012018Revenue 2019: $68,772,020Expenses 2019: $31,196,607Net Income 2019: $37,575,4132019Revenue 2020: $43,379,037Expenses 2020: $29,533,298Net Income 2020: $13,845,7392020Revenue 2021: $62,047,958Expenses 2021: $32,848,662Net Income 2021: $29,199,2962021Revenue 2022: $95,466,562Expenses 2022: $37,180,568Net Income 2022: $58,285,9942022Revenue 2023: $27,750,732Expenses 2023: $42,597,331Net Income 2023: -$14,846,5992023Revenue 2024: $37,385,570Expenses 2024: $40,244,595Net Income 2024: -$2,859,0252024Revenue 2025: $61,600,573Expenses 2025: $44,533,130Net Income 2025: $17,067,4432025

Highlighted filing

2016

Revenue$36,082,387
Expenses$29,295,750
Net Income$6,786,637
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$306,606,779
Mission and Program Overview

Mission

The foundation's mission is to help the benevolent and protective order of elks of the united states of america (bpoe) build stronger communities by offering college scholarships, funding programs that build the character and confidence of youth, serving and honoring veterans, and providing elks lodges and state associations with resources they need to accomplish their charitable objectives.

The foundation's mission is to help the benevolent and protective order of elks build stronger communities by offering college scholarships, funding programs that build the character and confidence of youth, serving and honoring veterans, and providing elks lodges and state associations with resources they need to accomplish their charitable objectives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$620,756,490$619,695,469▼ $1,061,021
Investments Other Securities$54,978,958$100,282,643▲ $45,303,685
Savings and Temporary Cash Investments$20,388,401$8,482,729▼ $11,905,672
Accounts Receivable$5,117,714$2,642,386▼ $2,475,328
Prepaid Expenses and Deferred Charges$162,002$65,656▼ $96,346
Total Assets$702,964,567$732,579,927▲ $29,615,360
Other Assets Total$1,561,002$1,411,044▼ $149,958
Liabilities
Other Liabilities$56,079,382$101,335,481▲ $45,256,099
Grants Payable$9,185,289$11,158,660▲ $1,973,371
Accounts Payable and Accrued Expenses$2,715,794$2,212,787▼ $503,007
Total Liabilities$67,980,465$114,706,928▲ $46,726,463
Net Assets / Fund Balance
Unrestricted Net Assets$632,815,795$616,132,641▼ $16,683,154
Temporarily Rstr Net Assets$1,882,048$1,454,099▼ $427,949
Permanently Rstr Net Assets$286,259$286,259→ $0
Total Net Assets Fund Balance$634,984,102$617,872,999▼ $17,111,103
Total Liabilities and Net Assets / Fund Balance$702,964,567$732,579,927▲ $29,615,360

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$100,282,643--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$634,984,102$6,708,503▲ $2,851,162$284,381$617,872,999
2014$584,942,294$6,789,777▲ $40,516,095$966,539$609,752,291
2013$541,087,042$6,523,483▲ $61,189,970$2,965,310$584,942,294
2012$505,666,355$5,795,640▲ $52,066,281$2,646,050$541,087,042
2011$484,028,558$6,732,591▲ $35,335,100$1,851,365$505,666,355
Compensation and Service Providers
Top Officer Pay3rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES W O'KELLEY IIIDirectorFT$117,875$24,162$142,037

Board Members and Trustees

NameTitle
Charles F WilliamsChairman
Amos MccallumVice-chairma
James W DamonTrustee
Frank O GarlandAssistant Se
C Valentine BatesAssistant Tr
Louis J GrilloSecretary
F Louis SulsbergerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jp Morgan Asset MgtInvest Advisor270 PARK AVE 7TH FLOOR, New York, NY 10017$803,152
Bernzott Capital AdvInvest Advisor888 W VENTURA BLVD SUITE B, Camarillo, CA 93010$360,373
Columbia ThreadneedleInvest Advisor55 W MONROE SUITE 2350, Chicago, IL 60603$316,037
Chicago EquityInvest Advisor180 N LASALLE ST SUITE 3800, Chicago, IL 60601$179,420
MesirowInvest Advisor353 N CLARK ST, Chicago, IL 60654$131,057
Revenue and Support

Revenue Composition

Contributions and Grants
$6,708,503
Program Service Revenue
$0
Investment Income
$29,146,979
Other Revenue
$226,905
All Other Contributions
$6,708,503
Change in Net Assets
$6,786,637

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,708,310
Revenue Not Reported on Financial Statements
$2,374,077
Revenue Not Reported on Form 990
$-23,897,740
Total Revenue per Audited Statements
$9,810,570
Total Revenue per Form 990
$36,082,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,526,083
Other Expenses$5,551,057
Salaries, Compensation, and Employee Benefits$1,218,610
Total Fundraising Expense$748,016
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,564,864--$18,564,864
Grants to Domestic Individuals$3,961,219--$3,961,219
Fees for Service Investment Mgmnt Fees-$2,374,077-$2,374,077
Other Salaries and Wages$361,584$364,865$228,772$955,221
Office Expenses$290,624$244,723$269,974$805,321
Other Expenses$525,380--$525,380
Information Technology$4,033$230,831$6,121$240,985
Travel$121,870$48,868$39,441$210,179
Conferences and Meetings$159,819$27,125$463$187,407
Fees for Services Other$73,380$54,722$42,718$170,820
Other Employee Benefits$56,872$56,795$36,061$149,728
Advertising$33,664$2,655$97,808$134,127
Fees for Services Accounting-$131,276-$131,276
Occupancy$4,200$120,146-$124,346
Payroll Taxes$28,162$27,794$17,998$73,954
Pension Plan Contributions$14,945$16,102$8,660$39,707
Total Functional Expenses$24,847,755$3,699,979$748,016$29,295,750

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,295,750
Expenses per Audited Statements$26,921,673
Total Expenses per Audited Statements$26,921,673
Expenses Not Reported on Financial Statements$2,374,077
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Elks State Associations-501c3-$8,785,266
Elks Lodges---$6,676,231
Elks National Veterans Service CoChicago, IL501c3General Support$2,489,060
Elks Veterans Mem Rest TrChicago, IL501c3-$583,513
----$30,794
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$101,335,481
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The foundation's board of trustees is appointed by the grand exalted ruler (ger) of the benevolent and protective order of elks of the united states of america (bpoe). The ger is lected by the membership of the bpoe.”

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

“The foundation's board of trustees is appointed by the grand exalted ruler (ger) of the benevolent and protective order of elks of the united states of america (bpoe). The ger is lected by the membership of the bpoe.”

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

“Form 990 is reviewed by the director. Members of the board of trustees receive a copy of form 990 and any quetions and comments that arise are discussed with the director.”

Form 990, Page 6, Part VI, Line 12C

“The foundation maintains a written conflict of inerest policy that is signed by each trustee upon joining the board. In addition, each trustee and the foundation's officers are required to review the policy annually and sign a conflict of interest certification to acknowledge the policy was reviewed. They are required to disclose all material facts of any actual or possible conflict of interest for themselves or their families to the director and other trustees. The board, exclusive of the interested person, determines if a conflict of interest exists and whther it is in the best interest of the foundation to enter into the transaction or arrangement.”

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

“Thw foundation maintains a compensation committee that reviews annual salaries based on performance reviews and market data.”

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

“SEE PART VI, ITEM 15A.”

Form 990, Page 6, Part VI, Line 19

“Requests for audited financial statements, tax returns, conflict of interest policy and governing documents are channeled through the director and made available upon request. The foundation also publishes audied financial statement highlights in their annual report, which is available on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
Elks National Foundation Inc
EIN
26-3718342
Phone
7737554728
Address
2750 N LAKEVIEW AVENUE, CHICAGO, IL 60614-2256

Signing Officer

Name
JAMES W O'KELLEY III
Title
Director
Phone
7737554728
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JAMES W O'KELLEY III
Formed
1928
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
29
Volunteers
11,300

Preparer

Firm
Cutrara & Company
Address
16272 PRINCE DRIVE, SOUTH HOLLAND, IL 60473-3233
Preparer
Samuel J Cutrara Jr
Phone
7083390500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation's mission is to help the benevolent and protective order of elks build stronger communities by offering college scholarships, funding programs that build the character and confidence of youth, serving and honoring veterans, and providing elks lodges and state associations with resources they need to accomplish their charitable objectives.”

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

“The foundation provided funds to the elks veterans service commission for various programs benefiting veterans. The foundation also provided funds to the elks veterans memorial restoration trust to help pay for needed maintenance and upkeep of the elks veterans memorial.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The board designated endowment fund is used to provide income to support the foundation's annual program and administrative expenses.”

Schedule D, Page 3, Part X

“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and similar state income tax laws. The foundation is also classified as an entity that is not a private foundation within the meaning of section 509(a) and contributions to the foundation qualify for charitable tax deductions by the donor. The foundation must recognize the financial statement impact of any tax benefit associated with tax positions taken or expected to be taken in its tax return unless it is more likely than not that the position will be sustained upon examination by a taxing authority. Any interest and penalties associated with the tax position would also be recognized in the financial statements. The foundation performed an evaluation of uncertain tax positions for the years ended march 31, 2015 and 2016, and determined that there were no matters that would require recognition in the financial statements or that may have any effect on its tax exempt status. As of march 31, 2016, the foundation's tax returns for 2013 through the current year remain open and subject to examination by the internal revenue service and state jurisdictions. The foundation is not currently under audit nor is any audit pending.”

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IRS990/PrincipalOfficerNm0JAMES W O'KELLEY III
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PROVIDED GRANTS TO THE ELKS STATE ASSOCIATIONS TO HELP FUND THEIR CHARITABLE ACTIVITIES. THESE ACTIVITIES INCLUDE MEDICAL CARE AND RESEARCH, IN-HOME TREATMENT FOR CHILDREN WITH DISABILITIES, YOUTH CAMPS, SHELTERS FOR ABUSED WOMEN, AND STATE LEVEL PROGRAMS CONSISTENT WITH THOSE PROVIDED BY THE FOUNDATION.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION PROVIDED GRANTS RANGING TO 10,000 TO HELP ELKS LODGES IMPLEMENT PROJECTS AND PROGRAMS THAT ADDRESS UNMET NEEDS IN THEIR COMMUNITIES IN LASTING AND MEANINGFUL WAYS. APPROXIMATELY 2,000 ELKS LODGES PARTICIPATED IN THIS GRANT PROGRAM.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE FOUNDATION PROVIDED FUNDS TO THE ELKS VETERANS SERVICE COMMISSION FOR VARIOUS PROGRAMS BENEFITING VETERANS. THE FOUNDATION ALSO PROVIDED FUNDS TO THE ELKS VETERANS MEMORIAL RESTORATION TRUST TO HELP PAY FOR NEEDED MAINTENANCE AND UPKEEP OF THE ELKS VETERANS MEMORIAL.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE BOARD DESIGNATED ENDOWMENT FUND IS USED TO PROVIDE INCOME TO SUPPORT THE FOUNDATION'S ANNUAL PROGRAM AND ADMINISTRATIVE EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE INCOME TAX LAWS. THE FOUNDATION IS ALSO CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND CONTRIBUTIONS TO THE FOUNDATION QUALIFY FOR CHARITABLE TAX DEDUCTIONS BY THE DONOR. THE FOUNDATION MUST RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF ANY TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURN UNLESS IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. ANY INTEREST AND PENALTIES ASSOCIATED WITH THE TAX POSITION WOULD ALSO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED MARCH 31, 2015 AND 2016, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX EXEMPT STATUS. AS OF MARCH 31, 2016, THE FOUNDATION'S TAX RETURNS FOR 2013 THROUGH THE CURRENT YEAR REMAIN OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE JURISDICTIONS. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR IS ANY AUDIT PENDING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$732,579,927
Liabilities
$114,706,928
Net assets
$617,872,999
Revenue
$36,082,387
Expenses
$29,295,750
Net income
$6,786,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$885$12.0$873$61.6$44.5$17.1
2024Detailed filing. Detailed filing data is available for this year.$926$68.7$857$37.4$40.2$2.86
2023Detailed filing. Detailed filing data is available for this year.$877$94.7$782$27.8$42.6$14.8
2022Detailed filing. Detailed filing data is available for this year.$925$77.1$848$95.5$37.2$58.3
2021Detailed filing. Detailed filing data is available for this year.$936$103$833$62.0$32.8$29.2
2020Detailed filing. Detailed filing data is available for this year.$756$103$653$43.4$29.5$13.8
2019Detailed filing. Detailed filing data is available for this year.$819$107$712$68.8$31.2$37.6
2018Detailed filing. Detailed filing data is available for this year.$785$85.9$700$45.8$29.5$16.4
2017Detailed filing. Detailed filing data is available for this year.$778$122$656$31.5$27.2$4.25
2016Detailed filing. Detailed filing data is available for this year.$733$115$618$36.1$29.3$6.79