Civic Intelligence

Elks National Foundation Inc.

990 • Fiscal year 2017 • EIN 26-3718342

Apr 01, 2016 to Mar 31, 2017 • Filed on Sep 15, 2017

Organization Profilewww.elks.org/enf
2750 N Lakeview AvenueChicago, IL 60614

(773) 755-4728

Siviq Scores

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

Liabilities / Assets

28th percentile

0.16x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

3.87x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Net Margin

76th percentile

14%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

2nd percentile

$146,459

Higher top officer pay than 2% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Asset Growth

49th percentile

6.2%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-13%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$778,124,909

Up $45,544,982 (+6.2%) from 2016

Net Assets

Up

$656,382,934

Up $38,509,935 (+6.2%) from 2016

Liabilities

Up

$121,741,975

Up $7,035,047 (+6.1%) from 2016

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin76th percentile

Revenue

Down

$31,475,041

Down $4,607,346 (-13%) from 2016

Expenses

Down

$27,224,193

Down $2,071,557 (-7.1%) from 2016

Net Income

Down

$4,250,848

Down $2,535,789 (-37%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

2017

Assets$778,124,909
Liabilities$121,741,975
Net Assets$656,382,934
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

2017

Revenue$31,475,041
Expenses$27,224,193
Net Income$4,250,848
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$163,621,244
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$619,695,469$655,412,652▲ $35,717,183
Investments Other Securities$100,282,643$107,623,958▲ $7,341,315
Savings and Temporary Cash Investments$8,149,129$10,825,052▲ $2,675,923
Pledges and Grants Receivable$1,434,099$722,135▼ $711,964
Cash and Non-Interest-Bearing Accounts$333,600$684,681▲ $351,081
Prepaid Expenses and Deferred Charges$65,656$96,953▲ $31,297
Accounts Receivable$56,337$9,775▼ $46,562
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$732,579,927$778,124,909▲ $45,544,982
Other Assets Total$2,562,994$2,749,703▲ $186,709
Liabilities
Other Liabilities$101,335,481$108,590,443▲ $7,254,962
Grants Payable$11,158,660$12,271,496▲ $1,112,836
Accounts Payable and Accrued Expenses$2,212,787$880,036▼ $1,332,751
Total Liabilities$114,706,928$121,741,975▲ $7,035,047
Net Assets / Fund Balance
Unrestricted Net Assets$616,132,641$649,535,551▲ $33,402,910
Temporarily Rstr Net Assets$1,454,099$6,561,124▲ $5,107,025
Permanently Rstr Net Assets$286,259$286,259→ $0
Total Net Assets Fund Balance$617,872,999$656,382,934▲ $38,509,935
Total Liabilities and Net Assets / Fund Balance$732,579,927$778,124,909▲ $45,544,982

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$610,887,204$6,971,434▲ $57,407,007$1,553,607$649,535,551
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
Compensation and Service Providers
Top Officer Pay2nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James OKelley IIIDirectorFT$121,461$24,998$146,459

Board Members and Trustees

NameTitle
Charles F WilliamsChairman
F Louis SulsbergerVice Chairman
Amos A McCallumTrustee
Frank O GarlandAsst Secretary
C Valentine BatesAsst Treasurer
Louis J GrilloSecretary
James W DamonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
JPMorgan Asset ManagementInvestment Advisor270 Park Avenue 7th Fl, New York, NY 10017$723,204
Bernzott Capital AdvisorsInvestment Advisor888 W Ventura Blvd Suite B, Camarillo, CA 93010$390,838
Columbia Threadneedle InvestmentsInvestment Advisor227 W Monroe St Suite 3000, Chicago, IL 60606$316,492
Mesirow FinancialInvestment Advisor353 N Clark St, Chicago, IL 60654$205,356
Geneva Capital ManagementInvestment Advisor100 E Wisconsin Ave Suite 2550, Milwaukee, WI 53202$179,949
Revenue and Support

Revenue Composition

Contributions and Grants
$7,576,046
Program Service Revenue
$0
Investment Income
$23,721,470
Other Revenue
$177,525
All Other Contributions
$7,576,046
Change in Net Assets
$4,250,848

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded8$26,981
Total Noncash Contributions8$26,981

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,147,205
Revenue Not Reported on Financial Statements
$2,327,836
Revenue Not Reported on Form 990
$36,586,923
Total Revenue per Audited Statements
$65,734,128
Total Revenue per Form 990
$31,475,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,754,567
Other Expenses$3,156,857
Salaries, Compensation, and Employee Benefits$1,312,769
Total Fundraising Expense$777,752
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,951,524--$18,951,524
Grants to Domestic Individuals$3,803,043--$3,803,043
Other Salaries and Wages$403,007$362,198$252,700$1,017,905
Travel$784,939$85,669$32,727$903,335
Fees for Services Other$403,172$41,865$250$445,287
Other Expenses$119,248$53,168$89,579$208,827
All Other Expenses$100,859$69,567$12,360$182,786
Other Employee Benefits$69,360$62,506$38,995$170,861
Occupancy$3,600$145,079-$148,679
Advertising$58,385$4,464$16,567$79,416
Payroll Taxes$30,927$28,064$19,343$78,334
Office Expenses$5,541$31,106$32,613$69,260
Pension Plan Contributions$18,735$16,495$10,439$45,669
Information Technology$3,609$36,381-$39,990
Interest-$11-$11
Total Functional Expenses$25,121,339$1,325,102$777,752$27,224,193

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$27,224,193
Total Expenses per Audited Statements$27,224,193
Total Expenses per Form 990$27,224,193
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Elks State AssociationsChicago, IL501(c)(3)Grants$9,062,095
Elks LodgesChicago, IL501(c)(8)Community Investment Programs$6,740,442
Elks National Vet Serv CommChicago, IL501(c)(3)Programs Support$2,463,750
Elks Vet Mem Restoration TrChicago, IL501(c)(3)General Support$685,237
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Collateral under Securities Lending Prog$108,590,443
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
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, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“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 elected by the membership of the BPOE.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed by the Director. The trustees of the board receive a copy of the Form 990 and any questions or comments that arise are discussed with the Director.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Foundation maintains a written conflict of interest 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 that the policy was reviewed. They are required to disclose all material facts of any actual or possible conflict of interest by themselves or their families to the Director and other trustees. The board of trustees, exclusive of the interested person, determines whether a conflict of interest exists and whether it is in the best interest of the Foundation to enter into the transaction or arrangement.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Benevolent and Protective Order of Elks of the United States of America (BPOE) maintains a compensation committee that reviews annual salaries based on performance, cost of living adjustments and market data.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The Benevolent and Protective Order of Elks of the United States of America (BPOE) maintains a compensation committee that reviews annual salaries based on performance, cost of living adjustments and market data.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Requests for audited financial statements, tax returns, conflict of interest policy and governing documents are channeled through the Director and made available upon request.”

Filing and Contact Details

Filer

Filer Name
Elks National Foundation Inc
EIN
26-3718342
Phone
7737554728
Address
2750 N Lakeview Avenue, Chicago, IL 60614

Signing Officer

Name
James OKelley III
Title
Director
Signed
2017-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James OKelley III
Formed
1928
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
28
Volunteers
11,300

Preparer

Firm
FK Advisors
Address
600 Academy Drive Suite 140, Northbrook, IL 60062
Preparer
Jerry Fitzpatrick
Phone
8477706700
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: 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 Veteran Memorial. OTHER PROGRAM SERVICES 5: Other program expenses”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Change in Value of Split-Interest = $84300”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The sole activity of the Foundation is the maintenance and operation of an endowment fund for the accumulation, administration, use, and disbursement of contributions, income, and appreciation in accordance with Section 501(c)(3) of the United States Internal Revenue Code, and related powers and purposes as set forth in the Foundations Articles of Incorporation.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Change in Value of Split-Interest $84300”

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IRS990/Form990PartVIISectionAGrp/PersonNm0Charles F Williams
IRS990/Form990PartVIISectionAGrp/PersonNm1Amos A McCallum
IRS990/Form990PartVIISectionAGrp/PersonNm2Louis J Grillo
IRS990/Form990PartVIISectionAGrp/PersonNm3F Louis Sulsberger
IRS990/Form990PartVIISectionAGrp/PersonNm4Frank O Garland
IRS990/Form990PartVIISectionAGrp/PersonNm5C Valentine Bates
IRS990/Form990PartVIISectionAGrp/PersonNm6James W Damon
IRS990/Form990PartVIISectionAGrp/PersonNm7James OKelley III
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Asst Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Asst Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/InformationTechnologyGrp/ProgramServicesAmt03609
IRS990/InformationTechnologyGrp/TotalAmt039990
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IRS990/LoanOutstandingInd0false
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IRS990/MissionDesc0The 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.
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IRS990/NetAssetsOrFundBalancesEOYAmt0656382934
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt08617464
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08617464
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/ProgramServicesAmt03600
IRS990/OccupancyGrp/TotalAmt0148679
IRS990/OfficeExpensesGrp/FundraisingAmt032613
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031106
IRS990/OfficeExpensesGrp/ProgramServicesAmt05541
IRS990/OfficeExpensesGrp/TotalAmt069260
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt02749703
IRS990/OtherChangesInNetAssetsAmt084300
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt038995
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt062506
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt069360
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0170861
IRS990/OtherExpensesGrp/Desc0Overhead Allocation
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Awards and Recognition
IRS990/OtherExpensesGrp/FundraisingAmt018345
IRS990/OtherExpensesGrp/FundraisingAmt1102117
IRS990/OtherExpensesGrp/FundraisingAmt2151717
IRS990/OtherExpensesGrp/FundraisingAmt389579
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0379547
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18982
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt253168
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IRS990/OtherExpensesGrp/ProgramServicesAmt2122052
IRS990/OtherExpensesGrp/ProgramServicesAmt3119248
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IRS990/OtherExpensesGrp/TotalAmt1329464
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IRS990/OtherExpensesGrp/TotalAmt3208827
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0362198
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0403007
IRS990/OtherSalariesAndWagesGrp/TotalAmt01017905
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt019343
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028064
IRS990/PayrollTaxesGrp/ProgramServicesAmt030927
IRS990/PayrollTaxesGrp/TotalAmt078334
IRS990/PensionPlanContributionsGrp/FundraisingAmt010439
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt016495
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018735
IRS990/PensionPlanContributionsGrp/TotalAmt045669
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0286259
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0286259
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01434099
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0722135
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt065656
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt096953
IRS990/PrincipalOfficerNm0James OKelley III
IRS990/PriorPeriodAdjustmentsAmt0-2327836
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/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/ProgSrvcAccomActy2Grp/GrantAmt06740442
IRS990/ProgSrvcAccomActy3Grp/Desc0The Foundation provided one to four year academic scholarships up to $15,000 per year to approximately 3,000 individuals for the purpose of undergraduate or graduate education.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt03803043
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013597829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08848795
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt014406684
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt071839854

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$778,124,909
Liabilities
$121,741,975
Net assets
$656,382,934
Revenue
$31,475,041
Expenses
$27,224,193
Net income
$4,250,848
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