Civic Intelligence

Wooster Elks Lodge No 1346 Benevolent & Protective Order of the Elks of the Us

990 • Fiscal year 2017 • EIN 34-0202575

Apr 01, 2016 to Mar 31, 2017 • Filed on Jun 29, 2017

335 N Market StreetWooster, OH 44691

(330) 262-0806

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$913,738

Down $19,806 (-2.1%) from 2016

Net Assets

Down

$789,627

Down $2,887 (-0.4%) from 2016

Liabilities

Down

$124,111

Down $16,919 (-12%) from 2016

Revenue And Expenses

Revenue

Down

$243,128

Down $64,260 (-21%) from 2016

Expenses

Up

$253,270

Up $17,706 (+7.5%) from 2016

Net Income

Down

-$10,142

Down $81,966 (-114%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $911,261Liabilities 2010: $53,640Net Assets 2010: $857,6212010Assets 2011: $874,681Liabilities 2011: $59,475Net Assets 2011: $815,2062011Assets 2012: $843,352Liabilities 2012: $58,559Net Assets 2012: $784,7932012Assets 2013: $841,159Liabilities 2013: $143,897Net Assets 2013: $697,2622013Assets 2014: $862,196Liabilities 2014: $156,585Net Assets 2014: $705,6112014Assets 2015: $891,069Liabilities 2015: $172,835Net Assets 2015: $718,2342015Assets 2016: $933,544Liabilities 2016: $141,030Net Assets 2016: $792,5142016Assets 2017: $913,738Liabilities 2017: $124,111Net Assets 2017: $789,6272017Assets 2018: $900,300Liabilities 2018: $107,132Net Assets 2018: $793,1682018Assets 2019: $843,255Liabilities 2019: $95,486Net Assets 2019: $747,7692019Assets 2020: $790,872Liabilities 2020: $84,955Net Assets 2020: $705,9172020Assets 2021: $894,393Liabilities 2021: $61,557Net Assets 2021: $832,8362021Assets 2022: $932,801Liabilities 2022: $61,393Net Assets 2022: $871,4082022Assets 2023: $1,004,471Liabilities 2023: $95,869Net Assets 2023: $908,6022023Assets 2024: $1,127,755Liabilities 2024: $137,486Net Assets 2024: $990,2692024Assets 2025: $1,127,335Liabilities 2025: $86,285Net Assets 2025: $1,041,0502025

Highlighted filing

2017

Assets$913,738
Liabilities$124,111
Net Assets$789,627

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $177,551Expenses 2010: $221,954Net Income 2010: -$44,4032010Expenses 2011: $206,5272011Expenses 2012: $213,3972012Expenses 2013: $237,9912013Revenue 2014: $228,876Expenses 2014: $220,527Net Income 2014: $8,3492014Revenue 2015: $220,440Expenses 2015: $213,687Net Income 2015: $6,7532015Revenue 2016: $307,388Expenses 2016: $235,564Net Income 2016: $71,8242016Revenue 2017: $243,128Expenses 2017: $253,270Net Income 2017: -$10,1422017Revenue 2018: $239,392Expenses 2018: $245,785Net Income 2018: -$6,3932018Revenue 2019: $199,217Expenses 2019: $244,924Net Income 2019: -$45,7072019Revenue 2020: $206,286Expenses 2020: $244,341Net Income 2020: -$38,0552020Revenue 2021: $284,245Expenses 2021: $219,568Net Income 2021: $64,6772021Revenue 2022: $299,121Expenses 2022: $262,978Net Income 2022: $36,1432022Revenue 2023: $324,760Expenses 2023: $287,566Net Income 2023: $37,1942023Revenue 2024: $443,849Expenses 2024: $386,446Net Income 2024: $57,4032024Revenue 2025: $516,399Expenses 2025: $472,802Net Income 2025: $43,5972025

Highlighted filing

2017

Revenue$243,128
Expenses$253,270
Net Income-$10,142
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jun 29, 2017
Return Version
2016v3.0
Gross Receipts
$1,693,876
Mission and Program Overview

Mission

Fraternal organization where a portion of the funds collected is donated to other charitable exempt organizations to better the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$792,514$789,627▼ $2,887
Land, Buildings, and Equipment, Net$485,147$493,118▲ $7,971
Savings and Temporary Cash Investments$277,579$281,178▲ $3,599
Cash and Non-Interest-Bearing Accounts$154,761$133,819▼ $20,942
Inventories for Sale or Use$15,827$5,623▼ $10,204
Accounts Receivable$230--
Total Assets$933,544$913,738▼ $19,806
Liabilities
Deferred Revenue$57,148$54,365▼ $2,783
Accounts Payable and Accrued Expenses$28,195$51,057▲ $22,862
Other Liabilities$55,687$18,689▼ $36,998
Total Liabilities$141,030$124,111▼ $16,919
Net Assets / Fund Balance
Total Net Assets Fund Balance$792,514$789,627▼ $2,887
Total Liabilities and Net Assets / Fund Balance$933,544$913,738▼ $19,806

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$361,484$464,124$825,608
Equipment$21,271$133,852$155,123
Land$110,363-$110,363
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ronald DouglasSecretaryPT$7,269$7,269
Suzanne StocksdaleTreasurerPT$7,000$7,000

Board Members and Trustees

NameTitle
Dean StreitTrustee
Doug BarnesTrustee
Jeff SnyderTrustee
Ken RutherfordTrustee
Roger KampTrustee
Andrew HackworthExhaulted Ru
Cindy CoursenLeading Knig
Glenn BrooksLecturing Kn
John MeyerLoyal Knight
Revenue and Support

Revenue Composition

Contributions and Grants
$123,674
Program Service Revenue
$2,163
Investment Income
$-5,870
Other Revenue
$123,161
Change in Net Assets
$-10,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$177,152
Grants and Similar Amounts Paid$61,580
Salaries, Compensation, and Employee Benefits$14,538
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$61,580--$61,580
All Other Expenses$20,907$15,538-$36,445
Occupancy$30,596--$30,596
Depreciation Depletion$22,933--$22,933
Current Officers, Directors, Trustees, and Key Employees-$14,269-$14,269
Insurance$9,406--$9,406
Other Expenses$7,852--$7,852
Fees for Services Accounting-$7,445-$7,445
Office Expenses$1,195$4,058-$5,253
Fees for Services Legal-$3,207-$3,207
Other Salaries and Wages-$269-$269
Advertising$200--$200
Total Functional Expenses$208,484$44,786$0$253,270
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Elks National FoundationChicago, IL-General Operating$10,530
Ohio Elks Cerebral Palsy BoardChicago, IL-General Operating$8,825
Wooster Emblem ClubWooster, OH-General Operating$8,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$1,299,393
Gaming Direct Expenses$1,141,138
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
990ptviii1c$78,866---
Total Events$78,866---
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds in Trust$18,689
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
Management duties delegated
No

Governance Explanations

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

The governing body is elected by the members

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

Decisions of the governing body can go to the floor for a vote

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

Shared with auditing and accounting committee

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

Reviewed by board of trustees

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

Reviewed by independant cpa

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

Reviewed by independant cpa

Form 990, Page 6, Part VI, Line 19

Governing documents made available upon request

Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order
EIN
34-0202575
Phone
3302620806
Address
335 N MARKET STREET, WOOSTER, OH 44691

Signing Officer

Name
Suzanne Stocksdale
Title
Treasurer
Phone
3302620806
Signed
2017-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Stocksdale
Formed
1988
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
20

Preparer

Firm
Long Cook & Samsa Inc
Address
505 N MARKET ST, WOOSTER, OH 44691
Preparer
Jennifer M Halvorsen
Phone
3302627111
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Licenses 6,280 0 0 miscellaneous 5,890 0 0 conferences 0 5,127 0 equipment rental 4,912 0 0 bank fees 0 4,864 0 contract labor 3,540 0 0 telephone 0 2,874 0 lodge state per capita tx 0 1,923 0 cleaning 0 750 0 youth activities 285 0 0 total 20,907 15,538 0

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IRS990/ReconcilationRevenueExpnssAmt0-10142
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt04077
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0792514
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0789627
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0277579
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0281178
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0361484
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0464124
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0825608
IRS990ScheduleD/EquipmentGrp/BookValueAmt021271
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0133852
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0155123
IRS990ScheduleD/LandGrp/BookValueAmt0110363
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0110363
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018689
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS IN TRUST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0493118
IRS990ScheduleD/TotalLiabilityAmt018689
IRS990ScheduleG/CharitableDistributionRqrInd0true
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/DistributedAmt054945
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt078866
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt078866
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0990PTVIII1C
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt078866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078866
IRS990ScheduleG/GamingInformationGrp/CashPrizesPullTabsAmt01106662
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt01106662
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt01141138
IRS990ScheduleG/GamingInformationGrp/GrossRevenuePullTabsAmt01299393
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt01299393
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0158255
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt034476
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesPullTabsAmt034476
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingManagerCompensationAmt037000
IRS990ScheduleG/GamingManagerIsEmployeeInd0X
IRS990ScheduleG/GamingManagerPersonNm0LEAH SNYDER
IRS990ScheduleG/GamingManagerServicesProvTxt0RESPONSIBLE FOR KEEPING THE DAILY ACCT
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0SUZANNE STOCKSDALE
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0335 N MARKET STREET
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0WOOSTER
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0OH
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd044691
IRS990ScheduleG/StatesWhereGamingConductedCd0OH
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0OHIO 54,945
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G, PAGE 3, PART III, LINE 17B
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt08825
IRS990ScheduleI/RecipientTable/CashGrantAmt110530
IRS990ScheduleI/RecipientTable/CashGrantAmt28000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL OPERATING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OHIO ELKS CEREBRAL PALSY BOARD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ELKS NATIONAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WOOSTER EMBLEM CLUB
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02750 N LAKEVIEW AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12750 N LAKEVIEW AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 494
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2WOOSTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060614
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd160614
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd244691
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY IS ELECTED BY THE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS OF THE GOVERNING BODY CAN GO TO THE FLOOR FOR A VOTE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SHARED WITH AUDITING AND ACCOUNTING COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED BY BOARD OF TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEWED BY INDEPENDANT CPA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEWED BY INDEPENDANT CPA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LICENSES 6,280 0 0 MISCELLANEOUS 5,890 0 0 CONFERENCES 0 5,127 0 EQUIPMENT RENTAL 4,912 0 0 BANK FEES 0 4,864 0 CONTRACT LABOR 3,540 0 0 TELEPHONE 0 2,874 0 LODGE STATE PER CAPITA TX 0 1,923 0 CLEANING 0 750 0 YOUTH ACTIVITIES 285 0 0 TOTAL 20,907 15,538 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0933544
IRS990/TotalAssetsEOYAmt0913738
IRS990/TotalAssetsGrp/BOYAmt0933544
IRS990/TotalAssetsGrp/EOYAmt0913738
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0123674
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044786
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0208484
IRS990/TotalFunctionalExpensesGrp/TotalAmt0253270
IRS990/TotalGrossUBIAmt02163
IRS990/TotalLiabilitiesBOYAmt0141030
IRS990/TotalLiabilitiesEOYAmt0124111
IRS990/TotalLiabilitiesGrp/BOYAmt0141030
IRS990/TotalLiabilitiesGrp/EOYAmt0124111
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0792514
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0789627
IRS990/TotalProgramServiceRevenueAmt02163
IRS990/TotalReportableCompFromOrgAmt014269
IRS990/TotalRevenueGrp/ExclusionAmt0156462

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.09$1.04$0.52$0.47$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.14$0.99$0.44$0.39$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.10$0.91$0.32$0.29$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.06$0.87$0.30$0.26$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.06$0.83$0.28$0.22$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.08$0.71$0.21$0.24$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.10$0.75$0.20$0.24$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.11$0.79$0.24$0.25$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.12$0.79$0.24$0.25$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.14$0.79$0.31$0.24$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.17$0.72$0.22$0.21$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.16$0.71$0.23$0.22$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.14$0.70$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.06$0.78$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.06$0.82$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.05$0.86$0.18$0.22$0.04