Civic Intelligence

Wisconsin Elks Benevolent Fund Inc

EIN 39-1744936 • 501(c)3 • Janesville, WI

Profile

To further charitable educational and benevolent activities providing aid to the sick, disabled, youth, and unfortunate

4110 Tanglewood DrJanesville, WI 53546-8832

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

58th percentile

8.6%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-4.4%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,982,592

Up $15,568 (+0.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,982,592

Up $15,568 (+0.5%) from 2024

Revenue

Down

$469,066

Down $21,748 (-4.4%) from 2024

Expenses

Up

$428,935

Up $55,807 (+15%) from 2024

Net Income

Down

$40,131

Down $77,555 (-66%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $1,617,862Liabilities 2012: $0Net Assets 2012: $1,617,8622012Assets 2013: $1,588,933Liabilities 2013: $0Net Assets 2013: $1,588,9332013Assets 2014: $1,833,399Liabilities 2014: $0Net Assets 2014: $1,833,3992014Assets 2015: $1,784,947Liabilities 2015: $0Net Assets 2015: $1,784,9472015Assets 2016: $1,646,458Liabilities 2016: $0Net Assets 2016: $1,646,4582016Assets 2017: $1,855,574Liabilities 2017: $0Net Assets 2017: $1,855,5742017Assets 2018: $1,848,460Liabilities 2018: $0Net Assets 2018: $1,848,4602018Assets 2019: $1,814,628Liabilities 2019: $0Net Assets 2019: $1,814,6282019Assets 2020: $1,861,843Liabilities 2020: $0Net Assets 2020: $1,861,8442020Assets 2021: $2,593,352Liabilities 2021: $0Net Assets 2021: $2,593,3522021Assets 2022: $2,862,880Liabilities 2022: $0Net Assets 2022: $2,862,8802022Assets 2023: $2,616,076Liabilities 2023: $0Net Assets 2023: $2,616,0762023Assets 2024: $2,967,024Liabilities 2024: $0Net Assets 2024: $2,967,0242024Assets 2025: $2,982,592Liabilities 2025: $0Net Assets 2025: $2,982,5922025

Highlighted filing

2025

Assets$2,982,592
Liabilities$0
Net Assets$2,982,592

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $334,654Expenses 2012: $356,460Net Income 2012: -$21,8062012Revenue 2013: $285,933Expenses 2013: $314,862Net Income 2013: -$28,9292013Revenue 2014: $566,126Expenses 2014: $321,661Net Income 2014: $244,4652014Revenue 2015: $285,847Expenses 2015: $334,299Net Income 2015: -$48,4522015Revenue 2016: $191,229Expenses 2016: $329,719Net Income 2016: -$138,4902016Revenue 2017: $520,278Expenses 2017: $311,161Net Income 2017: $209,1172017Revenue 2018: $308,371Expenses 2018: $315,485Net Income 2018: -$7,1142018Revenue 2019: $295,918Expenses 2019: $329,749Net Income 2019: -$33,8312019Revenue 2020: $380,535Expenses 2020: $333,319Net Income 2020: $47,2162020Revenue 2021: $282,967Expenses 2021: $333,500Net Income 2021: -$50,5332021Revenue 2022: $598,495Expenses 2022: $307,112Net Income 2022: $291,3832022Revenue 2023: $461,949Expenses 2023: $389,527Net Income 2023: $72,4222023Revenue 2024: $490,814Expenses 2024: $373,128Net Income 2024: $117,6862024Revenue 2025: $469,066Expenses 2025: $428,935Net Income 2025: $40,1312025

Highlighted filing

2025

Revenue$469,066
Expenses$428,935
Net Income$40,131

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.00$2.98$0.47$0.43$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.49$0.37$0.12
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.00$2.62$0.46$0.39$0.07
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.86$0.00$2.86$0.60$0.31$0.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.00$2.59$0.28$0.33$0.05
2020Summary only. Only limited summary data is available for this year.$1.86$0.00$1.86$0.38$0.33$0.05
2019Summary only. Only limited summary data is available for this year.$1.81$0.00$1.81$0.30$0.33$0.03
2018Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$0.31$0.32$0.01
2017Summary only. Only limited summary data is available for this year.$1.86$0.00$1.86$0.52$0.31$0.21
2016Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$0.19$0.33$0.14
2015Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.29$0.33$0.05
2014Summary only. Only limited summary data is available for this year.$1.83$0.00$1.83$0.57$0.32$0.24
2013Summary only. Only limited summary data is available for this year.$1.59$0.00$1.59$0.29$0.31$0.03
2012Summary only. Only limited summary data is available for this year.$1.62$0.00$1.62$0.33$0.36$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jul 22, 2025
Return Version
2024v5.2
Gross Receipts
$1,196,424
Mission and Program Overview

Mission

To further charitable educational and benevolent activities providing aid to the sick, disabled, youth, and unfortunate

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,379,603$2,560,639▲ $181,036
Savings and Temporary Cash Investments$575,978$414,343▼ $161,635
Cash and Non-Interest-Bearing Accounts$11,443$7,610▼ $3,833
Total Assets$2,967,024$2,982,592▲ $15,568
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,967,024$2,982,592▲ $15,568
Total Net Assets Fund Balance$2,967,024$2,982,592▲ $15,568
Total Liabilities and Net Assets / Fund Balance$2,967,024$2,982,592▲ $15,568
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ken BrucknerPresident
Jeff MillerWea President Elect
Pat MoranWea State President
Todd KostuckVice President
Greg WheltonWea Central Vice President
Jon MijalWea Ne Vice President
Tj JungwirthWea Nw Vice President
Ron WhalenWea South Vice President
Rob RadigWea at Large Trustee
Tony VulgarisWea Central Trustee
Ray DablerWea Ne Trustee
Jaye FranklinWea Nw Trustee
David HagenSecretarytreasurer
Lou SuisbergerState Sponsorpger
Revenue and Support

Revenue Composition

Contributions and Grants
$268,508
Program Service Revenue
$0
Investment Income
$200,558
Other Revenue
$0
All Other Contributions
$39,848
Change in Net Assets
$40,131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$403,660
Other Expenses$25,275
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$403,660--$403,660
Fees for Service Investment Mgmnt Fees-$21,594-$21,594
Other Expenses-$2,000-$2,000
Insurance-$650-$650
Total Functional Expenses$403,660$25,275$0$428,935
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wisconsin Elks AssociationSchofield, WI501c8Charitable Works-
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Form 990 part vi line 9: no.form 990 part vi line 11a: all directors receive a copy of 990 and the state reportform 990 part vi line 12c: no.form 990 part vi lines 15a & 15b : no compensation.form 990 part vi lines 18 & 19: each director has a copy of form 990 and is allowed to show it upon request. A copy is also included with the state report which is open to the public.form 990 part vii linee e & f: all directors are volunteers and receive no pay.form 990 part ix: $214,970, elks national foundation grants to wisconsin elks benevolent fund is provided to the wisconsin elks association for their charitable works.

Governing documents etc available to public Part VI line 19

Form 990 part v line 3b: line 3a is no therefore 3 b needs no answer as there was no unrelated business income.form 990 part v line 13a: no health plans issued.form 990 part v line 14a : no tanning services provided.form 990 part vi line 1a; president, vice-president & secy./treas. Are appointed by state sponsor. Directors are elected and determine investment of funds.form 990 part vi line 1b: three times per year reports are provided to the wisconsin elks association.form 990 part vi lines 6 to 7b: all are :noform 990 part vi lines 8a &7b: report three times per year at directors meetings to visiting elks association members &sundry reports.form 990 part vi line10b: no only one in wisconsin.

Filing and Contact Details

Filer

Filer Name
Wisconsin Elks Benevolent Fund Inc
EIN
39-1744936
In Care Of
% DAVID HAGEN
Phone
6087548525
Address
4110 TANGLEWOOD DR, JANESVILLE, WI 53546-8832
Doing Business As
Co David a Hagen

Signing Officer

Name
David Hagen
Title
Secretary Treasurer
Phone
6087548525
Signed
2025-07-22
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
60

Preparer

Firm
Hagen CPA LLC
Address
4525 WOODGATE DRIVE, JANESVILLE, WI 53546
Preparer
David a Hagen CPA
Phone
6087548525
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 PART VI LINE 9: NO.FORM 990 PART VI LINE 11A: ALL DIRECTORS RECEIVE A COPY OF 990 AND THE STATE REPORTFORM 990 PART VI LINE 12C: NO.FORM 990 PART VI LINES 15A & 15B : NO COMPENSATION.FORM 990 PART VI LINES 18 & 19: EACH DIRECTOR HAS A COPY OF FORM 990 AND IS ALLOWED TO SHOW IT UPON REQUEST. A COPY IS ALSO INCLUDED WITH THE STATE REPORT WHICH IS OPEN TO THE PUBLIC.FORM 990 PART VII LINEE E & F: ALL DIRECTORS ARE VOLUNTEERS AND RECEIVE NO PAY.FORM 990 PART IX: $214,970, ELKS NATIONAL FOUNDATION GRANTS TO WISCONSIN ELKS BENEVOLENT FUND IS PROVIDED TO THE WISCONSIN ELKS ASSOCIATION FOR THEIR CHARITABLE WORKS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 PART V LINE 3B: LINE 3A IS NO THEREFORE 3 B NEEDS NO ANSWER AS THERE WAS NO UNRELATED BUSINESS INCOME.FORM 990 PART V LINE 13A: NO HEALTH PLANS ISSUED.FORM 990 PART V LINE 14A : NO TANNING SERVICES PROVIDED.FORM 990 PART VI LINE 1A; PRESIDENT, VICE-PRESIDENT & SECY./TREAS. ARE APPOINTED BY STATE SPONSOR. DIRECTORS ARE ELECTED AND DETERMINE INVESTMENT OF FUNDS.FORM 990 PART VI LINE 1B: THREE TIMES PER YEAR REPORTS ARE PROVIDED TO THE WISCONSIN ELKS ASSOCIATION.FORM 990 PART VI LINES 6 TO 7B: ALL ARE :NOFORM 990 PART VI LINES 8A &7B: REPORT THREE TIMES PER YEAR AT DIRECTORS MEETINGS TO VISITING ELKS ASSOCIATION MEMBERS &SUNDRY REPORTS.FORM 990 PART VI LINE10B: NO ONLY ONE IN WISCONSIN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HAGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06087548525
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN ELKS BENEVOLENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0WISC
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ReturnHeader/Filer/InCareOfNm0% DAVID HAGEN
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ReturnHeader/ReturnTs02025-07-24T15:46:54-04:00
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ReturnHeader/TaxPeriodBeginDt02024-04-01

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