Civic Intelligence

Benevolent & Protective Order of 407 Perry Elks Lodge

990EZ • Fiscal year 2017 • EIN 42-0136000

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 10, 2017

Organization ProfileN/A

Refreshing map…

2823 Willis AvePerry, IA 50220-2323

(515) 465-3791

Siviq Scores

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

Liabilities / Assets

67th percentile

0.06x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)8 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.13x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)8 • <$500k nonprofits • Source year 2017

Net Margin

73rd percentile

11%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)8 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

64th percentile

6.6%

Faster revenue growth than 64% of similar nonprofits.

2017 filings • 501(c)8 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$173,349

Up $173,349 from 2016

Net Assets

Up

$170,544

Up $170,544 from 2016

Liabilities

$11,039

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin73rd percentile

Revenue

Up

$85,147

Up $5,264 (+6.6%) from 2016

Expenses

Down

$75,823

Down $8 (-0.0%) from 2016

Net Income

Up

$9,324

Up $5,272 (+130%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2012: $193,869Liabilities 2012: $55,943Net Assets 2012: $137,9262012Assets 2013: $178,409Liabilities 2013: $46,403Net Assets 2013: $132,0062013Assets 2014: $166,446Liabilities 2014: $35,781Net Assets 2014: $130,6652014Assets 2015: $167,768Liabilities 2015: $25,465Net Assets 2015: $142,3032015Assets 2016: $0Net Assets 2016: $02016Assets 2017: $173,349Liabilities 2017: $11,039Net Assets 2017: $170,5442017Assets 2018: $181,240Liabilities 2018: $1,1542018Assets 2019: $178,794Liabilities 2019: $11,999Net Assets 2019: $166,7952019Assets 2020: $204,720Liabilities 2020: $17,7002020Assets 2021: $207,083Liabilities 2021: $22,910Net Assets 2021: $184,1732021Assets 2022: $217,676Liabilities 2022: $53,614Net Assets 2022: $164,0622022Assets 2023: $197,001Liabilities 2023: $27,590Net Assets 2023: $169,4112023Assets 2024: $193,893Liabilities 2024: $29,6112024Assets 2025: $178,171Liabilities 2025: $26,695Net Assets 2025: $151,4762025

Highlighted filing

2017

Assets$173,349
Liabilities$11,039
Net Assets$170,544
Open 2017 Filing

Operations Trend

Revenue Growth64th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $157,580Expenses 2012: $152,574Net Income 2012: $5,0062012Revenue 2013: $153,571Expenses 2013: $159,491Net Income 2013: -$5,9202013Revenue 2014: $115,218Expenses 2014: $116,559Net Income 2014: -$1,3412014Revenue 2015: $93,549Expenses 2015: $81,926Net Income 2015: $11,6232015Revenue 2016: $79,883Expenses 2016: $75,831Net Income 2016: $4,0522016Revenue 2017: $85,147Expenses 2017: $75,823Net Income 2017: $9,3242017Revenue 2018: $90,563Expenses 2018: $72,787Net Income 2018: $17,7762018Revenue 2019: $82,241Expenses 2019: $95,532Net Income 2019: -$13,2912019Revenue 2020: $125,756Expenses 2020: $103,377Net Income 2020: $22,3792020Revenue 2021: $89,622Expenses 2021: $91,285Net Income 2021: -$1,6632021Revenue 2022: $142,273Expenses 2022: $162,188Net Income 2022: -$19,9152022Revenue 2023: $110,620Expenses 2023: $105,215Net Income 2023: $5,4052023Revenue 2024: $97,321Expenses 2024: $103,549Net Income 2024: -$6,2282024Revenue 2025: $100,515Expenses 2025: $111,420Net Income 2025: -$10,9052025

Highlighted filing

2017

Revenue$85,147
Expenses$75,823
Net Income$9,324
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 10, 2017
Return Version
2016v3.0
Gross Receipts
$116,288
Mission and Program Overview

Mission

Charitable works of the benevolent & protective order of the elks

Charitable

Program Services

DescriptionGrantsExpenses
National Elks programs - 60-75 kids benefited. & Veterans Gift baskets 25 Veterans-$5,059
Community holiday dinner, christmas baskets for the needy, gifts for kids 150 people dinner, 25 families-$5,000
Youth Activities - Scholarships 6 Students received Scholarships, Donation to High Sch Programs-Skills USA, Dance 35 student-$2,450
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dwayne MormanTreasurer-$1,875-$1,875
Larry MeachamSecretary-$1,458-$1,458
Chad MormanExalted Ruler-$0--
Norm SmithTrustee-$0--
Dennis SnowgrenTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order of
EIN
42-0136000
Phone
5154653791
Address
2823 Willis Ave, PERRY, IA 50220-2323

Signing Officer

Name
Dwayne Morman
Title
Treasurer
Signed
2017-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Dorman Studio
Address
1309 First Street, PERRY, IA 50220
Preparer
Jon Jamison
Phone
5154653257
Supplemental Narrative

Additional Explanations

990EZ pg 1, line 8 Other Income

“Retal of facility $2285, Apparel sales $267 Total $2552”

990EZ pg 1, line 10 Grants Paid

“Lodge Exp $1862, Lodge Convention $3957, Charitable $10442 Grand Lodge Dues $6715 Total $22976”

990EZ pg 1, line 16 Other Expenses

“Operating Expenses (See Satement)”

990EZ pg 2, line 24 Assets

“Inventory $3577 & Acct Rec. $1941.55 Undeposited Funds $449”

990EZ pg 2, line 26 Liabilities

“Note payable RVBank $8722, Sales/Payroll Tax Payable $172 Member prepaid dues $2145 Total $11039”

Raw XML Appendix127 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Dwayne Morman
IRS990EZ/BooksInCareOfDetail/PhoneNum05154653791
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02823 Willis Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PERRY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050220
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045343
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035789
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014063
IRS990EZ/CostOfGoodsSoldAmt031141
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09324
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0184169
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0173349
IRS990EZ/GrantsAndSimilarAmountsPaidAmt022976
IRS990EZ/GrossProfitLossSlsOfInvntryAmt041205
IRS990EZ/GrossReceiptsAmt0116288
IRS990EZ/GrossSalesOfInventoryAmt072346
IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt016
IRS990EZ/LandAndBuildingsGrp/BOYAmt0131078
IRS990EZ/LandAndBuildingsGrp/EOYAmt0131592
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027311
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0161220
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0170544
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0161220
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11458
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt41875
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chad Morman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Larry Meacham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Norm Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dennis Snowgren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dwayne Morman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Exalted Ruler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07748
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05968
IRS990EZ/OtherExpensesTotalAmt052847
IRS990EZ/OtherRevenueTotalAmt02552
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Youth Activities - Scholarships 6 Students received Scholarships, Donation to High Sch Programs-Skills USA, Dance 35 student
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community holiday dinner, christmas baskets for the needy, gifts for kids 150 people dinner, 25 families
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2National Elks programs - 60-75 kids benefited. & Veterans Gift baskets 25 Veterans
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02450
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25059
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt022949
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011039
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075823
IRS990EZ/TotalProgramServiceExpensesAmt012509
IRS990EZ/TotalRevenueAmt085147
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Retal of facility $2285, Apparel sales $267 Total $2552
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Lodge Exp $1862, Lodge Convention $3957, Charitable $10442 Grand Lodge Dues $6715 Total $22976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Operating Expenses (See Satement)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Inventory $3577 & Acct Rec. $1941.55 Undeposited Funds $449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Note payable RVBank $8722, Sales/Payroll Tax Payable $172 Member prepaid dues $2145 Total $11039
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990EZ pg 1, line 8 Other Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990EZ pg 1, line 10 Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990EZ pg 1, line 16 Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990EZ pg 2, line 24 Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990EZ pg 2, line 26 Liabilities
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dwayne Morman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Benevolent & Protective Order of
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0407 Perry Elks Lodge
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0420136000
ReturnHeader/Filer/PhoneNum05154653791
ReturnHeader/Filer/USAddress/AddressLine1Txt02823 Willis Ave
ReturnHeader/Filer/USAddress/CityNm0PERRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0502202323
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09C58D5DA250DACC46BCC433F7E4A31AA35D52532
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09C58D5DA250DACC46BCC433F7E4A31AA35D52532
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.66.26.96
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421103405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dorman Studio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01309 First Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PERRY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050220
ReturnHeader/PreparerPersonGrp/PhoneNum05154653257
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jon Jamison
ReturnHeader/ReturnTs02017-08-10T20:58:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$173,349
Liabilities
$11,039
Net assets
$170,544
Revenue
$85,147
Expenses
$75,823
Net income
$9,324
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.78$0.27$1.51$1.01$1.11$0.11
2024Summary only. Only limited summary data is available for this year.$1.94$0.30$0.97$1.04$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.28$1.69$1.11$1.05$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.54$1.64$1.42$1.62$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.23$1.84$0.90$0.91$0.02
2020Summary only. Only limited summary data is available for this year.$2.05$0.18$1.26$1.03$0.22
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.12$1.67$0.82$0.96$0.13
2018Summary only. Only limited summary data is available for this year.$1.81$0.01$0.91$0.73$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.73$0.11$1.71$0.85$0.76$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.80$0.76$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.25$1.42$0.94$0.82$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.36$1.31$1.15$1.17$0.01
2013Summary only. Only limited summary data is available for this year.$1.78$0.46$1.32$1.54$1.59$0.06
2012Summary only. Only limited summary data is available for this year.$1.94$0.56$1.38$1.58$1.53$0.05