Civic Intelligence

Benevolent & Protective Order of 407 Perry Elks Lodge

990EZ • Fiscal year 2018 • EIN 42-0136000

Apr 01, 2017 to Mar 31, 2018 • Filed on Sep 08, 2018

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

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

49th percentile

0.01x

Higher debt load relative to revenue than 49% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Net Margin

83rd percentile

20%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Top Officer Pay

87th percentile

$2,500

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Asset Growth

66th percentile

4.6%

Faster asset growth than 66% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

61st percentile

6.4%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets48th percentile

Assets

Flat

$181,240

Flat from 2018

Net Assets

$180,086

No earlier filing loaded for comparison.

Liabilities

Flat

$1,154

Flat from 2018

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin83rd percentile

Revenue

Flat

$90,563

Flat from 2018

Expenses

Flat

$72,787

Flat from 2018

Net Income

Flat

$17,776

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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: $162,3102017Assets 2018: $181,240Liabilities 2018: $1,154Net Assets 2018: $180,0862018Assets 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

2018

Assets$181,240
Liabilities$1,154
Net Assets$180,086
Open 2018 Filing

Operations Trend

Revenue Growth61st 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 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

2018

Revenue$90,563
Expenses$72,787
Net Income$17,776
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Sep 8, 2018
Return Version
2017v2.2
Gross Receipts
$126,829
Mission and Program Overview

Mission

Charitable works of the benevolent & protective order of the elks

Charitable

Program Services

DescriptionGrantsExpenses
Youth Activities - Girls Softball 250 11 Students received 250 dollar scholarships 200 summer camp - Juviniele diabetes$2,000$3,350
Community Programs - Christmas dinner/baskets for the needy, gifts for kids 150 people dinner, 25 families Injured family special benefit.$800$1,290
National Elks programs - 200 kids benefited. Hoop Shoot - Essay Contest - Vetererans gift baskets with toiletry items.$500$655
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon JamisonSecretaryPT$2,500-$2,500
Dwayne MormanTreasurer-$2,500-$2,500
Dave DavisExalted Ruler-$0--
Matt MickelsonTrusteePT$0--
Chad MormanTrustee-$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
2018-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Dorman Studio Inc
Address
1309 First Ave, PERRY, IA 50220
Preparer
Jon Jamison
Phone
5152293635
Supplemental Narrative

Additional Explanations

990EZ pg 1, line 8, Statement 1, Other Income

“Facility Rental $2750, Apparel Sales $63 Total $2813”

990 EZ pg 1, Line 10, Statement 2, Grants Expenses

“National Elks-$1660, Charitable-$7210, State & National Dues-$6886, Convention & Travel-$3718, Lodge Activity/Exp-$2391 Total 20205”

990 EZ pg 1, Line 16, Statement 3, Other Expenses

“Liscense,Bank Fee,Insurance,Interest,Depreciation. Other operating expenses(See Statement 3) Total $14077”

990 EZ pg 2, Line 24, Statement 6, Other Assets

“Inventory $3352, Undeposited Funds $55 Total 43407”

990 EZ pg2, Line 26, Statement 7, Liabilities

“Sales Tax payable $1064, Payroll Tax Liabilities $90 Total, $1154”

Raw XML Appendix134 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/BOYAmt035789
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050192
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09355
IRS990EZ/CostOfGoodsSoldAmt036266
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017776
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0173349
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0181240
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020205
IRS990EZ/GrossProfitLossSlsOfInvntryAmt044255
IRS990EZ/GrossReceiptsAmt0126829
IRS990EZ/GrossSalesOfInventoryAmt080521
IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/LandAndBuildingsGrp/BOYAmt0131592
IRS990EZ/LandAndBuildingsGrp/EOYAmt0127641
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt031632
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0162310
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0180086
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0162310
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0180086
IRS990EZ/OccupancyRentUtltsAndMaintAmt018571
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dave Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jon Jamison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Matt Mickelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chad Morman
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/BOYAmt05968
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03407
IRS990EZ/OtherExpensesTotalAmt014077
IRS990EZ/OtherRevenueTotalAmt02813
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable
IRS990EZ/PrintingPublicationsPostageAmt03512
IRS990EZ/ProgramServiceRevenueAmt02489
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Youth Activities - Girls Softball 250 11 Students received 250 dollar scholarships 200 summer camp - Juviniele diabetes
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community Programs - Christmas dinner/baskets for the needy, gifts for kids 150 people dinner, 25 families Injured family special benefit.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2National Elks programs - 200 kids benefited. Hoop Shoot - Essay Contest - Vetererans gift baskets with toiletry items.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1800
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03350
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11290
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2655
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016422
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011039
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01154
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072787
IRS990EZ/TotalProgramServiceExpensesAmt05295
IRS990EZ/TotalRevenueAmt090563
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Facility Rental $2750, Apparel Sales $63 Total $2813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1National Elks-$1660, Charitable-$7210, State & National Dues-$6886, Convention & Travel-$3718, Lodge Activity/Exp-$2391 Total 20205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Liscense,Bank Fee,Insurance,Interest,Depreciation. Other operating expenses(See Statement 3) Total $14077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Inventory $3352, Undeposited Funds $55 Total 43407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Sales Tax payable $1064, Payroll Tax Liabilities $90 Total, $1154
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990EZ pg 1, line 8, Statement 1, Other Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 EZ pg 1, Line 10, Statement 2, Grants Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990 EZ pg 1, Line 16, Statement 3, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990 EZ pg 2, Line 24, Statement 6, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4990 EZ pg2, Line 26, Statement 7, Liabilities
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dwayne Morman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-08
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/FederalOriginalSubmissionId04244732018264h000054
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-09-21
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.18.93.85
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421103405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dorman Studio Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01309 First Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PERRY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050220
ReturnHeader/PreparerPersonGrp/PhoneNum05152293635
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jon Jamison
ReturnHeader/ReturnTs02018-09-21T15:09:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$181,240
Liabilities
$1,154
Net assets
$180,086
Revenue
$90,563
Expenses
$72,787
Net income
$17,776
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
2018Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.80$0.91$0.73$0.18
2018Summary only. Only limited summary data is available for this year.$1.81$0.01$0.91$0.73$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.11$1.62$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