Civic Intelligence

Benevolent & Protective Order of 407 Perry Elks Lodge

990EZ • Fiscal year 2019 • EIN 42-0136000

Apr 01, 2018 to Mar 31, 2019 • Filed on Jun 19, 2019

Organization Profilewww.elks.org

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

68th percentile

0.07x

Higher debt load relative to assets than 68% of similar nonprofits.

2019 filings • 501(c)8 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.15x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)8 • <$500k nonprofits • Source year 2019

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)8 • <$500k nonprofits • Source year 2019

Top Officer Pay

87th percentile

$2,500

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2019 filings • 501(c)8 • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-1.3%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)8 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-9.2%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • 501(c)8 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$178,794

Down $2,446 (-1.3%) from 2018

Net Assets

$166,795

No earlier filing loaded for comparison.

Liabilities

Up

$11,999

Up $10,845 (+940%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin18th percentile

Revenue

Down

$82,241

Down $8,322 (-9.2%) from 2018

Expenses

Up

$95,532

Up $22,745 (+31%) from 2018

Net Income

Down

-$13,291

Down $31,067 (-175%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st 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: $1,1542018Assets 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

2019

Assets$178,794
Liabilities$11,999
Net Assets$166,795
Open 2019 Filing

Operations Trend

Revenue Growth31st 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

2019

Revenue$82,241
Expenses$95,532
Net Income-$13,291
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jun 19, 2019
Return Version
2018v3.0
Gross Receipts
$114,882
Mission and Program Overview

Mission

Charitable works of the benevolent & protective order of the elks

Charitable

Program Services

DescriptionGrantsExpenses
Youth Activities - Boy Scout Camp assistance 15 boys leaders, parents, Diabetes Camp for young girl. Youth School supplies 800 kids$2,700$6,300
Community Programs - Christmas dinner/baskets for the needy, gifts for kids 150 people dinner, 25 families Police and Fire donation city of 8000$2,000$4,000
OTHER PROGRAM SERVICES-$3,000
Veterans - Adopt a family & Vet baskets 49 vets 2 Families and 6 children. Overseas baskets with gifts, essentials and toiletry items.$2,500$2,900
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon JamisonSecretaryPT$2,500-$2,500
Dwayne MormanTreasurer-$2,500-$2,500
Greg HaglundExalted Ruler-$0--
Matt MickelsonTrustee-$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
Matthew Mickelson
Title
Trustee
Signed
2019-06-19
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

990 EZ, pg 2, Part II, Line 31

“Other charitable community events included family of work accident contribution and school supplies to students.”

990 EZ, Part I, line 8,

“Facility Rental $1,225”

990 EZ pg 1, Line 10, Statement 1, Lodge Expenses

“National Elks, Charitable, State & National Dues, Apparel Convention & Travel, Meetings, Officer Supplies, $36,384”

990 EZ pg 1, Line 16, Statement 3, Operating Exp

“Operating and overhead costs of, utilities, insurance, repair, maintenance, supplies and depreciation.”

Raw XML Appendix136 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/BOYAmt050192
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038626
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030976
IRS990EZ/CostOfGoodsSoldAmt032641
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13291
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0770
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0181240
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0178794
IRS990EZ/FundraisingGrossIncomeAmt0150
IRS990EZ/GrantsAndSimilarAmountsPaidAmt036384
IRS990EZ/GrossProfitLossSlsOfInvntryAmt035169
IRS990EZ/GrossReceiptsAmt0114882
IRS990EZ/GrossSalesOfInventoryAmt067810
IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/LandAndBuildingsGrp/BOYAmt0127641
IRS990EZ/LandAndBuildingsGrp/EOYAmt0132545
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014704
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0180086
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0166795
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0180086
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0166795
IRS990EZ/OccupancyRentUtltsAndMaintAmt0785
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Greg Haglund
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/BOYAmt03407
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07623
IRS990EZ/OtherExpensesTotalAmt031824
IRS990EZ/OtherRevenueTotalAmt01225
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable
IRS990EZ/PrintingPublicationsPostageAmt07891
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Youth Activities - Boy Scout Camp assistance 15 boys leaders, parents, Diabetes Camp for young girl. Youth School supplies 800 kids
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community Programs - Christmas dinner/baskets for the needy, gifts for kids 150 people dinner, 25 families Police and Fire donation city of 8000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Veterans - Adopt a family & Vet baskets 49 vets 2 Families and 6 children. Overseas baskets with gifts, essentials and toiletry items.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAM SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02700
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt22500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33000
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt017878
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0150
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01154
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011999
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt095532
IRS990EZ/TotalProgramServiceExpensesAmt016200
IRS990EZ/TotalRevenueAmt082241
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.elks.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other charitable community events included family of work accident contribution and school supplies to students.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Facility Rental $1,225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2National Elks, Charitable, State & National Dues, Apparel Convention & Travel, Meetings, Officer Supplies, $36,384
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Operating and overhead costs of, utilities, insurance, repair, maintenance, supplies and depreciation.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ, pg 2, Part II, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 EZ, Part I, line 8,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990 EZ pg 1, Line 10, Statement 1, Lodge Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990 EZ pg 1, Line 16, Statement 3, Operating Exp
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew Mickelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-19
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/AtSubmissionFilingDeviceId0663E0BEE01EECB162E88798A322A26E4CFAE7AEB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.20.163.174
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/PhoneNum05154653257
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jon Jamison
ReturnHeader/ReturnTs02019-06-21T09:11:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$178,794
Liabilities
$11,999
Net assets
$166,795
Revenue
$82,241
Expenses
$95,532
Net income
-$13,291
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
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