Civic Intelligence

Benevolent & Protective Order of 407 Perry Elks Lodge

990EZ • Fiscal year 2020 • EIN 42-0136000

Apr 01, 2019 to Mar 31, 2020 • Filed on May 20, 2020

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

73rd percentile

0.09x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.14x

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

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Net Margin

79th percentile

18%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$2,500

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2020 filings • 501(c)8 • <$500k nonprofits • Source year 2020

Asset Growth

84th percentile

15%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

53%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)8 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Flat

$204,720

Flat from 2020

Net Assets

$187,020

No earlier filing loaded for comparison.

Liabilities

Flat

$17,700

Flat from 2020

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin79th percentile

Revenue

Flat

$125,756

Flat from 2020

Expenses

Flat

$103,377

Flat from 2020

Net Income

Flat

$22,379

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th 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: $17,700Net Assets 2020: $187,0202020Assets 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

2020

Assets$204,720
Liabilities$17,700
Net Assets$187,020
Open 2020 Filing

Operations Trend

Revenue Growth94th 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 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

2020

Revenue$125,756
Expenses$103,377
Net Income$22,379
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
May 20, 2020
Return Version
2019v5.0
Gross Receipts
$163,261
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,Lunches for elementary.100 Bike Helmets Youth School supplies 800 kids$4,000$5,751
Community Programs - Christmas dinner/baskets for the needy, gifts for kids 150 people dinner, 25 families Police and Fire donation city of 8000$4,000$4,662
Veterans - Adopt a family & Vet baskets 49 vets 2 Families and 6 children. Overseas baskets with gifts, essentials and toiletry items.$3,000$3,870
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Larry MeachamSecretaryPT$2,500-$2,500
Jon JamisonTreasurerPT$2,500-$2,500
Heather EricksonExalted Ruler-$0--
Steve HickTrustee-$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
Chad Morman
Title
Trustee
Signed
2020-05-20
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

990 EZ, Part I, line 8,

“Facility Rental $410”

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

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

990 EZ pg 2, Line 24, Inventory

“Inventory EOY”

990 EZ Pg 1, Line 20

“Beginning/Ending balance adj - accounting program change.”

Raw XML Appendix142 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/PersonNm0Jon Jamison
IRS990EZ/BooksInCareOfDetail/PhoneNum05154653791
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02823 Willis Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PERRY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050220
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038626
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069924
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051886
IRS990EZ/CostOfGoodsSoldAmt037505
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022379
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0850
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0178794
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0204720
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025900
IRS990EZ/GrossProfitLossSlsOfInvntryAmt039619
IRS990EZ/GrossReceiptsAmt0163261
IRS990EZ/GrossSalesOfInventoryAmt077124
IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/LandAndBuildingsGrp/BOYAmt0132545
IRS990EZ/LandAndBuildingsGrp/EOYAmt0128843
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt026509
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0166795
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0187020
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0166795
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0187020
IRS990EZ/OccupancyRentUtltsAndMaintAmt054186
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt46
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Heather Erickson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Larry Meacham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Steve Hick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chad Morman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jon Jamison
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/BOYAmt07623
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05953
IRS990EZ/OtherChangesInNetAssetsAmt0-2154
IRS990EZ/OtherRevenueTotalAmt0400
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable
IRS990EZ/PrintingPublicationsPostageAmt02744
IRS990EZ/ProgramServiceRevenueAmt07313
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Youth Activities - Boy Scout Camp assistance 15 boys leaders,parents,Lunches for elementary.100 Bike Helmets 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/GrantsAndAllocationsAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt14000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05751
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14662
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23870
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019697
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011999
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017700
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0103377
IRS990EZ/TotalProgramServiceExpensesAmt014283
IRS990EZ/TotalRevenueAmt0125756
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.elks.org
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Facility Rental $410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1National Elks, Charitable, State & National Dues, Apparel Convention & Travel, Meetings, Officer Supplies, $
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Inventory EOY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Beginning/Ending balance adj - accounting program change.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ, Part I, line 8,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 EZ pg 1, Line 10, Statement 1, Lodge Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990 EZ pg 2, Line 24, Inventory
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990 EZ Pg 1, Line 20
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chad Morman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-20
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/AtSubmissionCreationDeviceId0F9351AA009A98F91A8000DBC9D8D581092AFAC27
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A8A20CF2771041287E0A38A0B971B31F9550823C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.17.229.3
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/PreparationDt02020-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jon Jamison
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-20T15:30:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,720
Liabilities
$17,700
Net assets
$187,020
Revenue
$125,756
Expenses
$103,377
Net income
$22,379
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
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.18$1.87$1.26$1.03$0.22
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