Civic Intelligence

Benevolent & Protective Order of 407 Perry Elks Lodge

990EZ • Fiscal year 2021 • EIN 42-0136000

Apr 01, 2020 to Mar 31, 2021 • Filed on Apr 28, 2021

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

75th percentile

0.11x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • 501(c)8 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

76th percentile

0.26x

Higher debt load relative to revenue than 76% of similar nonprofits.

2021 filings • 501(c)8 • <$500k nonprofits • Source year 2021

Net Margin

35th percentile

-1.9%

Higher net margin than 35% of similar nonprofits.

2021 filings • 501(c)8 • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$2,500

Higher top officer pay than 85% of similar nonprofits.

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

2021 filings • 501(c)8 • <$500k nonprofits • Source year 2021

Asset Growth

43rd percentile

1.2%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)8 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-29%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)8 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$207,083

Up $2,363 (+1.2%) from 2020

Net Assets

$184,173

No earlier filing loaded for comparison.

Liabilities

Up

$22,910

Up $5,210 (+29%) from 2020

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin35th percentile

Revenue

Down

$89,622

Down $36,134 (-29%) from 2020

Expenses

Down

$91,285

Down $12,092 (-12%) from 2020

Net Income

Down

-$1,663

Down $24,042 (-107%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2021

Assets$207,083
Liabilities$22,910
Net Assets$184,173
Open 2021 Filing

Operations Trend

Revenue Growth26th 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

2021

Revenue$89,622
Expenses$91,285
Net Income-$1,663
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Apr 28, 2021
Return Version
2020v4.0
Gross Receipts
$120,934
Mission and Program Overview

Mission

Charitable works of the benevolent & protective order of the elks

Charity

Program Services

DescriptionGrantsExpenses
Provide Supplies and gift baskets to American Veterans-$7,000
Supplies & camp fees for Boy Scounts and Youth Scholarships-$1,150
Community Food Baskets for Needy families-$900
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Larry MeachamSecretaryPT$2,500-$2,500
Jon JamisonTreasurerPT$2,500-$2,500
Amber GreenExalted Ruler-$0--
Steve HickTrustee-$0--
Heather EricksonTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Steve Hick
Title
Trustee
Signed
2021-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Jamison Studios
Address
1309 First Ave, Perry, IA 50220
Preparer
Jon Jamison
Phone
5152293635
Supplemental Narrative

Additional Explanations

990-EZ Pg 2 line 26

“Payroll & Other Current Liabilities”

990-EZ P21 Line 20

“End of prior year balance adjustment.”

Raw XML Appendix125 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/BOYAmt069924
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077931
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt033971
IRS990EZ/CostOfGoodsSoldAmt031312
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1663
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0204720
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0207083
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016689
IRS990EZ/GrossProfitLossSlsOfInvntryAmt029325
IRS990EZ/GrossReceiptsAmt0120934
IRS990EZ/GrossSalesOfInventoryAmt060637
IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt046
IRS990EZ/LandAndBuildingsGrp/BOYAmt0128843
IRS990EZ/LandAndBuildingsGrp/EOYAmt0125324
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025270
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0187020
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0184173
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0187020
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0184173
IRS990EZ/OccupancyRentUtltsAndMaintAmt050827
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt418
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt12500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt42500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amber Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Larry Meacham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Steve Hick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Heather Erickson
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/BOYAmt05953
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03828
IRS990EZ/OtherChangesInNetAssetsAmt0-1184
IRS990EZ/OtherRevenueTotalAmt01010
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charity
IRS990EZ/PrintingPublicationsPostageAmt05582
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide Supplies and gift baskets to American Veterans
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community Food Baskets for Needy families
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Supplies & camp fees for Boy Scounts and Youth Scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1900
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21150
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt018187
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017700
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt022910
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091285
IRS990EZ/TotalProgramServiceExpensesAmt09050
IRS990EZ/TotalRevenueAmt089622
IRS990EZ/TransactionWithControlEntInd0false
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/ExplanationTxt0Payroll & Other Current Liabilities
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1End of prior year balance adjustment.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ Pg 2 line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ P21 Line 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Hick
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Benevolent & Protective Order of
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0407 Perry Elks Lodge
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0420136000
ReturnHeader/Filer/USAddress/AddressLine1Txt02823 Willis Ave
ReturnHeader/Filer/USAddress/CityNm0PERRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0502202323
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421103405
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jamison Studios
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01309 First Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Perry
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050220
ReturnHeader/PreparerPersonGrp/PhoneNum05152293635
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jon Jamison
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-14T20:48:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Larry
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Meacham
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$207,083
Liabilities
$22,910
Net assets
$184,173
Revenue
$89,622
Expenses
$91,285
Net income
-$1,663
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
2021Detailed filing. Detailed filing data is available for this year.$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