Civic Intelligence

Benevolent & Protective Order of Elks of the USA

990EZ • Fiscal year 2023 • EIN 42-0136028

Apr 01, 2022 to Mar 31, 2023 • Filed on Jul 25, 2023

Organization ProfileWWW.ELKS84.ORG
215 N 5th StBurlington, IA 52601

(319) 572-2224

Siviq Scores

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

Liabilities / Assets

88th percentile

0.27x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • 501(c)8 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.37x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • 501(c)8 • <$500k nonprofits • Source year 2023

Net Margin

10th percentile

-32%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)8 • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)8 • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

3.7%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)8 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-20%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • 501(c)8 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$52,436

Up $1,876 (+3.7%) from 2022

Net Assets

Down

$38,337

Down $12,223 (-24%) from 2022

Liabilities

Up

$14,099

Up $14,099 from 2022

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin10th percentile

Revenue

Down

$38,120

Down $9,522 (-20%) from 2022

Expenses

Up

$50,343

Up $2,169 (+4.5%) from 2022

Net Income

Down

-$12,223

Down $11,691 (-2198%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$60K$40K$20K$0Assets 2018: $47,166Liabilities 2018: $290Net Assets 2018: $46,8762018Assets 2019: $52,606Liabilities 2019: $197Net Assets 2019: $52,4092019Assets 2020: $37,667Liabilities 2020: $330Net Assets 2020: $37,3372020Assets 2021: $51,092Liabilities 2021: $0Net Assets 2021: $51,0922021Assets 2022: $50,560Liabilities 2022: $0Net Assets 2022: $50,5602022Assets 2023: $52,436Liabilities 2023: $14,099Net Assets 2023: $38,3372023Assets 2024: $43,813Liabilities 2024: $14,099Net Assets 2024: $29,7142024Assets 2025: $39,029Liabilities 2025: $13,905Net Assets 2025: $25,1242025

Highlighted filing

2023

Assets$52,436
Liabilities$14,099
Net Assets$38,337
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

$100K$50K$0-$50KRevenue 2018: $45,561Expenses 2018: $45,633Net Income 2018: -$722018Revenue 2019: $76,420Expenses 2019: $70,887Net Income 2019: $5,5332019Revenue 2020: $33,769Expenses 2020: $48,841Net Income 2020: -$15,0722020Revenue 2021: $45,587Expenses 2021: $31,832Net Income 2021: $13,7552021Revenue 2022: $47,642Expenses 2022: $48,174Net Income 2022: -$5322022Revenue 2023: $38,120Expenses 2023: $50,343Net Income 2023: -$12,2232023Revenue 2024: $33,633Expenses 2024: $42,256Net Income 2024: -$8,6232024Revenue 2025: $24,283Expenses 2025: $23,794Net Income 2025: $4892025

Highlighted filing

2023

Revenue$38,120
Expenses$50,343
Net Income-$12,223
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jul 25, 2023
Return Version
2022v5.0
Gross Receipts
$44,232
Mission and Program Overview

Mission

See schedule o for exempt purpose

Program Services

DescriptionGrantsExpenses
ART KLEIN SCHOLARSHIP-$1,000
ELKS NATIONAL FOUNDATION FOR YOUTH PROGRAMS-$245
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDY ANDREWSLeading Knight-$0--
JENNIFER HELLINGSecretaryPT$0--
DANNY SWEEZERLecturing Knight-$0--
JOHN BYRDExalted Ruler-$0--
SANDRA SNYDERLoyal Knight-$0--
PAUL MILLERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order of Elks
EIN
42-0136028
Address
215 N 5TH ST, BURLINGTON, IA 52601

Signing Officer

Name
Jennifer Helling
Title
Secretary
Phone
3195722224
Signed
2023-07-25
Discuss with paid preparer
No

Preparer

Firm
Fma Inc
Address
400 SOUTH ROOSEVELT AVE, BURLINGTON, IA 52601
Preparer
Matthew Johnson
Phone
3197547706
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountrents 7,150misc 349youth activities 232”

Description of other expenses Part I line 16

“Description amountdepreciation from 4562 389state convention 2,917liquor license 2,028health dept license 150club rent 7,050kitchen supplies 541youth activities 245depreciation 389vip visitations 85per capita state dues 308per capita gl dues 2,331badges and pins 119cc fee 125art klein scholarship 1,000”

Description of other assets Part II line 24

“Category beginning of year end of yearinventory 0 188adjustment - negative liabilit 194 194f&m mutual fund 15,205 15,205”

Description of total liabilities Part II line 26

“Category beginning of year end of yearcurrent liabilities 0 14,099”

Raw XML Appendix146 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/PersonNm0JENNIFER HELLING
IRS990EZ/BooksInCareOfDetail/PhoneNum03195722224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 N 5TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027357
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014334
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013270
IRS990EZ/CostOfGoodsSoldAmt05332
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12223
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0495
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050560
IRS990EZ/Form990TotalAssetsGrp/EOYAmt052436
IRS990EZ/GamingGrossIncomeAmt04056
IRS990EZ/GrossProfitLossSlsOfInvntryAmt08702
IRS990EZ/GrossReceiptsAmt044232
IRS990EZ/GrossSalesOfInventoryAmt014034
IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt013
IRS990EZ/LandAndBuildingsGrp/BOYAmt07804
IRS990EZ/LandAndBuildingsGrp/EOYAmt022515
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05128
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050560
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038337
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050560
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038337
IRS990EZ/OccupancyRentUtltsAndMaintAmt029665
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SANDY ANDREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER HELLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANNY SWEEZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN BYRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SANDRA SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0LEADING KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2LECTURING KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXALTED RULER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4LOYAL KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015399
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015587
IRS990EZ/OtherExpensesTotalAmt017677
IRS990EZ/OtherRevenueTotalAmt07731
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O FOR EXEMPT PURPOSE
IRS990EZ/PrintingPublicationsPostageAmt02506
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ELKS NATIONAL FOUNDATION FOR YOUTH PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ART KLEIN SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0245
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0780
IRS990EZ/SpecialEventsNetIncomeLossAmt03276
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014099
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050343
IRS990EZ/TotalProgramServiceExpensesAmt01245
IRS990EZ/TotalRevenueAmt038120
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ELKS84.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTRENTS 7,150MISC 349YOUTH ACTIVITIES 232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPRECIATION FROM 4562 389STATE CONVENTION 2,917LIQUOR LICENSE 2,028HEALTH DEPT LICENSE 150CLUB RENT 7,050KITCHEN SUPPLIES 541YOUTH ACTIVITIES 245DEPRECIATION 389VIP VISITATIONS 85PER CAPITA STATE DUES 308PER CAPITA GL DUES 2,331BADGES AND PINS 119CC FEE 125ART KLEIN SCHOLARSHIP 1,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARINVENTORY 0 188ADJUSTMENT - NEGATIVE LIABILIT 194 194F&M MUTUAL FUND 15,205 15,205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARCURRENT LIABILITIES 0 14,099
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER HELLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03195722224
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF ELKS
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0420136028
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 N 5TH ST
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300214260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FMA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 SOUTH ROOSEVELT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052601
ReturnHeader/PreparerPersonGrp/PhoneNum03197547706
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW JOHNSON
ReturnHeader/ReturnTs02023-07-27T12:19:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELLING
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,436
Liabilities
$14,099
Net assets
$38,337
Revenue
$38,120
Expenses
$50,343
Net income
-$12,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$39.0$13.9$25.1$24.3$23.8$0.49
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.8$14.1$29.7$33.6$42.3$8.62
2023Detailed filing. Detailed filing data is available for this year.$52.4$14.1$38.3$38.1$50.3$12.2
2022Detailed filing. Detailed filing data is available for this year.$50.6$0.00$50.6$47.6$48.2$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.1$0.00$51.1$45.6$31.8$13.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.7$0.33$37.3$33.8$48.8$15.1
2019Detailed filing. Detailed filing data is available for this year.$52.6$0.20$52.4$76.4$70.9$5.53
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.2$0.29$46.9$45.6$45.6$0.07