Civic Intelligence

Benevolent & Protective Order of Elks of the USA

990EZ • Fiscal year 2024 • EIN 42-0136028

Apr 01, 2023 to Mar 31, 2024 • Filed on Jul 30, 2024

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

91st percentile

0.32x

Higher debt load relative to assets than 91% of similar nonprofits.

2024 filings • 501(c)8 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.42x

Higher debt load relative to revenue than 89% of similar nonprofits.

2024 filings • 501(c)8 • <$500k nonprofits • Source year 2024

Net Margin

11th percentile

-26%

Higher net margin than 11% of similar nonprofits.

2024 filings • 501(c)8 • <$500k nonprofits • Source year 2024

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.

2024 filings • 501(c)8 • <$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-16%

Faster asset growth than 12% of similar nonprofits.

2024 filings • 501(c)8 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2024 filings • 501(c)8 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$43,813

Down $8,623 (-16%) from 2023

Net Assets

Down

$29,714

Down $8,623 (-22%) from 2023

Liabilities

Flat

$14,099

Flat from 2023

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin11th percentile

Revenue

Down

$33,633

Down $4,487 (-12%) from 2023

Expenses

Down

$42,256

Down $8,087 (-16%) from 2023

Net Income

Up

-$8,623

Up $3,600 (+29%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2024

Assets$43,813
Liabilities$14,099
Net Assets$29,714
Open 2024 Filing

Operations Trend

Revenue Growth25th 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

2024

Revenue$33,633
Expenses$42,256
Net Income-$8,623
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jul 30, 2024
Return Version
2023v5.1
Gross Receipts
$38,694
Mission and Program Overview

Mission

See schedule o for exempt purpose

Program Services

DescriptionGrantsExpenses
ELKS NATIONAL FOUNDATION FOR YOUTH PROGRAMS-$325
ART KLEIN SCHOLARSHIP--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDY ANDREWSLeading Knight-$0--
BILL MILLSSecretaryPT$0--
DANNY SWEEZERLecturing Knight-$0--
JEREMY HELLINGExalted 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
Jeremy Helling
Title
Exalted Ruler
Phone
3197535281
Signed
2024-07-30
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 6,650misc 10youth activities 727lodge activities 1,128restricted funds 6,315”

Description of other expenses Part I line 16

“Description amountdepreciation from 4562 566state convention 3,802liquor license 1,625health dept license 150club rent 6,500kitchen supplies 272youth activities 325depreciation 566per capita state dues 2,939per capita gl dues 511badges and pins 80cc fee 85veterans activities 117state major projects 180enf 2,000rounding 2”

Description of other assets Part II line 24

“Category beginning of year end of yearinventory 188 296adjustment - negative liabilit 194 194f&m mutual fund 15,205 11,505other assets 0 4,835”

Description of total liabilities Part II line 26

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

Raw XML Appendix137 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/PersonNm0BILL MILLS
IRS990EZ/BooksInCareOfDetail/PhoneNum03195722224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 N 5TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014334
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05034
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02624
IRS990EZ/CostOfGoodsSoldAmt05061
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8623
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0330
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052436
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043813
IRS990EZ/GamingGrossIncomeAmt02927
IRS990EZ/GrossProfitLossSlsOfInvntryAmt06377
IRS990EZ/GrossReceiptsAmt038694
IRS990EZ/GrossSalesOfInventoryAmt011438
IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LandAndBuildingsGrp/BOYAmt022515
IRS990EZ/LandAndBuildingsGrp/EOYAmt021949
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt06863
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038337
IRS990EZ/NetAssetsOrFundBalancesEOYAmt029714
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038337
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt029714
IRS990EZ/OccupancyRentUtltsAndMaintAmt018302
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/PersonNm1BILL MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANNY SWEEZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEREMY HELLING
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/BOYAmt015587
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016830
IRS990EZ/OtherExpensesTotalAmt019720
IRS990EZ/OtherRevenueTotalAmt014830
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O FOR EXEMPT PURPOSE
IRS990EZ/PrintingPublicationsPostageAmt03904
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ELKS NATIONAL FOUNDATION FOR YOUTH PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ART KLEIN SCHOLARSHIP
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0325
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt02927
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014099
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014099
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042256
IRS990EZ/TotalProgramServiceExpensesAmt0325
IRS990EZ/TotalRevenueAmt033633
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ELKS84.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTRENTS 6,650MISC 10YOUTH ACTIVITIES 727LODGE ACTIVITIES 1,128RESTRICTED FUNDS 6,315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTDEPRECIATION FROM 4562 566STATE CONVENTION 3,802LIQUOR LICENSE 1,625HEALTH DEPT LICENSE 150CLUB RENT 6,500KITCHEN SUPPLIES 272YOUTH ACTIVITIES 325DEPRECIATION 566PER CAPITA STATE DUES 2,939PER CAPITA GL DUES 511BADGES AND PINS 80CC FEE 85VETERANS ACTIVITIES 117STATE MAJOR PROJECTS 180ENF 2,000ROUNDING 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARINVENTORY 188 296ADJUSTMENT - NEGATIVE LIABILIT 194 194F&M MUTUAL FUND 15,205 11,505OTHER ASSETS 0 4,835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARCURRENT LIABILITIES 14,099 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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY HELLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXALTED RULER
ReturnHeader/BusinessOfficerGrp/PhoneNum03197535281
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-30
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW JOHNSON
ReturnHeader/ReturnTs02024-08-19T10:43:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,813
Liabilities
$14,099
Net assets
$29,714
Revenue
$33,633
Expenses
$42,256
Net income
-$8,623
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
2024Detailed filing. Detailed filing data is available for this year.$43.8$14.1$29.7$33.6$42.3$8.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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