Civic Intelligence

Benevolent & Protective Order of Elks of the USA

990EZ • Fiscal year 2018 • EIN 42-0136028

Apr 01, 2017 to Mar 31, 2018 • Filed on Jul 13, 2018

215 N 5th StBurlington, IA 52601

(319) 753-5281

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

45th percentile

0.01x

Higher debt load relative to revenue than 45% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Net Margin

45th percentile

-0.2%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2018 filings • 501(c)8 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$47,166

No earlier filing loaded for comparison.

Net Assets

$46,876

No earlier filing loaded for comparison.

Liabilities

$290

No earlier filing loaded for comparison.

Revenue

$45,561

No earlier filing loaded for comparison.

Expenses

$45,633

No earlier filing loaded for comparison.

Net Income

-$72

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2018

Assets$47,166
Liabilities$290
Net Assets$46,876

Operations Trend

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

2018

Revenue$45,561
Expenses$45,633
Net Income-$72
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jul 13, 2018
Return Version
2017v2.3
Gross Receipts
$72,591
Mission and Program Overview

Mission

See schedule o for exempt purpose

To inculcate the principles of charity, justice, brotherly love and fidelity; to recognize a belief in god; to promote the welfare and enhance the happiness of its members; to quicken the spirit of american patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization, and to provide for its government, the benevolent and protective order of elks of the united states of america will serve the people and communities through benevolent programs, demonstrating that elks care and elks share.

Program Services

DescriptionGrantsExpenses
THE BASIS FOR THIS EXEMPTION IS THAT OUR EXEMPT PURPOSES ARE CHARITABLE AND FRATERNAL AS EXPRESSED IN THE PREAMBLE TO OUR CONSTITUTION AND THAT OUR ORDER PROVIDES TAX-QUALIFYING BENEFITS TO LODGE MEMBERS.--
THE BASIS FOR THIS EXEMPTION IS THAT OUR EXEMPT PURPOSES ARE CHARITABLE AND FRATERNAL AS EXPRESSED IN THE PREAMBLE TO OUR CONSTITUTION AND THAT OUR ORDER PROVIDES TAX-QUALIFYING BENEFITS TO LODGE MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM WALZExalted Rule-$0--
JENNIFER HELLINGEsteemed Lea-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Mardi Gras$23,841$23,841$4,135$19,706
Hawkeye Bus Tri$7,563$7,563$7,079$484
Total Events$38,929$38,929$24,288$14,641
Filing and Contact Details

Filer

Filer Name
Burlington Lodge No 84 Benevolent
EIN
42-0136028
Address
215 N 5TH ST, BURLINGTON, IA 52601

Signing Officer

Name
Tom Walz
Title
Exalted Ruler
Signed
2018-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
323 JEFFERSON STREET, BURLINGTON, IA 52601
Preparer
Brian K Isom CPA
Phone
3197539877
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Bar income 14,397 total 14,397

Form 990-ez, Part I, Line 16

Mardi gras 1,868 k9 unit 750 mississippi valley vetera 250 smoke & co detector progr 750 hawkeye bus trip shop with a cop 250 art klein memorial golf tou advertising 138 all other fundraising donations 8,168 bar income advertising and promotion 100 liquor license 624 cost of goods sold 6,650 expenses 1,052 office 2,561 convention expense 2,431 vip visit 217 non-investment depreciation 4 total 25,813

Form 990-ez, Part I, Line 20

Previous 990n activity / assets 46,948 . 0

Form 990-ez, Part II, Line 24

Inventories for sale or use 0 2,041 2,154 2,154 less accumulated depreciation 2,154 2,154 total 0 2,041

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 290

Form 990-ez, Part III

To inculcate the principles of charity, justice, brotherly love and fidelity; to recognize a belief in god; to promote the welfare and enhance the happiness of its members; to quicken the spirit of american patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization, and to provide for its government, the benevolent and protective order of elks of the united states of america will serve the people and communities through benevolent programs, demonstrating that elks care and elks share.

Form 990-ez, Part III, Line 31

The basis for this exemption is that our exempt purposes are charitable and fraternal as expressed in the preamble to our constitution and that our order provides tax-qualifying benefits to lodge members.

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/PersonNm0TOM WALZ
IRS990EZ/BooksInCareOfDetail/PhoneNum03197535281
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 N 5TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052601
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037449
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08947
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-72
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06371
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047166
IRS990EZ/FundraisingGrossIncomeAmt048898
IRS990EZ/GamingGrossIncomeAmt0332
IRS990EZ/GrossReceiptsAmt072591
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/LandAndBuildingsGrp/EOYAmt07676
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046876
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046876
IRS990EZ/OccupancyRentUtltsAndMaintAmt013449
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM WALZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER HELLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXALTED RULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ESTEEMED LEA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02041
IRS990EZ/OtherChangesInNetAssetsAmt046948
IRS990EZ/OtherExpensesTotalAmt025813
IRS990EZ/OtherRevenueTotalAmt014397
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE BASIS FOR THIS EXEMPTION IS THAT OUR EXEMPT PURPOSES ARE CHARITABLE AND FRATERNAL AS EXPRESSED IN THE PREAMBLE TO OUR CONSTITUTION AND THAT OUR ORDER PROVIDES TAX-QUALIFYING BENEFITS TO LODGE MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE BASIS FOR THIS EXEMPTION IS THAT OUR EXEMPT PURPOSES ARE CHARITABLE AND FRATERNAL AS EXPRESSED IN THE PREAMBLE TO OUR CONSTITUTION AND THAT OUR ORDER PROVIDES TAX-QUALIFYING BENEFITS TO LODGE MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt027030
IRS990EZ/SpecialEventsNetIncomeLossAmt022200
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0290
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045633
IRS990EZ/TotalRevenueAmt045561
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ELKS84.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt0720
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0720
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024288
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MARDI GRAS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HAWKEYE BUS TRI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038929
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023841
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt07525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038929
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014641
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0460
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011674
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04135
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07079
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09214
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt02680
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BAR INCOME 14,397 TOTAL 14,397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MARDI GRAS 1,868 K9 UNIT 750 MISSISSIPPI VALLEY VETERA 250 SMOKE & CO DETECTOR PROGR 750 HAWKEYE BUS TRIP SHOP WITH A COP 250 ART KLEIN MEMORIAL GOLF TOU ADVERTISING 138 ALL OTHER FUNDRAISING DONATIONS 8,168 BAR INCOME ADVERTISING AND PROMOTION 100 LIQUOR LICENSE 624 COST OF GOODS SOLD 6,650 EXPENSES 1,052 OFFICE 2,561 CONVENTION EXPENSE 2,431 VIP VISIT 217 NON-INVESTMENT DEPRECIATION 4 TOTAL 25,813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREVIOUS 990N ACTIVITY / ASSETS 46,948 . 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVENTORIES FOR SALE OR USE 0 2,041 2,154 2,154 LESS ACCUMULATED DEPRECIATION 2,154 2,154 TOTAL 0 2,041
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BASIS FOR THIS EXEMPTION IS THAT OUR EXEMPT PURPOSES ARE CHARITABLE AND FRATERNAL AS EXPRESSED IN THE PREAMBLE TO OUR CONSTITUTION AND THAT OUR ORDER PROVIDES TAX-QUALIFYING BENEFITS TO LODGE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM WALZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXALTED RULER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURLINGTON LODGE NO 84 BENEVOLENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& PROTECTIVE ORDER OF ELKS
ReturnHeader/Filer/BusinessNameControlTxt0BURL
ReturnHeader/Filer/EIN0420136028
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 N 5TH ST
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0233E7250E68807E0854DDE26091028BB939AC228
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05FFE779C02ED89F10C2945F763B599D72B9E88E6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:52:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TDT CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0323 JEFFERSON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052601
ReturnHeader/PreparerPersonGrp/PhoneNum03197539877
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN K ISOM CPA
ReturnHeader/ReturnTs02018-07-13T10:52:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

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Filings