Civic Intelligence

Benevolent & Protective Order of Elks of the USA Virginia State

990 • Fiscal year 2016 • EIN 54-0716914

Apr 01, 2015 to Mar 31, 2016 • Filed on Oct 04, 2016

9939 S Congress StNew Market, VA 22844

(540) 740-3443

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Net Margin

8th percentile

-43%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Asset Growth

4th percentile

-11%

Faster asset growth than 4% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$632,634

Down $79,501 (-11%) from 2015

Net Assets

Down

$632,634

Down $79,501 (-11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$77,544

Down $14,857 (-16%) from 2015

Expenses

Up

$110,741

Up $5,308 (+5.0%) from 2015

Net Income

Down

-$33,197

Down $20,165 (-155%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $582,648Liabilities 2012: $0Net Assets 2012: $582,6482012Assets 2013: $581,008Liabilities 2013: $0Net Assets 2013: $581,0082013Assets 2014: $717,410Liabilities 2014: $0Net Assets 2014: $717,4102014Assets 2015: $712,135Liabilities 2015: $0Net Assets 2015: $712,1352015Assets 2016: $632,634Liabilities 2016: $0Net Assets 2016: $632,6342016Assets 2017: $40,626Net Assets 2017: $40,6262017Assets 2018: $34,244Net Assets 2018: $34,2442018Assets 2019: $17,522Net Assets 2019: $17,5222019Assets 2020: $40,625Net Assets 2020: $40,6252020Assets 2021: $72,799Net Assets 2021: $72,7992021Assets 2022: $83,834Net Assets 2022: $83,8342022Assets 2023: $116,859Net Assets 2023: $116,8592023Assets 2024: $136,665Net Assets 2024: $136,6652024Assets 2025: $162,750Liabilities 2025: $1,335Net Assets 2025: $161,4152025

Highlighted filing

2016

Assets$632,634
Liabilities$0
Net Assets$632,634

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2012: $84,671Expenses 2012: $78,224Net Income 2012: $6,4472012Expenses 2013: $88,4512013Revenue 2014: $215,157Expenses 2014: $87,432Net Income 2014: $127,7252014Revenue 2015: $92,401Expenses 2015: $105,433Net Income 2015: -$13,0322015Revenue 2016: $77,544Expenses 2016: $110,741Net Income 2016: -$33,1972016Revenue 2017: $73,606Expenses 2017: $686,489Net Income 2017: -$612,8832017Revenue 2018: $59,293Expenses 2018: $65,675Net Income 2018: -$6,3822018Revenue 2019: $82,834Expenses 2019: $98,566Net Income 2019: -$15,7322019Revenue 2020: $82,454Expenses 2020: $59,351Net Income 2020: $23,1032020Revenue 2021: $55,329Expenses 2021: $23,155Net Income 2021: $32,1742021Revenue 2022: $89,570Expenses 2022: $78,535Net Income 2022: $11,0352022Revenue 2023: $139,405Expenses 2023: $93,100Net Income 2023: $46,3052023Revenue 2024: $113,795Expenses 2024: $93,989Net Income 2024: $19,8062024Revenue 2025: $121,286Expenses 2025: $96,536Net Income 2025: $24,7502025

Highlighted filing

2016

Revenue$77,544
Expenses$110,741
Net Income-$33,197
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Oct 4, 2016
Return Version
2015v2.0
Gross Receipts
$77,544
Mission and Program Overview

Mission

Promotion of charity, justice, brotherly love and fidelity between member lodges

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$645,102$571,112▼ $73,990
Cash and Non-Interest-Bearing Accounts$60,116$31,522▼ $28,594
Other Notes and Loans Receivable, Net-$30,000-
Savings and Temporary Cash Investments$6,917$0▼ $6,917
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$712,135$632,634▼ $79,501
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$457,437$432,018▼ $25,419
Unrestricted Net Assets$254,698$200,616▼ $54,082
Total Net Assets Fund Balance$712,135$632,634▼ $79,501
Total Liabilities and Net Assets / Fund Balance$712,135$632,634▼ $79,501
Compensation and Service Providers

Board Members and Trustees

NameTitle
Geoffrey B CoxPresident
Donald B White JrVice President
Frances BurnsVice President
Paul C ShoemakerVice President
Robert FenderVice President
Beverly a HambyTrustee
Darryl MyersTrustee
James M PowellTrustee
Robert F StroopTrustee
Timothy E KnottsTrustee
Horace E Jones JrSecretary
Tammy SymonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,221
Program Service Revenue
$37,971
Investment Income
$14,352
Other Revenue
$0
All Other Contributions
$160
Change in Net Assets
$-33,197
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$70,254
Grants and Similar Amounts Paid$40,487
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$40,487
Conferences and Meetings---$35,177
Travel---$15,600
Fees for Service Investment Mgmnt Fees---$8,703
Fees for Services Accounting---$3,842
Other Expenses---$1,711
Insurance---$907
Office Expenses---$381
Total Functional Expenses$0$0$0$110,741
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
VA-EAGER FundFredericksburg, VA--$40,237
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The secretary reviews the return prior to filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order of Elks of
EIN
54-0716914
Phone
5407403443
Address
9939 S CONGRESS ST, NEW MARKET, VA 22844

Signing Officer

Name
Horace E Jones Jr
Title
Secretary
Signed
2016-10-04
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
16

Preparer

Firm
Marcia M Mitrano
Address
3320 LAKESIDE VIEW DRIVE, FALLS CHURCH, VA 22041
Preparer
Marcia M Mitrano CPA
Phone
7038503242
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-33197
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt037971
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06917
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt040237
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VA-EAGER Fund
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0POBox 537
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Fredericksburg
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022404
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SECRETARY REVIEWS THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0457437
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0432018
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0712135
IRS990/TotalAssetsEOYAmt0632634
IRS990/TotalAssetsGrp/BOYAmt0712135
IRS990/TotalAssetsGrp/EOYAmt0632634
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt025221
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0110741
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0712135
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0632634
IRS990/TotalProgramServiceExpensesAmt035177
IRS990/TotalProgramServiceRevenueAmt037971
IRS990/TotalRevenueGrp/ExclusionAmt014352
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037971
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt077544
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0712135
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0632634
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt015600
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0254698
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0200616
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.virginiaelks.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HORACE E JONES JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF ELKS OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THE USA VIRGINIA STATE
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0540716914
ReturnHeader/Filer/PhoneNum05407403443
ReturnHeader/Filer/USAddress/AddressLine1Txt09939 S CONGRESS ST
ReturnHeader/Filer/USAddress/CityNm0NEW MARKET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022844
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCIA M MITRANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03320 LAKESIDE VIEW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALLS CHURCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022041
ReturnHeader/PreparerPersonGrp/PhoneNum07038503242
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARCIA M MITRANO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-04T14:37:13-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.63$0.01$1.61$1.21$0.97$0.25
2024Detailed filing. Detailed filing data is available for this year.$1.37$1.37$1.14$0.94$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.17$1.17$1.39$0.93$0.46
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.84$0.90$0.79$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.55$0.23$0.32
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.82$0.59$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.83$0.99$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.34$0.59$0.66$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.74$6.86$6.13
2016Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.78$1.11$0.33
2015Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.92$1.05$0.13
2014Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$2.15$0.87$1.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.81$0.00$5.81$0.88
2012Summary only. Only limited summary data is available for this year.$5.83$0.00$5.83$0.85$0.78$0.06