Civic Intelligence

Oak Island Elks Lodge #2769

EIN 56-1734992 • 501(c)8 • Oak Island, NC

Profile

Refer to exempt purposes below

106 E Dolphin DriveOak Island, NC 28465

elks.org/lodge/home.cfm?lodge=2769

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.28x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2025

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

87th percentile

$12,489

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

501(c)8 • $500k-$1M nonprofits • Source year 2025

Asset Growth

71st percentile

7.7%

Faster asset growth than 71% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$565,788

Up $40,590 (+7.7%) from 2024

Liabilities

Up

$87,285

Up $8,753 (+11%) from 2024

Net Assets

Up

$478,503

Up $31,837 (+7.1%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin63rd percentile

Revenue

Down

$314,973

Down $46,091 (-13%) from 2024

Expenses

Down

$277,071

Down $48,543 (-15%) from 2024

Net Income

Up

$37,902

Up $2,452 (+6.9%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $238,412Liabilities 2012: $84,157Net Assets 2012: $154,2552012Assets 2013: $243,790Liabilities 2013: $87,104Net Assets 2013: $156,6862013Assets 2014: $242,520Liabilities 2014: $82,987Net Assets 2014: $159,5332014Assets 2015: $237,046Liabilities 2015: $78,037Net Assets 2015: $159,0092015Assets 2016: $275,244Liabilities 2016: $88,300Net Assets 2016: $186,9442016Assets 2017: $271,253Liabilities 2017: $79,870Net Assets 2017: $191,3832017Assets 2018: $251,478Liabilities 2018: $71,462Net Assets 2018: $180,0162018Assets 2019: $239,195Liabilities 2019: $112,410Net Assets 2019: $126,7852019Assets 2020: $261,025Liabilities 2020: $58,739Net Assets 2020: $202,2862020Assets 2021: $347,615Liabilities 2021: $104,888Net Assets 2021: $242,7272021Assets 2022: $404,875Liabilities 2022: $61,182Net Assets 2022: $343,6932022Assets 2023: $493,499Liabilities 2023: $86,876Net Assets 2023: $406,6232023Assets 2024: $525,198Liabilities 2024: $78,532Net Assets 2024: $446,6662024Assets 2025: $565,788Liabilities 2025: $87,285Net Assets 2025: $478,5032025

Highlighted filing

2025

Assets$565,788
Liabilities$87,285
Net Assets$478,503
Open 2025 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2012: $60,774Expenses 2012: $77,473Net Income 2012: -$16,6992012Revenue 2013: $89,657Expenses 2013: $87,226Net Income 2013: $2,4312013Revenue 2014: $135,014Expenses 2014: $136,096Net Income 2014: -$1,0822014Revenue 2015: $129,122Expenses 2015: $127,048Net Income 2015: $2,0742015Revenue 2016: $174,098Expenses 2016: $146,163Net Income 2016: $27,9352016Revenue 2017: $183,479Expenses 2017: $179,040Net Income 2017: $4,4392017Revenue 2018: $154,274Expenses 2018: $165,641Net Income 2018: -$11,3672018Revenue 2019: $229,528Expenses 2019: $282,318Net Income 2019: -$52,7902019Revenue 2020: $272,314Expenses 2020: $187,689Net Income 2020: $84,6252020Revenue 2021: $182,751Expenses 2021: $132,798Net Income 2021: $49,9532021Revenue 2022: $298,663Expenses 2022: $207,773Net Income 2022: $90,8902022Revenue 2023: $329,376Expenses 2023: $274,036Net Income 2023: $55,3402023Revenue 2024: $361,064Expenses 2024: $325,614Net Income 2024: $35,4502024Revenue 2025: $314,973Expenses 2025: $277,071Net Income 2025: $37,9022025

Highlighted filing

2025

Revenue$314,973
Expenses$277,071
Net Income$37,902
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$565,788
Liabilities
$87,285
Net assets
$478,503
Revenue
$314,973
Expenses
$277,071
Net income
$37,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.66$0.87$4.79$3.15$2.77$0.38
2024Detailed filing. Detailed filing data is available for this year.$5.25$0.79$4.47$3.61$3.26$0.35
2023Detailed filing. Detailed filing data is available for this year.$4.93$0.87$4.07$3.29$2.74$0.55
2022Detailed filing. Detailed filing data is available for this year.$4.05$0.61$3.44$2.99$2.08$0.91
2021Detailed filing. Detailed filing data is available for this year.$3.48$1.05$2.43$1.83$1.33$0.50
2020Summary only. Only limited summary data is available for this year.$2.61$0.59$2.02$2.72$1.88$0.85
2019Detailed filing. Detailed filing data is available for this year.$2.39$1.12$1.27$2.30$2.82$0.53
2018Detailed filing. Detailed filing data is available for this year.$2.51$0.71$1.80$1.54$1.66$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.80$1.91$1.83$1.79$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.75$0.88$1.87$1.74$1.46$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.78$1.59$1.29$1.27$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.43$0.83$1.60$1.35$1.36$0.01
2013Summary only. Only limited summary data is available for this year.$2.44$0.87$1.57$0.90$0.87$0.02
2012Summary only. Only limited summary data is available for this year.$2.38$0.84$1.54$0.61$0.77$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jul 28, 2025
Return Version
2024v5.2
Gross Receipts
$508,962
Mission and Program Overview

Mission

Refer to exempt purposes below

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$446,666$478,503▲ $31,837
Land, Buildings, and Equipment, Net$266,288$259,339▼ $6,949
Savings and Temporary Cash Investments$205,880$231,697▲ $25,817
Cash and Non-Interest-Bearing Accounts$38,386$61,250▲ $22,864
Inventories for Sale or Use$14,644$13,502▼ $1,142
Total Assets$525,198$565,788▲ $40,590
Liabilities
Deferred Revenue$77,235$86,084▲ $8,849
Accounts Payable and Accrued Expenses$1,297$1,201▼ $96
Total Liabilities$78,532$87,285▲ $8,753
Net Assets / Fund Balance
Total Net Assets Fund Balance$446,666$478,503▲ $31,837
Total Liabilities and Net Assets / Fund Balance$525,198$565,788▲ $40,590

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$104,561$124,190$228,751
Equipment$16,230$96,025$112,255
Land$138,548--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Linda StallingsSecretaryPT$12,489$12,489

Board Members and Trustees

NameTitle
Anthony LawlorTrustee
Gary CookTrustee
Greg FlemingTrustee
Les LeskoTrustee
Noah CovingtonTrustee
Mike Ligon-
ROGER DePUYT-
Vicki Levesque-
Cathy RichardsBookkeeper
Roger StacyChaplain
David EdwardsEsquire
ALAN McWHIRTERExalted Ruler
Charlotte StacyInner Guard
Clint GentzLeading Knight
Jeff BurgesLecturing Knight
Ed DrzewieckiLoyal Knight
Mike LigonPrior Exalted Ruler
ROGER DePUYTPrior Exalted Ruler
Vicki LevesquePrior Exalted Ruler
Robert SchneiderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$119,807
Program Service Revenue
$39,834
Investment Income
$106,918
Other Revenue
$48,414
All Other Contributions
$22,874
Change in Net Assets
$37,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,491
Salaries, Compensation, and Employee Benefits$89,287
Grants and Similar Amounts Paid$15,293
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$42,018$58,280$0$100,298
Other Salaries and Wages$63,957$6,041$0$69,998
Payments to Affiliates$0$33,811$0$33,811
Depreciation Depletion$0$23,328$0$23,328
Grants to Domestic Orgs$15,293--$15,293
Current Officers, Directors, Trustees, and Key Employees$0$12,489$0$12,489
Payroll Taxes$5,279$1,521$0$6,800
Insurance$4,763$0$0$4,763
Office Expenses$0$3,924$0$3,924
Fees for Services Accounting$3,215$0$0$3,215
Conferences and Meetings$3,152$0$0$3,152
Total Functional Expenses$137,677$139,394$0$277,071
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$82,712
Fundraising Direct Expenses$34,028
Gaming Gross Income$4,397
Gaming Direct Expenses$23
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lodge Fundraisers$82,712$82,712-$82,712
Total Events$82,712$82,712-$82,712
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
OAK ISLAND ELKS LODGE #2769
EIN
56-1734992
Phone
9102781356
Address
106 E DOLPHIN DRIVE, OAK ISLAND, NC 28465
Doing Business As
Bpoe of United States

Signing Officer

Name
Robert Schneider
Title
Treasurer
Phone
9102781356
Signed
2025-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Schneider
Formed
1992
Legal Domicile
Nc
Voting Board Members
918
Independent Board Members
918
Employees
27
Volunteers
100

Preparer

Firm
SSW Accountants LLC
Address
9930 Beach Dr Ste 1, Calabash, NC 28467
Preparer
Andrew Whitney
Phone
9105791040
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The lodge consists of dues paying members”

Pt VI, Line 7A

“The membership elects the board of directors and trustees”

Pt VI, Line 7B

“The governance of the lodge is reserved for the elected body”

Pt VI, Line 11B

“The governing body will review form 990 prior to filing”

Pt VI, Line 15B

“The board of directors approves payroll for officers”

Form 990, Part IX, Line 24E

“BADGES & PINS 750. 750.”

Form 990, Part IX, Line 24E

“NEWSLETTER 404. 404.”

Form 990, Part IX, Line 24E

“KEY CARDS 1874. 1874.”

Form 990, Part IX, Line 24E

“Miscellaneous 1312. 1312.”

Form 990, Part IX, Line 24E

“Repairs & maintenance 15944. 15944.”

Form 990, Part IX, Line 24E

“Bank/card fees 7031. 7031.”

Form 990, Part IX, Line 24E

“Janitorial expense 9375. 9375.”

Form 990, Part IX, Line 24E

“LICENSES 100. 100.”

Form 990, Part IX, Line 24E

“Entertainment expenses 8550. 8550.”

Form 990, Part IX, Line 24E

“Equipment rental 8280. 8280.”

Form 990, Part IX, Line 24E

“Property taxes 1375. 1375.”

Form 990, Part IX, Line 24E

“UTILITIES 27373. 27373.”

Form 990, Part IX, Line 24E

“SUPPLIES 2458. 2458.”

Form 990, Part IX, Line 24E

“Other club expenses 14604. 14604.”

Form 990, Part IX, Line 24E

“OTHER EXPENSES 668. 668.”

Form 990, Part IX, Line 24E

“CASUAL LABOR 200. 200.”

Raw XML AppendixShowing 400 of 535 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.

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