Civic Intelligence

Benevolent & Protective Order of El

990 • Fiscal year 2018 • EIN 59-0774251

Apr 01, 2017 to Mar 31, 2018 • Filed on Aug 15, 2018

11250 Tamiam Trail EastNaples, FL 34113

(239) 643-0075

Siviq Scores

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

Liabilities / Assets

59th percentile

0.04x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.24x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2018

Net Margin

8th percentile

-40%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$3,150

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2018 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2018

Asset Growth

13th percentile

-4.8%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

4.2%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$2,498,213

Down $124,937 (-4.8%) from 2017

Net Assets

Down

$2,388,366

Down $186,026 (-7.2%) from 2017

Liabilities

Up

$109,847

Up $61,089 (+125%) from 2017

Revenue

Up

$467,007

Up $18,610 (+4.2%) from 2017

Expenses

Up

$653,033

Up $112,710 (+21%) from 2017

Net Income

Down

-$186,026

Down $94,100 (-102%) from 2017

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,004,943Liabilities 2011: $30,228Net Assets 2011: $2,974,7152011Assets 2012: $3,024,194Liabilities 2012: $23,052Net Assets 2012: $3,001,1422012Assets 2013: $2,995,972Liabilities 2013: $21,676Net Assets 2013: $2,974,2962013Assets 2014: $2,955,585Liabilities 2014: $69,793Net Assets 2014: $2,885,7922014Assets 2015: $2,849,163Liabilities 2015: $76,802Net Assets 2015: $2,772,3612015Assets 2016: $2,705,796Liabilities 2016: $39,478Net Assets 2016: $2,666,3182016Assets 2017: $2,623,150Liabilities 2017: $48,758Net Assets 2017: $2,574,3922017Assets 2018: $2,498,213Liabilities 2018: $109,847Net Assets 2018: $2,388,3662018Assets 2019: $2,355,177Liabilities 2019: $27,698Net Assets 2019: $2,327,4792019Assets 2020: $2,285,583Liabilities 2020: $88,555Net Assets 2020: $2,197,0282020Assets 2021: $2,202,116Liabilities 2021: $54,091Net Assets 2021: $2,148,0252021Assets 2022: $2,208,717Liabilities 2022: $93,340Net Assets 2022: $2,115,3772022Assets 2023: $2,162,815Liabilities 2023: $40,986Net Assets 2023: $2,121,8292023Assets 2024: $2,162,815Liabilities 2024: $40,986Net Assets 2024: $2,121,8292024

Highlighted filing

2018

Assets$2,498,213
Liabilities$109,847
Net Assets$2,388,366

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $99,7042011Revenue 2012: $114,277Expenses 2012: $80,287Net Income 2012: $33,9902012Expenses 2013: $98,4222013Revenue 2014: $190,928Expenses 2014: $273,513Net Income 2014: -$82,5852014Revenue 2015: $150,404Expenses 2015: $267,334Net Income 2015: -$116,9302015Revenue 2016: $319,184Expenses 2016: $425,227Net Income 2016: -$106,0432016Revenue 2017: $448,397Expenses 2017: $540,323Net Income 2017: -$91,9262017Revenue 2018: $467,007Expenses 2018: $653,033Net Income 2018: -$186,0262018Revenue 2019: $503,532Expenses 2019: $564,419Net Income 2019: -$60,8872019Revenue 2020: $363,239Expenses 2020: $494,816Net Income 2020: -$131,5772020Revenue 2021: $313,240Expenses 2021: $375,916Net Income 2021: -$62,6762021Revenue 2022: $352,851Expenses 2022: $452,214Net Income 2022: -$99,3632022Revenue 2023: $412,312Expenses 2023: $385,734Net Income 2023: $26,5782023Revenue 2024: $412,312Expenses 2024: $385,734Net Income 2024: $26,5782024

Highlighted filing

2018

Revenue$467,007
Expenses$653,033
Net Income-$186,026
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Aug 15, 2018
Return Version
2017v2.3
Gross Receipts
$467,007
Mission and Program Overview

Mission

Fraternal organization which was founded on the principals of charity, justice, brothrly love, fidelity, and belief in god.

Fraternal organization which was founded on the principal of charity, justice, brotherly love, fidelity, and belief in god.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,157,338$2,086,010▼ $71,328
Cash and Non-Interest-Bearing Accounts$55,960$230,589▲ $174,629
Investments Program Related$394,958$170,632▼ $224,326
Inventories for Sale or Use$14,894$10,982▼ $3,912
Total Assets$2,623,150$2,498,213▼ $124,937
Liabilities
Mortgage Notes Payable Secured by Investment Property-$80,000-
Deferred Revenue$28,217$24,149▼ $4,068
Accounts Payable and Accrued Expenses$20,541$5,698▼ $14,843
Total Liabilities$48,758$109,847▲ $61,089
Net Assets / Fund Balance
Unrestricted Net Assets$2,527,649$2,335,426▼ $192,223
Temporarily Rstr Net Assets$46,743$52,940▲ $6,197
Total Net Assets Fund Balance$2,574,392$2,388,366▼ $186,026
Total Liabilities and Net Assets / Fund Balance$2,623,150$2,498,213▼ $124,937

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,889,404$291,011$2,180,415
Equipment$106,606$154,716$261,322
Land$90,000-$90,000
Investment Program Related Org$170,632--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Margaret T GraySecretaryFT$3,150$3,150
Anthony WojciechowskiTreasurerPT$2,796$2,796

Board Members and Trustees

NameTitle
Holly Balante1 Year Trust
Ronald Heldebrandt2 Year Trust
Alice Martella3 Year Trust
Steven W Cook4 Year Trust
Edward Larsen5 Year Trust
Mary Jo WojciechowskiExalted Rule
Susan CookLeading Knig
Paul MartellaLecturing Kn
Judith Lynn RomeroLoyal Knight
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$466,057
Investment Income
$0
Other Revenue
$950
Change in Net Assets
$-186,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$622,910
Salaries, Compensation, and Employee Benefits$30,123
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$24,171$57,008-$81,179
All Other Expenses$22,898$7,613-$30,511
Occupancy$9,878$17,058-$26,936
Other Salaries and Wages$19,130$7,346-$26,476
Office Expenses$6,569$11,215-$17,784
Other Expenses$8,261$8,881-$17,142
Payments to Affiliates-$12,483-$12,483
Insurance-$10,477-$10,477
Conferences and Meetings-$5,487-$5,487
Fees for Service Investment Mgmnt Fees-$3,942-$3,942
Payroll Taxes$2,711$936-$3,647
Fees for Services Accounting-$2,325-$2,325
Interest-$1,772-$1,772
Total Functional Expenses$208,285$444,748$0$653,033
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Mary jo wojciechowski anthony wojciechowski exalted rule treasurer married husband & wife

Form 990, Page 6, Part VI, Line 6

Yes. This orgainzation has members.

Form 990, Page 6, Part VI, Line 7A

The organization has members who have the power to elect one or more members of the governing body.

Form 990, Page 6, Part VI, Line 7B

Decisions are subject to approval of members.

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

Provided in grand lodge statutes rules.

Form 990, Page 6, Part VI, Line 15A

Approved by budget committee and voted on at lodge board meeting and voted at lodge meeting.

Form 990, Page 6, Part VI, Line 15B

Approved by budget committee and voted on at lodge board meeting and votd at lodge meeting.

Form 990, Page 6, Part VI, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order of El
EIN
59-0774251
Phone
2396430075
Address
11250 TAMIAM TRAIL EAST, NAPLES, FL 34113
Doing Business As
Naples Elks Lodge 2010

Signing Officer

Name
Mary Jo Wojciechowski
Title
Exalted Ruler
Phone
2396430075
Signed
2018-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Jo Wojciechowski
Formed
1957
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
22
Volunteers
515

Preparer

Firm
Coast Financial Advisors Inc
Address
23188 FREEDOM AVE, CHARLOTTE HARBOR, FL 33980
Preparer
Catherine L Gerace Ea Ata
Phone
9416298927
Raw XML Appendix377 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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IRS990/PYSalariesCompEmpBnftPaidAmt087155
IRS990/PYTotalExpensesAmt0540323
IRS990/PYTotalRevenueAmt0448397
IRS990/ReconcilationRevenueExpnssAmt0-186026
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0950
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01889404
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0291011
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02180415
IRS990ScheduleD/EquipmentGrp/BookValueAmt0106606
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0154716
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0261322
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0170632
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0BROKERAGE ACCOUNT CHARLES SCHWAB
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/LandGrp/BookValueAmt090000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt090000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02086010
IRS990ScheduleD/TotalBookValueProgramRltdAmt0170632
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARY JO WOJCIECHOWSKI ANTHONY WOJCIECHOWSKI EXALTED RULE TREASURER MARRIED HUSBAND & WIFE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES. THIS ORGAINZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS MEMBERS WHO HAVE THE POWER TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECISIONS ARE SUBJECT TO APPROVAL OF MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROVIDED IN GRAND LODGE STATUTES RULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6APPROVED BY BUDGET COMMITTEE AND VOTED ON AT LODGE BOARD MEETING AND VOTED AT LODGE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7APPROVED BY BUDGET COMMITTEE AND VOTED ON AT LODGE BOARD MEETING AND VOTD AT LODGE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt046743
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt052940
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02498213
IRS990/TotalAssetsGrp/BOYAmt02623150
IRS990/TotalAssetsGrp/EOYAmt02498213
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0444748
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0208285
IRS990/TotalFunctionalExpensesGrp/TotalAmt0653033
IRS990/TotalGrossUBIAmt0950
IRS990/TotalLiabilitiesBOYAmt048758
IRS990/TotalLiabilitiesEOYAmt0109847
IRS990/TotalLiabilitiesGrp/BOYAmt048758
IRS990/TotalLiabilitiesGrp/EOYAmt0109847
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02574392
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02388366
IRS990/TotalProgramServiceRevenueAmt0466057
IRS990/TotalReportableCompFromOrgAmt05946
IRS990/TotalRevenueGrp/ExclusionAmt0466057
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0467007
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0950
IRS990/TotalVolunteersCnt0515
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02623150
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02498213
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02527649
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02335426
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06596 CASTELLAWN PLACE
IRS990/USAddress/CityNm0NAPLES
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd034113
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY JO WOJCIECHOWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXALTED RULER
ReturnHeader/BusinessOfficerGrp/PhoneNum02396430075
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF EL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KS LODGE 2010
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0590774251
ReturnHeader/Filer/PhoneNum02396430075
ReturnHeader/Filer/USAddress/AddressLine1Txt011250 TAMIAM TRAIL EAST
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034113
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0250421F0F7944D2F1B5D744DAA01AB73C0BFE177
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00CA194CBC5E2A2BBF6CDC2BB91C36F06C0C9087E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-08-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:47:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592448746
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COAST FINANCIAL ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023188 FREEDOM AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033980
ReturnHeader/PreparerPersonGrp/PhoneNum09416298927
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE L GERACE EA ATA
ReturnHeader/ReturnTs02018-08-16T10:47:34-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.04$2.12$0.41$0.39$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.04$2.12$0.41$0.39$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.09$2.12$0.35$0.45$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.05$2.15$0.31$0.38$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.09$2.20$0.36$0.49$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.03$2.33$0.50$0.56$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.50$0.11$2.39$0.47$0.65$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.05$2.57$0.45$0.54$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.04$2.67$0.32$0.43$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.85$0.08$2.77$0.15$0.27$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.96$0.07$2.89$0.19$0.27$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.02$2.97$0.10
2012Summary only. Only limited summary data is available for this year.$3.02$0.02$3.00$0.11$0.08$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.03$2.97$0.10