Civic Intelligence

Benevolent & Protective Order of Elks of the USA

990 • Fiscal year 2015 • EIN 59-1996354

Apr 01, 2014 to Mar 31, 2015 • Filed on Jul 29, 2015

PO Box 511598Punta Gorda, FL 33951

(941) 637-2606

Siviq Scores

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

Liabilities / Assets

77th percentile

0.18x

Higher debt load relative to assets than 77% of similar nonprofits.

2015 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.18x

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

2015 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2015

Net Margin

48th percentile

1.9%

Higher net margin than 48% of similar nonprofits.

2015 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

82nd percentile

$14,539

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2015 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2015

Asset Growth

66th percentile

1.9%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

4.1%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,625,146

Up $30,258 (+1.9%) from 2014

Net Assets

Up

$1,337,519

Up $31,664 (+2.4%) from 2014

Liabilities

Down

$287,627

Down $1,406 (-0.5%) from 2014

Revenue

Up

$1,637,487

Up $64,583 (+4.1%) from 2014

Expenses

Up

$1,605,823

Up $105,145 (+7.0%) from 2014

Net Income

Down

$31,664

Down $40,562 (-56%) from 2014

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: $1,692,606Liabilities 2011: $460,515Net Assets 2011: $1,232,0912011Assets 2012: $1,640,757Liabilities 2012: $435,925Net Assets 2012: $1,204,8322012Assets 2013: $1,528,436Liabilities 2013: $294,807Net Assets 2013: $1,233,6292013Assets 2014: $1,594,888Liabilities 2014: $289,033Net Assets 2014: $1,305,8552014Assets 2015: $1,625,146Liabilities 2015: $287,627Net Assets 2015: $1,337,5192015Assets 2016: $1,708,466Liabilities 2016: $292,323Net Assets 2016: $1,416,1432016Assets 2017: $1,688,942Liabilities 2017: $285,416Net Assets 2017: $1,403,5262017Assets 2018: $1,770,055Liabilities 2018: $350,175Net Assets 2018: $1,419,8802018Assets 2019: $1,841,792Liabilities 2019: $375,472Net Assets 2019: $1,466,3202019Assets 2020: $1,784,320Liabilities 2020: $443,927Net Assets 2020: $1,340,3932020Assets 2021: $1,879,974Liabilities 2021: $455,671Net Assets 2021: $1,424,3032021Assets 2022: $2,094,698Liabilities 2022: $493,582Net Assets 2022: $1,601,1162022Assets 2023: $2,361,760Liabilities 2023: $520,118Net Assets 2023: $1,841,6422023Assets 2025: $3,524,108Liabilities 2025: $504,315Net Assets 2025: $3,019,7932025

Highlighted filing

2015

Assets$1,625,146
Liabilities$287,627
Net Assets$1,337,519

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,618,8342011Revenue 2012: $1,635,555Expenses 2012: $1,662,813Net Income 2012: -$27,2582012Expenses 2013: $1,467,1422013Revenue 2014: $1,572,904Expenses 2014: $1,500,678Net Income 2014: $72,2262014Revenue 2015: $1,637,487Expenses 2015: $1,605,823Net Income 2015: $31,6642015Revenue 2016: $1,811,905Expenses 2016: $1,733,281Net Income 2016: $78,6242016Revenue 2017: $1,871,228Expenses 2017: $1,883,845Net Income 2017: -$12,6172017Revenue 2018: $1,891,989Expenses 2018: $1,875,635Net Income 2018: $16,3542018Revenue 2019: $2,049,817Expenses 2019: $2,015,628Net Income 2019: $34,1892019Revenue 2020: $1,783,239Expenses 2020: $1,920,037Net Income 2020: -$136,7982020Revenue 2021: $1,149,938Expenses 2021: $1,073,963Net Income 2021: $75,9752021Revenue 2022: $980,324Expenses 2022: $811,212Net Income 2022: $169,1122022Revenue 2023: $1,842,291Expenses 2023: $1,601,765Net Income 2023: $240,5262023Revenue 2025: $870,243Expenses 2025: $803,189Net Income 2025: $67,0542025

Highlighted filing

2015

Revenue$1,637,487
Expenses$1,605,823
Net Income$31,664
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Jul 29, 2015
Return Version
2014v5.0
Gross Receipts
$1,637,487
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,305,855$1,337,519▲ $31,664
Land, Buildings, and Equipment, Net$1,155,073$1,143,132▼ $11,941
Cash and Non-Interest-Bearing Accounts$395,289$413,376▲ $18,087
Inventories for Sale or Use$25,043$42,509▲ $17,466
Prepaid Expenses and Deferred Charges$19,483$26,129▲ $6,646
Total Assets$1,594,888$1,625,146▲ $30,258
Liabilities
Deferred Revenue$204,856$216,031▲ $11,175
Other Liabilities$47,834$28,323▼ $19,511
Accounts Payable and Accrued Expenses$20,676$27,706▲ $7,030
Mortgage Notes Payable Secured by Investment Property$15,667$15,567▼ $100
Total Liabilities$289,033$287,627▼ $1,406
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,305,855$1,337,519▲ $31,664
Total Liabilities and Net Assets / Fund Balance$1,594,888$1,625,146▲ $30,258

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$734,390-$734,390
Land$664,392-$664,392
Equipment$-255,650$595,824$340,174
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert B TownsendSecretaryFT$14,539$14,539

Board Members and Trustees

NameTitle
Darrel Swanfeld1 Year Trust
Karen Blakely2 Year Trust
John Owen3 Year Trust
Bill Dryburg4 Year Trust
Charles T Warren5 Year Trust
Joe a CampellExalted Rule
Julia M AversLeading Knig
Franklin E KinslowLecturing Kn
Mona DudashLoyal Knight
Robert a HahnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,637,306
Investment Income
$181
Other Revenue
$0
Change in Net Assets
$31,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,130,331
Salaries, Compensation, and Employee Benefits$475,492
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$399,585$26,140-$425,725
All Other Expenses$124,122$12,133-$136,255
Occupancy$76,397--$76,397
Payments to Affiliates-$63,711-$63,711
Other Expenses$59,514$97,733-$59,514
Office Expenses$11,340$37,075-$48,415
Insurance$45,919--$45,919
Payroll Taxes$44,529--$44,529
Depreciation Depletion$18,985--$18,985
Other Employee Benefits$5,238--$5,238
Conferences and Meetings-$4,535-$4,535
Fees for Services Accounting-$2,200-$2,200
Fees for Services Legal-$1,600-$1,600
Advertising$733--$733
Interest$90--$90
Total Functional Expenses$1,360,696$245,127$0$1,605,823
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$12,715
Cabin Deposits Payable$10,809
Accrued Property Tax$3,896
Other Current Liability$903
Advance Event Deposits-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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 6

Yes. The organization is organized with members.

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

ELECTED BY MEMBERS

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

YES, AT BOARD MEETINGS.

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 voted 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
EIN
59-1996354
Phone
9416372606
Address
PO BOX 511598, PUNTA GORDA, FL 33951
Doing Business As
Punta Gorda Elks Lodge 2606

Signing Officer

Name
Robert Hahn
Title
Trustee
Phone
9416372606
Signed
2015-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Hahn Treasurer
Formed
1980
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
51
Volunteers
756

Preparer

Firm
Coast Financial Advisors Inc
Address
23188 FREEDOM AVE, CHARLOTTE HARBOR, FL 33980
Preparer
Catherine L Gerace Ea Ata
Phone
9416298927
Raw XML Appendix371 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/PYInvestmentIncomeAmt0194
IRS990/PYOtherExpensesAmt01044543
IRS990/PYProgramServiceRevenueAmt01572710
IRS990/PYRevenuesLessExpensesAmt072226
IRS990/PYSalariesCompEmpBnftPaidAmt0456135
IRS990/PYTotalExpensesAmt01500678
IRS990/PYTotalRevenueAmt01572904
IRS990/ReconcilationRevenueExpnssAmt031664
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01305855
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01337519
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0-255650
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0595824
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0340174
IRS990ScheduleD/LandGrp/BookValueAmt0664392
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0664392
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0734390
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0734390
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012715
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110809
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3903
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CABIN DEPOSITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED PROPERTY TAX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3OTHER CURRENT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4ADVANCE EVENT DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01143132
IRS990ScheduleD/TotalLiabilityAmt028323
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YES. THE ORGANIZATION IS ORGANIZED WITH MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELECTED BY MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES, AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDED IN GRAND LODGE STATUTES RULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5APPROVED BY BUDGET COMMITTEE AND VOTED ON AT LODGE BOARD MEETING AND VOTED AT LODGE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6APPROVED BY BUDGET COMMITTEE AND VOTED ON AT LODGE BOARD MEETING AND VOTED AT LODGE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01594888
IRS990/TotalAssetsEOYAmt01625146
IRS990/TotalAssetsGrp/BOYAmt01594888
IRS990/TotalAssetsGrp/EOYAmt01625146
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt051
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0245127
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01360696
IRS990/TotalFunctionalExpensesGrp/TotalAmt01605823
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0289033
IRS990/TotalLiabilitiesEOYAmt0287627
IRS990/TotalLiabilitiesGrp/BOYAmt0289033
IRS990/TotalLiabilitiesGrp/EOYAmt0287627
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01305855
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01337519
IRS990/TotalProgramServiceRevenueAmt01637306
IRS990/TotalReportableCompFromOrgAmt014539
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01637487
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01637487
IRS990/TotalVolunteersCnt0756
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01594888
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01625146
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt025538 SHORE DRIVE
IRS990/USAddress/CityNm0PUNTA GORDA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033950
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.PUNTAGORDAELKS.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HAHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09416372606
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BENEVOLENT & PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELKS OF THE USA
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0591996354
ReturnHeader/Filer/PhoneNum09416372606
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 511598
ReturnHeader/Filer/USAddress/CityNm0PUNTA GORDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033951
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/PreparationDt02015-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE L GERACE EA ATA
ReturnHeader/ReturnTs02015-07-29T13:20:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-04-01
ReturnHeader/TaxPeriodEndDt02015-03-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.50$3.02$0.87$0.80$0.07
2023Summary only. Only limited summary data is available for this year.$2.36$0.52$1.84$1.84$1.60$0.24
2022Summary only. Only limited summary data is available for this year.$2.09$0.49$1.60$0.98$0.81$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.46$1.42$1.15$1.07$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.44$1.34$1.78$1.92$0.14
2019Summary only. Only limited summary data is available for this year.$1.84$0.38$1.47$2.05$2.02$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.35$1.42$1.89$1.88$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.29$1.40$1.87$1.88$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.29$1.42$1.81$1.73$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.29$1.34$1.64$1.61$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.59$0.29$1.31$1.57$1.50$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.29$1.23$1.47
2012Summary only. Only limited summary data is available for this year.$1.64$0.44$1.20$1.64$1.66$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.46$1.23$1.62
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)8 • $1M-$5M nonprofits