Civic Intelligence

The Benevolent and Protective Order of Elks Lodge 829 Educational Trust

EIN 59-3486077 • 501(c)3 • St Augustine, FL

Profile

Charitable endeavors-scholarships, etc.

1420 A1a SouthSt Augustine, FL 32080

www.elks829.com

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

95th percentile

78%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

80th percentile

30%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

90%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$216,832

Up $49,422 (+30%) from 2024

Liabilities

$6,190

No earlier filing loaded for comparison.

Net Assets

Up

$210,642

Up $43,232 (+26%) from 2024

Operations
Liabilities / Revenue83rd percentileNet Margin95th percentile

Revenue

Up

$55,673

Up $26,322 (+90%) from 2024

Expenses

Up

$12,441

Up $12,195 (+4957%) from 2024

Net Income

Up

$43,232

Up $14,127 (+49%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$300K$200K$100K$0Assets 2019: $92,594Net Assets 2019: $92,5942019Assets 2020: $99,467Net Assets 2020: $99,4672020Assets 2021: $95,297Net Assets 2021: $95,2972021Assets 2022: $105,531Net Assets 2022: $105,5312022Assets 2023: $138,474Net Assets 2023: $138,4742023Assets 2024: $167,410Net Assets 2024: $167,4102024Assets 2025: $216,832Liabilities 2025: $6,190Net Assets 2025: $210,6422025

Highlighted filing

2025

Assets$216,832
Liabilities$6,190
Net Assets$210,642
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

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

$60K$40K$20K$0-$20KRevenue 2019: $133Expenses 2019: $5,000Net Income 2019: -$4,8672019Revenue 2020: $12,248Expenses 2020: $5,375Net Income 2020: $6,8732020Revenue 2021: $5Expenses 2021: $4,175Net Income 2021: -$4,1702021Revenue 2022: $10,484Expenses 2022: $250Net Income 2022: $10,2342022Revenue 2023: $44,916Expenses 2023: $11,973Net Income 2023: $32,9432023Revenue 2024: $29,351Expenses 2024: $246Net Income 2024: $29,1052024Revenue 2025: $55,673Expenses 2025: $12,441Net Income 2025: $43,2322025

Highlighted filing

2025

Revenue$55,673
Expenses$12,441
Net Income$43,232
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$216,832
Liabilities
$6,190
Net assets
$210,642
Revenue
$55,673
Expenses
$12,441
Net income
$43,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.17$0.06$2.11$0.56$0.12$0.43
2024Detailed filing. Detailed filing data is available for this year.$1.67$1.67$0.29$0.00$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.45$0.12$0.33
2022Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.10$0.00$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.00$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.12$0.05$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.00$0.05$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 19, 2025
Return Version
2024v5.1
Gross Receipts
$55,673
Mission and Program Overview

Mission

Charitable endeavors-scholarships, etc.

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL FUNDS FOR NEEDY INDIVIDUALS WITHIN THE COMMUNITY.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSE MARY DEANTrusteePT$0--
BARRY MASTERSTrusteePT$0--
DAVID LEETrusteePT$0--
OLEN MEREDITHTrusteePT$0--
NECIE SMITHTrusteePT$0--
DENELLE EVERHARTTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Benevolent and Protective Order of Elks Lodge 829 Educational Trust
EIN
59-3486077
Address
1420 A1A SOUTH, ST AUGUSTINE, FL 32080

Signing Officer

Name
Barry Masters
Title
Trustee
Signed
2025-06-19
Discuss with paid preparer
No

Preparer

Firm
ROWLEY & ROWLEY CPAs
Address
1199 S US HWY 1 STE 1, ROCKLEDGE, FL 32955
Preparer
C Edwin Rowley
Phone
3216326068
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity SCHOLARSHIP EXPENSE, Grantee MULTIPLE RECEIPIENTS, Cash Grant 10,000, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“REGISTRATION FEES 61”

Form 990-EZ, Part I, Line 16, Other Expenses

“Legal professional fees 380”

Form 990-EZ, Part II, Line 26, Liabilities

“ACCOUNTS PAYABLE Beginning of year 0, End of year 6,190”

Raw XML Appendix151 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JUDY REYES
IRS990EZ/BooksInCareOfDetail/PhoneNum09044515204
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01420 A1A SOUTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAINT AUGUSTINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032080
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0167410
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0216832
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt054502
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt043232
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0167410
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0216832
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012000
IRS990EZ/GrossReceiptsAmt055673
IRS990EZ/GroupExemptionNum01156
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01171
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0167410
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0210642
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0167410
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0210642
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROSE MARY DEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARRY MASTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3OLEN MEREDITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NECIE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DENELLE EVERHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0441
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE ENDEAVORS-SCHOLARSHIPS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL FUNDS FOR NEEDY INDIVIDUALS WITHIN THE COMMUNITY.
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06190
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt012441
IRS990EZ/TotalRevenueAmt055673
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ELKS829.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0139999
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00430
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99570
IRS990ScheduleA/PublicSupportTotal509Amt0139999
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055673
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044852
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010123
IRS990ScheduleA/Total509Grp/TotalAmt0139999
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055673
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044852
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010123
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0139999
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SCHOLARSHIP EXPENSE, Grantee MULTIPLE RECEIPIENTS, Cash Grant 10,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REGISTRATION FEES 61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEGAL PROFESSIONAL FEES 380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE Beginning of year 0, End of year 6,190
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY MASTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE 829 EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0593486077
ReturnHeader/Filer/USAddress/AddressLine1Txt01420 A1A SOUTH
ReturnHeader/Filer/USAddress/CityNm0ST AUGUSTINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032080
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593796368
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROWLEY & ROWLEY CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01199 S US HWY 1 STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKLEDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032955
ReturnHeader/PreparerPersonGrp/PhoneNum03216326068
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C EDWIN ROWLEY
ReturnHeader/ReturnTs02025-06-19T08:23:32-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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