Civic Intelligence

Benevolent and Protective Order of Elks Defunt Palm Beach Lodge 2069

990 • Fiscal year 2014 • EIN 59-6137086

Apr 01, 2013 to Mar 31, 2014 • Filed on Aug 09, 2014

Organization Profile
1855 NW Frontier DriveDothan, AL 32055

(386) 754-5370

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2014 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

22nd percentile

0.00x

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

2014 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2014

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2014 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2014 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2014

Asset Growth

56th percentile

1.4%

Faster asset growth than 56% of similar nonprofits.

2014 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-55%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$1,185,209

Up $16,505 (+1.4%) from 2013

Net Assets

Up

$1,185,209

Up $16,505 (+1.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin100th percentile

Revenue

Down

$16,505

Down $19,913 (-55%) from 2013

Expenses

Flat

$0

Flat from 2013

Net Income

Down

$16,505

Down $19,913 (-55%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,132,286Liabilities 2012: $0Net Assets 2012: $1,132,2862012Assets 2013: $1,168,704Liabilities 2013: $0Net Assets 2013: $1,168,7042013Assets 2014: $1,185,209Liabilities 2014: $0Net Assets 2014: $1,185,2092014Assets 2015: $1,193,594Liabilities 2015: $0Net Assets 2015: $1,193,5942015Assets 2016: $964,923Liabilities 2016: $0Net Assets 2016: $964,9232016Assets 2017: $964,882Liabilities 2017: $0Net Assets 2017: $964,8822017Assets 2018: $632,987Liabilities 2018: $0Net Assets 2018: $632,9872018Assets 2019: $629,636Liabilities 2019: $0Net Assets 2019: $629,6362019Assets 2020: $556,274Liabilities 2020: $0Net Assets 2020: $556,2742020Assets 2021: $835,263Liabilities 2021: $0Net Assets 2021: $835,2632021Assets 2022: $916,096Liabilities 2022: $0Net Assets 2022: $916,0962022Assets 2023: $1,321,762Liabilities 2023: $0Net Assets 2023: $1,321,7622023Assets 2024: $1,368,672Liabilities 2024: $0Net Assets 2024: $1,368,6722024Assets 2025: $1,416,117Liabilities 2025: $0Net Assets 2025: $1,416,1172025

Highlighted filing

2014

Assets$1,185,209
Liabilities$0
Net Assets$1,185,209
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$400K$200K$0-$200K-$400KRevenue 2012: $20,018Expenses 2012: $0Net Income 2012: $20,0182012Revenue 2013: $36,418Expenses 2013: $0Net Income 2013: $36,4182013Revenue 2014: $16,505Expenses 2014: $0Net Income 2014: $16,5052014Revenue 2015: $8,385Expenses 2015: $0Net Income 2015: $8,3852015Revenue 2016: $22,638Expenses 2016: $1,309Net Income 2016: $21,3292016Revenue 2017: $18,150Expenses 2017: $3,110Net Income 2017: $15,0402017Revenue 2018: $25,625Expenses 2018: $325,000Net Income 2018: -$299,3752018Revenue 2019: $25,018Expenses 2019: $28,369Net Income 2019: -$3,3512019Revenue 2020: $2,569Expenses 2020: $75,931Net Income 2020: -$73,3622020Revenue 2021: $320,666Expenses 2021: $41,677Net Income 2021: $278,9892021Revenue 2022: $195,314Expenses 2022: $114,480Net Income 2022: $80,8342022Revenue 2023: $7,598Expenses 2023: $2,005Net Income 2023: $5,5932023Revenue 2024: $27,676Expenses 2024: $1,525Net Income 2024: $26,1512024Revenue 2025: $49,493Expenses 2025: $2,048Net Income 2025: $47,4452025

Highlighted filing

2014

Revenue$16,505
Expenses$0
Net Income$16,505
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Aug 9, 2014
Return Version
2013v3.1
Gross Receipts
$16,505
Mission and Program Overview

Mission

Various charitable community projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,168,704$1,185,209▲ $16,505
Investments in Publicly Traded Securities$771,493$775,131▲ $3,638
Land, Buildings, and Equipment, Net$384,950$394,950▲ $10,000
Cash and Non-Interest-Bearing Accounts$12,261$15,128▲ $2,867
Total Assets$1,168,704$1,185,209▲ $16,505
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,168,704$1,185,209▲ $16,505
Total Liabilities and Net Assets / Fund Balance$1,168,704$1,185,209▲ $16,505

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$394,950-$394,950
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Thomas ElmoreTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16,505
Other Revenue
$0
Change in Net Assets
$16,505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

EIN
59-6137086

Signing Officer

Name
Thomas Elmore
Title
Trustee
Signed
2014-08-09

Organization Details

Principal Officer
Thomas Elmore
Legal Domicile
Fl
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Preparer
Thomas R Eberhart
Phone
3347934883
Raw XML Appendix194 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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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0VARIOUS CHARITABLE COMMUNITY PROJECTS
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0THOMAS ELMORE
IRS990/BooksInCareOfDetail/PhoneNum03867545370
IRS990/BooksInCareOfDetail/USAddress/AddressLine101855 NW FRONTIER DRIVE
IRS990/BooksInCareOfDetail/USAddress/City0LAKE CITY
IRS990/BooksInCareOfDetail/USAddress/State0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode032055
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CashNonInterestBearingGrp/BOYAmt012261
IRS990/CashNonInterestBearingGrp/EOYAmt015128
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
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IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt016505
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt00
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016505
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0VARIOUS CHARITABLE ACTIVITIES
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt016505
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InvestmentIncomeGrp/ExclusionAmt016505
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016505
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0771493
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0775131
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0384950
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0394950
IRS990/LandBldgEquipCostOrOtherBssAmt0394950
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0VARIOUS CHARITABLE COMMUNITY PROJECTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01168704
IRS990/NetAssetsOrFundBalancesEOYAmt01185209
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherOrganizationDsc0NON-PROFIT
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0THOMAS ELMORE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt036418
IRS990/PYRevenuesLessExpensesAmt036418
IRS990/PYTotalRevenueAmt036418
IRS990/ReconcilationRevenueExpnssAmt016505
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01168704
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01185209
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0394950
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0394950
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0394950
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01168704
IRS990/TotalAssetsEOYAmt01185209
IRS990/TotalAssetsGrp/BOYAmt01168704
IRS990/TotalAssetsGrp/EOYAmt01185209
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016505
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IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine101855 NW FRONTIER DRIVE
IRS990/USAddress/City0LAKE CITY
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode032055
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS ELMORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10BENEVOLENT AND PROTECTIVE ORDER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine20ELKS DEFUNT PALM BEACH LODGE 2069
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0596137086
ReturnHeader/Filer/USAddress/AddressLine101855 NW FRONTIER DRIVE
ReturnHeader/Filer/USAddress/City0LAKE CITY
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032055
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631241501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BEVIS EBERHART BROWNING WALKER & STEWART
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101521 WEST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DOTHAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0363011313
ReturnHeader/PreparerPersonGrp/PhoneNum03347934883
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R EBERHART
ReturnHeader/ReturnTs02014-08-20T09:49:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,185,209
Liabilities
$0
Net assets
$1,185,209
Revenue
$16,505
Expenses
$0
Net income
$16,505
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.05$0.00$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.03$0.00$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.20$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.32$0.04$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.00$0.08$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.03$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.03$0.33$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02$0.00$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02$0.00$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.01$0.00$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.02$0.00$0.02
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.04$0.00$0.04
2012Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.02$0.00$0.02