Civic Intelligence

Florence Elks Lodge #314

990 • Fiscal year 2016 • EIN 61-0166643

Apr 01, 2015 to Mar 31, 2016 • Filed on Jun 23, 2016

7704 Dixie HwyFlorence, KY 41042

(859) 746-3557

Siviq Scores

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

Liabilities / Assets

96th percentile

0.67x

Higher debt load relative to assets than 96% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

92nd percentile

1.40x

Higher debt load relative to revenue than 92% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Net Margin

90th percentile

29%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Asset Growth

86th percentile

9.5%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

16%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$454,777

Up $39,276 (+9.5%) from 2015

Net Assets

Up

$148,747

Up $64,218 (+76%) from 2015

Liabilities

Down

$306,030

Down $24,942 (-7.5%) from 2015

Revenue

Up

$218,166

Up $30,598 (+16%) from 2015

Expenses

Up

$155,429

Up $21,662 (+16%) from 2015

Net Income

Up

$62,737

Up $8,936 (+17%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $390,957Liabilities 2012: $372,2122012Assets 2013: $383,080Liabilities 2013: $349,355Net Assets 2013: $33,7252013Assets 2014: $396,311Liabilities 2014: $337,251Net Assets 2014: $59,0602014Assets 2015: $415,501Liabilities 2015: $330,972Net Assets 2015: $84,5292015Assets 2016: $454,777Liabilities 2016: $306,030Net Assets 2016: $148,7472016Assets 2017: $414,257Liabilities 2017: $278,877Net Assets 2017: $135,3802017Assets 2018: $432,085Liabilities 2018: $260,606Net Assets 2018: $171,4792018Assets 2019: $361,866Liabilities 2019: $214,850Net Assets 2019: $147,0162019Assets 2020: $423,082Liabilities 2020: $268,526Net Assets 2020: $154,5562020Assets 2021: $447,862Liabilities 2021: $283,679Net Assets 2021: $164,1832021Assets 2022: $628,736Liabilities 2022: $271,576Net Assets 2022: $357,1602022Assets 2023: $984,485Liabilities 2023: $39,500Net Assets 2023: $944,9852023Assets 2024: $990,934Liabilities 2024: $278,431Net Assets 2024: $712,5032024Assets 2025: $1,341,843Liabilities 2025: $44,023Net Assets 2025: $1,297,8202025

Highlighted filing

2016

Assets$454,777
Liabilities$306,030
Net Assets$148,747

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $138,146Expenses 2012: $136,889Net Income 2012: $1,2572012Revenue 2013: $142,900Expenses 2013: $127,920Net Income 2013: $14,9802013Revenue 2014: $194,733Expenses 2014: $169,398Net Income 2014: $25,3352014Revenue 2015: $187,568Expenses 2015: $133,767Net Income 2015: $53,8012015Revenue 2016: $218,166Expenses 2016: $155,429Net Income 2016: $62,7372016Revenue 2017: $190,011Expenses 2017: $203,378Net Income 2017: -$13,3672017Revenue 2018: $107,053Expenses 2018: $127,512Net Income 2018: -$20,4592018Revenue 2019: $112,058Expenses 2019: $130,223Net Income 2019: -$18,1652019Revenue 2020: $243,248Expenses 2020: $152,235Net Income 2020: $91,0132020Revenue 2021: $130,447Expenses 2021: $130,447Net Income 2021: $02021Revenue 2022: $320,124Expenses 2022: $116,224Net Income 2022: $203,9002022Revenue 2023: $475,512Expenses 2023: $248,887Net Income 2023: $226,6252023Revenue 2024: $509,205Expenses 2024: $286,832Net Income 2024: $222,3732024Revenue 2025: $834,531Expenses 2025: $176,813Net Income 2025: $657,7182025

Highlighted filing

2016

Revenue$218,166
Expenses$155,429
Net Income$62,737
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jun 23, 2016
Return Version
2015v2.1
Gross Receipts
$658,388
Mission and Program Overview

Mission

To hold functions to raise money for community activities and to

To hold functions to raise money for community activities and to maintain the facility for its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$355,562$349,695▼ $5,867
Cash and Non-Interest-Bearing Accounts$44,006$86,302▲ $42,296
Inventories for Sale or Use$10,520$10,644▲ $124
Prepaid Expenses and Deferred Charges$5,413$8,136▲ $2,723
Total Assets$415,501$454,777▲ $39,276
Liabilities
Mortgage Notes Payable Secured by Investment Property$305,876$277,878▼ $27,998
Other Liabilities$21,645$22,625▲ $980
Accounts Payable and Accrued Expenses$3,451$5,527▲ $2,076
Total Liabilities$330,972$306,030▼ $24,942
Net Assets / Fund Balance
Unrestricted Net Assets$84,529$148,747▲ $64,218
Total Net Assets Fund Balance$84,529$148,747▲ $64,218
Total Liabilities and Net Assets / Fund Balance$415,501$454,777▲ $39,276

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$375,105-$375,105
Land$117,528-$117,528
Equipment$66,037-$66,037
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rex TimmonsPresident
Burt Hanlin JrTrustee
Micheal JaggersTrustee
Steven AllenTrustee
Margee Davis1st VP
Ricardo Smith2nd VP
Diana DavisChaplin
Jesse ShippSeceratary
VacantTiler
MARY KAY O'HARATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$43,815
Program Service Revenue
$0
Investment Income
$48
Other Revenue
$174,303
All Other Contributions
$14,232
Change in Net Assets
$62,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$148,853
Salaries, Compensation, and Employee Benefits$6,576
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$55,746-$55,746
All Other Expenses$29,402$11,936$0$41,338
Interest-$17,951-$17,951
Depreciation Depletion-$8,700-$8,700
Other Expenses$53$6,479-$6,479
Office Expenses-$3,622-$3,622
Conferences and Meetings$3,283--$3,283
Current Officers, Directors, Trustees, and Key Employees-$3,250-$3,250
Fees for Services Management-$3,250-$3,250
Fees for Services Accounting-$2,632-$2,632
Payroll Taxes-$1,713-$1,713
Other Employee Benefits-$1,613-$1,613
Payments to Affiliates$1,101--$1,101
Advertising-$200-$200
Total Functional Expenses$34,316$121,113$0$155,429
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$372,526
Gaming Direct Expenses$312,976
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other$22,625
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
Filing and Contact Details

Filer

Filer Name
FLORENCE ELKS LODGE #314
EIN
61-0166643
Phone
8597463557
Address
7704 DIXIE HWY, FLORENCE, KY 41042

Signing Officer

Name
Rex Timmons
Title
President
Phone
8597463557
Signed
2016-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rex Timmons
Formed
1904
Legal Domicile
Ky
Voting Board Members
217
Independent Board Members
217
Employees
2
Volunteers
15

Preparer

Firm
Baker Business and Tax Solutions
Address
853 Bristow Rd, Independence, KY 41051
Preparer
C David Baker
Phone
8598179172
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

990 is made avalible at the lodge

Form 990EZ, Part I, Line 8

MISC REVENUE

Form 990EZ, Part I, Line 16

BULLETIN

Form 990EZ, Part I, Line 16

CONVENTION

Form 990EZ, Part I, Line 16

DIGNITARY ENTERTAINMENT

Form 990EZ, Part I, Line 16

INSURANCE

Form 990EZ, Part I, Line 16

INTEREST

Form 990EZ, Part I, Line 16

JANITORIAL

Form 990EZ, Part I, Line 16

SUPPLIES

Form 990EZ, Part I, Line 16

OFFICE EXPENSE

Form 990EZ, Part I, Line 16

TAXES

Form 990EZ, Part I, Line 16

MISC

Form 990EZ, Part I, Line 16

CONTRIBUTIONS

Form 990EZ, Part I, Line 16

BANK SERVICE CHARGES

Form 990EZ, Part I, Line 16

MUSIC

Form 990EZ, Part I, Line 16

BAR EXPENSES

Form 990EZ, Part II, Line 24

INVENTORY

Form 990EZ, Part II, Line 24

OTHER

Form 990EZ, Part II, Line 26

CURRENT LIABILITIES

Form 990EZ, Part II, Line 26

LONG TERM LIABILITIES

Form 990, Part IX, Line 24E

TAXES 9090. 0. 9090. 0.

Form 990, Part IX, Line 24E

MISC 1501. 0. 1501. 0.

Form 990, Part IX, Line 24E

POSTAGE 956. 0. 956. 0.

Form 990, Part IX, Line 24E

PRINTING 389. 0. 389. 0.

Form 990, Part IX, Line 24E

Contributions 29190. 29190. 0. 0.

Form 990, Part IX, Line 24E

Bank charges 212. 212. 0. 0.

Form 990, Part IX, Line 24E

MUSIC 0. 0. 0. 0.

Form 990, Part IX, Line 24E

FUND RAISING 0. 0. 0. 0.

Raw XML Appendix376 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICE EXPENSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CONTRIBUTIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BANK SERVICE CHARGES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MUSIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15BAR EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17OTHER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18CURRENT LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19LONG TERM LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20TAXES 9090. 0. 9090. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21MISC 1501. 0. 1501. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22POSTAGE 956. 0. 956. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23PRINTING 389. 0. 389. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24CONTRIBUTIONS 29190. 29190. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25BANK CHARGES 212. 212. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26MUSIC 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27FUND RAISING 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0415501
IRS990/TotalAssetsEOYAmt0454777
IRS990/TotalAssetsGrp/BOYAmt0415501
IRS990/TotalAssetsGrp/EOYAmt0454777
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt043815
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0121113
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034316
IRS990/TotalFunctionalExpensesGrp/TotalAmt0155429
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0330972
IRS990/TotalLiabilitiesEOYAmt0306030
IRS990/TotalLiabilitiesGrp/BOYAmt0330972
IRS990/TotalLiabilitiesGrp/EOYAmt0306030
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt084529
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0148747
IRS990/TotalRevenueGrp/ExclusionAmt0114753
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059598
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0218166
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0415501
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0454777
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt084529
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0148747
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07704 DIXIE HWY
IRS990/USAddress/CityNm0FLORENCE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd041042
IRS990/VotingMembersGoverningBodyCnt0217
IRS990/VotingMembersIndependentCnt0217
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REX TIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08597463557
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORENCE ELKS LODGE #314
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0610166643
ReturnHeader/Filer/PhoneNum08597463557
ReturnHeader/Filer/USAddress/AddressLine1Txt07704 DIXIE HWY
ReturnHeader/Filer/USAddress/CityNm0FLORENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Business and Tax Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0853 Bristow Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Independence
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041051
ReturnHeader/PreparerPersonGrp/PhoneNum08598179172
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C DAVID BAKER
ReturnHeader/ReturnTs02016-06-30T07:01:06-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.04$1.30$0.83$0.18$0.66
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.28$0.71$0.51$0.29$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.04$0.94$0.48$0.25$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.27$0.36$0.32$0.12$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.28$0.16$0.13$0.13$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.27$0.15$0.24$0.15$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.21$0.15$0.11$0.13$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.26$0.17$0.11$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.28$0.14$0.19$0.20$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.31$0.15$0.22$0.16$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.33$0.08$0.19$0.13$0.05
2014Summary only. Only limited summary data is available for this year.$0.40$0.34$0.06$0.19$0.17$0.03
2013Summary only. Only limited summary data is available for this year.$0.38$0.35$0.03$0.14$0.13$0.01
2012Summary only. Only limited summary data is available for this year.$0.39$0.37$0.14$0.14$0.00