Civic Intelligence

Benevolent and Protective Order of Elks of the USA 30 New Orleans

990 • Fiscal year 2017 • EIN 72-0129288

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 14, 2017

2215 Cleary AveMetairie, LA 70001

(504) 888-8152

Siviq Scores

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

Liabilities / Assets

75th percentile

0.17x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.62x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Net Margin

52nd percentile

3.3%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$2,700

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2017

Asset Growth

92nd percentile

18%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$626,351

Up $95,475 (+18%) from 2016

Net Assets

Up

$518,511

Up $5,753 (+1.1%) from 2016

Liabilities

Up

$107,840

Up $89,722 (+495%) from 2016

Revenue

Up

$174,750

Up $17,580 (+11%) from 2016

Expenses

Up

$168,997

Up $15,888 (+10%) from 2016

Net Income

Up

$5,753

Up $1,692 (+42%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $470,703Liabilities 2012: $19,119Net Assets 2012: $451,5842012Assets 2013: $482,077Liabilities 2013: $16,035Net Assets 2013: $466,0422013Assets 2014: $482,207Liabilities 2014: $18,341Net Assets 2014: $463,8662014Assets 2015: $524,893Liabilities 2015: $16,196Net Assets 2015: $508,6972015Assets 2016: $530,876Liabilities 2016: $18,118Net Assets 2016: $512,7582016Assets 2017: $626,351Liabilities 2017: $107,840Net Assets 2017: $518,5112017Assets 2019: $584,846Liabilities 2019: $64,600Net Assets 2019: $520,2462019Assets 2020: $520,238Liabilities 2020: $71,461Net Assets 2020: $448,7772020Assets 2021: $525,238Liabilities 2021: $81,494Net Assets 2021: $443,7442021Assets 2022: $510,938Liabilities 2022: $98,594Net Assets 2022: $412,3442022Assets 2023: $492,568Liabilities 2023: $99,537Net Assets 2023: $393,0312023Assets 2024: $543,642Liabilities 2024: $101,581Net Assets 2024: $442,0612024Assets 2025: $514,464Liabilities 2025: $67,369Net Assets 2025: $447,0952025

Highlighted filing

2017

Assets$626,351
Liabilities$107,840
Net Assets$518,511

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $158,9532012Expenses 2013: $160,7412013Revenue 2014: $139,428Expenses 2014: $141,604Net Income 2014: -$2,1762014Revenue 2015: $199,941Expenses 2015: $155,110Net Income 2015: $44,8312015Revenue 2016: $157,170Expenses 2016: $153,109Net Income 2016: $4,0612016Revenue 2017: $174,750Expenses 2017: $168,997Net Income 2017: $5,7532017Revenue 2019: $200,926Expenses 2019: $191,204Net Income 2019: $9,7222019Revenue 2020: $175,626Expenses 2020: $190,573Net Income 2020: -$14,9472020Revenue 2021: $110,406Expenses 2021: $169,840Net Income 2021: -$59,4342021Revenue 2022: $163,925Expenses 2022: $168,880Net Income 2022: -$4,9552022Revenue 2023: $202,346Expenses 2023: $195,357Net Income 2023: $6,9892023Revenue 2024: $211,918Expenses 2024: $180,439Net Income 2024: $31,4792024Revenue 2025: $425,536Expenses 2025: $302,703Net Income 2025: $122,8332025

Highlighted filing

2017

Revenue$174,750
Expenses$168,997
Net Income$5,753
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 14, 2017
Return Version
2016v3.0
Gross Receipts
$240,189
Mission and Program Overview

Mission

Promotion nbsp;of nbsp;patriotism nbsp;and nbsp;charitable nbsp;works

Promotion of patriotism and charitable works.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$512,758$518,511▲ $5,753
Investments in Publicly Traded Securities$336,372$302,108▼ $34,264
Land, Buildings, and Equipment, Net$128,896$248,560▲ $119,664
Loans From Officers Directors-$85,878-
Cash and Non-Interest-Bearing Accounts$48,359$58,740▲ $10,381
Prepaid Expenses and Deferred Charges$14,070$12,237▼ $1,833
Inventories for Sale or Use$3,179$4,706▲ $1,527
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$530,876$626,351▲ $95,475
Other Assets Total-$0-
Liabilities
Deferred Revenue$16,264$19,452▲ $3,188
Other Liabilities$1,854$2,510▲ $656
Total Liabilities$18,118$107,840▲ $89,722
Net Assets / Fund Balance
Total Net Assets Fund Balance$512,758$518,511▲ $5,753
Total Liabilities and Net Assets / Fund Balance$530,876$626,351▲ $95,475

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$145,582$417,902$563,484
Land$102,978-$102,978
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James W HesterSecretaryPT$2,700$2,700
Jules J Yambra JrTreasurerPT$1,500$1,500

Board Members and Trustees

NameTitle
Betsy IbosTrustee
Brian BayeTrustee
Lincoln BrennanTrustee
Eugene RobertTrustee-2 years
Gail MilletTrustee-5 years
Matthew LewisChaplain
Rene F LandryEsquire
Laurie PelanneExalted Ruler
Edward Joseph WardInner Guard
Dwayne a PunchLeading Knight
Scott GuirovichLecturing Knigh
Darren LabartheLoyal Knight
Victoria SbisaTiler
Revenue and Support

Revenue Composition

Contributions and Grants
$12,613
Program Service Revenue
$29,397
Investment Income
$5,298
Other Revenue
$127,442
All Other Contributions
$12,613
Change in Net Assets
$5,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,183
Salaries, Compensation, and Employee Benefits$15,814
Grants and Similar Amounts Paid$11,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$31,844-$31,844
Insurance-$20,043-$20,043
Office Expenses-$12,676-$12,676
Depreciation Depletion-$11,686-$11,686
Grants to Domestic Individuals$11,000--$11,000
Other Salaries and Wages-$7,800-$7,800
Conferences and Meetings-$5,896-$5,896
Other Expenses$26,221$4,259-$4,259
Current Officers, Directors, Trustees, and Key Employees-$4,200-$4,200
Payroll Taxes-$3,814-$3,814
Fees for Services Accounting-$3,600-$3,600
All Other Expenses-$544-$544
Interest-$249-$249
Total Functional Expenses$37,221$131,776$0$168,997
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$103,810
Fundraising Direct Expenses$18,255
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ekls Krew of Orleans$60,350$60,350$6,690$53,660
Elks Krew of Jefferson$26,475$26,475$3,223$23,252
Total Events$103,810$103,810$18,255$85,555
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$85,878-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$2,510
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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
Yes
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, Part VI, Line 11B: Form 990 Review Process

The form 990 was reviewed by the governing board prior to filing and presented to the membership for approval.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

When requested by the public the organization provides a copy for review.

Filing and Contact Details

Filer

Filer Name
Benevolent & Protective Order of Elks
EIN
72-0129288
Phone
5048888152
Address
2215 CLEARY AVE, METAIRIE, LA 70001

Signing Officer

Name
James W Hester
Title
Secretary
Signed
2017-08-14
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
La
Voting Board Members
15
Independent Board Members
0
Employees
13

Preparer

Firm
Timothy J Legendre CPA
Address
PO Box 1916, Harvey, LA 70059-1916
Preparer
Timothy J Legendre
Phone
5043499192
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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/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0249
IRS990/InterestGrp/TotalAmt0249
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03179
IRS990/InventoriesForSaleOrUseGrp/EOYAmt04706
IRS990/InvestmentIncomeGrp/ExclusionAmt05298
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05298
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0336372
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0302108
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0417902
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0128896
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0248560
IRS990/LandBldgEquipCostOrOtherBssAmt0666462
IRS990/LegalDomicileStateCd0LA
IRS990/LessRentalExpensesGrp/RealAmt017416
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt085878
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTION OF PATRIOTISM AND CHARITABLE WORKS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0512758
IRS990/NetAssetsOrFundBalancesEOYAmt0518511
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt085555
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt085555
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt011828
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt011828
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt014894
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt014894
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt031844
IRS990/OccupancyGrp/TotalAmt031844
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012676
IRS990/OfficeExpensesGrp/TotalAmt012676
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0COMMITTEE EXPENSES
IRS990/OtherExpensesGrp/Desc1REPAIRS
IRS990/OtherExpensesGrp/Desc2PERCAPITA TAX
IRS990/OtherExpensesGrp/Desc3DIGNITARY ENTERTAINMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017855
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17310
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24259
IRS990/OtherExpensesGrp/ProgramServicesAmt026221
IRS990/OtherExpensesGrp/TotalAmt026221
IRS990/OtherExpensesGrp/TotalAmt117855
IRS990/OtherExpensesGrp/TotalAmt27310
IRS990/OtherExpensesGrp/TotalAmt34259
IRS990/OtherLiabilitiesGrp/BOYAmt01854
IRS990/OtherLiabilitiesGrp/EOYAmt02510
IRS990/OtherRevenueMiscGrp/Desc0LODGE AND SOCIAL ACTIVITI
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt06066
IRS990/OtherRevenueMiscGrp/ExclusionAmt19099
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06066
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt19099
IRS990/OtherRevenueTotalAmt015165
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07800
IRS990/OtherSalariesAndWagesGrp/TotalAmt07800
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03814
IRS990/PayrollTaxesGrp/TotalAmt03814
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014070
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012237
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029397
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029397
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010500
IRS990/PYInvestmentIncomeAmt022603
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0121963
IRS990/PYOtherRevenueAmt0101458
IRS990/PYProgramServiceRevenueAmt029109
IRS990/PYRevenuesLessExpensesAmt04061
IRS990/PYSalariesCompEmpBnftPaidAmt020646
IRS990/PYTotalExpensesAmt0153109
IRS990/PYTotalRevenueAmt0157170
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05753
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt014894
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0512758
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0518511
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0145582
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0417902
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0563484
IRS990ScheduleD/LandGrp/BookValueAmt0102978
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0102978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02510
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAX PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0248560
IRS990ScheduleD/TotalLiabilityAmt02510
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt018255
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0EKLS KREW OF ORLEANS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ELKS KREW OF JEFFERSON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt060350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016985
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0103810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt060350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016985
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0103810
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt085555
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08342
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018255
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06690
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03223
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true

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.$5.14$0.67$4.47$4.26$3.03$1.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$1.02$4.42$2.12$1.80$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$1.00$3.93$2.02$1.95$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.99$4.12$1.64$1.69$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.25$0.81$4.44$1.10$1.70$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.71$4.49$1.76$1.91$0.15
2019Summary only. Only limited summary data is available for this year.$5.85$0.65$5.20$2.01$1.91$0.10
2017Detailed filing. Detailed filing data is available for this year.$6.26$1.08$5.19$1.75$1.69$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.18$5.13$1.57$1.53$0.04
2015Detailed filing. Detailed filing data is available for this year.$5.25$0.16$5.09$2.00$1.55$0.45
2014Detailed filing. Detailed filing data is available for this year.$4.82$0.18$4.64$1.39$1.42$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.16$4.66$1.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.71$0.19$4.52$1.59