Civic Intelligence

Oklahoma Elks Association Charitable Trust

990 • Fiscal year 2017 • EIN 73-1436266

Apr 01, 2016 to Mar 31, 2017 • Filed on Mar 14, 2018

Organization Profile
PO Box 1466Ada, OK 74821-1466

(580) 332-1636

Siviq Scores

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

Liabilities / Assets

65th percentile

0.12x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.32x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

93rd percentile

80%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

274%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$866,455

Up $383,765 (+80%) from 2016

Net Assets

$765,352

No earlier filing loaded for comparison.

Liabilities

Up

$101,103

Up $101,103 from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin96th percentile

Revenue

Up

$313,857

Up $229,965 (+274%) from 2016

Expenses

Up

$83,503

Up $4,467 (+5.7%) from 2016

Net Income

Up

$230,354

Up $225,498 (+4644%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $0Liabilities 2011: $02011Assets 2012: $220,888Liabilities 2012: $02012Assets 2013: $228,841Liabilities 2013: $02013Assets 2014: $472,707Liabilities 2014: $02014Assets 2015: $477,834Liabilities 2015: $02015Assets 2016: $482,690Liabilities 2016: $02016Assets 2017: $866,455Liabilities 2017: $101,103Net Assets 2017: $765,3522017Assets 2018: $888,260Liabilities 2018: $106,646Net Assets 2018: $781,6142018Assets 2019: $924,607Liabilities 2019: $110,882Net Assets 2019: $813,7252019Assets 2020: $1,095,141Liabilities 2020: $218,031Net Assets 2020: $877,1102020Assets 2021: $1,197,188Liabilities 2021: $237,265Net Assets 2021: $959,9232021Assets 2022: $1,287,630Liabilities 2022: $261,674Net Assets 2022: $1,025,9562022Assets 2023: $1,298,694Liabilities 2023: $263,168Net Assets 2023: $1,035,5262023Assets 2024: $1,314,714Liabilities 2024: $273,516Net Assets 2024: $1,041,1982024Assets 2025: $1,616,848Liabilities 2025: $512,948Net Assets 2025: $1,103,9002025

Highlighted filing

2017

Assets$866,455
Liabilities$101,103
Net Assets$765,352
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$300K$200K$100K$0Revenue 2011: $94,781Expenses 2011: $93,552Net Income 2011: $1,2292011Revenue 2012: $171,493Expenses 2012: $78,259Net Income 2012: $93,2342012Revenue 2013: $92,366Expenses 2013: $73,086Net Income 2013: $19,2802013Revenue 2014: $138,057Expenses 2014: $106,794Net Income 2014: $31,2632014Revenue 2015: $82,995Expenses 2015: $77,868Net Income 2015: $5,1272015Revenue 2016: $83,892Expenses 2016: $79,036Net Income 2016: $4,8562016Revenue 2017: $313,857Expenses 2017: $83,503Net Income 2017: $230,3542017Revenue 2018: $112,293Expenses 2018: $96,031Net Income 2018: $16,2622018Revenue 2019: $123,202Expenses 2019: $91,091Net Income 2019: $32,1112019Revenue 2020: $197,912Expenses 2020: $134,527Net Income 2020: $63,3852020Revenue 2021: $154,489Expenses 2021: $71,676Net Income 2021: $82,8132021Revenue 2022: $195,945Expenses 2022: $148,518Net Income 2022: $47,4272022Revenue 2023: $133,036Expenses 2023: $123,466Net Income 2023: $9,5702023Revenue 2024: $176,934Expenses 2024: $171,262Net Income 2024: $5,6722024Revenue 2025: $187,992Expenses 2025: $125,290Net Income 2025: $62,7022025

Highlighted filing

2017

Revenue$313,857
Expenses$83,503
Net Income$230,354
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Mar 14, 2018
Return Version
2016v3.0
Gross Receipts
$313,857
Mission and Program Overview

Mission

To support the fraternal programs of the oklahoma elks association including youth activities, drug awareness, disaster relief, scholarships and veteran services

To support the fraternal programs of the oklahoma elks association including youth activities, drug awareness and scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$585,139-
Cash and Non-Interest-Bearing Accounts$216,093$271,316▲ $55,223
Savings and Temporary Cash Investments$266,597$10,000▼ $256,597
Total Assets$482,690$866,455▲ $383,765
Liabilities
Other Liabilities-$101,103-
Total Liabilities$0$101,103▲ $101,103
Net Assets / Fund Balance
Unrestricted Net Assets$482,690$765,352▲ $282,662
Total Net Assets Fund Balance$482,690$765,352▲ $282,662
Total Liabilities and Net Assets / Fund Balance$482,690$866,455▲ $383,765
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jack RoperChairman
Gary HargroveTrustee
Richard MedlinTrustee
Steve WilliamsonTrustee
Susan VranaTrustee
Michael E PippengerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$304,974
Program Service Revenue
$0
Investment Income
$8,883
Other Revenue
$0
All Other Contributions
$301,339
Change in Net Assets
$230,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,611
Other Expenses$892
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,611--$53,611
Grants to Domestic Individuals$29,000--$29,000
Fees for Service Investment Mgmnt Fees-$813-$813
Office Expenses-$79-$79
Total Functional Expenses$82,611$892$0$83,503
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oklahoma Elks Major Projects IncAda, OK501c3-$33,550
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable Bristow Elks Lodge$101,103
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

“The annual budget of the charitable trust after approval by the trustees is submitted to the annual business meeting of the oklahoma elks association inc for their approval.”

Form 990 governing body review Part VI line 11

“The trustees of the entity review the 990 prior to its submission at a special meeting called by the chairman.”

Governing documents etc available to public Part VI line 19

“The governing documents are available to members of the oklahoma elks association. The general public may request these documents in writing from the oklahoma elks association state secretary.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Elks Association Charitable Trust
EIN
73-1436266
Address
PO BOX 1466, ADA, OK 74821-1466

Signing Officer

Name
Michael E Pippenger
Title
Treasurer
Phone
5803321636
Signed
2018-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Roper
Formed
1993
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
25

Preparer

Firm
Pippenger Reed and Thomas PC
Address
P O Box 369, Ada, OK 74821-0369
Preparer
Michael E Pippenger
Phone
5803321636
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“The trust is reporting funds received from two additional defunct lodges which had not been previously reported. The lodges were pauls valley and holdenville.”

Raw XML Appendix360 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST BOARD OF TRUSTEES RECEIVES REPORTS FROM THE GRANTEE ORGANIZATION ON AN ANNUAL BASIS TO DETERMINE THAT THE GRANT FUNDS HAVE BEEN SPENT APPROPRIATELY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ANNUAL BUDGET OF THE CHARITABLE TRUST AFTER APPROVAL BY THE TRUSTEES IS SUBMITTED TO THE ANNUAL BUSINESS MEETING OF THE OKLAHOMA ELKS ASSOCIATION INC FOR THEIR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES OF THE ENTITY REVIEW THE 990 PRIOR TO ITS SUBMISSION AT A SPECIAL MEETING CALLED BY THE CHAIRMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS ARE AVAILABLE TO MEMBERS OF THE OKLAHOMA ELKS ASSOCIATION. THE GENERAL PUBLIC MAY REQUEST THESE DOCUMENTS IN WRITING FROM THE OKLAHOMA ELKS ASSOCIATION STATE SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST IS REPORTING FUNDS RECEIVED FROM TWO ADDITIONAL DEFUNCT LODGES WHICH HAD NOT BEEN PREVIOUSLY REPORTED. THE LODGES WERE PAULS VALLEY AND HOLDENVILLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0866455
IRS990/TotalAssetsGrp/BOYAmt0482690
IRS990/TotalAssetsGrp/EOYAmt0866455
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0304974
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0892
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082611
IRS990/TotalFunctionalExpensesGrp/TotalAmt083503
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0101103
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0101103
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0482690
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0765352
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt010880
IRS990/TotalProgramServiceExpensesAmt082611
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08883
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0313857
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0482690
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0866455
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0482690
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0765352
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04232 EPPERLY DR
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073115
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL E PIPPENGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05803321636
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA ELKS ASSOCIATION CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731436266
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1466
ReturnHeader/Filer/USAddress/CityNm0ADA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0748211466
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId031B164AC1EB87B7C452CBF70A0E912EDBFCB6214
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId031B164AC1EB87B7C452CBF70A0E912EDBFCB6214
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07337432018045f5qobf0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.52.194.231
ReturnHeader/FilingSecurityInformation/IPDt02018-02-14
ReturnHeader/FilingSecurityInformation/IPTm013:40:19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pippenger Reed and Thomas PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 369
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ada
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0748210369
ReturnHeader/PreparerPersonGrp/PhoneNum05803321636
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL E PIPPENGER
ReturnHeader/ReturnTs02018-02-13T19:26:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$866,455
Liabilities
$101,103
Net assets
$765,352
Revenue
$313,857
Expenses
$83,503
Net income
$230,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.62$0.51$1.10$0.19$0.13$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.27$1.04$0.18$0.17$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.26$1.04$0.13$0.12$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.26$1.03$0.20$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.24$0.96$0.15$0.07$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.22$0.88$0.20$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.11$0.81$0.12$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.11$0.78$0.11$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.10$0.77$0.31$0.08$0.23
2016Summary only. Only limited summary data is available for this year.$0.48$0.00$0.08$0.08$0.00
2015Summary only. Only limited summary data is available for this year.$0.48$0.00$0.08$0.08$0.01
2014Summary only. Only limited summary data is available for this year.$0.47$0.00$0.14$0.11$0.03
2013Summary only. Only limited summary data is available for this year.$0.23$0.00$0.09$0.07$0.02
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.17$0.08$0.09
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.09$0.09$0.00