Nonprofit · EIN 06-0258938
BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
Also known as 0574 PUTNAM
Tax-exempt · PUTNAM, CT 06260
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $382,289 | $394,110 | -$11,821 | $413,965 | $49,873 | $364,092 |
| March 31, 2025 | 990 | $336,541 | $330,448 | $6,093 | $422,388 | $46,475 | $375,913 |
| March 31, 2024 | 990 | $340,552 | $311,229 | $29,323 | $428,372 | $58,552 | $369,820 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $59,617
- Membership dues
- $41,548
- Program service revenue
- $127,749
- Investment income
- $3,575
- Net rental income
- $21,349
- Net income from gaming
- $819
- Net income from sales of inventory
- $164,251
- Other revenue
- $191,348
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $7,500
- Other salaries and wages
- $103,146
- Salaries, compensation and benefits (total)
- $120,303
- Professional fundraising fees
- $0
- Accounting fees
- $2,880
- Occupancy
- $41,871
- Depreciation
- $12,265
- Program services (functional)
- $394,110
Balance sheet and other
- Total assets, start of year
- $422,388
- Total assets, end of year
- $413,965
- Total liabilities, end of year
- $49,873
- Net assets, end of year
- $364,092
- Land, buildings and equipment
- $161,408
- Net assets without donor restrictions
- $356,327
- Net assets with donor restrictions
- $7,765
- Gross unrelated business income
- $5,510
- Gross receipts
- $493,859
- Employees
- 16
- Volunteers
- 35
- Year formed
- 1995
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Morissette | Secretary Officer | 10 | $4,000 |
| Gerard M Beausoleil | Treasurer Officer | 10 | $3,500 |
| David Lavoie | Leading Knight Trustee or director, Officer | 5 | $0 |
| Robert Kozlowski | Trustee Trustee or director, Officer | 5 | $0 |
| Marcel Morissette | Exalter Ruler Trustee or director, Officer | 5 | $0 |
| Michael Martin | Trustee Trustee or director, Officer | 5 | $0 |
| Donald Laperle | Trustee Trustee or director, Officer | 5 | $0 |
| Diane Robinson | Trustee Trustee or director, Officer | 5 | $0 |
| Brian Sirois | Loyal Knight Trustee or director, Officer | 5 | $0 |
| Louise Downer | Lecturing Knight Trustee or director, Officer | 5 | $0 |
| Thomas Thurlow | Trustee Trustee or director, Officer | 5 | $0 |
| Courtney Lavoie | Inner Guard Officer | 5 | $0 |
| William Schmidt | Esquire Officer | 5 | $0 |
| Janet Muscara-Schmidt | Chaplain Officer | 5 | $0 |
| Sean Bennett | Tiler Officer | 5 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Place | Past Presiding Justice Officer | 5 | $0 |
990 for the year ended March 31, 2025: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Morissette | Secretary Officer | 10 | $4,000 |
| Gerard M Beausoleil | Treasurer Officer | 10 | $3,792 |
| David Lavoie | Loyal Knight Trustee or director, Officer | 5 | $0 |
| Robert Kozlowski | Trustee Trustee or director, Officer | 5 | $0 |
| Marcel Morissette | Leading Knight Trustee or director, Officer | 5 | $0 |
| Michael Martin | Exalted Ruler Trustee or director, Officer | 5 | $0 |
| Donald Laperle | Trustee Trustee or director, Officer | 5 | $0 |
| Diane Robinson | Trustee Trustee or director, Officer | 5 | $0 |
| Brian Sirois | Lecturing Knight Trustee or director, Officer | 5 | $0 |
| Ronald Michael Stewart | Trustee Trustee or director, Officer | 5 | $0 |
| James Eccleston | Trustee Trustee or director, Officer | 5 | $0 |
| Courtney Lavoie | Inner Guard Officer | 5 | $0 |
| William Schmidt | Esquire Officer | 5 | $0 |
| Janet Muscara-Schmidt | Chaplain Officer | 5 | $0 |
| Sean Bennett | Tiler Officer | 5 | $0 |
| Richard Place | Past Presiding Justice Officer | 5 | $0 |
990 for the year ended March 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Morissette | Secretary Officer | 10 | $4,000 |
| Gerard M Beausoleil | Treasurer Officer | 10 | $3,500 |
| Michael Martin | Leading Knight Trustee or director, Officer | 5 | $0 |
| Marcel Morissette | Loyal Knight Trustee or director, Officer | 5 | $0 |
| Donald Laperte | Trustee Trustee or director, Officer | 5 | $0 |
| Diane Robinson | Trustee Trustee or director, Officer | 5 | $0 |
| Elizabeth Santerre | Exalted Ruler Trustee or director, Officer | 10 | $0 |
| David Lavoie | Lecturing Knight Trustee or director, Officer | 5 | $0 |
| Michael Stewart | Trustee Trustee or director, Officer | 5 | $0 |
| Robert Kozlowski | Trustee Trustee or director, Officer | 5 | $0 |
| Courtney Lavoie | Trustee Trustee or director, Officer | 5 | $0 |
| Janet Muscara | Inner Guard Officer | 5 | $0 |
| Walter Napierata Jr | Tiler Officer | 5 | $0 |
| William Schmidt | Esquire Officer | 5 | $0 |
| John Colburn | Chaplin Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 64 EDMOND ST, PUTNAM, CT 06260-2221
- In care of
- % MARCEL MORISSETTE
- Principal officer (990 for 2025)
- Marcel Morissette, 64 Edmond Street, Putnam, CT 06260
- Signed the 990
- MARCEL MORISSETTE, Exalted Ruler
- Phone
- (860) 928-3901
- Return prepared by
- Bardaglio Hart & Shuman LLC
Mission
THE LODGE IS A LOCAL AFFILIATE LODGE OF A NATIONAL FRATERNAL ORGANIZATION OF ELKS DEDICATED TO HELPING WITH LOCAL COMMUNITY PROJECTS AND ASSISTING WHENEVER NEEDED IN ORDER TO ENCOURAGE GOOD FELLOWSHIP.
Program accomplishments
- THE ORGANIZATION PROVIDES NEWSLETTERS AND SOCIAL ACTIVITIES TO ITS MEMBERS. THE ORGANIZATION HELPS TO FOSTER COMMUNITY BY OFFERING ACTIVITIES, SCHOLARSHIPS AND SERVICES TO THE LOCAL GENERAL PUBLIC.Expenses $364,723
- THE ORGANIZATION DONATES TO OTHER CHARITIES IN THE COMMUNITY.Expenses $29,387
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0258938
- Tax-exempt status
- 501(c)(8): Fraternal beneficiary society
- Exempt since
- 1951
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y40Z)
- Group exemption
- 1156: BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
- Assets (IRS master file)
- $413,965
- Income (IRS master file)
- $493,859
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $382,289 | $394,110 | $413,965 | XML |
| 990 | March 2025 | $336,541 | $330,448 | $422,388 | XML |
| 990 | March 2024 | $340,552 | $311,229 | $428,372 | XML |
| 990 | March 2023 | $292,039 | $282,055 | $371,977 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0258938).
Questions about BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
- What is the EIN of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA?
- The employer identification number (EIN) of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA is 06-0258938.
- Is BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1951.
- Which annual return does BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA?
- The 990 for the year ended March 31, 2026 names Marcel Morissette.
- Who are the officers and directors of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA?
- The 990 for the year ended March 31, 2026 lists 16 people; 2 received compensation from the organization, the highest $4,000 (Lisa Morissette, Secretary).
- How much revenue does BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $382,289, expenses of $394,110 and total assets of $413,965 at year end.
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