Nonprofit · EIN 06-0695743
BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
Also known as 1939 BRANFORD
Tax-exempt · BRANFORD, CT 06405
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $203,130 | $186,581 | $16,549 | $229,726 | $171,656 | $58,070 |
| March 31, 2025 | 990 | $215,923 | $188,701 | $27,222 | $231,724 | $190,203 | $41,521 |
| March 31, 2024 | 990 | $168,534 | $149,718 | $18,816 | $238,791 | $224,524 | $14,267 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $154,074
- Membership dues
- $142,916
- Program service revenue
- $31,735
- Investment income
- $3,647
- Net rental income
- $12,427
- Net income from gaming
- $9,672
- Net income from sales of inventory
- -$11,842
- Other revenue
- $13,674
Expenses
- Grants and similar amounts paid
- $4,550
- Compensation of officers, directors and key employees
- $5,505
- Other salaries and wages
- $32,625
- Salaries, compensation and benefits (total)
- $41,950
- Professional fundraising fees
- $0
- Accounting fees
- $2,838
- Occupancy
- $18,700
- Depreciation
- $4,683
Balance sheet and other
- Total assets, start of year
- $231,724
- Total assets, end of year
- $229,726
- Total liabilities, end of year
- $171,656
- Net assets, end of year
- $58,070
- Land, buildings and equipment
- $32,544
- Net assets without donor restrictions
- $54,168
- Net assets with donor restrictions
- $3,902
- Gross unrelated business income
- $749
- Gross receipts
- $574,276
- Employees
- 15
- Volunteers
- 100
- Year formed
- 1954
- 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 |
|---|---|---|---|
| KATHY JONES | SECRETARY Officer | 5 | $7,500 |
| LORIS TRACY | TREASURER Officer | 5 | $6,900 |
| RAY DUNBAR | EXALTED RULER Trustee or director | 5 | $0 |
| ALICIA DUNBAR | EST. LEADING KNIGHT Trustee or director | 5 | $0 |
| CHRIS BURKHARDT | EST. LOYAL KNIGHT Trustee or director | 5 | $0 |
| SHEILA WOODIN | EST. LECTURING KNIGHT Trustee or director | 5 | $0 |
| RALPH CONGO | 5 YEAR TRUSTEE Trustee or director | 5 | $0 |
| GARY COWLES | 4 YEAR TRUSTEE Trustee or director | 5 | $0 |
| MIKE NOBILE | 3 YEAR TRUSTEE Trustee or director | 5 | $0 |
| PAUL HANK | 2 YEAR TRUSTEE Trustee or director | 5 | $0 |
| MARK FATICONE | 1 YEAR TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended March 31, 2025: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY JONES | SECRETARY Officer | 5 | $7,500 |
| LORIS TRACY | TREASURER Officer | 5 | $6,900 |
| HOWIE LAWLER | 1 YEAR TRUSTEE Trustee or director | 0 | $0 |
| MARK FATICONE | 2 YEAR TRUSTEE Trustee or director | 0 | $0 |
| PAUL HANKS | 3 YEAR TRUSTEE Trustee or director | 0 | $0 |
| MIKE NOBILE | 4 YEAR TRUSTEE Trustee or director | 0 | $0 |
| GARY CARLSON | 5 YEAR TRUSTEE Trustee or director | 0 | $0 |
| ALICIA DUNBAR | EST. LOYAL KNIGHT Institutional trustee | 0 | $0 |
| RAY DUNBAR | EXALTED RULER Institutional trustee | 0 | $0 |
| TRISH RUBLES | EST. LOYAL KNIGHT Institutional trustee | 0 | $0 |
| CHRIS BURKHARDT | EST. LECTURING KNIGHT Institutional trustee | 0 | $0 |
990 for the year ended March 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY JONES | SECRETARY Officer | 5 | $7,500 |
| LORIS TRACY | TREASURER Officer | 5 | $6,900 |
| JOHN FRANCO | 1 YEAR TRUSTEE Trustee or director | 0 | $0 |
| HOWIE LAWLER | 2 YEAR TRUSTEE Trustee or director | 0 | $0 |
| JIM VICINO | 3 YEAR TRUSTEE Trustee or director | 0 | $0 |
| BUTCH COTE | 4 YEAR TRUSTEE Trustee or director | 0 | $0 |
| BOB TINARI | 5 YEAR TRUSTEE Trustee or director | 0 | $0 |
| ALICIA VICINO | EXALTED RULER Institutional trustee | 0 | $0 |
| RAY DUNBAR | EST. LEADING KNIGHT Institutional trustee | 0 | $0 |
| TRISH RUBLES | EST. LOYAL KNIGHT Institutional trustee | 0 | $0 |
| NIKKI BROOKS | EST. LECTURING KNIGHT Institutional trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 158 S MONTOWESE ST, BRANFORD, CT 06405-5271
- Principal officer (990 for 2025)
- LORI TRACY, 158 SOUTH MONTOWESE STREET, BRANFORD, CT 06405
- Signed the 990
- LORI TRACY, TREASURER
- Phone
- (203) 488-9311
- Website
- ELKS.ORG
- Return prepared by
- UHY ADVISORS NE 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 IT'S MEMBERS. THE ORGANIZATION HELPS TO FOSTER COMMUNITY THROUGH OFFERING ACTIVITIES, SCHOLARSHIPS, AND SERVICES TO THE LOCAL GENERAL PUBLIC.
- THE ORGANIZATION DONATES TO OTHER CHARITIES IN THE COMMUNITY.
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
- 06-0695743
- Tax-exempt status
- 501(c)(8): Fraternal beneficiary society
- Exempt since
- 1951
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Group exemption
- 1156: BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
- Assets (IRS master file)
- $229,726
- Income (IRS master file)
- $574,276
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $203,130 | $186,581 | $229,726 | XML |
| 990 | March 2025 | $215,923 | $188,701 | $231,724 | XML |
| 990 | March 2024 | $168,534 | $149,718 | $238,791 | XML |
| 990 | March 2023 | $332,765 | $356,525 | $203,193 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | 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 06-0695743).
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 06-0695743.
- 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 LORI TRACY.
- 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 11 people; 2 received compensation from the organization, the highest $7,500 (KATHY JONES, 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 $203,130, expenses of $186,581 and total assets of $229,726 at year end.
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