Nonprofit · EIN 77-0160252
BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
Also known as 2733 ATASCADERO
Tax-exempt · ATASCADERO, CA 93422
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $248,864 | $284,895 | -$36,031 | $1,546,741 | $520,049 | $1,026,692 |
| March 31, 2024 | 990 | $308,522 | $316,968 | -$8,446 | $1,600,384 | $537,685 | $1,062,699 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $107,711
- Membership dues
- $77,770
- Program service revenue
- $0
- Investment income
- $62
- Net rental income
- $61,119
- Net income from fundraising events
- $23,202
- Net income from gaming
- $22,473
- Net income from sales of inventory
- $11,621
- Other revenue
- $141,091
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $17,903
- Salaries, compensation and benefits (total)
- $19,586
- Professional fundraising fees
- $0
- Accounting fees
- $9,596
- Occupancy
- $29,097
- Travel
- $2,400
- Depreciation
- $82,319
- Program services (functional)
- $284,895
Balance sheet and other
- Total assets, start of year
- $1,600,384
- Total assets, end of year
- $1,546,741
- Total liabilities, end of year
- $520,049
- Net assets, end of year
- $1,026,692
- Land, buildings and equipment
- $1,248,552
- Net assets without donor restrictions
- $986,556
- Net assets with donor restrictions
- $40,136
- Gross unrelated business income
- $9,263
- Gross receipts
- $442,259
- Employees
- 5
- Volunteers
- 586
- Year formed
- 1987
- State of legal domicile
- CA
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUTHER JOHNSON | Trustee Trustee or director | 2 | $0 |
| ALBERT ALMADOVA | Trustee Trustee or director | 2 | $0 |
| MALCOLM KEIF | Trustee Trustee or director | 2 | $0 |
| DONNA FERRELL | Treasurer Officer | 6 | $0 |
| MARK MORISOLI | EXALTED RULER Officer | 2 | $0 |
| JERRIE DAHLEN | Secretary Officer | 6 | $0 |
| SUSAN DALLAIRE-JONES | LEADING KNIGHT Officer | 2 | $0 |
| LINDA STRICKLAND | LOYAL KNIGHT Officer | 2 | $0 |
| THOMAS CARROLL | LECTURING KNIGH Officer | 2 | $0 |
990 for the year ended March 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONNIE MAXWELL | EXALTED RULE Trustee or director, Officer | 20 | $0 |
| DONNA FERRELL | TREASURER Trustee or director, Officer | 20 | $0 |
| JERRIE DAHLEN PER | SECRETARY Trustee or director, Officer | 20 | $0 |
| CORY BLACK PER | LEADING KNIG Trustee or director | 5 | $0 |
| MARK MORISOLI PER | LECTURING KN Trustee or director | 5 | $0 |
| CAROL MORGAN PFL | LOYAL KNIGHT Trustee or director | 5 | $0 |
| LANCE ERICKSON PSP PER | TRUSTEE YEAR Trustee or director | 5 | $0 |
| KEN DAHLEN PFG | TRUSTEE YEAR Trustee or director | 5 | $0 |
| ED FERRELL | TRUSTEE YEAR Trustee or director | 5 | $0 |
| DAVID MARTIN PDDGER COB | TRUSTEE YEAR Trustee or director | 5 | $0 |
| RON JONES | TRUSTEE YEAR Trustee or director | 5 | $0 |
| DAVID GRUMMITT | AUDIT COMMIT Trustee or director | 7 | $0 |
| SUSAN MARPLE PER | AUDIT COMMIT Officer | 7 | $0 |
Address and contacts
- Address (IRS master file)
- 1516 EL CAMINO REAL, ATASCADERO, CA 93422-1530
- Principal officer (990 for 2024)
- MARK MORISOLI, PO BOX 1085, ATASCADERO, CA 93423
- Signed the 990
- MARK MORISOLI, EXALTED RULER
- Phone
- (805) 466-3557
- Website
- WWW.ELKS2733.ORG
- Return prepared by
- Perry Bunch & Johnston CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0160252 or by the name BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To inculcate the principles of Charity, Justice, Brotherly Love and Fidelity; to recognize a belief in God; to promote the welfare and enhance the happiness of its Members; to quicken the spirit of American patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization, and to provide for its government, the Benevolent and Protective Order of Elks of the United States of America will serve the people and communities through benevolent programs, demonstrating that Elks Care and Elks Share.
Program accomplishments
- THE LODGE COORDINATES MEMBER ACTIVITIES, CHARITABLE PROGRAMS, FUNDRAISING, COMMUNICATION, AND INTERACTION WITH THE GRAND LODGE AND ITS STATE AFFILIATION.
- THE CLUB OFFERS MEAL AND BEVERAGE SERVICES AND FACILITY RENTALS TO ITS MEMBERS AND GUESTS TO GENERATE FUNDS TO REINVEST IN ITS COMMUNITY AND TO FUND ITS CHARITABLE PURPOSES.
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 | Not 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
- 77-0160252
- 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)
- $1,546,741
- Income (IRS master file)
- $442,259
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $248,864 | $284,895 | $1,546,741 | XML |
| 990 | March 2024 | $308,522 | $316,968 | $1,600,384 | XML |
| 990 | March 2023 | $178,986 | $251,499 | $1,558,674 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | 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 77-0160252).
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 77-0160252.
- 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 2025 (the year ending March 31, 2026) is due August 17, 2026. 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 2025.
- Who is the principal officer of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA?
- The 990 for the year ended March 31, 2025 names MARK MORISOLI.
- Who are the officers and directors of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA?
- The 990 for the year ended March 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $248,864, expenses of $284,895 and total assets of $1,546,741 at year end.
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