Nonprofit · EIN 87-0373050
UTAH ELKS ASSOCIATION INC BENEVOLENT TRUST FUND
Tax-exempt (reinstated) · ST GEORGE, UT 84770
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $186,810 | $156,240 | $30,570 | $1,684,381 | $0 | $1,684,381 |
| March 31, 2024 | 990 | $163,448 | $39,642 | $123,806 | $1,699,470 | $0 | $1,699,470 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $89,235
- of which government grants
- $84,190
- Program service revenue
- $0
- Investment income
- $97,575
- Net gain from sales of assets
- $75,939
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,295
- Program services (functional)
- $156,240
Balance sheet and other
- Total assets, start of year
- $1,699,470
- Total assets, end of year
- $1,684,381
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,684,381
- Net assets without donor restrictions
- $1,684,381
- Gross receipts
- $540,206
- Employees
- 0
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 |
|---|---|---|---|
| BRIAN LINDSAY | TREASURER Officer | – | $0 |
| MICHELLE | SECRETARY Officer | – | $0 |
| SUSAN S SHURTLIFF | CHAIRMAN Officer | – | $0 |
990 for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN LINDSAY | TREASURER Officer | – | $0 |
| BOB MATTESON | SECRETARY Officer | – | $0 |
| SUSAN S SHURTLIFF | CHAIRMAN Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 265 N DIXIE DR UNIT 32, ST GEORGE, UT 84770-5863
- In care of
- % DAVID TROSETH
- Principal officer (990 for 2024)
- BRIAN LINDSAY
- Signed the 990
- SUSAN S SHURTLIFF, CHAIRMAN
- Phone
- (801) 631-4127
- Website
- WWW.ELKSINUTAH.ORG
- Return prepared by
- JERI EVANS & ASSOCIATES PLLC
Mission
UTAH ELKS ASSOCIATION BENEVOLENT TRUST FUND PROVIDES ASSISTANCE TO VARIOUS INDIVIDUAL ELKS WITH MEDICAL NEEDS AND PERSONAL ASSISTANCE OUTSIDE THE ELKS ORGANIZATION AND IN OUR COMMUNITIES. WE ALSO HELP FUND THE SALT LAKE EDUCATION FOUNDATION'S PRESCHOOL PROGRAM FOR CHILDREN WITH DISABILITIES, AND VARIOUS SCHOLARSHIPS. THE TRUST HAS PROVIDED FINANCIAL AID FOR VETERAN'S MEMORIALS, DISABILITY AIDS, AND VETERAN'S PROGRAMS.
Program accomplishments
- MEDICAL
- MEMORIAL
- STATE ELKS CHARITIES
- MEDICAL, MEMORIAL, STATE ELKS CHARITIES FOR YOUTH SCHOLARSHIPS, VETERANS PROGRAMS, HOOP SHOOT AND DRUG AWARENESS.Expenses $156,240
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
- 87-0373050
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $1,684,381
- Income (IRS master file)
- $540,206
Revocation and reinstatement
- Exemption revoked
- August 15, 2013
- Posted by the IRS
- November 11, 2013
- Reinstated
- Effective August 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $186,810 | $156,240 | $1,684,381 | XML |
| 990 | March 2024 | $163,448 | $39,642 | $1,699,470 | XML |
| 990 | March 2023 | $160,327 | $182,714 | $1,381,244 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990-EZ | 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 87-0373050).
Questions about UTAH ELKS ASSOCIATION INC BENEVOLENT TRUST FUND
- What is the EIN of UTAH ELKS ASSOCIATION INC BENEVOLENT TRUST FUND?
- The employer identification number (EIN) of UTAH ELKS ASSOCIATION INC BENEVOLENT TRUST FUND is 87-0373050.
- Is UTAH ELKS ASSOCIATION INC BENEVOLENT TRUST FUND tax-exempt?
- Yes. The IRS revoked its exemption on August 15, 2013 and reinstated it effective August 15, 2013.
- Are donations to UTAH ELKS ASSOCIATION INC BENEVOLENT TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UTAH ELKS ASSOCIATION INC BENEVOLENT TRUST FUND 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 UTAH ELKS ASSOCIATION INC BENEVOLENT TRUST FUND 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 UTAH ELKS ASSOCIATION INC BENEVOLENT TRUST FUND 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 UTAH ELKS ASSOCIATION INC BENEVOLENT TRUST FUND?
- The 990 for the year ended March 31, 2025 names BRIAN LINDSAY.
- Who are the officers and directors of UTAH ELKS ASSOCIATION INC BENEVOLENT TRUST FUND?
- The 990 for the year ended March 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does UTAH ELKS ASSOCIATION INC BENEVOLENT TRUST FUND have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $186,810, expenses of $156,240 and total assets of $1,684,381 at year end.
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