Nonprofit · EIN 94-1353727
BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
Also known as 1991 REDWOOD CITY
Tax-exempt · EMERALD HILLS, CA 94062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $2,221,064 | $2,070,752 | $150,312 | $4,160,639 | $1,061,398 | $3,099,241 |
| March 31, 2025 | 990 | $2,416,547 | $2,279,600 | $136,947 | $3,547,312 | $699,692 | $2,847,620 |
| March 31, 2024 | 990 | $1,982,896 | $1,653,134 | $329,762 | $3,069,705 | $383,934 | $2,685,771 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $739,004
- Membership dues
- $698,894
- Program service revenue
- $1,113,526
- Investment income
- $54,556
- Net rental income
- $131,623
- Net income from sales of inventory
- $182,355
- Other revenue
- $313,978
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $65,183
- Other salaries and wages
- $310,461
- Salaries, compensation and benefits (total)
- $434,536
- Professional fundraising fees
- $0
- Accounting fees
- $80,242
- Travel
- $1,500
- Depreciation
- $89,107
Balance sheet and other
- Total assets, start of year
- $3,547,312
- Total assets, end of year
- $4,160,639
- Total liabilities, end of year
- $1,061,398
- Net assets, end of year
- $3,099,241
- Land, buildings and equipment
- $1,341,846
- Publicly traded securities
- $1,707,286
- Gross unrelated business income
- $541,011
- Gross receipts
- $2,466,698
- Employees
- 63
- Year formed
- 1965
- 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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tara Larson | Bookkeeper Highest-paid employee | 35 | $82,700 |
| LYLE PERSONETTE | SECRETARY Trustee or director, Officer | 32 | $18,250 |
| JEFFREY SUTO | Loyal Knight Trustee or director, Officer | 2 | $0 |
| JEFFREY SHERMAN | Esquire Trustee or director, Officer | 2 | $0 |
| KURT F HUEG | Leading Knight Trustee or director, Officer | 2 | $0 |
| KEVIN J SUGAR | Exalted Ruler Trustee or director, Officer | 4 | $0 |
| MEL HORN | Tiler Trustee or director, Officer | 4 | $0 |
| SANDY NELSON | Inner Guard Trustee or director, Officer | 4 | $0 |
| JAMES WASSERMANN | TREASURER Trustee or director, Officer | 8 | $0 |
| TOM GIANNINI | TRUSTEE 4TH YEAR Trustee or director, Officer | 6 | $0 |
| CAROL FEHRING IRVIN | Trustee 1st year Trustee or director, Officer | 6 | $0 |
| ALAN HANSEN | Trustee 2nd year Trustee or director, Officer | 6 | $0 |
| MICHAEL R YAMAGUCHI | TRUSTEE 3RD YEAR Trustee or director, Officer | 6 | $0 |
| Valerie Milburn | Lecturing Knight Trustee or director | 4 | $0 |
| JT Neville | Chaplain Trustee or director | 4 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Cabral | Trustee 5th year Trustee or director | 4 | $0 |
990 for the year ended March 31, 2025: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT SWENSON | GENERAL MANAGER Trustee or director, Officer | 6 | $73,000 |
| LYLE PERSONETTE | SECRETARY Trustee or director, Officer | 32 | $20,000 |
| JEFFREY SUTO | LECTURING KNIGHT Trustee or director, Officer | 6 | $0 |
| JEFFREY SHERMAN | EXALTED RULER Trustee or director, Officer | 2 | $0 |
| KURT F HUEG | LOYAL KNIGHT Trustee or director, Officer | 2 | $0 |
| KEVIN J SUGAR | LEADING KNIGHT Trustee or director, Officer | 6 | $0 |
| MEL HORN | ESQUIRE Trustee or director, Officer | 2 | $0 |
| SANDY NELSON | CHAPLAIN Trustee or director, Officer | 4 | $0 |
| ANTHONY PRICE | INNER GUARD Trustee or director, Officer | 4 | $0 |
| ADRIENNE BRESLER | TILER Trustee or director, Officer | 4 | $0 |
| JAMES WASSERMANN | TREASURER Trustee or director, Officer | 8 | $0 |
| TOM GIANNINI | TRUSTEE 5TH YEAR Trustee or director, Officer | 6 | $0 |
| CAROL FEHRING IRVIN | TRUSTEE 2ND YEAR Trustee or director, Officer | 6 | $0 |
| ALAN HANSEN | TRUSTEE 3RD YEAR Trustee or director, Officer | 6 | $0 |
| PETER C BARAN | TRUSTEE 1ST YEAR Trustee or director, Officer | 6 | $0 |
| MICHAEL R YAMAGUCHI | TRUSTEE 4TH YEAR Trustee or director, Officer | 6 | $0 |
990 for the year ended March 31, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT SWENSON | GENERAL MANAGER Trustee or director, Officer | 6 | $71,542 |
| LYLE PERSONETTE | SECRETARY Trustee or director, Officer | 32 | $19,500 |
| PETER BARAN | TRUSTEE 3RD YEAR Trustee or director, Officer | 6 | $0 |
| MATTHEW L HASEL | ORGANIST Trustee or director, Officer | 5 | $0 |
| ALAN HANSEN | TRUSTEE 5TH YEAR Trustee or director, Officer | 6 | $0 |
| STEVE FAGGIOLLY | TRUSTEE 2ND YEAR Trustee or director, Officer | 6 | $0 |
| WALTER COOK | ELK OF THE YEAR Trustee or director, Officer | 6 | $0 |
| ANNE DEBATTISTA | EXALTED RULER Trustee or director, Officer | 6 | $0 |
| MARSHALL C HIRD | TRUSTEE 1ST YEAR Trustee or director, Officer | 6 | $0 |
| CAROL R IRVIN | TRUSTEE 4TH YEAR Trustee or director, Officer | 6 | $0 |
| PAUL BOURQUE | ESQUIRE Trustee or director, Officer | 2 | $0 |
| ANTHONY PRICE | CHAPLAIN Trustee or director, Officer | 4 | $0 |
| CHRISTIAN F FEX | LOYAL KNIGHT Trustee or director, Officer | 2 | $0 |
| KEVIN J SUGAR | LECTURING KNIGHT Trustee or director, Officer | 6 | $0 |
| JEFFREY SHERMAN | LEADING KNIGHT Trustee or director, Officer | 2 | $0 |
| JAMES WASSERMANN | TREASURER Trustee or director, Officer | 8 | $0 |
| TOM GIANNINI | INNER GUARD Trustee or director, Officer | 4 | $0 |
| ADRIENNE BRESLER | TILER Trustee or director, Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 938 WILMINGTON WAY, EMERALD HILLS, CA 94062-4036
- In care of
- % LYLE S PERSONETTE
- Principal officer (990 for 2025)
- LYLE PERSONETTE, 938 WILMINGTON WAY, REDWOOD CITY, CA 940624036
- Signed the 990
- LYLE S PERSONETTE, SECRETARY
- Phone
- (650) 365-1991
- Return prepared by
- JOSEPH WAYNE RAM
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1353727 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
THE MISSION OF THE ELKS FRATERNITY IS TO HELP ELKS BUILD STRONGER COMMUNITIES BY INVESTING IN COMMUNITIES WHERE ELKS LIVE AND WORK. THE ELKS PROVIDE TOMORROWS LEADERS AND A HEALTHY BEGINNING FOR OUR YOUTH; HONOR THE ELKS PLEDGE TO NEVER FORGET OUR VETERANS; HELP THE STATE ELKS
Program accomplishments
- SOCIAL, CHARITABLE AND FRATERNAL ACTIVITIESExpenses $1,071,955 · revenue $136,445
- OLYMPIC HEATED SWIMMING POOL PROVIDING ENJOYMENT TO MEMBERS AND GUESTS. LIFEGUARDS ON ON DUTY DAILY DURING THE SUMMER SEASON.Expenses $209,467 · revenue $142,916
- NINE HOLE GOLF COURSE. PROVIDING ENJOYMENT TO THE GENERAL PUBLIC ALONG WITH JUNIOR GOLF CAMPS TO CHILDREN AGES 5 TO 14.Expenses $180,311 · revenue $272,468
- BAR AND GOLF INVENTORY SALESrevenue $162,015
- LODGE RENTAL ACTIVITIES INCLUDING FACILITIES RENTAL AND WIRELESS TOWER RENTAL.revenue $131,623
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
- 94-1353727
- 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)
- $4,160,639
- Income (IRS master file)
- $2,466,698
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $2,221,064 | $2,070,752 | $4,160,639 | XML |
| 990 | March 2025 | $2,416,547 | $2,279,600 | $3,547,312 | XML |
| 990 | March 2024 | $1,982,896 | $1,653,134 | $3,069,705 | XML |
| 990 | March 2023 | $1,556,752 | $1,700,671 | $2,661,766 | 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 94-1353727).
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 94-1353727.
- 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 LYLE PERSONETTE.
- 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 $82,700 (Tara Larson, Bookkeeper).
- 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 $2,221,064, expenses of $2,070,752 and total assets of $4,160,639 at year end.
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