Nonprofit · EIN 42-1437873
CHARLES CITY ELKS CHARITABLE TR
Tax-exempt (reinstated) · CHARLES CITY, IA 50616
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $26,862 | $9,897 | $16,965 | $194,527 | $0 | $194,527 |
| March 31, 2024 | 990 | $38,521 | $7,377 | $31,144 | $177,563 | $0 | $177,563 |
| March 31, 2022 | 990 | $16,008 | $6,000 | $10,008 | $146,898 | $0 | $146,898 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $16,117
- Program service revenue
- $0
- Investment income
- $10,745
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $7,500
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $7,500
- Management and general (functional)
- $2,397
Balance sheet and other
- Total assets, start of year
- $177,563
- Total assets, end of year
- $194,527
- Total liabilities, end of year
- $0
- Net assets, end of year
- $194,527
- Net assets without donor restrictions
- $41,864
- Net assets with donor restrictions
- $152,663
- Gross receipts
- $26,862
- Employees
- 12
- Year formed
- 1995
- State of legal domicile
- IA
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 |
|---|---|---|---|
| LARRY MICHEHL | SECRETARY Trustee or director, Officer | 2 | $0 |
| ERIC WHIPPLE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| GENE PARSON | DIRECTOR Trustee or director | 1 | $0 |
| BRAD SINDT | TRUSTEE CHAIR Trustee or director | 1 | $0 |
| BRUCE HOVDEN | DIRECTOR Trustee or director | 1 | $0 |
| STEVE SHANNON | DIRECTOR Trustee or director | 1 | $0 |
| ANN TROGE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| RICK MCDONALD | TREASURER Trustee or director, Officer | 2 | $0 |
| JESSICA SCHWICKERATH | EXALTED RULER Trustee or director | 1 | $0 |
| BRUCE WINKELMAN | DIRECTOR Trustee or director | 1 | $0 |
| KIRBY FOSSE | DIRECTOR Trustee or director | 1 | $0 |
| ZACH SULLIVAN | LEADING KNIGHT Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY MICHEHL | SECRETARY Trustee or director, Officer | 2 | $0 |
| ERIC WHIPPLE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| GENE PARSON | DIRECTOR Trustee or director | 1 | $0 |
| BRAD SINDT | TRUSTEE CHAIR Trustee or director | 1 | $0 |
| BRUCE HOVDEN | DIRECTOR Trustee or director | 1 | $0 |
| STEVE SHANNON | DIRECTOR Trustee or director | 1 | $0 |
| ANN TROGE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| RICK MCDONALD | TREASURER Trustee or director, Officer | 2 | $0 |
| JESSICA SCHWICKERATH | EXALTED RULER Trustee or director | 1 | $0 |
| BRUCE WINKELMAN | DIRECTOR Trustee or director | 1 | $0 |
| KIRBY FOSSE | DIRECTOR Trustee or director | 1 | $0 |
| ZACH SULLIVAN | LEADING KNIGHT Trustee or director | 1 | $0 |
990 for the year ended March 31, 2022: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY MICHEHL | SECRETARY Trustee or director, Officer | 2 | $0 |
| ERIC WHIPPLE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| GENE PARSON | DIRECTOR Trustee or director | 1 | $0 |
| MARILYN DETTMER | TRUSTEE CHAIR Trustee or director | 1 | $0 |
| BRUCE HOVDEN | DIRECTOR Trustee or director | 1 | $0 |
| STEVE SHANNON | DIRECTOR Trustee or director | 1 | $0 |
| ANN TROGE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| RICK MCDONALD | TREASURER Trustee or director, Officer | 2 | $0 |
| BRAD SINDT | EXALTED RULER Trustee or director | 1 | $0 |
| BRUCE WINKELMAN | DIRECTOR Trustee or director | 1 | $0 |
| KIRBY FOSSE | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA SCHWICKERATH | LEADING KNIGHT Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2111 CLARK ST, CHARLES CITY, IA 50616-4004
- Principal officer (990 for 2024)
- Ann Troge, 1208 Clark St, Charles City, IA 50616
- Signed the 990
- Ann Troge, President
- Phone
- (641) 330-5796
- Return prepared by
- Prichard Law Office
Mission
TO PROVIDE SUPPORT TO CHARLES CITY ELKS 418 TO BE DISTRIBUTED TO YOUTH AND VETERANS ACTIVITES.
Program accomplishments
- TRUST DONATIONS
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 42-1437873
- 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
- 2014
- Accounting year ends
- March
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $194,527
- Income (IRS master file)
- $26,862
Revocation and reinstatement
- Exemption revoked
- August 15, 2012
- Posted by the IRS
- February 11, 2013
- Reinstated
- Effective December 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 | $26,862 | $9,897 | $194,527 | XML |
| 990 | March 2024 | $38,521 | $7,377 | $177,563 | XML |
| 990 | March 2023 | $7,037 | $7,515 | $146,420 | IRS |
| 990 | March 2022 | $16,008 | $6,000 | $146,898 | XML |
| 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 42-1437873).
Questions about CHARLES CITY ELKS CHARITABLE TR
- What is the EIN of CHARLES CITY ELKS CHARITABLE TR?
- The employer identification number (EIN) of CHARLES CITY ELKS CHARITABLE TR is 42-1437873.
- Is CHARLES CITY ELKS CHARITABLE TR tax-exempt?
- Yes. The IRS revoked its exemption on August 15, 2012 and reinstated it effective December 15, 2013.
- Are donations to CHARLES CITY ELKS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLES CITY ELKS CHARITABLE TR file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CHARLES CITY ELKS CHARITABLE TR 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 CHARLES CITY ELKS CHARITABLE TR 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 CHARLES CITY ELKS CHARITABLE TR?
- The 990 for the year ended March 31, 2025 names Ann Troge.
- Who are the officers and directors of CHARLES CITY ELKS CHARITABLE TR?
- The 990 for the year ended March 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does CHARLES CITY ELKS CHARITABLE TR have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $26,862, expenses of $9,897 and total assets of $194,527 at year end.
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All nonprofits in CHARLES CITY · Iowa · Philanthropy, voluntarism and grantmaking foundations