Nonprofit · EIN 59-0699166
BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
Also known as 1848 SOUTH LAKE
Tax-exempt · CLERMONT, FL 34712
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $424,537 | $436,018 | -$11,481 | $630,148 | $311,837 | $318,311 |
| March 31, 2025 | 990 | $417,574 | $425,939 | -$8,365 | $628,391 | $300,232 | $328,159 |
| March 31, 2024 | 990 | $528,255 | $537,479 | -$9,224 | $673,478 | $336,954 | $336,524 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $208,793
- Membership dues
- $69,901
- Program service revenue
- $215,740
- Investment income
- $0
- Net income from sales of inventory
- $4
- Other revenue
- $4
Expenses
- Grants and similar amounts paid
- $88,991
- Benefits paid to members
- $26,310
- Compensation of officers, directors and key employees
- $16,247
- Other salaries and wages
- $67,472
- Salaries, compensation and benefits (total)
- $102,539
- Professional fundraising fees
- $0
- Accounting fees
- $1,029
- Occupancy
- $31,497
- Depreciation
- $9,530
Balance sheet and other
- Total assets, start of year
- $628,391
- Total assets, end of year
- $630,148
- Total liabilities, end of year
- $311,837
- Net assets, end of year
- $318,311
- Land, buildings and equipment
- $575,149
- Net assets without donor restrictions
- $318,311
- Gross receipts
- $424,533
- Employees
- 9
- Volunteers
- 648
- Year formed
- 1995
- State of legal domicile
- FL
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 |
|---|---|---|---|
| Robert Plumb | Treasurer Officer | 35 | $8,175 |
| Aimee Sheperd | Secretary Officer | 30 | $8,072 |
| Russell Smith | Chairman Trustee or director | 20 | $0 |
| Dick Rocha | Trustee Trustee or director | 5 | $0 |
| Dena Rubeor | Trustee Trustee or director | 15 | $0 |
| Megan Robinson | President Officer | 15 | $0 |
| Pam Batchelor | Vice President Officer | 25 | $0 |
| Rick Batchelor | Trustee Officer | 20 | $0 |
990 for the year ended March 31, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aimee Sheperd | Secretary Officer | 30 | $6,567 |
| Robert Plumb | Treasurer Officer | 35 | $2,309 |
| Russell Smith | Chairman Trustee or director | 20 | $0 |
| Dick Rocha | Trustee Trustee or director | 5 | $0 |
| Megan Robinson | President Officer | 15 | $0 |
| Pam Batchelor | Vice President Officer | 25 | $0 |
| Rick Batchelor | Trustee Officer | 20 | $0 |
990 for the year ended March 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Plumb | Treasurer Officer | 35 | $9,796 |
| Victoria Devereaux | Secretary Officer | 35 | $8,528 |
| David Devereaux | Chairman Trustee or director | 20 | $0 |
| Dick Rocha | Trustee Trustee or director | 5 | $0 |
| Megan Robinson | Vice President Officer | 8 | $0 |
| Jamie Lowe | Vice President Officer | 5 | $0 |
| Debbie Flinn | President & CEO Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 120476, CLERMONT, FL 34712-0476
- Principal officer (990 for 2025)
- Mendy Bacon
- Signed the 990
- Dena Rubeor, Chairman
- Phone
- (352) 989-4079
- Website
- www.southlakeelks1848.com
- Return prepared by
- TAXES DK
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
- 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.
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
- 59-0699166
- 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)
- $630,148
- Income (IRS master file)
- $424,533
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $424,537 | $436,018 | $630,148 | XML |
| 990 | March 2025 | $417,574 | $425,939 | $628,391 | XML |
| 990 | March 2024 | $528,255 | $537,479 | $673,478 | XML |
| 990 | March 2023 | $435,679 | $437,218 | $704,505 | 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 59-0699166).
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 59-0699166.
- 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 Mendy Bacon.
- 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 8 people; 2 received compensation from the organization, the highest $8,175 (Robert Plumb, Treasurer).
- 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 $424,537, expenses of $436,018 and total assets of $630,148 at year end.
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