Nonprofit · EIN 65-0310937
BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
Also known as 2763 DEEP CREEK
Tax-exempt · PUNTA GORDA, FL 33983
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $1,218,808 | $1,072,464 | $146,344 | $787,310 | $149,088 | $638,222 |
| March 31, 2025 | 990 | $1,038,597 | $1,021,062 | $17,535 | $736,741 | $352,978 | $383,763 |
| March 31, 2024 | 990 | $1,084,820 | $1,082,477 | $2,343 | $753,354 | $387,724 | $365,630 |
| March 31, 2022 | 990 | $905,560 | $864,195 | $41,365 | $721,903 | $417,305 | $304,598 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $92,027
- Program service revenue
- $839,892
- Investment income
- $505
- Net income from fundraising events
- $272,785
- Net income from gaming
- $5,246
- Other revenue
- $286,384
Expenses
- Grants and similar amounts paid
- $4,000
- Other salaries and wages
- $21,815
- Salaries, compensation and benefits (total)
- $21,815
- Professional fundraising fees
- $0
- Accounting fees
- $1,315
- Occupancy
- $5,840
- Depreciation
- $1,526
- Program services (functional)
- $804,685
- Management and general (functional)
- $222,698
- Fundraising (functional)
- $45,081
Balance sheet and other
- Total assets, start of year
- $736,741
- Total assets, end of year
- $787,310
- Total liabilities, end of year
- $149,088
- Net assets, end of year
- $638,222
- Land, buildings and equipment
- $441,587
- Gross unrelated business income
- $8,353
- Gross receipts
- $1,218,808
- Employees
- 12
- Volunteers
- 50
- Year formed
- 1991
- 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 |
|---|---|---|---|
| TRUMAN BASS | TRUSTEE Trustee or director | 2 | $0 |
| WILLIAM CHESEN | TRUSTEE Trustee or director | 4 | $0 |
| LINDA DESCHAMPS | CHAPLAIN Trustee or director, Officer | 2 | $0 |
| RICHARD DESCHAMPS | ESQUIRE Trustee or director, Officer | 2 | $0 |
| KATHY GARCIA | EST LEADING Trustee or director, Officer | 10 | $0 |
| SCOTT HELGELAND | EXALTED RULE Trustee or director, Officer | 20 | $0 |
| STEPHANIE HELGELAND | SECRETARY Trustee or director, Officer | 30 | $0 |
| GREGORY JOHNSTON | EST LECTURIN Trustee or director, Officer | 2 | $0 |
| JOE LIBERATORE | TRUSTEE Trustee or director | 4 | $0 |
| TOM MCCLAIN | EST LOYAL KN Trustee or director, Officer | 2 | $0 |
| KEVIN SETCHELL | INNER GUARD Trustee or director, Officer | 2 | $0 |
| RICK SMITH | TRUSTEE Trustee or director | 1 | $0 |
| CHERYL USOWICZ | TILER Trustee or director, Officer | 2 | $0 |
| PAMELA SETCHELL | TREASURER Officer | 25 | $0 |
990 for the year ended March 31, 2025: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUMAN BASS | TRUSTEE Trustee or director | 2 | $0 |
| WILLIAM CHESEN | TRUSTEE Trustee or director | 4 | $0 |
| LINDA DESCHAMPS | CHAPLAIN Trustee or director, Officer | 2 | $0 |
| RICHARD DESCHAMPS | ESQUIRE Trustee or director, Officer | 2 | $0 |
| KATHY GARCIA | EST LEADING Trustee or director, Officer | 10 | $0 |
| SCOTT HELGELAND | EXALTED RULE Trustee or director, Officer | 7 | $0 |
| STEPHANIE HELGELAND | SECRETARY Trustee or director, Officer | 30 | $0 |
| GREGORY JOHNSTON | EST LECTURIN Trustee or director, Officer | 1 | $0 |
| JED KOONTZ | TRUSTEE Trustee or director | 3 | $0 |
| JOE LIBERATORE | TRUSTEE Trustee or director | 4 | $0 |
| TOM MCCLAIN | EST LOYAL KN Trustee or director, Officer | 1 | $0 |
| KEVIN SETCHELL | INNER GUARD Trustee or director, Officer | 1 | $0 |
| RICK SMITH | TRUSTEE Trustee or director | 4 | $0 |
| CHERYL USOWICZ | TILER Trustee or director, Officer | 2 | $0 |
| PAMELA SETCHELL | TREASURER Officer | 25 | $0 |
990 for the year ended March 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY MCCURRY | SERETARY Officer | 20 | $12,735 |
| TRUMAN BASS | TRUSTEE Trustee or director, Officer | 2 | $0 |
| WILLIAM CHESEN | TRUSTEE Trustee or director | 3 | $0 |
| LINDA DESCHAMPS | INNER GUARD Trustee or director, Officer | 2 | $0 |
| RICHARD DESCHAMPS | ESQUIRE Trustee or director, Officer | 2 | $0 |
| KATHY GARCIA | EST LOYAL KN Trustee or director, Officer | 2 | $0 |
| WANDA MORRIS | TRUSTEE Trustee or director | 2 | $0 |
| SCOTT PHILLIPS | EST LECTURIN Trustee or director, Officer | 2 | $0 |
| KAREN ROHM | EST LEADING Trustee or director, Officer | 2 | $0 |
| JOEL RUMBALO | CHAPLAIN Trustee or director | 2 | $0 |
| GARY RUSSELL | TRUSTEE Trustee or director, Officer | 2 | $0 |
| CHERYL USOWICZ | TILER Trustee or director, Officer | 2 | $0 |
| ED WOOD | TRUSTEE Trustee or director | 2 | $0 |
| PEGGY SUE DYGERT | EXALTED RULE Officer | 5 | $0 |
| PAMELA SETCHELL | TREASURER Officer | 25 | $0 |
990 for the year ended March 31, 2022: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY MCCURRY | SERETARY Officer | 20 | $8,508 |
| KAY NEILLEY | TREASURER Officer | 30 | $4,254 |
| TRUMAN BASS | EXALTED RULE Trustee or director, Officer | 2 | $0 |
| JERRY DEMI | DIRECTOR Trustee or director | 2 | $0 |
| LINDA DESCHAMPS | INNER GUARD Trustee or director, Officer | 2 | $0 |
| RICHARD DESCHAMPS | ESQUIRE Trustee or director, Officer | 2 | $0 |
| PEGGY SUE DYGERT | EST LOYAL KN Trustee or director, Officer | 2 | $0 |
| WILLIAM FLECKEN | TRUSTEE Trustee or director | 2 | $0 |
| THOMAS HUSS | DIRECTOR Trustee or director | 2 | $0 |
| WANDA MORRIS | DIRECTOR Trustee or director | 2 | $0 |
| MARY GAIL PHILLIPS | CHAPLAIN Trustee or director | 2 | $0 |
| JOE TROVATO | TRUSTEE Trustee or director | 2 | $0 |
| CHERYL USOWICZ | TILER Trustee or director, Officer | 2 | $0 |
| CAROL AITCHISON | EST LECTURIN Officer | 2 | $0 |
| SCOTT PHILLIPS | EST LEADING Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1133 CAPRICORN BLVD, PUNTA GORDA, FL 33983-5955
- Principal officer (990 for 2025)
- WILLIAM CHESEN, 1133 CAPRICORN BLVD, PUNTA GORDA, FL 33983
- Signed the 990
- JED KOONTZ, PRESENT EXALTEDRULER
- Phone
- (941) 764-6925
- Return prepared by
- DM INTERMEDIATE PARENT LLC
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
- ELKS ARE PROVIDING CHARITABLE SERVICES THAT HELP BUILD STRONGER COMMUNITIES.Expenses $4,000 · grants $4,000
- THE LODGE ACHIEVED UNITING ITS MEMBERS IN THE BONDS OF FRATERNITY AND CHARITY. THIS HAS BEEN ACCOMPLISHED THROUGH A YEAR-ROUND SCHEDULE OF SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS, THEIR FAMILIES AND GUESTS.Expenses $800,685 · revenue $839,892
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
- 65-0310937
- 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)
- $787,310
- Income (IRS master file)
- $1,218,808
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $1,218,808 | $1,072,464 | $787,310 | XML |
| 990 | March 2025 | $1,038,597 | $1,021,062 | $736,741 | XML |
| 990 | March 2024 | $1,084,820 | $1,082,477 | $753,354 | XML |
| 990 | March 2023 | $1,086,540 | $1,027,852 | $777,032 | IRS |
| 990 | March 2022 | $905,560 | $864,195 | $721,903 | XML |
| 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 65-0310937).
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 65-0310937.
- 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 WILLIAM CHESEN.
- 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 14 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, 2026 it reported revenue of $1,218,808, expenses of $1,072,464 and total assets of $787,310 at year end.
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