Nonprofit · EIN 81-0110613
BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
Also known as 0463 BOZEMAN
Tax-exempt · BOZEMAN, MT 59771
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $222,472 | $160,884 | $61,588 | $1,459,116 | $6,491 | $1,452,625 |
| March 31, 2025 | 990 (amended) | $93,088 | $168,590 | -$75,502 | $1,394,413 | $5,570 | $1,388,843 |
| March 31, 2024 | 990 | $252,620 | $159,768 | $92,852 | $1,443,013 | $11,856 | $1,431,157 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $25,969
- Membership dues
- $14,221
- Program service revenue
- $0
- Investment income
- $167,469
- Net rental income
- $27,500
- Net income from sales of inventory
- $1,534
- Other revenue
- $29,034
Expenses
- Grants and similar amounts paid
- $10,635
- Compensation of officers, directors and key employees
- $12,600
- Salaries, compensation and benefits (total)
- $13,716
- Professional fundraising fees
- $0
- Legal fees
- $34
- Accounting fees
- $1,693
- Occupancy
- $68,400
- Depreciation
- $11,326
Balance sheet and other
- Total assets, start of year
- $1,394,413
- Total assets, end of year
- $1,459,116
- Total liabilities, end of year
- $6,491
- Net assets, end of year
- $1,452,625
- Land, buildings and equipment
- $18,409
- Publicly traded securities
- $1,398,814
- Net assets without donor restrictions
- $1,424,983
- Net assets with donor restrictions
- $27,642
- Gross unrelated business income
- $1,534
- Gross receipts
- $230,415
- Employees
- 2
- Volunteers
- 14
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 |
|---|---|---|---|
| SUSIE LARSON | SECRETARY Trustee or director, Officer | 1 | $7,200 |
| DEBORAH THOMPSON | Treasurer Trustee or director, Officer | 1 | $5,400 |
| GARY LARSON | LOYAL KNIGHT Trustee or director, Officer | 1 | $0 |
| JAMES E LOEFFELHOLZ | EXALTED RULER Trustee or director | 1 | $0 |
| SCOTT MECHURA | LOYAL KNIGHT Trustee or director, Officer | 1 | $0 |
| ED LUKE | LEADING KNIGHT Trustee or director, Officer | 1 | $0 |
| JON DEMBO | LECTURING KNIGH Trustee or director, Officer | 1 | $0 |
| ANNA REALI | Trustee Trustee or director | 1 | $0 |
| DAN BALL | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2025: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSIE LARSON | SECRETARY Trustee or director, Officer | 1 | $6,600 |
| DEBORAH THOMPSON | Treasurer Trustee or director, Officer | 1 | $3,600 |
| GARY LARSON | LOYAL KNIGHT Trustee or director, Officer | 1 | $0 |
| JAMES E LOEFFELHOLZ | EXALTED RULER Trustee or director, Officer | 1 | $0 |
| TEEMA LOEFFELHOLZ | LECTURING KNIGH Trustee or director, Officer | 1 | $0 |
| ED LUKE | LEADING KNIGHT Trustee or director, Officer | 1 | $0 |
| BRUCE JOHNSON | Trustee Trustee or director | 1 | $0 |
| RICK GALE | TRUSTEE CHAIR Trustee or director | 1 | $0 |
| DAN BALL | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSIE LARSON | SECRETARY Trustee or director, Officer | 1 | $2,400 |
| LESLIE RUANE | TREASURER Trustee or director, Officer | 1 | $2,400 |
| GARY LARSON | LEADING KNIGHT Trustee or director, Officer | 1 | $0 |
| JAMES E LOEFFELHOLZ | EXALTED RULER Trustee or director, Officer | 1 | $0 |
| BRUCE JOHNSON | TRUSTEE CHAIR Trustee or director | 1 | $0 |
| RICK GALE | TRUSTEE Trustee or director | 1 | $0 |
| DAN BALL | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 998, BOZEMAN, MT 59771-0998
- Principal officer (990 for 2025)
- ED LUKE, PO BOX 998, BOZEMAN, MT 59771
- Signed the 990
- ED LUKE, EXALTED RULER
- Phone
- (406) 589-5824
- Return prepared by
- Neil and Company CPAs PC
Mission
TO PROVIDE SERVICES TO ITS MEMBERS AND RAISE FUNDS FOR STATE & LOCAL YOUTH, VETERANS, AND CHARITABLE ORGANIZATIONS
Program accomplishments
- ELKS LODGE - FRATERNAL AND COMMUNITY ACTIVITIES
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
- 81-0110613
- 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)
- $1,459,116
- Income (IRS master file)
- $230,415
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $222,472 | $160,884 | $1,459,116 | XML |
| 990 | March 2025 | $93,088 | $168,590 | $1,394,413 | XML |
| 990 | March 2024 | $252,620 | $159,768 | $1,443,013 | XML |
| 990 | March 2023 | $125,236 | $133,585 | $1,424,399 | 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 81-0110613).
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 81-0110613.
- 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 ED LUKE.
- 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 9 people; 2 received compensation from the organization, the highest $7,200 (SUSIE LARSON, SECRETARY).
- 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 $222,472, expenses of $160,884 and total assets of $1,459,116 at year end.
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