Nonprofit · EIN 86-0296988
BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
Also known as 2532 TUCSON EAST
Tax-exempt · TUCSON, AZ 85731
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $262,852 | $232,513 | $30,339 | $406,994 | $43,338 | $363,656 |
| March 31, 2025 | 990 | $201,359 | $217,051 | -$15,692 | $406,368 | $31,840 | $374,528 |
| March 31, 2024 | 990 | $276,490 | $294,366 | -$17,876 | $364,374 | $32,069 | $332,305 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $57,199
- Membership dues
- $38,453
- Program service revenue
- $0
- Investment income
- $0
- Net rental income
- $9,202
- Net income from gaming
- $28,534
- Net income from sales of inventory
- $94,660
- Other revenue
- $205,653
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $13,400
- Other salaries and wages
- $37,425
- Salaries, compensation and benefits (total)
- $56,538
- Professional fundraising fees
- $0
- Accounting fees
- $3,811
- Occupancy
- $58,645
- Depreciation
- $12,549
Balance sheet and other
- Total assets, start of year
- $406,368
- Total assets, end of year
- $406,994
- Total liabilities, end of year
- $43,338
- Net assets, end of year
- $363,656
- Land, buildings and equipment
- $70,034
- Net assets without donor restrictions
- $110,470
- Net assets with donor restrictions
- $253,186
- Gross unrelated business income
- $4,871
- Gross receipts
- $691,890
- Employees
- 12
- Volunteers
- 50
- Year formed
- 1976
- State of legal domicile
- AZ
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 |
|---|---|---|---|
| Dianne Morris | Secretary Trustee or director, Officer | 20 | $6,000 |
| David Forbes | Treasurer Trustee or director, Officer | 10 | $2,700 |
| James Smith | Former Treasurer Trustee or director, Officer | 10 | $2,700 |
| Brigid Sherbo | Former Secretary Trustee or director, Officer | 20 | $2,000 |
| Megan Goetz | Chairman of the Board & Director Trustee or director, Officer | 10 | $0 |
| Robert Burns | President Trustee or director, Officer | 5 | $0 |
990 for the year ended March 31, 2025: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brigid Sherbo | Secretary Officer | 20 | $8,000 |
| James Smith | Treasurer Officer | 10 | $3,150 |
| Rocky Davis | Former Treasurer Officer | 5 | $1,400 |
| Megan Goetz | Trustee Chair Trustee or director, Officer | 5 | $0 |
| Rick Evans | Trustee Trustee or director, Officer | 5 | $0 |
| Richard Ross | Trustee Trustee or director, Officer | 5 | $0 |
| Robert Burns | Exalted Ruler Officer | 20 | $0 |
| Denis Lefkowitz | Leading Knight Officer | 5 | $0 |
| Tina Swope | Loyal Knight Officer | 5 | $0 |
| LuAnn Taylor | Lecturing Knight Officer | 5 | $0 |
| Dianne Morris | New Secretary Officer | 20 | $0 |
990 for the year ended March 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brigid Sherbo | Secretary Trustee or director, Officer | 20 | $8,000 |
| Rocky Davis | Treasurer Officer | 5 | $4,200 |
| Sally Frankle | Leading Knight Trustee or director | 5 | $0 |
| Lu Ann Taylor | Loyal Knight Trustee or director | 5 | $0 |
| Denise Leftkowitz | Lecturing Knight Trustee or director | 5 | $0 |
| Jeff Morris | Trustee Trustee or director | 5 | $0 |
| Megin Goetz | Trustee Trustee or director | 5 | $0 |
| Richard Botkin | Chairman Trustee or director | 5 | $0 |
| Tony Goetz | Trustee Trustee or director | 5 | $0 |
| James Smith | Treasurer Trustee or director, Officer | 5 | $0 |
| Alan Swope | Exalted Ruler Officer | 20 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 17598, TUCSON, AZ 85731-7598
- Principal officer (990 for 2025)
- Denise Lefkowitz, 615 S Pantano Rd, Tucson, AZ 85710
- Signed the 990
- David Forbes, Treasurer
- Phone
- (520) 886-8120
- Return prepared by
- Geno's Bookkeeping
Mission
To inculcate the principles of charity, justice, brotherly love and fidelity - to recognize a belief in God, promote the welfare and enhance the happiness of its members, quicken the spirit of American patriotism, cultivate good fellowship, and perpetuate as a fraternal organization.
Program accomplishments
- Youth Easter, Youth Shopping spree and other youth expenses.Expenses $8,534
- Supporting Veterans' activities.Expenses $2,099
- Special Olympics support.Expenses $1,809
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
- 86-0296988
- 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)
- $406,994
- Income (IRS master file)
- $691,890
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $262,852 | $232,513 | $406,994 | XML |
| 990 | March 2025 | $201,359 | $217,051 | $406,368 | XML |
| 990 | March 2024 | $276,490 | $294,366 | $364,374 | XML |
| 990 | March 2023 | $285,714 | $328,894 | $391,441 | 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 86-0296988).
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 86-0296988.
- 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 Denise Lefkowitz.
- 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 6 people; 4 received compensation from the organization, the highest $6,000 (Dianne Morris, 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 $262,852, expenses of $232,513 and total assets of $406,994 at year end.
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