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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 94-0317220

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA

Also known as 901 PETALUMA

Tax-exempt · PETALUMA, CA 94954

Financials

$504K$518K2023$517K$514K2024$484K$513K2025
Revenue Expenses · by fiscal year end
Financials of BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990$483,546$512,518-$28,972$486,429$171,873$314,556
March 31, 2025990$516,811$514,199$2,612$510,755$166,766$343,989
March 31, 2024990$504,397$518,182-$13,785$510,429$177,475$332,954
Financial details: 990 for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$50,286
Program service revenue
$180,891
Investment income
$12,664
Net rental income
$93,784
Net income from sales of inventory
$145,921
Other revenue
$239,705

Expenses

Grants and similar amounts paid
$60,101
Compensation of officers, directors and key employees
$37,492
Other salaries and wages
$145,833
Salaries, compensation and benefits (total)
$201,524
Professional fundraising fees
$0
Legal fees
$13,612
Accounting fees
$15,802
Occupancy
$128,000
Depreciation
$5,339
Program services (functional)
$499,278
Management and general (functional)
$7,901

Balance sheet and other

Total assets, start of year
$510,755
Total assets, end of year
$486,429
Total liabilities, end of year
$171,873
Net assets, end of year
$314,556
Land, buildings and equipment
$29,239
Net assets without donor restrictions
$120,751
Net assets with donor restrictions
$193,805
Gross unrelated business income
$2,135
Gross receipts
$714,335
Employees
16
Volunteers
100
Year formed
1904
State of legal domicile
CA

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.

NameTitleHours / weekCompensation
LARRY SARTORISecretary
Officer
40$37,492
DAVID J BAGGENSTOSTrustee
Trustee or director
1$0
JEFF POTEETTrustee
Trustee or director
1$0
JONATHAN NATHETrustee
Trustee or director
1$0
MICHAEL REPPTrustee
Trustee or director
1$0
PRISCILLA BURGIExalted Ruler
Officer
1$0
RON GREENEst Loyal Knigh
Officer
1$0
TAMMY ATWOODEst Lecturing k
Officer
1$0
MARY MCSWEENEYEst Lecturing K
Officer
1$0
990 for the year ended March 31, 2025: 9 people
NameTitleHours / weekCompensation
LARRY SARTORISecretary
Officer
40$37,894
DAVID J BAGGENSTOSTrustee
Trustee or director
1$0
LINDSAY CALEGARITrustee
Trustee or director
1$0
JIM ATWOODTrustee
Trustee or director
1$0
BILL LEWISTrustee
Trustee or director
1$0
PRISCILLA BURGIEst Leading Kni
Officer
1$0
DINO RICCIEst Loyal Knigh
Officer
1$0
TAMMY ATWOODEst Lecturing k
Officer
1$0
LAURIE BANKSExalted Ruler
Officer
1$0
990 for the year ended March 31, 2024: 11 people
NameTitleHours / weekCompensation
LARRY SARTORISecretary
Officer
40$41,340
WAYNE WILSONExalted Ruler
Trustee or director
1$0
DAVID J BAGGENSTOSTrustee
Trustee or director
1$0
TONY ESTESTrustee
Trustee or director
1$0
KEN CONLEYEst Lecturing K
Trustee or director
1$0
MIKE MARTINTrustee
Trustee or director
1$0
TIM MOORETrustee
Trustee or director
1$0
LAURIE BANKSEst Leading Kni
Trustee or director
1$0
BILL LEWISTrustee
Trustee or director, Officer
1$0
CINDY SPICKLEREst Loyal Knigh
Trustee or director
1$0
GARY LASSENTreasurer
Officer
1$0

Address and contacts

Address (IRS master file)
2105 S MCDOWELL BLVD A, PETALUMA, CA 94954-6904
Principal officer (990 for 2025)
LAURIE BANKS
Signed the 990
LARRY SARTORI, Secretary
Phone
(707) 763-0901
Return prepared by
Torkelson & Associates CPAs LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-0317220 or by the name BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 it's 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.

990 for the year ended March 31, 2026

Program accomplishments

  • OFFERS MEAL & BEVERAGE SERVICES AND FACILITY RENTALS TO ITS MEMBERS AND GUESTS TO GENERATE FUNDS TO REINVEST IN ITS COMMUNITY AND TO FUND ITS CHARITABLE PURPOSES.
    Expenses $431,159 · grants $60,101 · revenue $180,891

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 yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990 on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
94-0317220
Tax-exempt status
501(c)(8): Fraternal beneficiary society
Exempt since
1951
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$486,429
Income (IRS master file)
$714,335

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2026$483,546$512,518$486,429XML
990March 2025$516,811$514,199$510,755XML
990March 2024$504,397$518,182$510,429XML
990March 2023$606,483$515,311$516,150IRS
990March 2022–––IRS
990March 2021–––IRS
990March 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 94-0317220).

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 94-0317220.
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 LAURIE BANKS.
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; 1 received compensation from the organization, the highest $37,492 (LARRY SARTORI, 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 $483,546, expenses of $512,518 and total assets of $486,429 at year end.

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