Nonprofit · EIN 94-0750277
BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
Also known as 1471 PALO ALTO
Tax-exempt · PALO ALTO, CA 94306
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $1,228,345 | $1,301,375 | -$73,030 | $23,584,858 | $919,913 | $22,664,945 |
| March 31, 2025 | 990 | $1,057,090 | $1,338,685 | -$281,595 | $22,867,978 | $789,738 | $22,078,240 |
| March 31, 2024 | 990 | $745,650 | $1,220,308 | -$474,658 | $22,814,522 | $739,426 | $22,075,096 |
| March 31, 2023 | 990 | $792,925 | $1,403,693 | -$610,768 | $22,546,210 | $933,524 | $21,612,686 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $24,180
- Program service revenue
- $495,758
- Investment income
- $715,658
- Net rental income
- $171,812
- Net gain from sales of assets
- $455,469
- Net income from sales of inventory
- -$136,045
- Other revenue
- -$7,251
Expenses
- Grants and similar amounts paid
- $37,029
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $378,252
- Salaries, compensation and benefits (total)
- $478,397
- Professional fundraising fees
- $0
- Accounting fees
- $39,095
- Depreciation
- $401,834
Balance sheet and other
- Total assets, start of year
- $22,867,978
- Total assets, end of year
- $23,584,858
- Total liabilities, end of year
- $919,913
- Net assets, end of year
- $22,664,945
- Land, buildings and equipment
- $13,075,662
- Publicly traded securities
- $9,551,774
- Net assets without donor restrictions
- $22,664,945
- Gross unrelated business income
- $171,812
- Gross receipts
- $9,088,625
- Employees
- 35
- Year formed
- 1923
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS ORTIZ | Treasurer Trustee or director, Officer | 12 | $0 |
| AMY LOVE | Secretary Trustee or director, Officer | 8 | $0 |
| SURESH NAIR | Trustee Trustee or director | 8 | $0 |
| CHARLES CULLEN | TRUSTEE Trustee or director | 8 | $0 |
| VARUN GOPALAKRISHNA | Board of Chair Trustee or director, Officer | 8 | $0 |
| JOHN HARRINGTON | Trustee Trustee or director | 8 | $0 |
| APRIL HERON | Trustee Trustee or director | 8 | $0 |
| TRUDI WALLICK-HORROCKS | LECTURING KNIGH Officer | 4 | $0 |
| KRISTA KOBESKI | EXALTED RULER Officer | 4 | $0 |
| PAUL EISENMAN | Esquire Officer | 4 | $0 |
| KATGRYN SHUGART | Chaplain Officer | 4 | $0 |
| SANDRA HANSON-BARBIERI | TILER Officer | 4 | $0 |
| KAREN FITZPATRICK | Leading Knight Officer | 4 | $0 |
| GEOFFREY WILLIANMSON | LOYAL KNIGH Officer | 4 | $0 |
| STEPHEN FRIEDMAN | Inner Guard Officer | 4 | $0 |
990 for the year ended March 31, 2025: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MATSON | Trustee Trustee or director | 12 | $0 |
| KRISTA KOBESKI | LOYAL KNIGHT Trustee or director | 4 | $0 |
| LYLA PHELPS | Secretary Trustee or director, Officer | 8 | $0 |
| SURESH NAIR | Treasurer Trustee or director, Officer | 8 | $0 |
| JOHN HARRINGTON | Trustee Trustee or director, Officer | 8 | $0 |
| CHARLES CULLEN | TRUSTEE Trustee or director | 8 | $0 |
| VARUN GOPALAKRISHNA | Board of Chair Trustee or director | 8 | $0 |
| APRIL HERON | Trustee Trustee or director | 8 | $0 |
| PHILLIP TOMAC | Leading Knight Officer | 4 | $0 |
| ANTHONY SILVA | Alternate Rep Officer | 4 | $0 |
| BONNIE J WATERS | Chaplain Officer | 4 | $0 |
| SANDRA HANSON-BARBIERI | TILER Officer | 4 | $0 |
| AMY LOVE | Exalted Ruler Officer | 4 | $0 |
| GEOFFREY WILLIANMSON | LECTURING KNIGH Officer | 4 | $0 |
| PAUL EISENMAN | Lodge Esquire Officer | 4 | $0 |
| STEPHEN FRIEDMAN | Inner Guard Officer | 4 | $0 |
990 for the year ended March 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MATSON | Trustee Trustee or director | 12 | $0 |
| PHILLIP TOMAC | LOYAL KNIGHT Trustee or director | 4 | $0 |
| LYLA PHELPS | Secretary Trustee or director, Officer | 8 | $0 |
| GRANT LINDHOLM | Treasurer Trustee or director, Officer | 8 | $0 |
| JOHN HARRINGTON | Board Chair Trustee or director, Officer | 8 | $0 |
| CHARLES CULLEN | TRUSTEE Trustee or director | 8 | $0 |
| VARUN GOPALAKRISHNA | Trustee Trustee or director | 8 | $0 |
| APRIL HERON | Trustee Trustee or director | 8 | $0 |
| KAREN FITZPATRICK | Leading Knight Officer | 4 | $0 |
| ANTHONY SILVA | Exalted Ruler Officer | 4 | $0 |
| BONNIE J WATERS | Chaplain Officer | 4 | $0 |
| AMY LOVE | Exalted Ruler Officer | 4 | $0 |
| MARIA CARDICH | Trustee Officer | 4 | $0 |
| PAUL EISENMAN | Lodge Esquire Officer | 4 | $0 |
| GEOFFREY WILLIAMSON | Inner Guard Officer | 4 | $0 |
990 for the year ended March 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MATSON | Trustee Trustee or director | 12 | $0 |
| GRANT LINDHOLM | Treasurer Trustee or director, Officer | 8 | $0 |
| LYLA PHELPS | Secretary Trustee or director, Officer | 8 | $0 |
| JOHN HARRINGTON | Board Chair Trustee or director, Officer | 8 | $0 |
| CHARLES CULLEN | TRUSTEE Trustee or director | 8 | $0 |
| VARUN GOPALAKRISHNA | Trustee Trustee or director | 8 | $0 |
| APRIL HERON | Trustee Trustee or director | 8 | $0 |
| KAREN FITZPATRICK | Loyal Knight Officer | 4 | $0 |
| BONNIE J WATERS | Chaplain Officer | 4 | $0 |
| ANTHONY SILVA | Exalted Ruler Officer | 4 | $0 |
| SHARON GLASS | Lectur. Knight Officer | 4 | $0 |
| AMY LOVE | Leading Knight Officer | 4 | $0 |
| MARIA CARDICH | Trustee Officer | 4 | $0 |
| PAUL EISENMAN | Lodge Esquire Officer | 4 | $0 |
| PHILLIP TOMAC | Inner Guard Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 4249 EL CAMINO REAL, PALO ALTO, CA 94306-4405
- Principal officer (990 for 2025)
- JOHN HARRINGTON, 4249 EL CAMINO REAL, PALO ALTO, CA 94306
- Signed the 990
- VARUN GOPALAKRISHNA, Board Chair
- Phone
- (650) 493-4249
- Website
- www.paloaltoelks.org
- Return prepared by
- STOREK CARLSON & STRUTZ LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-0750277 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)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
A FRATERNAL ORGANIZATION ORGANIZED UNDER THE LODGE SYSTEM TO CULTIVATE FELLOWSHIP AMONG ITS MEMBERS AND TO SERVE THE COMMUNITY.
Program accomplishments
- CONTRIBUTIONS, SCHOLARSHIPS AND GRANTS AWARDED TO QUALIFYING INDIVIDUALS AND CHARITABLE ORGANIZATIONS.Expenses $37,029 · grants $37,029
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
- 94-0750277
- 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)
- $23,584,858
- Income (IRS master file)
- $9,088,625
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $1,228,345 | $1,301,375 | $23,584,858 | XML |
| 990 | March 2025 | $1,057,090 | $1,338,685 | $22,867,978 | XML |
| 990 | March 2024 | $745,650 | $1,220,308 | $22,814,522 | XML |
| 990 | March 2023 | $792,925 | $1,403,693 | $22,546,210 | XML |
| 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 94-0750277).
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 94-0750277.
- 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 JOHN HARRINGTON.
- 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 15 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 $1,228,345, expenses of $1,301,375 and total assets of $23,584,858 at year end.
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