Nonprofit · EIN 95-1994305
BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA
Also known as 2068 SAN CLEMENTE
Tax-exempt · SAN CLEMENTE, CA 92672
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $224,114 | $203,396 | $20,718 | $367,164 | $143,356 | $223,808 |
| March 31, 2025 | 990 | $179,590 | $171,942 | $7,648 | $322,085 | $184,134 | $137,951 |
| March 31, 2024 | 990 | $168,134 | $151,391 | $16,743 | $235,278 | $126,705 | $108,573 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $99,966
- Investment income
- $0
- Net income from sales of inventory
- $66,865
- Other revenue
- $124,148
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $9,399
- Salaries, compensation and benefits (total)
- $19,803
- Professional fundraising fees
- $0
- Accounting fees
- $10,750
- Occupancy
- $96,026
Balance sheet and other
- Total assets, start of year
- $322,085
- Total assets, end of year
- $367,164
- Total liabilities, end of year
- $143,356
- Net assets, end of year
- $223,808
- Land, buildings and equipment
- $138,533
- Gross unrelated business income
- $3,224
- Gross receipts
- $355,705
- Employees
- 11
- Volunteers
- 10
- Year formed
- 1958
- 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 |
|---|---|---|---|
| CAROLINA ARNOLD | TRUSTEE Trustee or director | – | $0 |
| TIM KIERNAN | TRUSTEE Trustee or director | – | $0 |
| MICHAEL MARTINEZ PER | TRUSTEE Trustee or director | – | $0 |
| WALLY EMORY PER | TRUSTEE Trustee or director | – | $0 |
| WILLIAM DUNHAM PER | TRUSTEE Trustee or director | – | $0 |
| BRICE HARDY | LECTURING KN Officer | – | $0 |
| HILLARY KOZAK | SECRETARY Officer | – | $0 |
| SU PHILLIPS PER | LOYAL KNIGHT Officer | – | $0 |
| TIM REISSMUELLER | LEADING KNIG Officer | – | $0 |
| MALIA SIMMONS | TREASURER Officer | – | $0 |
990 for the year ended March 31, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HILLARY KOZAK | SECRETARY Officer | 10 | $6,132 |
| LATICIA BRAY | TRUSTEE Trustee or director | 2 | $0 |
| DAVE MARTUCCI | TRUSTEE Trustee or director | 2 | $0 |
| SALLY MCREYNOLDS | TRUSTEE Trustee or director | 2 | $0 |
| WILLIAM DUNHAM PER | TRUSTEE Trustee or director | 2 | $0 |
| ANTOINE PRICE | TRUSTEE Trustee or director | 2 | $0 |
| KEVIN DALLABETTA | TREASURER Officer | 10 | $0 |
| BODHI EASTER | LEADING KNIG Officer | 5 | $0 |
| BLAINE GEMENY | LECTURING KN Officer | 5 | $0 |
| TIM REISSMUELLER | LOYAL KNIGHT Officer | 5 | $0 |
990 for the year ended March 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL TURNER | SECRETARY Officer | 20 | $2,208 |
| LATICIA BRAY | TRUSTEE Trustee or director | 5 | $0 |
| DAVID MARTUCCI | TRUSTEE Trustee or director | 5 | $0 |
| SALLY MCREYNOLDS | TRUSTEE Trustee or director | 5 | $0 |
| ANTOINE PRICE PER | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM DUNHAM PER | TRUSTEE Trustee or director | 5 | $0 |
| BETH APODACA | LEADING KNIG Officer | 10 | $0 |
| RICHARD BURR | TREASURER Officer | 20 | $0 |
| BODHI EASTER | LOYAL KNIGHT Officer | 10 | $0 |
| BLAINE GERMENY III | LECTURING KN Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1505 N EL CAMINO REAL, SAN CLEMENTE, CA 92672-4962
- Principal officer (990 for 2025)
- HILLARY KOZAK, 1505 N EL CAMINIO REAL, SAN CLEMENTE, CA 92672
- Signed the 990
- HILLARY KOZAK, SECRETARY
- Phone
- (949) 492-2068
- Return prepared by
- A J HOLT INC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-1994305 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
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 GOVERNANCE, 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
- OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS.
- OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS.
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
- 95-1994305
- 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)
- $367,164
- Income (IRS master file)
- $355,705
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $224,114 | $203,396 | $367,164 | XML |
| 990 | March 2025 | $179,590 | $171,942 | $322,085 | XML |
| 990 | March 2024 | $168,134 | $151,391 | $235,278 | XML |
| 990 | March 2023 | $99,517 | $132,369 | $169,770 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | 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 95-1994305).
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 95-1994305.
- 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 HILLARY KOZAK.
- 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 10 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 $224,114, expenses of $203,396 and total assets of $367,164 at year end.
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