Somerville Elks Charitable Trust INC FY2022 filing

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To raise funds to provide support and subsidy for the Somerville elk's lodge #1068 Charitable and civic programs and also to run the lodge's Charitable and civic programs

Form 990 Part I, line 1, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 45-1715479) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
The latest return is for FY2026, this tax year.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $5K a year · 4% of revenue · last 5 filings
A surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
96%
of spending
96% of spending went to programs.
Pt IX · Ln 25 · col B
21.2 mo
of spending, in cash
21.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $7K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$250
0.07% of total assets
Liabilities are 0.07% of assets.
Pt X · Ln 26
Independent board members
7
of 7 voting members
7 of 7 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$164K
+147% vs prior year
Spent
$124K
To programs
96%
Net assets
$340K
By yearFY2021–FY2026
Revenue
$164K
FY2022▲ +147%
Tap a bar for its year
Revenue by fiscal year
FY2021$66K
FY2022$164K
FY2023$173K
FY2024$180K
FY2025$190K
FY2026$168K
Expenses
$124K
FY2022▲ +16%
Tap a bar for its year
Expenses by fiscal year
FY2021$107K
FY2022$124K
FY2023$154K
FY2024Not on file
FY2025$185K
FY2026$165K
Net assets
$340K
FY2022▲ +26%
Tap a bar for its year
Net assets by fiscal year
FY2021$270K
FY2022$340K
FY2023$343K
FY2024$464K
FY2025$322K
FY2026$335K

From the FY2022 Form 990 (year ending March 2022) · see the original

You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Dec 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $119K Management & general 4% · $5K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Exalted Ruler
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Somerville Elks Charitable Trust INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds charitable programs and provides support for the Somerville Elks Lodge.

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3 programs · $127K · in their own filed words · FY2021
01

Jack kids committee-to provide support and subsidy to families and individuals dealing with children or loved ones with severe physical or mental handicaps or medical issues.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 45-1715479) · Dispute this line
$92Kprogram expense
02

Special children's committee-to support and subsidize the special needs children's program and to support the special needs childrens center sponser by the elk's lodge.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 45-1715479) · Dispute this line
$24Kprogram expense
03

Youth activities committee-to administer programs designed to give local children a fun and educational experiance as well as a safe place to go and be themselves.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 45-1715479) · Dispute this line
$11Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$7K
Grants paid · 5 grants · $484K · 2020–2025
Unitemized GrantFY2025$107,063
Unitemized GrantFY2024$138,653
Unitemized GrantFY2022$87,732
Unitemized GrantFY2021$91,700
Unitemized GrantFY2020$58,478

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$164K
Ln 12
Gifts and grantsLn 1h$152K
Other incomeLn 4–11$7K
Investment incomeLn 3$4K
Money outPt IX
$124K
Ln 25
Programscol B$119K
Managementcol C$5K
Owns and owesPt X
$340K
net assets · Ln 32
Cash and savingsLn 1–2$219K
Total assetsLn 16$340K
LiabilitiesLn 26$250
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$152K
Investment incomeLn 3$4K
Other incomeLn 4–11$7K
Gains on assetsLn 7$0
Total revenueLn 12$164K
Assets in detailPt X, end of year
CashLn 1$219K
Cash and savings togetherLn 1–2$219K
InvestmentsLn 11–13$122K
Total assetsLn 16$340K
LiabilitiesLn 26$250
Net assetsLn 32$340K
OperationsPt I, VI
EmployeesI 50
VolunteersI 650
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY22FY21FY20FY19FY18
End of yearLn 1g$84K$84K$84K$84K$84K
SpentLn 1d–1f$4K$4K$4K$6K$4K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$178K$219K
InvestmentsLn 11–13$91K$122K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$270K$340K
LiabilitiesLn 26$0$250
Net assetsLn 32$270K$340K
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$92K$92K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$3K$3K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$2K$2K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$27K$27K
All other expensesLn 24e$0
Total functional expensesLn 25$124K$119K$5K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 LatestFiled with the IRS Jul 28, 2026 $168K$165K$3K$335K 990 PDF
FY2025Filed with the IRS Jul 31, 2025 $190K$185K$5K$322K 990 PDF
FY2024Filed with the IRS Aug 5, 2024 $180K$464K 990 PDF
FY2023Filed with the IRS Aug 4, 2023 $173K$154K$19K$343K 990 PDF
FY2022 ViewingFiled with the IRS Aug 4, 2022 $164K$124K$40K$340K 990 PDF
FY2021Filed with the IRS Nov 9, 2021 $66K$107K−$41K$270K 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2022 990
Part I · Summary $163,538 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $61,945$152,142
I-9 Program service revenue$0
I-10 Investment incomePrior year $4,186$4,276
I-11 Other revenue$7,120
I-12 Total revenuePrior year $66,131$163,538
I-13 Grants and similar amounts paidPrior year $95,007$91,700
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $11,828$31,836
I-18 Total expensesPrior year $106,835$123,536
I-19 Revenue less expensesPrior year −$40,704$40,002
Part VI · Governance 7 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $163,538 across 8 lines filed
VIII-1f All other contributions, gifts and grants$116,928
VIII-1h Total contributions, gifts and grants$152,142
VIII-3 Investment incomeExcluded from tax $4,276$4,276
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax $7,120$7,120
VIII-12 Total revenueExcluded from tax $11,396$163,538
Part IX · Statement of functional expenses $123,536 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $91,700$91,700
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $3,000$3,000
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $1,703$1,703
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $27,133$27,133
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $118,833 · Management $4,703 · Fundraising $0$123,536
Part X · Balance sheet $340,428 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $178,467$218,719
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $91,225$121,709
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $269,692$340,428
X-25 Other liabilities$250
X-26 Total liabilitiesStart of year $0$250
X-27 Net assets without donor restrictionsStart of year $14,989$16,314
X-28 Net assets with donor restrictionsStart of year $254,703$323,864
X-32 Total net assets or fund balancesStart of year $269,692$340,178
X-33 Total liabilities and net assetsStart of year $269,692$340,428
Part XI · Reconciliation of net assets $340,178 net assets at year end
XI-1 Total revenue$163,538
XI-2 Total expenses$123,536
XI-3 Revenue less expenses$40,002
XI-4 Net assets at start of year$269,692
XI-5 Net unrealized gains (losses) on investments$30,484
XI-10 Net assets at end of year$340,178

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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