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Somerville Elks Charitable Trust

  • Bridgewater, NJ
  • Tax-exempt since Dec. 2011
  • EIN: 45-1715479

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$180k (2024)

Expenses
$58.9k (2024)

Total Assets
$290k (2024)

Total Liabilities
$1.53k (2024)

Source: Form 990 tax filings from 2013 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$179,797
Expenses
$58,882
Net Income
$120,915
Net Assets
$288,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $163,928
91.2%
Program Services $0
Investment Income $11,865
6.6%
Net Fundraising $4,004
2.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $290,420
Total Liabilities $1,528
Net Assets $288,892
Compensation
Key Employees and Officers Compensation Other
Adelina Bogan Pelican (Exalted Ruler) $0 $0
Hank Werner (Trustee) $0 $0
Carmen Rotella (Trustee) $0 $0
Cynthia Fruend (Trustee) $0 $0
Tim Burns (Trustee) $0 $0
Donna Dante (Trustee) $0 $0
Lyndsay Werner (Trustee) $0 $0
Morton Lazarus (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Aug. 5, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$172,980
Expenses
$153,736
Net Income
$19,244
Net Assets
$342,865
Notable Sources of Revenue Percent of Total Revenue
Contributions $164,777
95.3%
Program Services $0
Investment Income $4,411
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $3,792
2.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $342,865
Total Liabilities $0
Net Assets $342,865
Compensation
Key Employees and Officers Compensation Related Other
Kevin Storms (Exalted Ruler) $0 $0 $0
Hank Werner (Trustee) $0 $0 $0
Carmen Rotella (Trustee) $0 $0 $0
Cynthia Fruend (Trustee) $0 $0 $0
Tim Burns (Trustee) $0 $0 $0
Donna Dante (Trustee) $0 $0 $0
Lyndsay Werner (Trustee) $0 $0 $0
Morton Lazarus (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 4, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$163,538
Expenses
$123,536
Net Income
$40,002
Net Assets
$340,178
Notable Sources of Revenue Percent of Total Revenue
Contributions $152,142
93.0%
Program Services $0
Investment Income $4,276
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,120
4.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $340,428
Total Liabilities $250
Net Assets $340,178
Compensation
Key Employees and Officers Compensation Related Other
Keith Grade (Exalted Ruler) $0 $0 $0
Lisa Werner (Trustee) $0 $0 $0
Hank Werner (Trustee) $0 $0 $0
Carmen Rotella (Trustee) $0 $0 $0
Cynthia Fruend (Trustee) $0 $0 $0
Tim Burns (Trustee) $0 $0 $0
Donna Donte (Trustee) $0 $0 $0
Lyndsay Werner (Trustee) $0 $0 $0
Morton Lazarus (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 4, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$66,134
Expenses
$106,835
Net Income
-$40,701
Net Assets
$269,692
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,500
49.1%
Program Services $0
Investment Income $4,189
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $29,445
44.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $269,692
Total Liabilities $0
Net Assets $269,692
Compensation
Key Employees and Officers Compensation Related Other
Peter Mone (Exalted Ruler) $0 $0 $0
Hank Warner (Trustee) $0 $0 $0
Jack Bennett (Trustee) $0 $0 $0
Christine Rose (Trustee) $0 $0 $0
Carmen Rotella (Trustee) $0 $0 $0
Pierce Frauenheim (Trustee) $0 $0 $0
Tim Burns (Trustee) $0 $0 $0
Joan Haenny (Treasurer) $0 $16,362 $0
Joseph Savare (Secretary) $0 $14,107 $0
+ View more people

Document Links

990
Filed on Nov. 9, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$174,654
Expenses
$217,360
Net Income
-$42,706
Net Assets
$310,393
Notable Sources of Revenue Percent of Total Revenue
Contributions $170,481
97.6%
Program Services $0
Investment Income $4,173
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $310,393
Total Liabilities $0
Net Assets $310,393

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$188,965
Expenses
$167,833
Net Income
$21,132
Net Assets
$353,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $183,346
97.0%
Program Services $0
Investment Income $5,619
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $357,745
Total Liabilities $4,536
Net Assets $353,209

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$276,613
Expenses
$244,312
Net Income
$32,301
Net Assets
$323,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $267,574
96.7%
Program Services $0
Investment Income $3,670
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,369
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $323,862
Total Liabilities $0
Net Assets $323,862

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$332,734
Expenses
$237,809
Net Income
$94,925
Net Assets
$304,482
Notable Sources of Revenue Percent of Total Revenue
Contributions $327,626
98.5%
Program Services $0
Investment Income $5,108
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $6,294
2.6%
Other Salaries and Wages $0
Assets/Debt
Total Assets $309,851
Total Liabilities $5,369
Net Assets $304,482

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$190,014
Expenses
$188,940
Net Income
$1,074
Net Assets
$209,557
Notable Sources of Revenue Percent of Total Revenue
Contributions $186,611
98.2%
Program Services $0
Investment Income $3,403
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $215,354
Total Liabilities $5,797
Net Assets $209,557

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$272,487
Expenses
$210,614
Net Income
$61,873
Net Assets
$208,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $268,996
98.7%
Program Services $0
Investment Income $3,491
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $11,921
5.7%
Other Salaries and Wages $0
Assets/Debt
Total Assets $212,108
Total Liabilities $3,625
Net Assets $208,483

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$196,931
Expenses
$191,796
Net Income
$5,135
Net Assets
$146,610
Notable Sources of Revenue Percent of Total Revenue
Contributions $193,590
98.3%
Program Services $0
Investment Income $3,341
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $15,136
7.9%
Other Salaries and Wages $0
Assets/Debt
Total Assets $150,975
Total Liabilities $4,365
Net Assets $146,610

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$276,774
Expenses
$218,253
Net Income
$58,521
Net Assets
$141,475
Notable Sources of Revenue Percent of Total Revenue
Contributions $273,494
98.8%
Program Services $0
Investment Income $3,280
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $29,180
13.4%
Other Salaries and Wages $0
Assets/Debt
Total Assets $144,305
Total Liabilities $2,830
Net Assets $141,475

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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