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SOMERVILLE ELKS CHARITABLE TRUST INC

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Public IRS 990 nonprofit record

SOMERVILLE ELKS CHARITABLE TRUST INC

EIN 45-1715479 · Public Foundations (T30)

What they do

THE TRUST is ORGANIZED for CHARITABLE, and CIVIC PURPOSES, for THE BENEFIT of THE COMMUNITY AT LARGE. THE TRUST is ORGANIZED to BE THE CHARITABLE FUND RAISING ARM of THE SOMERVILLE ELKS LODGE. THE CHARITABLE ACTIVITIES PROVIDE SUPPORT and SUBSIDY to THE HANDICAPPED CHILDRENS PROGRAM AT THE ELKS FACILITIES, WHICH PROVIDE TREATMENTS for CHILDREN or LOVED ONES WITH SEVERE HANDICAPS or MEDICAL ISSUES. THE LODGES CIVIC ACTIVITIES HELP PROMOTE COMMUNITY PROGRAMS for THE BENEFIT of THE COMMUNITY AT LARGE.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $94.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders8 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

91.85%of revenue went to mission work94.6% of expenses · Program services
$97.14spent for every $100 of revenueRevenue covered expenses this year.
5.29%of revenue went to management and office costs5.4% of expenses
$1.81in assets for every $1 spent this yearSome assets cannot be spent right away.
81.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$190,335
Mission workProgram services$174,82191.85% of revenue94.6% of expenses
ManagementOffice and general costs$10,0685.29% of revenue5.4% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$5,4462.86% of revenueShown in gray on the chart
Total expenses$184,88997.14% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 94.6% mission · 5.4% management · 0.0% fundraisingTotal expenses: 97.14% of revenue
2023Expense mix: 384.8% mission · 0.0% management · 0.0% fundraisingTotal expenses: 32.75% of revenue
2022Expense mix: 108.0% mission · 3.3% management · 0.0% fundraisingTotal expenses: 88.88% of revenue
2021Expense mix: 103.1% mission · 3.8% management · 0.0% fundraisingTotal expenses: 75.54% of revenue
2020Expense mix: 96.3% mission · 3.7% management · 0.0% fundraisingTotal expenses: 161.54% of revenue

Money in and money out

Revenue$190,335
Expenses$184,889
Annual surplus $5,446 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$174,821 · 94.6% of expenses
Management and office costs$10,068 · 5.4% of expenses
See all reported dollar amounts
Revenue$190,335
Expenses$184,889
Assets$333,740
Income$217,835
Contributions$154,357
Mission work (program services)$174,821
Management and general$10,068
Stocks and bonds$132,947
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (8)

BRIAN BRENNANCHAIRMAN

CARMEN ROTELLATRUSTEE

CONNOR GRADEEXALTED RULER

CYNTHIA FREUNDSECRETARY

JIM DALEYTRUSTEE

JOE KEATINGTRUSTEE

JOHN HEGEDUSTRUSTEE

MORTON LAZARUSTREASURER

About this charity

Recognized since
January 2011
Location
375 Union Avenue Route 28, Bridgewater, NJ 08807
County
Somerset
In care of
Connor Grade
Primary officer
Connor Grade, Exalted Ruler

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
April 1, 2024
Return type
990
Tax preparer
MOREY NEE BUCK & OSWALD LLC
NTEE classification
Public Foundations (T30)
IRS tax category
Public Foundations

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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