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Nonprofiteer
← ALASKA STATE ELKS CHARITABLE TRUST

Form 990 for tax year 2022

Filed by ALASKA STATE ELKS CHARITABLE TRUST.

Totals

Total revenue
$446,616
Total expenses
$378,538
Contributions and grants received
$232,010
Grants paid
$138,995
Program service revenue
$495
Investment income
$185,035
Other revenue
$29,076
Total assets, end of year
$5,353,059
Total liabilities, end of year
$61,498
Net assets or fund balances, end of year
$5,291,561
Program services expenses (Part IX)
$291,340
Management and general expenses
$87,198
Fundraising expenses
$0
Program service expenses (Part III)
$291,340

Program services were 77.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $232,010

  • 2a · Program service revenue: PIN & OTHER MERCHANDISE INCOME

    total $495 · related or exempt $495

  • 3 · Investment income

    total $98,155 · related or exempt $98,155

  • 7a · Gross sales of assets other than inventory

    securities $1,590,464

  • 7b · Less cost or other basis and sales expenses

    securities $1,503,584

  • 7c · Gain or loss

    securities $86,880

  • 7d · Net gain or loss

    total $86,880 · related or exempt $86,880

  • 9a · Gaming: gross income

    $74,825

  • 9b · Gaming: direct expenses

    $46,122

  • 9c · Net income from gaming

    total $28,703 · excluded $28,703

  • 11a · Other revenue: DOGS TO LODGES FOR RESALE

    total $292 · related or exempt $292

  • 11b · Other revenue: PRESIDENTS SLED

    total $81 · related or exempt $81

  • 11e · Other revenue, total

    $373

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $104,995 · program services $104,995

  • 2 · Grants to domestic individuals

    total $34,000 · program services $34,000

  • 5 · Compensation of officers, directors and key employees

    total $5,000 · management and general $5,000

  • 11c · Fees: accounting

    total $2,241 · management and general $2,241

  • 11f · Fees: investment management

    total $42,168 · program services $5,000 · management and general $37,168

  • 11g · Fees: other

    total $7,800 · management and general $7,800

  • 17 · Travel

    total $11,601 · management and general $11,601

  • 23 · Insurance

    total $1,381 · management and general $1,381

  • 24a · Other expenses: FUNCTIONAL EXPENSES

    total $37,168 · program services $37,168

  • 24b · Other expenses: DONATIONS

    total $33,500 · program services $33,500

  • 24c · Other expenses: WOUNDED VETERANS

    total $32,684 · program services $32,684

  • 24d · Other expenses: ADMINISTRATIVE EXPENSES

    total $22,007 · management and general $22,007

  • 24e · All other expenses

    total $43,993 · program services $43,993

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $208,122 · end of year $181,609

  • 2 · Savings and temporary cash investments

    beginning of year $617,082 · end of year $412,824

  • 8 · Inventories for sale or use

    beginning of year $12,516 · end of year $12,516

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,008 · end of year $10,095

  • 11 · Investments: publicly traded securities

    beginning of year $4,554,389 · end of year $4,736,015

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,688 · end of year $2,813

  • 19 · Deferred revenue

    beginning of year $99,946 · end of year $58,685

  • 27 · Net assets without donor restrictions

    beginning of year $5,289,483 · end of year $5,291,561

Mission and programs · 2022

Mission

STATEWIDE ORGANIZATION OF FRATERNAL ELKS LODGES WORKING TOGETHER TO IMPROVE THE QUALITY OF LIFE FOR OUR YOUTH, VETERANS, AND CITIZENS OF THE STATE OF ALASKA BY PROVIDING MONETARY DONATIONS, VOLUNTEERS AND OTHER ASSISANCE AS NEEDED.

Activities or mission (Part I)

PROVIDE FOR CHARITABLE EDUCATION AND OTHER PROGRAMS WITHIN IRS(C)(3) SPONSORED BY ALASKA STATE ELKS OR BPOE OF THE USA.

  • PROVIDED CHARITABLE DONATIONS TO THE ALASKA ELKS ASSOCIATION MAJOR PROJECT AND CHARITABLE ACTIVITIES.

    Expenses $291,340 · Grants $138,995 · Revenue $185,903

As filed on the 2022 return.

Listed in Part VII

  • Jan Jonker

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Jon Lowrance

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Lori Lynch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • W Michael Southcott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Rick Eckert

    TRUSTEE CHAIR

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • SITKA ELKS LODGE

    $7,500

    TO SUPPORT OPERATIONS OF LOCAL ELKS LODGE.

  • SOLDOTNA ELKS LODGE

    $7,500

    TO SUPPORT OPERATIONS OF LOCAL ELKS LODGE.

  • PETERSEBURG ELKS LODGE

    $7,500

    TO SUPPORT OPERATIONS OF LOCAL ELKS LODGE.

  • EAGLE RIVER ELKS LODGE

    $7,500

    TO SUPPORT OPERATIONS OF LOCAL ELKS LODGE.

  • VALDEZ ELKS LODGE

    $7,500

    TO SUPPORT OPERATIONS OF LOCAL ELKS LODGE.

  • SKAGWAY ELKS LODGE

    $7,500

    TO SUPPORT OPERATIONS OF LOCAL ELKS LODGE.

  • KODIAK ELKS LODGE

    $7,500

    TO SUPPORT OPERATIONS OF LOCAL ELKS LODGE.

  • KETCHIKAN ELKS LODGE

    $7,500

    TO SUPPORT OPERATIONS OF LOCAL ELKS LODGE.

  • ANCHORAGE ELKS LODGE

    $7,500

    TO SUPPORT OPERATIONS OF LOCAL ELKS LODGE.

  • PALMER ELKS LODGE

    $7,500

    TO SUPPORT OPERATIONS OF LOCAL ELKS LODGE.

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
27 February 2024
IRS schema version
2022v5.0
Source object
202400619349300290

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