Skip to content
Nonprofiteer
← OREGON STATE ELKS ASSOCIATION TRUST

Form 990 for tax year 2022

Filed by OREGON STATE ELKS ASSOCIATION TRUST.

Totals

Total revenue
$472,333
Total expenses
$264,349
Contributions and grants received
$392,340
Grants paid
$214,112
Program service revenue
$0
Investment income
$52,610
Other revenue
$27,383
Total assets, end of year
$1,258,712
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,258,712
Program services expenses (Part IX)
$227,042
Management and general expenses
$37,307
Fundraising expenses
$0
Program service expenses (Part III)
$227,042

Program services were 85.9% 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.

  • 1d · Related organizations

    $99,358

  • 1f · All other contributions, gifts and grants

    $292,982

  • 3 · Investment income

    total $26,636 · excluded $26,636

  • 7a · Gross sales of assets other than inventory

    securities $82,455

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

    securities $56,481

  • 7c · Gain or loss

    securities $25,974

  • 7d · Net gain or loss

    total $25,974 · excluded $25,974

  • 11a · Other revenue: OTHER MISCELLANEOUS

    total $27,383 · related or exempt $27,383

  • 11e · Other revenue, total

    $27,383

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $85,288 · program services $85,288

  • 2 · Grants to domestic individuals

    total $128,824 · program services $128,824

  • 11g · Fees: other

    total $6,750 · management and general $6,750

  • 24a · Other expenses: ADMINISTRATION FEES

    total $28,581 · management and general $28,581

  • 24b · Other expenses: OTHER MISCELLANEOUS

    total $13,329 · program services $12,930 · management and general $399

  • 24c · Other expenses: BANK FEES

    total $1,577 · management and general $1,577

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $306,681 · end of year $365,702

  • 10a · Land, buildings and equipment: cost or other basis

    $32,830

  • 10b · Land, buildings and equipment: accumulated depreciation

    $32,830

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $871,780 · end of year $893,010

  • 27 · Net assets without donor restrictions

    beginning of year $1,178,461 · end of year $1,258,712

Mission and programs · 2022

Mission

FUNDING FOR VARIOUS ORGANIZATIONS PROVIDING HEALTHCARE AND RELATED SERVICES, AND EDUCATIONAL ASSISTANCE TO STUDENTS ATTENDING INSTITUTIONS OF HIGHER EDUCATION.

  • SCHOLARSHIP - THE ORGANIZATION SPONSORS SEVERAL SCHOLARSHIP PROGRAMS TO SUPPORT STUDENTS ATTENDING INSTITUTIONS OF HIGHER EDUCATIONYE CLINIC STAFF.

    Expenses $132,271 · Grants $131,724

  • VETERANS ASSISTANCE - THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO SEVERAL VA FACILITIES LOCATED WITHIN THE PACIFIC NORTHWEST.

    Expenses $45,773 · Grants $45,773

  • CAMP MEADOWOOD - THE ORGANIZATION PROVIDES SUPPORT TO CAMP MEADOWOOD, A CAMP FOR CHILDREN AGES 6 TO 16 WHO HAVE SPEECH, LANGUAGE, OR HEARING CHALLENGES. THE ORGANIZATION PROVIDES ANNUAL FINANCIAL SUPPORT TO THE CAMP FOR SPONSORSHIPS, EQUIPMENT MAINTENANCE, AND DESIGNATED AND OPERATING FUNDS.

    Expenses $30,115 · Grants $30,115

  • THE ORGANIZATION PROVIDES SUPPORT TO THE OREGON ELKS CHILDRENS EYE CLINIC, THE NATION'S FIRST FREESTANDING PEDIATRIC EYE CLINIC PROVIDING SUPPORT TO SIGHTED AND VISUALLY IMPAIRED CHILDREN AND THEIR PARENTS. THE ORGANIZATION ALSO SUPPORTS DRUG AWARENESS AND SPORTS CHALLENGE PROGRAMS AIMED AT DEVELOPING STRONG CHARACTER IN YOUTH.

    Expenses $18,883 · Grants $6,500 · Revenue $27,383

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Nick Bettencourt

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Steven Malone

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Blake Whitson

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • David Backlund

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • David Whitlock

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Steve May

    TRUSTEE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Ed Parmer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Joyce Middleton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Edwin King

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Randy Morgan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Ben Adams

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Don Lewis

    TRESURER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Emma Pletz

    SECRETARY

    Total calculated
    $38,692
    From this org
    $0
    From related orgs
    $38,692
    Other
    $0
    Hours/week
    1 + 30 related

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

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
7 February 2024
IRS schema version
2022v5.0
Source object
202420399349301577

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.