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 BettencourtNICK BETTENCOURT
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Steven MaloneSTEVEN MALONE
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Blake WhitsonBLAKE WHITSON
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
David BacklundDAVID BACKLUND
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
David WhitlockDAVID WHITLOCK
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Steve MaySTEVE MAY
TRUSTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ed ParmerED PARMER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Joyce MiddletonJOYCE MIDDLETON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Edwin KingEDWIN KING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Randy MorganRANDY MORGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ben AdamsBEN ADAMS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Don LewisDON LEWIS
TRESURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Emma PletzEMMA 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
-
FINANCIAL SUPPORT OF THE CHILDREN'S EYE CLINIC AT THE OREGON HEALTH AND SCIENCE UNIVERSITY.
-
OPERATIONAL SUPPORT.
-
OPERATIONAL SUPPORT.
-
OPERATIONAL SUPPORT.
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.
-
501(C)(3) · SUPPORT OF THE OREGON STATE ELKS VISUAL COMMITTEE CHILDREN'S PROGRAM · OR
-
501(C)(8) & (C)(10) · FRATERNAL ORGANIZATION COMMITTED TO THE IDEALS OF CHARITY AND PATRIOTISM. · OR
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420399349301577
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