Nonprofit · EIN 93-1117289
OREGON STATE ELKS ASSOCIATION TRUST
Tax-exempt · PORTLAND, OR 97223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $538,674 | $405,656 | $133,018 | $1,561,719 | $0 | $1,561,719 |
| March 31, 2024 | 990 | $420,867 | $295,043 | $125,824 | $1,442,743 | $0 | $1,442,743 |
| March 31, 2023 | 990 | $472,333 | $264,349 | $207,984 | $1,258,712 | $0 | $1,258,712 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $456,973
- Program service revenue
- $0
- Investment income
- $39,562
- Other revenue
- $42,139
Expenses
- Grants and similar amounts paid
- $298,918
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $7,058
- Program services (functional)
- $333,325
- Management and general (functional)
- $72,331
Balance sheet and other
- Total assets, start of year
- $1,442,743
- Total assets, end of year
- $1,561,719
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,561,719
- Publicly traded securities
- $1,222,815
- Net assets without donor restrictions
- $1,561,719
- Gross receipts
- $538,674
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1905
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EMMA PLETZ | SECRETARY Officer | 1 | $0 | $38,700 | $2,615 |
| C BLAKE WHITSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID BACKLUND | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID WHITLOCK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHARLES CAUGHLIN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT MARKS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOYCE MIDDLETON | TRUSTEE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| EDWIN KING | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RANDY MORGAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREG WILHELM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS NODURFT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN MALONE | PRESIDENT Officer | 1 | $0 | $0 | $0 |
| DON LEWIS | TREASURER Officer | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| EMMA PLETZ | SECRETARY Officer | 1 | $0 | $36,809 |
| STEVEN MALONE | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| BLAKE WHITSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DAVID BACKLUND | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DAVID WHITLOCK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES CAUGHLIN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| EDWARD PARMER | TRUSTEE CHAIR Trustee or director | 1 | $0 | $0 |
| JOYCE MIDDLETON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EDWIN KING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RANDY MORGAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG WILHELM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICK BETTENCOURT | PRESIDENT Officer | 1 | $0 | $0 |
| DON LEWIS | TRESURER Officer | 1 | $0 | $0 |
990 for the year ended March 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| EMMA PLETZ | SECRETARY Officer | 1 | $0 | $38,692 |
| NICK BETTENCOURT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| STEVEN MALONE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BLAKE WHITSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DAVID BACKLUND | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DAVID WHITLOCK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| STEVE MAY | TRUSTEE CHAIR Trustee or director | 1 | $0 | $0 |
| ED PARMER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOYCE MIDDLETON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EDWIN KING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RANDY MORGAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN ADAMS | PRESIDENT Officer | 1 | $0 | $0 |
| DON LEWIS | TRESURER Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6950 SW HAMPTON ST STE 232, PORTLAND, OR 97223-8331
- In care of
- % LEE DAVIS KELL
- Principal officer (990 for 2024)
- STEVEN MALONE, 6950 SW HAMPTON ST 232, PORTLAND, OR 97223
- Signed the 990
- DONALD LEWIS, TREASURER
- Phone
- (503) 716-8668
- Return prepared by
- APRIO ADVISORY GROUP LLC
Mission
FUNDING FOR VARIOUS ORGANIZATIONS PROVIDING HEALTHCARE AND RELATED SERVICES, AND EDUCATIONAL ASSISTANCE TO STUDENTS ATTENDING INSTITUTIONS OF HIGHER EDUCATION.
Program accomplishments
- SCHOLARSHIP - THE ORGANIZATION SPONSORS SEVERAL SCHOLARSHIP PROGRAMS TO SUPPORT STUDENTS ATTENDING INSTITUTIONS OF HIGHER EDUCATIONYE CLINIC STAFF.Expenses $137,734 · grants $135,314
- VETERANS ASSISTANCE - THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO SEVERAL FACILITIES LOCATED WITHIN THE PACIFIC NORTHWEST.Expenses $94,478 · grants $85,249
- 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 SCHOLARSHIPS, EQUIPMENT MAINTENANCE, AND DESIGNATED AND OPERATING FUNDS.Expenses $78,355 · grants $78,355
- THE ORGANIZATION SUPPORTS THE STATE-WIDE HOOP SHOOT, ONE OF THE LARGEST YOUTH ATHLETIC CONTESTS IN THE COUNTRY WITH OVER 3 MILLION KIDS PARTICIPATING ANNUALLY IN CONTESTS HELD NATIONWIDE. THE HOOP SHOOT PROGRAM IS DESIGNED TO BE FUN AND AGE APPROPRIATE, AND HELP PARTICIPANTS DEVELOP GRIT, WHICH IS THE WILL POWER TO PERSEVERE IN THE FACE OF LONG ODDS. THE ORGANIZATION ALSO OPERATES THE DRUG AWARENESS PROGRAM THAT MAKES AVAILABLE RESOURCES FOR PARENTS AND COMMUNITY MEMBERS ON THE DANGERS OF ILLEGAL DRUGS AND PROVIDES MATERIALS DESIGNED TO EDUCATE KIDS AND TEENS ON THE DANGERS OF DRUG USE.Expenses $22,758 · revenue $42,139
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 93-1117289
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $1,561,719
- Income (IRS master file)
- $538,674
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $538,674 | $405,656 | $1,561,719 | XML |
| 990 | March 2024 | $420,867 | $295,043 | $1,442,743 | XML |
| 990 | March 2023 | $472,333 | $264,349 | $1,258,712 | XML |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-1117289).
Questions about OREGON STATE ELKS ASSOCIATION TRUST
- What is the EIN of OREGON STATE ELKS ASSOCIATION TRUST?
- The employer identification number (EIN) of OREGON STATE ELKS ASSOCIATION TRUST is 93-1117289.
- Is OREGON STATE ELKS ASSOCIATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to OREGON STATE ELKS ASSOCIATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OREGON STATE ELKS ASSOCIATION TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OREGON STATE ELKS ASSOCIATION TRUST due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OREGON STATE ELKS ASSOCIATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of OREGON STATE ELKS ASSOCIATION TRUST?
- The 990 for the year ended March 31, 2025 names STEVEN MALONE.
- Who are the officers and directors of OREGON STATE ELKS ASSOCIATION TRUST?
- The 990 for the year ended March 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does OREGON STATE ELKS ASSOCIATION TRUST have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $538,674, expenses of $405,656 and total assets of $1,561,719 at year end.
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