Civic Intelligence

Oregon State Elks Association Trust

990 • Fiscal year 2017 • EIN 93-1117289

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 14, 2017

Organization ProfileN/A
6950 SW Hampton St Ste 232Portland, OR 97223

(503) 716-8668

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

42nd percentile

0.5%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

41st percentile

$34,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

50th percentile

3.1%

Faster asset growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

3.1%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$571,356

Up $17,127 (+3.1%) from 2016

Net Assets

Up

$571,356

Up $17,127 (+3.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin42nd percentile

Revenue

Up

$2,658,025

Up $80,135 (+3.1%) from 2016

Expenses

Down

$2,644,273

Down $71,065 (-2.6%) from 2016

Net Income

Up

$13,752

Up $151,200 (+110%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2012: $502,544Liabilities 2012: $0Net Assets 2012: $502,5442012Assets 2013: $547,792Liabilities 2013: $0Net Assets 2013: $547,7922013Assets 2014: $544,430Liabilities 2014: $0Net Assets 2014: $544,4302014Assets 2015: $686,768Liabilities 2015: $0Net Assets 2015: $686,7682015Assets 2016: $554,229Liabilities 2016: $0Net Assets 2016: $554,2292016Assets 2017: $571,356Liabilities 2017: $0Net Assets 2017: $571,3562017Assets 2018: $620,714Liabilities 2018: $0Net Assets 2018: $620,7142018Assets 2019: $636,577Liabilities 2019: $0Net Assets 2019: $636,5772019Assets 2020: $685,454Liabilities 2020: $0Net Assets 2020: $685,4542020Assets 2021: $1,030,475Liabilities 2021: $0Net Assets 2021: $1,030,4752021Assets 2022: $1,178,461Liabilities 2022: $0Net Assets 2022: $1,178,4612022Assets 2023: $1,258,712Liabilities 2023: $0Net Assets 2023: $1,258,7122023Assets 2024: $1,442,743Liabilities 2024: $0Net Assets 2024: $1,442,7432024Assets 2025: $1,561,719Liabilities 2025: $0Net Assets 2025: $1,561,7192025

Highlighted filing

2017

Assets$571,356
Liabilities$0
Net Assets$571,356
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $2,418,002Expenses 2012: $2,299,663Net Income 2012: $118,3392012Revenue 2013: $2,421,840Expenses 2013: $2,376,592Net Income 2013: $45,2482013Revenue 2014: $2,818,312Expenses 2014: $2,821,674Net Income 2014: -$3,3622014Revenue 2015: $2,933,320Expenses 2015: $2,802,532Net Income 2015: $130,7882015Revenue 2016: $2,577,890Expenses 2016: $2,715,338Net Income 2016: -$137,4482016Revenue 2017: $2,658,025Expenses 2017: $2,644,273Net Income 2017: $13,7522017Revenue 2018: $2,644,481Expenses 2018: $2,595,123Net Income 2018: $49,3582018Revenue 2019: $2,631,553Expenses 2019: $2,615,690Net Income 2019: $15,8632019Revenue 2020: $2,921,853Expenses 2020: $2,872,976Net Income 2020: $48,8772020Revenue 2021: $2,869,176Expenses 2021: $2,554,004Net Income 2021: $315,1722021Revenue 2022: $379,744Expenses 2022: $419,140Net Income 2022: -$39,3962022Revenue 2023: $472,333Expenses 2023: $264,349Net Income 2023: $207,9842023Revenue 2024: $420,867Expenses 2024: $295,043Net Income 2024: $125,8242024Revenue 2025: $538,674Expenses 2025: $405,656Net Income 2025: $133,0182025

Highlighted filing

2017

Revenue$2,658,025
Expenses$2,644,273
Net Income$13,752
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 14, 2017
Return Version
2016v3.0
Gross Receipts
$2,658,025
Mission and Program Overview

Mission

Funding for various organizations providing healthcare and related services, and educational assistance to students attending institutions of higher education.

Funding for medicine and ed

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$408,297$410,222▲ $1,925
Cash and Non-Interest-Bearing Accounts$130,471$147,125▲ $16,654
Land, Buildings, and Equipment, Net$15,461$14,009▼ $1,452
Total Assets$554,229$571,356▲ $17,127
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$531,091$549,268▲ $18,177
Unrestricted Net Assets$23,138$22,088▼ $1,050
Total Net Assets Fund Balance$554,229$571,356▲ $17,127
Total Liabilities and Net Assets / Fund Balance$554,229$571,356▲ $17,127

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,009$18,821$32,830
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleOtherTotal
Emma PletzExec Sec$34,000$34,000
Jim DoerflerTreasurer$10,678$10,678

Board Members and Trustees

NameTitle
Ginny Van LooTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,594,059
Program Service Revenue
$13,775
Investment Income
$1,975
Other Revenue
$48,216
Change in Net Assets
$13,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,550,565
Other Expenses$93,708
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,550,565--$2,550,565
Other Expenses$5,300$16,475-$16,475
Depreciation Depletion-$4,828-$4,828
Total Functional Expenses$2,559,170$85,103$0$2,644,273
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Camp Meadowood SpringsPendleton, OR501c3Operational$6,310
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

“Committee meeting makes procedural recommendations to governing body”

Form 990 governing body review Part VI line 11

“Treasurer reviews form 990 and reviews with governing body”

Conflict of interest policy compliance Part VI line 12C

“Executive Secretary and Treasurer monitors and reports to governing body any transaction that would violate conflict of interest policy. Governing body has final approval.”

CEO executive director top management comp Part VI line 15A

“The governing body reviews all key employees and their compensation package.”

Other officer or key employee compensation Part VI line 15B

“For key employees and other officer compensation the governing body reviews their compensation package.”

Governing documents etc available to public Part VI line 19

“Governing documents are available to the public and membership.”

Filing and Contact Details

Filer

Filer Name
Oregon State Elks Association Trust
EIN
93-1117289
Address
6950 SW HAMPTON ST STE 232, Portland, OR 97223

Signing Officer

Name
Jim Doerfler
Title
Treasurer
Phone
5035817485
Signed
2017-08-14
Discuss with paid preparer
No

Organization Details

Formed
1905
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Robert L Armstrong P C
Address
1100 Liberty St SE STE 1, Salem, OR 97302
Preparer
Robert L Armstrong
Phone
5033781463
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Purchase of depreciable assets for the fiscal year ending March 31,2017”

Raw XML Appendix363 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FUNDING FOR MEDICINE AND ED
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JIM DOERFLER
IRS990/BooksInCareOfDetail/PhoneNum05037168668
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06950 SW HAMPTON ST STE 232
IRS990/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097223
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0130471
IRS990/CashNonInterestBearingGrp/EOYAmt0147125
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02594059
IRS990/CYGrantsAndSimilarPaidAmt02550565
IRS990/CYInvestmentIncomeAmt01975
IRS990/CYOtherExpensesAmt093708
IRS990/CYOtherRevenueAmt048216
IRS990/CYProgramServiceRevenueAmt013775
IRS990/CYRevenuesLessExpensesAmt013752
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02644273
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02658025
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04828
IRS990/DepreciationDepletionGrp/TotalAmt04828
IRS990/Desc0PROVISION FOR FUNDS AND EQUIPMENT FOR MEDICAL ANDEDUCATIONAL INSTUTIONS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02456857
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt18.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0GINNY VAN LOO
IRS990/Form990PartVIISectionAGrp/PersonNm1JIM DOERFLER
IRS990/Form990PartVIISectionAGrp/PersonNm2EMMA PLETZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110678
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt234000
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXEC SEC
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01905
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02550565
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02550565
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02658025
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01975
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01975
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018821
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015461
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014009
IRS990/LandBldgEquipCostOrOtherBssAmt032830
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt03655
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FUNDING FOR MEDICINE AND ED
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0554229
IRS990/NetAssetsOrFundBalancesEOYAmt0571356
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt03375
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc1PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc2COMMITTEE
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt063800
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116475
IRS990/OtherExpensesGrp/ProgramServicesAmt03305
IRS990/OtherExpensesGrp/ProgramServicesAmt15300
IRS990/OtherExpensesGrp/TotalAmt063800
IRS990/OtherExpensesGrp/TotalAmt13305
IRS990/OtherExpensesGrp/TotalAmt25300
IRS990/OtherExpensesGrp/TotalAmt316475
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt048216
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt048216
IRS990/OtherRevenueTotalAmt048216
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0APPEAL LETTER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013775
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS FOR DESERVING STUDENTS OF HIGHER EDUCATION ANDTRADE SCHOOLS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0102313
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt089423
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02466533
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02617105
IRS990/PYInvestmentIncomeAmt0763
IRS990/PYOtherExpensesAmt098233
IRS990/PYOtherRevenueAmt097011
IRS990/PYProgramServiceRevenueAmt013583
IRS990/PYRevenuesLessExpensesAmt0-137448
IRS990/PYTotalExpensesAmt02715338
IRS990/PYTotalRevenueAmt02577890
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt013752
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt02590404
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02563252
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0408297
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0410222
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02563252
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02452777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02840324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02710600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02221912
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012788865
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01975
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0763
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01083
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01128
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01757
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06706
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03375
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04909
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt05838
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05525
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01233
IRS990ScheduleA/OtherIncome170Grp/TotalAmt020880
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.07480
IRS990ScheduleA/PublicSupportPY170Pct00.08050
IRS990ScheduleA/PublicSupportTotal170Amt0958993
IRS990ScheduleA/SubstantialContributorsTotAmt011829872
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02563252
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02452777
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02840324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02710600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02221912
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012788865
IRS990ScheduleA/TotalSupportAmt012816451
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt014009
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018821
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt032830
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014009
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt06310
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CAMP MEADOWOOD SPRINGS
IRS990ScheduleI/RecipientTable/RecipientEIN0936033853
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1025
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Pendleton
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097801
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The monies are sent directly to the schools(universities or trade schools) fortuition assistance. If the individual does not use the money towards payingtuition then the school issues a refund to the organization.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Committee meeting makes procedural recommendations to governing body
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Treasurer reviews form 990 and reviews with governing body
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Executive Secretary and Treasurer monitors and reports to governing body any transaction that would violate conflict of interest policy. Governing body has final approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing body reviews all key employees and their compensation package.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4For key employees and other officer compensation the governing body reviews their compensation package.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing documents are available to the public and membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Purchase of depreciable assets for the fiscal year ending March 31,2017
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0531091
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0549268
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0554229
IRS990/TotalAssetsEOYAmt0571356
IRS990/TotalAssetsGrp/BOYAmt0554229
IRS990/TotalAssetsGrp/EOYAmt0571356
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02594059
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt085103
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02559170
IRS990/TotalFunctionalExpensesGrp/TotalAmt02644273
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0554229
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0571356
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02559170
IRS990/TotalProgramServiceRevenueAmt013775
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt063966
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02658025
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0554229
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0571356
IRS990/TotReportableCompRltdOrgAmt044678
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt023138
IRS990/UnrestrictedNetAssetsGrp/EOYAmt022088
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM DOERFLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05035817485
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON STATE ELKS ASSOCIATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0931117289
ReturnHeader/Filer/USAddress/AddressLine1Txt06950 SW HAMPTON ST STE 232
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097223
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0117B359ED94BB6CD30F2099383CBC1FAB3F47C51
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0117B359ED94BB6CD30F2099383CBC1FAB3F47C51
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09310352017250bmkqevo
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-09-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.25.6.242
ReturnHeader/FilingSecurityInformation/IPDt02017-09-07
ReturnHeader/FilingSecurityInformation/IPTm014:38:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931030812
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert L Armstrong P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 Liberty St SE STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097302
ReturnHeader/PreparerPersonGrp/PhoneNum05033781463
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert L Armstrong
ReturnHeader/ReturnTs02017-08-30T11:48:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$571,356
Liabilities
$0
Net assets
$571,356
Revenue
$2,658,025
Expenses
$2,644,273
Net income
$13,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.54$0.41$0.13
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.42$0.30$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.47$0.26$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.38$0.42$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$2.87$2.55$0.32
2020Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$2.92$2.87$0.05
2019Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$2.63$2.62$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$2.64$2.60$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$2.66$2.64$0.01
2016Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$2.58$2.72$0.14
2015Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$2.93$2.80$0.13
2014Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$2.82$2.82$0.00
2013Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$2.42$2.38$0.05
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$2.42$2.30$0.12