OKLAHOMA ELKS ASSOCIATION CHARITABLE TRUST (EIN 731436266) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Phone

5803321636

Tax Period

2024-04-01 to 2025-03-31

OKLAHOMA ELKS ASSOCIATION CHARITABLE TRUST, founded in 1993, is a small nonprofit in the Human Services sector that reported $188K in total revenue in fiscal year 2024. The organization ran a surplus of $63K, a strong 33% operating margin.

Mission

TO SUPPORT THE FRATERNAL PROGRAMS OF THE OKLAHOMA ELKS ASSOCIATION INCLUDING YOUTH ACTIVITIES, DRUG AWARENESS, DISASTER RELIEF, SCHOLARSHIPS AND VETERAN SERVICES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $134,217

Program Service Revenue $0

Investment Income $43,744

Other Revenue $10,031

TOTAL REVENUE $187,992

Expense Breakdown

Grants Paid $118,435

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $118,435

Other Expenses $6,855

TOTAL EXPENSES $125,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,992	$176,934	+0.1%
Expenses	$125,290	$171,262	-0.3%
Net Income	$62,702	$5,672	+10.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD MEDLIN	TRUSTEE	1.00	Director	$0	$0	$0
GARY LASSITER	TRUSTEE	1.00	Director	$0	$0	$0
STEVE WILLIAMSON	TRUSTEE	1.00	Director	$0	$0	$0
JIMMY TILLEY	TRUSTEE	1.00	Director	$0	$0	$0
JOE BOYKIN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL E PIPPENGER	TREASURER	4.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$187,992	$125,290	$1,616,848	$62,702
2024	$176,934	$171,262	$1,314,714	$5,672
2023	$133,036	$123,466	$1,298,694	$9,570
2022	$195,945	$148,518	$1,287,630	$47,427
2021	$154,489	$71,676	$1,197,188	$82,813
2020	$197,912	$134,527	$1,095,141	$63,385
2019	$123,202	$91,091	$924,607	$32,111
2018	$112,293	$96,031	$888,260	$16,262

OKLAHOMA ELKS ASSOCIATION CHARITABLE TRUST