OREGON STATE ELKS ASSOCIATION (EIN 930503477) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1905

Legal Domicile

Principal Officer

STEVEN MALONE

Phone

5037168668

Tax Period

2024-04-01 to 2025-03-31

OREGON STATE ELKS ASSOCIATION, founded in 1905, is a small nonprofit that reported $365K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 24% operating margin.

Mission

SERVE ELKS LODGES IN OREGON.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $171,138

Program Service Revenue $149,810

Investment Income $41,805

Other Revenue $1,971

TOTAL REVENUE $364,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,189

Fundraising Expenses $0

Other Expenses $230,955

TOTAL EXPENSES $276,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$364,724	$242,370	+0.5%
Expenses	$276,144	$190,884	+0.4%
Net Income	$88,580	$51,486	+0.7%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

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

$41,315

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
C BLAKE WHITSON	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
DAVID BACKLAND	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID WHITLOCK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES CAUGHLIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT MARKS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOYCE MIDDLETON	TRUSTEE CHAIR	1.00	Director	$0	$0	$0
EDWIN KING	TRUSTEE	1.00	Director	$0	$0	$0
RANDY MORGAN	TRUSTEE	1.00	Director	$0	$0	$0
GREG WILHELM	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS NODURFT	TRUSTEE	1.00	Director	$0	$0	$0
EMMA PLETZ	EXECUTIVE SECRETARY	40.00	Officer	$38,700	$2,615	$41,315
STEVEN MALONE	PRESIDENT	1.00	Officer	$0	$0	$0
DONALD LEWIS	TREASURER	1.00	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	$364,724	$276,144	$2,683,060	$88,580
2024	$242,370	$190,884	$2,607,011	$51,486
2023	$248,548	$307,089	$2,397,805	$-58,541
2022	$203,638	$999,015	$2,680,439	$-795,377
2021	$1,129,303	$254,486	$2,383,754	$874,817
2018	$172,222	$149,886	$450,250	$22,336

OREGON STATE ELKS ASSOCIATION