OREGON ELKS ASSOCIATION TRUST

EIN: 931117289 501(c)(3) Education

PORTLAND, OR

Total Revenue
$538,674
Total Expenses
$405,656
Total Assets
$1,561,719
Net Assets
$1,561,719
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1905
Legal Domicile
OR
Principal Officer
STEVEN MALONE
Phone
5037168668
Tax Period
2024-04-01 to 2025-03-31

OREGON ELKS ASSOCIATION TRUST, founded in 1905, is a small nonprofit in the Education sector that reported $539K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $133K, a strong 25% operating margin.

Mission

FUNDING FOR VARIOUS ORGANIZATIONS PROVIDING HEALTHCARE AND RELATED SERVICES, AND EDUCATIONAL ASSISTANCE TO STUDENTS ATTENDING INSTITUTIONS OF HIGHER EDUCATION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $456,973
Program Service Revenue $0
Investment Income $39,562
Other Revenue $42,139
TOTAL REVENUE $538,674

Expense Breakdown

Grants Paid $298,918
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $333,325
Other Expenses $106,738
TOTAL EXPENSES $405,656

Year-over-Year Comparison

2024 2023 Change
Revenue $538,674 $420,867 +0.3%
Expenses $405,656 $295,043 +0.4%
Net Income $133,018 $125,824 +0.1%
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

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
10

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
8
$41,315
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
C BLAKE WHITSON VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
DAVID BACKLUND 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
STEVEN MALONE PRESIDENT 1.00
Officer
$0 $0 $0
DON LEWIS TREASURER 1.00
Officer
$0 $0 $0
EMMA PLETZ SECRETARY 1.00
Officer
$0 $2,615 $41,315
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 $538,674 $405,656 $1,561,719 $133,018
2024 $420,867 $295,043 $1,442,743 $125,824
2023 $472,333 $264,349 $1,258,712 $207,984
2022 $379,744 $419,140 $1,178,461 $-39,396
2021 $2,869,176 $2,554,004 $1,030,475 $315,172
2018 $2,644,481 $2,595,123 $620,714 $49,358
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