Action Plan Oklahoma Inc (EIN 202195663) - 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

2005

Legal Domicile

Principal Officer

Steve Cox

Phone

4052866558

Tax Period

2024-01-01 to 2024-12-31

Action Plan Oklahoma Inc, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $300K in total revenue in fiscal year 2024. Revenue fell 88% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $116K, a strong 39% operating margin.

Mission

Nonpartisan, not for profit corporation dedicated to providing pertinent information to the general public regarding economic and social issues affecting the state of Oklahoma.

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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 $300,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $300,000

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $181,653

Other Expenses $133,794

TOTAL EXPENSES $183,794

Year-over-Year Comparison

	2024	2023	Change
Revenue	$300,000	$2,455,000	-0.9%
Expenses	$183,794	$127,239	+0.4%
Net Income	$116,206	$2,327,761	-1.0%

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

N/A

Volunteers

N/A

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
Drew Bond	Secretary	0.50	Officer Director	$0	$0	$0
Steve Cox	Chairman	0.50	Officer Director	$0	$0	$0
Mike Gragg	Vice Chair	0.50	Officer Director	$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
2024	$300,000	$183,794	$2,772,309	$116,206
2023	$2,455,000	$127,239	$2,656,103	$2,327,761
2022	$450,100	$320,543	$328,342	$129,557
2021	$400,000	$233,350	$198,785	$166,650
2020	$305,000	$287,806	$32,135	$17,194
2019	$10,000	$280,454	$14,941	$-270,454
2018	$250,000	$143,537	$285,395	$106,463

Action Plan Oklahoma Inc