Western Oklahoma State College Foundation Inc (EIN 237409802) - 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

1974

Legal Domicile

Principal Officer

Monica Taylor

Phone

5804777706

Tax Period

2024-07-01 to 2025-06-30

Western Oklahoma State College Foundation Inc, founded in 1974, is a small nonprofit that reported $606K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $223K, a strong 37% operating margin.

Mission

Provide scholarships to WOSC students and financial support to WOSC

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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 $242,304

Program Service Revenue $0

Investment Income $342,083

Other Revenue $21,763

TOTAL REVENUE $606,150

Expense Breakdown

Grants Paid $289,701

Salaries & Benefits $9,103

Fundraising Expenses $0

Program Expenses $289,701

Other Expenses $84,843

TOTAL EXPENSES $383,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$606,150	$731,135	-0.2%
Expenses	$383,647	$345,691	+0.1%
Net Income	$222,503	$385,444	-0.4%

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

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

$110,990

Total Directors

$179,455

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chad Wiginton	Trustee	1.00	Director	$0	$10,641	$179,455
Rebecca Warren	Chair	1.00	Officer Director	$0	$0	$0
Krystal Martin	Vice Chair	1.00	Officer Director	$0	$0	$0
Clint Abernathy	Trustee	1.00	Director	$0	$0	$0
Dustin Balderas	Trustee	1.00	Director	$0	$0	$0
Justin Lewis	Trustee	1.00	Director	$0	$0	$0
Nancy Davidson	Trustee	1.00	Director	$0	$0	$0
Micky Lively	Trustee	1.00	Director	$0	$0	$0
Rick Holder	Trustee	1.00	Director	$0	$0	$0
Jeff Wilmes	Trustee	1.00	Director	$0	$0	$0
Shelby Lucas	Trustee	1.00	Director	$0	$0	$0
Monica Taylor	Director of Dev. & Alumni	38.00	Officer	$0	$12,359	$72,507
Larry Duffy	Executive Secretary	6.00	Officer	$9,103	$0	$38,483

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	$606,150	$383,647	$8,281,079	$222,503
2024	$731,135	$345,691	$7,816,496	$385,444
2023	$445,203	$268,452	$7,225,188	$176,751
2022	$469,698	$222,809	$6,931,692	$246,889
2021	$470,182	$251,752	$7,187,415	$218,430
2020	$349,449	$219,747	$6,742,434	$129,702
2019	$537,595	$307,336	$6,616,884	$230,259

Western Oklahoma State College Foundation Inc