Lawton Heritage Association Inc

🔒

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

1973

Legal Domicile

Principal Officer

Mary J Jones

Phone

5805120900

Tax Period

2024-07-01 to 2025-06-30

Lawton Heritage Association Inc, founded in 1973, is a micro nonprofit that reported $67K in total revenue in fiscal year 2024. Revenue fell 68% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $39K, a strong 58% operating margin.

Mission

Foster a love for local history. To revere the memory of those pioneers who blazed the way for present civilization and progress; to promote historic preservation in the community and reviatlization of surrounding neighborhoods; and to provide a public facility for civic and social activities

Program Service Accomplishments

Program 1

Expenses: $23,386 Revenue: $1,334

The organization provided guided tours to include the history of the Mattie Beal home and Lawton Oklahoma. These tours served hundreds of people. The organization also reached countless numbers of...

The organization provided guided tours to include the history of the Mattie Beal home and Lawton Oklahoma. These tours served hundreds of people. The organization also reached countless numbers of people by hosting events on the premises, including Mattie Beal Portrayals, Living History Project, and a Grade School History Project. The various events educated the participants on the history and heritage of Mattie Beal and the City of Lawton. In addition, the Association continued ongoing maintenance and preservation of the Historical Mattie Beal Home.

🔒

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 $15,671

Program Service Revenue $1,850

Investment Income $22,941

Other Revenue $26,894

TOTAL REVENUE $67,356

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,386

Other Expenses $28,249

TOTAL EXPENSES $28,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,356	$212,269	-0.7%
Expenses	$28,249	$32,139	-0.1%
Net Income	$39,107	$180,130	-0.8%

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
Janie Brown	President	2.00	Officer Director	$0	$0	$0
Sylvia Moore	Vice President	2.00	Officer Director	$0	$0	$0
Mary Jane Jones	Treasurer	2.00	Officer Director	$0	$0	$0
Jim Whiteley	Secretary	2.00	Officer Director	$0	$0	$0
Abby Debaca	Director	1.00	Officer Director	$0	$0	$0
Michael Cornish	Director	1.00	Director	$0	$0	$0
Elizabeth James	Director	1.00	Director	$0	$0	$0
John Kennedy	Director	1.00	Director	$0	$0	$0
Yuri Schendel	Director	1.00	Director	$0	$0	$0
Sharon Stephen	Director	1.00	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
2025	$67,356	$28,249	$997,293	$39,107
2024	$212,269	$32,139	$958,586	$180,130
2023	$40,021	$25,342	$778,456	$14,679
2022	$19,542	$22,189	$763,777	$-2,647
2021	$26,045	$14,651	$766,481	$11,394
2020	$17,170	$20,967	$755,035	$-3,797
2019	$23,562	$17,602	$758,874	$5,960