OKLAHOMA ACADEMY OF PHYSICIAN ASSOCIATES INC (EIN 237452543) - 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

Phone

4052363161

Tax Period

2024-07-01 to 2025-06-30

OKLAHOMA ACADEMY OF PHYSICIAN ASSOCIATES INC, founded in 1974, is a small nonprofit that reported $726K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $150K, a strong 21% operating margin.

Mission

PROMOTION AND EDUCATION OF PHYSICIANS ASSOCIATES.

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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 $262,293

Program Service Revenue $438,562

Investment Income $25,520

Other Revenue $0

TOTAL REVENUE $726,375

Expense Breakdown

Grants Paid $0

Salaries & Benefits $232,086

Fundraising Expenses $0

Other Expenses $344,045

TOTAL EXPENSES $576,131

Year-over-Year Comparison

	2024	2023	Change
Revenue	$726,375	$631,253	+0.2%
Expenses	$576,131	$560,456	+0.0%
Net Income	$150,244	$70,797	+1.1%

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

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

Total Directors

Key Employees

$105,951

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN E THOMAS	EXECUTIVE DIRECTOR	40.00	Key Emp	$105,951	$0	$105,951
MELISSA LOFTIS	DIRECTOR	2.00	Director	$0	$0	$0
PHIL GREEN	DIRECTOR	2.00	Director	$0	$0	$0
AUDRA BALL	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE MASON	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER PUTNAM	DIRECTOR	2.00	Director	$0	$0	$0
HELGA PRICE	DIRECTOR	2.00	Director	$0	$0	$0
KEITH PLUMMER	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH DISALVATORE	DIRECTOR	2.00	Director	$0	$0	$0
JENNA SMITH	STUDENT ADVISORY PRESIDENT	2.00	Director	$0	$0	$0
SAURA DOUGLAS	PAST PRESIDENT	2.00	Officer	$0	$0	$0
JEFF BURKE	PRESIDENT	2.00	Officer	$0	$0	$0
NATASHA SIMONSON	VICE PRESIDENT	2.00	Officer	$0	$0	$0
DONALD A GUTHRIE JR	PRESIDENT ELECT	2.00	Officer	$0	$0	$0
CRISTY NIEHUES	SECRETARY	2.00	Officer	$0	$0	$0
KRISTA BARNES	TREASURER	2.00	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	$726,375	$576,131	$1,006,054	$150,244
2024	$631,253	$560,456	$854,256	$70,797
2023	$605,436	$614,765	$790,988	$-9,329
2022	$526,042	$477,482	$792,740	$48,560
2021	$529,828	$445,948	$747,371	$83,880

OKLAHOMA ACADEMY OF PHYSICIAN ASSOCIATES INC