OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR (EIN 266446090) - 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

2008

Legal Domicile

Phone

4052972307

Tax Period

2022-07-01 to 2023-06-30

OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR, founded in 2008, is a mid-sized nonprofit in the Mutual Benefit sector that reported $29.1M in total revenue in fiscal year 2022. Net assets of $94.9M represent 39 months of operating reserves.

Mission

To provide healthcare benefits to the retirees of the City of Oklahoma City OK.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $26,188,912

Investment Income $2,941,072

Other Revenue $0

TOTAL REVENUE $29,129,984

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,489,147

Other Expenses $469,730

TOTAL EXPENSES $28,489,147

Year-over-Year Comparison

	2022	2021	Change
Revenue	$29,129,984	$29,923,706	0.0%
Expenses	$28,489,147	$24,643,895	+0.2%
Net Income	$640,837	$5,279,811	-0.9%

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

Total Directors

$632,639

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brent Bryant	Chairman	2.00	Director	$0	$0	$195,380
Laura Johnson	Trustee	2.00	Director	$0	$0	$242,279
Aimee Maddera	Trustee	2.00	Director	$0	$0	$194,980
Neil Garrsion	Trustee	1.00	Director	$0	$0	$0
Dianna Berry	Trustee	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$29,129,984	$28,489,147	$97,796,515	$640,837
2022	$29,923,706	$24,643,895	$88,219,647	$5,279,811
2021	$43,783,887	$23,177,915	$100,143,229	$20,605,972

OKLAHOMA CITY OTHER POST EMPLOYMENT BENEFITS TR