Public Health Institute of Oklahoma (EIN 300230304) - 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

2004

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Public Health Institute of Oklahoma, founded in 2004, is a small nonprofit in the Health Care sector that reported $855K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $209K, a strong 24% operating margin.

Mission

To facilitate public health improvements.

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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 (2023)

Revenue Breakdown

Contributions & Grants $583,446

Program Service Revenue $227,479

Investment Income $12,651

Other Revenue $31,876

TOTAL REVENUE $855,452

Expense Breakdown

Grants Paid $27,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $527,127

Other Expenses $619,174

TOTAL EXPENSES $646,674

Year-over-Year Comparison

	2023	2022	Change
Revenue	$855,452	$616,715	+0.4%
Expenses	$646,674	$613,146	+0.1%
Net Income	$208,778	$3,569	+57.5%

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
Lynn V Mitchell	Director	2.00	Director	$0	$0	$0
Allison Dodson	Director	2.00	Officer Director	$0	$0	$0
Toni R Frioux	Treasurer	2.00	Officer Director	$0	$0	$0
Lana Shaffer	Secretary	2.00	Officer Director	$0	$0	$0
Neil Hann	President	2.00	Officer Director	$0	$0	$0
Gaylene Stiles	Past President	2.00	Officer Director	$0	$0	$0
Jill Hazeldine	Executive Director	30.00	Key Emp	$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	No data	No data	No data	No data
2023	$855,452	$646,674	$553,000	$208,778
2022	$616,715	$613,146	$464,951	$3,569
2021	$283,193	$213,591	$310,073	$69,602

Public Health Institute of Oklahoma