OKLAHOMA POLICY INC (EIN 331178624) - 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

2007

Legal Domicile

Principal Officer

JEFFREY BERRONG

Phone

9187943944

Tax Period

2023-01-01 to 2023-12-31

OKLAHOMA POLICY INC, founded in 2007, is a community nonprofit in the Civil Rights & Advocacy sector that reported $2.0M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $2.3M exceeded revenue, resulting in a 16% operating deficit.

Mission

PROVIDE INDEPENDENT ANALYSIS AND IDEAS ON STATE POLICY AND BUDGET.

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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 $1,925,750

Program Service Revenue $5,400

Investment Income $44,323

Other Revenue $698

TOTAL REVENUE $1,976,171

Expense Breakdown

Grants Paid $31,400

Salaries & Benefits $1,810,187

Fundraising Expenses $138,147

Program Expenses $1,912,875

Other Expenses $447,606

TOTAL EXPENSES $2,289,193

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,976,171	$2,124,650	-0.1%
Expenses	$2,289,193	$2,270,776	+0.0%
Net Income	$-313,022	$-146,126	+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

$130,216

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF BERRONG	BOARD CHAIRMAN	5.00	Officer Director	$0	$0	$0
CAROLINE GUERRA WOLF	VICE CHAIRMAN OF THE BOARD	3.00	Officer Director	$0	$0	$0
KELSEY KARPER	SECRETARY OF THE BOARD	2.00	Officer Director	$0	$0	$0
REBECCA THOMPSON	BOARD TREASURER	4.00	Officer Director	$0	$0	$0
SUSAN BYNUM	BOARD MEMBER	2.00	Director	$0	$0	$0
ASHLEY HARRIS PHILIPPSEN	BOARD MEMBER	2.00	Director	$0	$0	$0
KIM HOLLAND	BOARD MEMBER	2.00	Director	$0	$0	$0
RODGER KERR	BOARD MEMBER	2.00	Director	$0	$0	$0
ROGER KNAK	BOARD MEMBER	2.00	Director	$0	$0	$0
BEVERLY CARMICHAEL	BOARD MEMBER	2.00	Director	$0	$0	$0
GARRETT KING	BOARD MEMBER	2.00	Director	$0	$0	$0
SHILOH KANTZ	EXECUTIVE DIRECTOR	40.00	Officer	$118,343	$11,873	$130,216

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	$1,976,171	$2,289,193	$1,743,575	$-313,022
2022	$2,124,650	$2,270,776	$1,990,934	$-146,126
2021	$3,025,973	$1,990,622	$2,126,179	$1,035,351
2020	$2,160,801	$1,972,329	$1,330,662	$188,472
2019	$1,665,342	$2,006,231	$1,146,225	$-340,889
2018	$2,555,748	$1,332,153	$1,864,715	$1,223,595

OKLAHOMA POLICY INC