OKLAHOMA ACHIEVES INC (EIN 463339694) - 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

2013

Legal Domicile

Principal Officer

CHAD WARMINGTON

Phone

4052353669

Tax Period

2019-01-01 to 2019-12-31

OKLAHOMA ACHIEVES INC, founded in 2013, is a small nonprofit that reported $162K in total revenue in fiscal year 2019. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $50K, a strong 31% operating margin.

Mission

TO ENGAGE BUSINESS LEADERS IN THE DEVELOPMENT OF EDUCATION POLICIES THAT WILL MATCH OUR K-12 EDUCATION SYSTEM TO THE NEEDS OF TOMORROW'S WORKFORCE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $160,000

Program Service Revenue $0

Investment Income $2,027

Other Revenue $0

TOTAL REVENUE $162,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,204

Other Expenses $111,600

TOTAL EXPENSES $111,600

Year-over-Year Comparison

	2019	2018	Change
Revenue	$162,027	$179,279	-0.1%
Expenses	$111,600	$179,118	-0.4%
Net Income	$50,427	$161	+312.2%

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

$594,333

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER BEVERAGE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BOREN	DIRECTOR	1.00	Director	$0	$0	$0
BILL W BURGESS JR	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA C COOK	DIRECTOR	1.00	Director	$0	$0	$0
BURNS HARGIS	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL G KEATING	DIRECTOR	1.00	Director	$0	$0	$0
PHIL KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
LARRY MOCHA	DIRECTOR	1.00	Director	$0	$0	$0
J LARRY NICHOLS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID RAINBOLT	DIRECTOR	1.00	Director	$0	$0	$0
STEVE TURNBO	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LEPARD	EXECUTIVE DIRECTOR	40.00	Officer	$0	$29,586	$137,183
FRED MORGAN	DIRECTOR	1.00	Officer	$0	$94,250	$457,150

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
2019	$162,027	$111,600	$234,714	$50,427

OKLAHOMA ACHIEVES INC