ADAM-OKC ENERGY FORUM INC (EIN 464739255) - 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

2014

Legal Domicile

Principal Officer

KALEB SHARP

Phone

4052349532

Tax Period

2023-01-01 to 2023-12-31

ADAM-OKC ENERGY FORUM INC, founded in 2014, is a micro nonprofit in the Community Improvement sector that reported $15K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5K, a strong 37% operating margin.

Mission

ADAM-OKC ENERGY FORUM IS A NETWORKING ORGANIZATION THAT IS FOCUSED ON BRINGING OIL AND GAS PROFESSIONALS IN THE ACQUISITIONS, DIVESTITURES AND MERGERS (ADAM) ARENA TOGETHER TO FURTHER INDUSTRY BUSINESS DEVELOPMENT IN A RELAXED, ENJOYABLE SOCIABLE ENVIRONMENT.

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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 $14,689

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $14,689

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,744

Other Expenses $9,256

TOTAL EXPENSES $9,256

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,689	$12,016	+0.2%
Expenses	$9,256	$10,261	-0.1%
Net Income	$5,433	$1,755	+2.1%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT BEAVERS	SOCIAL CHAIR	1.00	Officer Director	$0	$0	$0
DON BURDICK	ADVISORY	1.00	Officer Director	$0	$0	$0
JEREMY FITZPATRICK	VP PROGRAMS	1.00	Officer Director	$0	$0	$0
ETHAN HOUSE	VP COMMUNICA	1.00	Officer Director	$0	$0	$0
DUSTIN LEWIS	VP MEMBERSHI	1.00	Officer Director	$0	$0	$0
HEATHER POWELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
KALEB SHARP	TREASURER	1.00	Officer Director	$0	$0	$0
GREG SHEPHERD	SOCIAL CHAIR	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$14,689	$9,256	$51,580	$5,433
2022	$12,016	$10,261	$46,147	$1,755
2021	$5,617	$7,208	$44,392	$-1,591
2020	$22,571	$8,427	$45,983	$14,144
2019	$30,434	$13,692	$31,839	$16,742
2018	$33,331	$25,068	$15,097	$8,263

ADAM-OKC ENERGY FORUM INC