CRAFT BREWER'S ASSOCIATION OF OKLAHOMA (EIN 474952532) - 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

2015

Legal Domicile

Principal Officer

LACY RICHARDS

Phone

4055708146

Tax Period

2021-01-01 to 2021-12-31

CRAFT BREWER'S ASSOCIATION OF OKLAHOMA, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $273K in total revenue in fiscal year 2021. The organization ran a surplus of $66K, a strong 24% operating margin.

Mission

To strengthen unify the Oklahoma brewing industry. CBAO is dedicated to educating creating awareness among legislators, regulators the general public of the issues facing the craft brewing industry in Oklahoma.

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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 (2021)

Revenue Breakdown

Contributions & Grants $139,737

Program Service Revenue $0

Investment Income $0

Other Revenue $133,654

TOTAL REVENUE $273,391

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,244

Fundraising Expenses $73,926

Program Expenses $77,714

Other Expenses $98,270

TOTAL EXPENSES $207,514

Year-over-Year Comparison

	2021	2020	Change
Revenue	$273,391	N/A	N/A
Expenses	$207,514	N/A	N/A
Net Income	$65,877	N/A	N/A

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

Total Directors

Key Employees

$92,709

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TABITHA BURWELL	EXECUTIVE DIRECTOR	040.00	Key Emp	$92,709	$0	$92,709
PATRICK LIVELY	MEMBER	005.00	Director	$0	$0	$0
LACY RICHARDS	VICE PRESIDENT-2022	001.00	Director	$0	$0	$0
LAURA HEIMAN	MEMBER	001.00	Director	$0	$0	$0
JAKE MILLER	MEMBER	001.00	Director	$0	$0	$0
SEAN MOSSMAN	MEMBER	001.00	Director	$0	$0	$0
ADAM MARSHALL	VICE PRESIDENT-2021	001.00	Officer	$0	$0	$0
ROSS HARPER	SECRETARY	001.00	Officer	$0	$0	$0
KATIE GODOY	TREASURER	001.00	Officer	$0	$0	$0
EVAN SMITH	PRESIDENT	005.00	Officer	$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
2021	$273,391	$207,514	$132,996	$65,877

CRAFT BREWER'S ASSOCIATION OF OKLAHOMA