Oklahoma Beer Alliance Inc (EIN 475500611) - 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

Phone

4052021360

Tax Period

2022-01-01 to 2022-12-31

Oklahoma Beer Alliance Inc, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $217K in total revenue in fiscal year 2022.

Mission

To promote the general welfare and advance the interest of the beer industry in general, and the wholesale beer industry specifically, in Oklahoma and to promote business standards and practices which enable members to operate with the greatest economy and efficiency in accordance with the highest ethical standards.

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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 (2022)

Revenue Breakdown

Contributions & Grants $216,730

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $216,730

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $104,500

Fundraising Expenses $0

Program Expenses $103,367

Other Expenses $107,270

TOTAL EXPENSES $226,770

Year-over-Year Comparison

	2022	2021	Change
Revenue	$216,730	$202,279	+0.1%
Expenses	$226,770	$205,828	+0.1%
Net Income	$-10,040	$-3,549	+1.8%

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

N/A

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

$104,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisette Barnes	President	40.00	Officer	$104,500	$0	$104,500
Lou Moreus	Chairman	1.00	Director	$0	$0	$0
Susan Taylor	Vice Chair	1.00	Director	$0	$0	$0
Dean Morrison	ViceChair Elect	1.00	Director	$0	$0	$0
Jason Hall	Treasurer	1.00	Officer	$0	$0	$0
John Davis	Secretary	1.00	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
2022	$216,730	$226,770	$63,848	$-10,040
2021	$202,279	$205,828	$73,888	$-3,549
2020	$237,206	$197,578	$77,437	$39,628

Oklahoma Beer Alliance Inc