Ozark Research Institute Inc

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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

1992

Legal Domicile

Principal Officer

Gladys McCoy

Tax Period

2023-01-01 to 2023-12-31

Ozark Research Institute Inc, founded in 1992, is a micro nonprofit in the Social Science sector that reported $79K in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $89K exceeded revenue, resulting in a 11% operating deficit.

Mission

Ozark Research Institutes mission is to serve humanity through education, healing, spiritual awakening and holistic research.

Program Service Accomplishments

Program 1

Expenses: $63,118

Over 2500 members worldwide receive a wide range of benefits including a subscription to the quarterly publication : Journal of the Ozark Research Institute.Ozark Research Institute provides hope and healing through education and treatment in the latest holistic disciplines. The organization offers cutting edge research into the power of the mind while providing a safe nurturing and healing environment to its members.A Healing Circle meditation group meets once a week. A one hour free lecture is presented once a month.

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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 $27,018

Program Service Revenue $49,166

Investment Income $1,356

Other Revenue $1,905

TOTAL REVENUE $79,445

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,424

Fundraising Expenses $0

Program Expenses $63,118

Other Expenses $41,145

TOTAL EXPENSES $88,569

Year-over-Year Comparison

	2023	2022	Change
Revenue	$79,445	$172,418	-0.5%
Expenses	$88,569	$79,388	+0.1%
Net Income	$-9,124	$93,030	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Weedn	Membership Director	2.00	Director	$0	$0	$0
Gladys McCoy	PresidentTreasurer	20.00	Officer Director	$0	$0	$0
Kathleen Hale	Secretary	2.00	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
2024	No data	No data	No data	No data
2023	$79,445	$88,569	$367,539	$-9,124
2022	$172,418	$79,388	$378,004	$93,030
2021	$90,108	$88,431	$287,215	$1,677
2020	$71,845	$82,827	$284,142	$-10,982
2019	$81,400	$88,031	$296,499	$-6,631
2018	$72,656	$81,442	$301,965	$-8,786