1938 Beer Distributors Assn of Oklahoma (EIN 730382903) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1938

Legal Domicile

Principal Officer

Jody Fisher-Hennigan

Phone

4057092611

Tax Period

2025-01-01 to 2025-12-31

1938 Beer Distributors Assn of Oklahoma, founded in 1938, is a small nonprofit in the Mutual Benefit sector that reported $412K in total revenue in fiscal year 2025. The organization ran a surplus of $66K, a strong 16% operating margin.

Mission

The organization's primary exempt purpose is to promote the general welfare and advance the interest of the wholesale beer industry 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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $330,945

Investment Income $80,921

Other Revenue $520

TOTAL REVENUE $412,386

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $344,331

Other Expenses $344,331

TOTAL EXPENSES $346,831

Year-over-Year Comparison

	2025	2024	Change
Revenue	$412,386	$388,299	+0.1%
Expenses	$346,831	$311,975	+0.1%
Net Income	$65,555	$76,324	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Wilkins	Board Member	1.00	Director	$0	$0	$0
Nathan Huddleston	Board Member	1.00	Director	$0	$0	$0
Todd Robichaux	Board Member	1.00	Director	$0	$0	$0
Jody Fisher-Hennigan	President/Chair	1.00	Officer	$0	$0	$0
Matt Jett	Vice President	1.00	Officer	$0	$0	$0
Chad Hitchcock	Treasurer	1.00	Officer	$0	$0	$0
Spencer Guinn	Executive Dir.	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
2025	$412,386	$346,831	$885,804	$65,555
2024	$388,299	$311,975	$787,197	$76,324
2023	$377,713	$366,422	$665,435	$11,291
2022	$332,319	$349,033	$605,445	$-16,714
2021	$363,535	$288,005	$762,635	$75,530
2020	$311,943	$281,993	$663,596	$29,950
2019	$317,487	$334,863	$562,744	$-17,376
2018	$252,924	$340,848	$541,986	$-87,924

1938 Beer Distributors Assn of Oklahoma