OKLAHOMA STATE MEDICAL ASSOCIATION (EIN 730384245) - 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

1905

Legal Domicile

Principal Officer

R KEVIN MOORE MD

Phone

4056019571

Tax Period

2024-01-01 to 2024-12-31

OKLAHOMA STATE MEDICAL ASSOCIATION, founded in 1905, is a community nonprofit that reported $8.1M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Net assets of $133.8M represent 197 months of operating reserves.

Mission

OSMA'S VISION IS TO BE THE LEADING VOICE IN HEALTH CARE FOR OKLAHOMA'S PATIENTS, FAMILIES AND PHYSICIANS. OSMA'S MISSION IS BETTER HEALTH FOR 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $611,120

Investment Income $7,358,831

Other Revenue $175,609

TOTAL REVENUE $8,145,560

Expense Breakdown

Grants Paid $175,600

Salaries & Benefits $1,652,901

Fundraising Expenses $0

Program Expenses $6,932,345

Other Expenses $6,390,129

TOTAL EXPENSES $8,218,630

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,145,560	$9,499,863	-0.1%
Expenses	$8,218,630	$4,574,659	+0.8%
Net Income	$-73,070	$4,925,204	-1.0%

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

$64,201

Total Directors

$72,403

Key Employees

$256,233

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WESLEY D GLINSMANN	EXECUTIVE DI	40.00	Key Emp	$256,233	$0	$256,233
EDGAR BOYD JR MD	PRESIDENT	2.00	Officer Director	$22,503	$0	$22,503
R KEVIN MOORE MD	SECRETARY/TR	1.00	Officer Director	$12,000	$0	$12,000
SUMIT NANDA MD	PRESIDENT EL	1.00	Officer Director	$11,100	$0	$11,100
DIANE HEATON MD	IMMEDIATE PA	2.00	Officer Director	$8,000	$0	$8,000
BRADY IBA DO	RESIDENT/FEL	1.00	Director	$4,324	$0	$4,324
JULIE STREBEL HAGER	VICE PRESIDE	1.00	Officer Director	$3,878	$0	$3,878
GEOFFREY CHOW MD	SPEAKER	1.00	Officer Director	$3,878	$0	$3,878
JEAN HAUSHEER MD	TRUSTEE	1.00	Director	$3,878	$0	$3,878
WOODY G JENKINS MD	CHAIR, BD OF	1.00	Officer Director	$2,842	$0	$2,842
REAGAN AMASON	STUDENT TRUS	1.00	Director	$0	$0	$0
ASHLEY WEEDN MD	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER EMERSON MD	TRUSTEE	1.00	Director	$0	$0	$0
DUC TU MD	TRUSTEE	1.00	Director	$0	$0	$0
JENNY BOYER MD	TRUSTEE	1.00	Director	$0	$0	$0
KAREN GOLD MD	VICE CHAIR,	1.00	Officer Director	$0	$0	$0
LARA MASHEK MD	VICE SPEAKER	1.00	Officer Director	$0	$0	$0
LESA MULLIGAN MD	TRUSTEE	1.00	Director	$0	$0	$0
LUCAS TOHO MD	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW J GRAVES MD	TRUSTEE	1.00	Director	$0	$0	$0
MUHAMMAD SANAULLAH MD	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD RIVERS MD	TRUSTEE	1.00	Director	$0	$0	$0
SHARON D'SOUZA MD	TRUSTEE	1.00	Director	$0	$0	$0
SHARON SMALLWOOD MD	TRUSTEE	1.00	Director	$0	$0	$0
T CRAIG KUPIEC II MD	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY ROBISON MD	TRUSTEE	1.00	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	$8,145,560	$8,218,630	$134,086,237	$-73,070
2023	$9,499,863	$4,574,659	$131,053,475	$4,925,204
2022	$5,267,271	$6,850,062	$119,190,032	$-1,582,791
2021	$10,140,450	$3,502,203	$139,825,404	$6,638,247
2020	$7,756,130	$3,236,220	$126,214,887	$4,519,910
2019	$5,461,002	$3,592,461	$114,670,027	$1,868,541
2018	$4,395,646	$3,224,648	$99,946,514	$1,170,998

OKLAHOMA STATE MEDICAL ASSOCIATION