OKLAHOMA TELEPHONE ASSOCIATION (EIN 730384315) - 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

1935

Legal Domicile

Principal Officer

TOM KARALIS

Phone

4055257700

Tax Period

2025-01-01 to 2025-12-31

OKLAHOMA TELEPHONE ASSOCIATION, founded in 1935, is a small nonprofit that reported $399K in total revenue in fiscal year 2025. Expenses of $349K left a modest 12% surplus.

Mission

TO PROMOTE THE COMMON INTEREST OF ALL ASSOCIATION MEMBERS, TO EDUCATE THE GENERAL PUBLIC ABOUT THE TELECOMMUNICATIONS INDUSTRY AND ITS PROGRAMS AND TO ENHANCE THE PUBLIC'S KNOWLEDGE AND PERCEPTION OF THE TELECOMMUNICATIONS INDUSTRY AND ASSOCIATION MEMBERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $159,525

Investment Income $63,904

Other Revenue $175,615

TOTAL REVENUE $399,044

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,629

Fundraising Expenses $0

Program Expenses $216,139

Other Expenses $200,615

TOTAL EXPENSES $349,244

Year-over-Year Comparison

	2025	2024	Change
Revenue	$399,044	$401,531	0.0%
Expenses	$349,244	$375,130	-0.1%
Net Income	$49,800	$26,401	+0.9%

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

$105,248

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANA WALLACE	PRESIDENT	0.50	Officer	$0	$0	$0
JILL KUEHNY	1ST VICE PRE	0.50	Officer	$0	$0	$0
BLAKE CALLAHAN	2ND VICE PRE	0.50	Officer	$0	$0	$0
TOM KARALIS	EXECUTIVE VI	40.00	Director	$105,248	$0	$105,248
LARRY JONES	TREASURER	0.50	Officer	$0	$0	$0
JAKE BALDWIN	MEMBER	0.50	Director	$0	$0	$0
MARCUS BOTT	MEMBER	0.50	Director	$0	$0	$0
JASON DOUGHTY	MEMBER	0.50	Director	$0	$0	$0
MARK GAILEY	MEMBER	0.50	Director	$0	$0	$0
DOUG HILLIARY	MEMBER	0.50	Director	$0	$0	$0
SCOTT LOWRY	MEMBER	0.50	Director	$0	$0	$0
LYNN MERRILL	ASSOCIATE ME	0.50	Director	$0	$0	$0
ORLEAN SMITH	MEMBER	0.50	Director	$0	$0	$0
BILLY STAGGS	MEMBER	0.50	Director	$0	$0	$0
JERRY WHISENHUNT	MEMBER	0.50	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
2025	$399,044	$349,244	$861,980	$49,800
2024	$401,531	$375,130	$747,536	$26,401
2023	$359,532	$335,270	$743,528	$24,262
2022	$386,299	$360,072	$685,328	$26,227
2021	$402,599	$302,493	$771,548	$100,106
2020	$308,241	$287,730	$641,665	$20,511
2019	$404,992	$398,756	$670,939	$6,236
2018	$368,759	$325,449	$674,078	$43,310

OKLAHOMA TELEPHONE ASSOCIATION