NEWVIEW OKLAHOMA INC (EIN 730592386) - 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

1949

Legal Domicile

Phone

4052324644

Tax Period

2024-10-01 to 2025-09-30

NEWVIEW OKLAHOMA INC, founded in 1949, is a mid-sized nonprofit in the Employment sector that reported $23.3M in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring.

Mission

NEWVIEW EMPOWERS INDIVIDUALS FACING VISION LOSS BY MAXIMIZING THEIR OPPORTUNITIES TO LIVE LIFE WITHOUT LIMITS THROUGH ALL STAGES OF LIFE.

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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 $2,014,335

Program Service Revenue $21,180,605

Investment Income $170,600

Other Revenue $-45,042

TOTAL REVENUE $23,320,498

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,385,896

Fundraising Expenses $578,631

Program Expenses $20,892,313

Other Expenses $10,291,053

TOTAL EXPENSES $23,698,780

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,320,498	$31,355,675	-0.3%
Expenses	$23,698,780	$30,112,502	-0.2%
Net Income	$-378,282	$1,243,173	-1.3%

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

223

Volunteers

195

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

$674,712

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAUREN BRANCH	PRESIDENT AND CEO	40.00	Officer	$301,940	$14,852	$316,792
DAMON SWIFT	COO	40.00	Officer	$160,406	$16,966	$177,372
MINDY STEVENSON	CFO	40.00	Officer	$170,013	$10,535	$180,548
AVERY ODEN	VICE PRESIDENT, BUSINESS DEVELOPMENT	40.00	Highest	$143,826	$11,385	$155,211
DR NEIL HORNER	LOW VISION OPTOMETRIC PHYSICIAN	40.00	Highest	$145,445	$0	$145,445
MASUMI WARD	VICE PRESIDENT, HUMAN RESOURCES	40.00	Highest	$108,651	$6,733	$115,384
PAT ROONEY	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
JULIE WHITE	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
LISA MCLAUGHLIN	BOARD GOVERNANCE CHAIR	1.00	Officer Director	$0	$0	$0
ROB REAM	SECRETARY / TREASURER	1.00	Director	$0	$0	$0
BLYTHE R BRADLEY	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW BRETON	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP BUSEY JR	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL CORBETT	DIRECTOR	1.00	Director	$0	$0	$0
CORY CHRISTOFFERSON	DIRECTOR	1.00	Director	$0	$0	$0
ETHAN CORDRAY	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
TODD HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAWN HOLSTED	DIRECTOR	1.00	Director	$0	$0	$0
PATTI LANE	DIRECTOR	1.00	Director	$0	$0	$0
KELLY MASTERS-NEWTON	DIRECTOR	1.00	Director	$0	$0	$0
ERIK MOTSINGER	DIRECTOR	1.00	Director	$0	$0	$0
GUS PEKARA	DIRECTOR	1.00	Director	$0	$0	$0
BEN ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
GREG ROUSH	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN SHEPELWICH	DIRECTOR	1.00	Director	$0	$0	$0
ROBYN SUNDAY-ALLEN	DIRECTOR	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
2025	$23,320,498	$23,698,780	$24,356,504	$-378,282
2024	$31,355,675	$30,112,502	$23,393,671	$1,243,173
2023	$27,355,957	$29,274,806	$22,675,134	$-1,918,849
2022	$38,308,378	$36,508,648	$24,735,488	$1,799,730
2021	$42,068,654	$37,188,234	$24,973,797	$4,880,420
2020	$32,285,576	$32,295,007	$22,381,111	$-9,431
2019	$26,797,084	$25,037,012	$17,740,805	$1,760,072
2018	$25,328,898	$24,317,232	$18,771,814	$1,011,666

NEWVIEW OKLAHOMA INC