THE ARC OF OKLAHOMA INC (EIN 730749376) - 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

1952

Legal Domicile

Principal Officer

LISA KELLY

Phone

9185828272

Tax Period

2023-01-01 to 2023-12-31

THE ARC OF OKLAHOMA INC, founded in 1952, is a small nonprofit in the Human Services sector that reported $729K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

The Arc of Oklahoma, Inc. promotes and protects the human rights of individuals with intellectual and developmental disabilities (IDD) and supports their full participation in the community throughout their lifetime. We aim to educate, empower and advocate for individuals with IDD, their families and caregivers and strive to address the diverse needs of this community to ensure a high quality of life for all.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $714,906

Program Service Revenue $0

Investment Income $14,032

Other Revenue $0

TOTAL REVENUE $728,938

Expense Breakdown

Grants Paid $0

Salaries & Benefits $505,535

Fundraising Expenses $119,942

Program Expenses $532,468

Other Expenses $231,059

TOTAL EXPENSES $736,594

Year-over-Year Comparison

	2023	2022	Change
Revenue	$728,938	$800,233	-0.1%
Expenses	$736,594	$825,948	-0.1%
Net Income	$-7,656	$-25,715	-0.7%

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

Employees

Volunteers

267

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

$92,343

Total Directors

$92,343

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA KELLY	CEO	50.00	Officer Director	$92,343	$0	$92,343
TONY BAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA COOPER	TREASURER	2.00	Officer Director	$0	$0	$0
CRYSTAL HERNANDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JED ISBELL	SECRETARY	2.00	Director	$0	$0	$0
CARLY PUTNAM	BOARD MEMBER	1.00	Director	$0	$0	$0
TODD HOFMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI BLANKENSHIP	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH RIVIN	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSEY SPOON	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE DEBERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARQUETTA FINLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL NICHOLSON	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
APRIL MARGWARTH	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANN MORGAN	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
RACHEL PEWITT	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON STOUT	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHELY ZICKEFOOSE	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL WOODARD	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB WAGNER	BOARD MEMBER	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	No data	No data	No data	No data
2023	$728,938	$736,594	$776,877	$-7,656
2022	$800,233	$825,948	$855,620	$-25,715
2021	$712,632	$704,658	$716,142	$7,974
2020	$721,868	$651,459	$700,252	$70,409
2018	$640,865	$749,574	$609,043	$-108,709

THE ARC OF OKLAHOMA INC