The OKC Association of Building Owners & Managers (EIN 730760540) - 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

1928

Legal Domicile

Principal Officer

Bruce Koehler

Phone

4056080682

Tax Period

2024-01-01 to 2024-12-31

The OKC Association of Building Owners & Managers, founded in 1928, is a small nonprofit that reported $214K in total revenue in fiscal year 2024. Expenses of $191K left a modest 11% surplus.

Mission

Through meeting with guest speekers, continuing education, seminars, trade shows, and conferences, members gain useful knowledge about their industry and its current developments

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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 $175,073

Program Service Revenue $0

Investment Income $3,381

Other Revenue $35,400

TOTAL REVENUE $213,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,539

Other Expenses $190,817

TOTAL EXPENSES $190,817

Year-over-Year Comparison

	2024	2023	Change
Revenue	$213,854	N/A	N/A
Expenses	$190,817	N/A	N/A
Net Income	$23,037	N/A	N/A

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

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
Lacey Curry	President	4.00	Director	$0	$0	$0
Angela Brooks	VP - Programs	2.00	Director	$0	$0	$0
Mat Hirsch	Sec/Treas - Finance & Planning	2.00	Director	$0	$0	$0
JC Bowie	Education Director	2.00	Director	$0	$0	$0
Lori Petit	Membership Director	1.00	Director	$0	$0	$0
Joanna Lee	Public Relations Director	1.00	Director	$0	$0	$0
Tawn Neidy	Communications Director	1.00	Director	$0	$0	$0
Brooke Jones	Executive Director	30.00	Director	$0	$0	$0
Ashley Cook	Manager Meetings	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	$213,854	$190,817	$297,204	$23,037
2021	$118,947	$110,500	$216,996	$8,447
2020	$94,586	$111,936	$181,586	$-17,350
2019	$123,362	$127,405	$287,494	$-4,043

The OKC Association of Building Owners & Managers