SOUTHEASTERN FOUNDATION INC

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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

1967

Legal Domicile

Phone

5807452000

Tax Period

2024-07-01 to 2025-06-30

SOUTHEASTERN FOUNDATION INC, founded in 1967, is a community nonprofit in the Education sector that reported $5.9M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 33% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS AND EDUCATIONAL SUPPORT.

Program Service Accomplishments

Program 1

Expenses: $3,235,335 Revenue: $1,626,629

THE FOUNDATION AWARDS SCHOLARSHIPS TO STUDENTS AND PROVIDES SUPPORT TO UNIVERSITY PROGRAMS INCLUDING STUDENT HOUSING, FACULTY OF SOUTHEASTERN OKLAHOMA STATE UNIVERSITY.

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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 $2,377,470

Program Service Revenue $1,634,229

Investment Income $1,363,450

Other Revenue $504,557

TOTAL REVENUE $5,879,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $321,121

Program Expenses $3,235,335

Other Expenses $3,938,057

TOTAL EXPENSES $3,938,057

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,879,706	$4,407,777	+0.3%
Expenses	$3,938,057	$3,443,825	+0.1%
Net Income	$1,941,649	$963,952	+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

N/A

Volunteers

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
BRIAN MANTZEY	Trustee	2.00	Director	$0	$0	$0
HK HATCHER	Trustee	2.00	Director	$0	$0	$0
KARL JAMES	Trustee	2.00	Director	$0	$0	$0
JERRY BUCHANAN	Trustee	2.00	Director	$0	$0	$0
BRANDON JOHNSON	Trustee	2.00	Director	$0	$0	$0
ADRIAN BEVERAGE	Trustee	2.00	Director	$0	$0	$0
SHARLA FROST	Trustee	2.00	Director	$0	$0	$0
JARED JOHNSON	Trustee	2.00	Director	$0	$0	$0
MELISSA PERRIN	Trustee	2.00	Director	$0	$0	$0
JIM MCGUIRE	Treasurer	2.00	Officer Director	$0	$0	$0
JOE HILL	Trustee	2.00	Director	$0	$0	$0
JENNY SANCHEZ	Chairman	2.00	Officer Director	$0	$0	$0
HEATHER BURRAGE	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
MARTI PHILLIPS	Secretary	2.00	Officer 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	$5,879,706	$3,938,057	$45,004,972	$1,941,649
2024	$4,407,777	$3,443,825	$42,206,684	$963,952
2023	$3,429,687	$2,949,054	$38,825,234	$480,633
2022	$3,597,142	$2,766,879	$38,185,590	$830,263
2021	$5,666,827	$5,262,955	$40,238,641	$403,872
2020	$5,023,055	$3,310,314	$36,653,849	$1,712,741
2019	$5,122,933	$3,518,372	$35,762,117	$1,604,561