MIDWESTERN OKLAHOMA DEVELOPMENT AUTH (EIN 730791758) - 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

Phone

5805623111

Tax Period

2024-10-01 to 2025-09-30

MIDWESTERN OKLAHOMA DEVELOPMENT AUTH is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $493K, a strong 49% operating margin.

Mission

ECONOMIC DEVELOPMENT & HOUSING

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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 $0

Program Service Revenue $0

Investment Income $457,670

Other Revenue $548,013

TOTAL REVENUE $1,005,683

Expense Breakdown

Grants Paid $55,000

Salaries & Benefits $316,543

Fundraising Expenses $0

Program Expenses $494,232

Other Expenses $140,725

TOTAL EXPENSES $512,268

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,005,683	$832,617	+0.2%
Expenses	$512,268	$488,262	+0.0%
Net Income	$493,415	$344,355	+0.4%

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

N/A

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

$101,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY CARLISLE	Executive Dir.	40.00	Director	$101,800	$0	$101,800
BRIAN MOONEY	Member	0.00	Director	$0	$0	$0
RICK WEIST	Member	0.00	Director	$0	$0	$0
BASIL WEATHERLY	Member	0.00	Director	$0	$0	$0
JIMMY INGRAM	Member	0.00	Director	$0	$0	$0
JASON HULIN	Vice Chairman	0.00	Director	$0	$0	$0
Kathy Carlisle	Executive Director	0.00		$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	$1,005,683	$512,268	$11,131,552	$493,415
2024	$832,617	$488,262	$10,322,390	$344,355
2023	$721,997	$529,402	$8,864,109	$192,595
2022	$845,513	$459,719	$8,270,166	$385,794
2021	$884,661	$557,703	$9,116,260	$326,958
2020	$836,515	$574,279	$8,063,221	$262,236
2019	$840,248	$607,964	$7,961,973	$232,284
2018	$745,792	$621,503	$7,621,046	$124,289

MIDWESTERN OKLAHOMA DEVELOPMENT AUTH