Assistance League of Norman Inc

EIN: 730927199 501(c)(3) Human Services

Norman, OK

Total Revenue
$343,254
Total Expenses
$349,699
Total Assets
$3,129,738
Net Assets
$3,111,460
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
OK
Principal Officer
Jan Dewbre
Phone
4053219400
Tax Period
2024-06-01 to 2025-05-31

Assistance League of Norman Inc, founded in 1974, is a small nonprofit in the Human Services sector that reported $343K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Net assets of $3.1M represent 109 months of operating reserves.

Mission

Administer community philanthropic projects that enrich the lives of the community.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $297,555
Program Service Revenue $0
Investment Income $77,983
Other Revenue $-32,284
TOTAL REVENUE $343,254

Expense Breakdown

Grants Paid $129,918
Salaries & Benefits $44,042
Fundraising Expenses $15,168
Program Expenses $228,134
Other Expenses $175,739
TOTAL EXPENSES $349,699

Year-over-Year Comparison

2024 2023 Change
Revenue $343,254 $361,437 -0.1%
Expenses $349,699 $332,361 +0.1%
Net Income $-6,445 $29,076 -1.2%
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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Governance

Voting Members
14
Independent Members
14
Employees
1
Volunteers
175

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
9
$19,230
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kris Abbey President 15.00
Officer Director
$0 $0 $0
Jan Dewbre Vice President 10.00
Officer Director
$0 $0 $0
Lisa Burkhart VP Membership 8.00
Officer Director
$0 $0 $0
Sue Favors VP Philanthropic 10.00
Officer Director
$0 $0 $0
Kris Booze VP Resource Development 7.00
Officer Director
$0 $0 $0
Heather Matthews VP Marketing Communications 8.00
Officer Director
$0 $0 $0
Taylor Duncan Secretary 2.00
Officer Director
$0 $0 $0
Sharon Isbell Treasurer 8.00
Officer Director
$0 $0 $0
Maureen Crook Assisteen Laison to Board 2.00
Director
$0 $0 $0
Becky Gillum Bylaws 1.00
Director
$0 $0 $0
Susan Orndorff Finance 5.00
Director
$0 $0 $0
Jennifer Cook Operation School Bell 25.00
Director
$0 $0 $0
Joi Marcum Strategic Planning 4.00
Director
$0 $0 $0
Katsey Johnson Gala 6.00
Director
$0 $0 $0
Kim Koop -previous President Executive Director as of August 35.00
Officer
$19,230 $0 $19,230
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 $343,254 $349,699 $3,129,738 $-6,445
2024 $361,437 $332,361 $3,118,024 $29,076
2023 $333,968 $248,928 $3,029,314 $85,040
2022 $323,658 $269,285 $3,001,349 $54,373
2021 $305,514 $220,724 $3,027,415 $84,790
2020 $300,067 $322,054 $2,796,119 $-21,987
2019 $262,957 $323,942 $2,823,693 $-60,985
2018 $320,203 $388,405 $2,891,294 $-68,202
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