Northwestern Oklahoma State University Foundation Inc and Alumni Association (EIN 730947945) - 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

1959

Legal Domicile

Principal Officer

Allen E Bird

Phone

5803278593

Tax Period

2024-07-01 to 2025-06-30

Northwestern Oklahoma State University Foundation Inc and Alumni Association, founded in 1959, is a community nonprofit in the Education sector that reported $6.5M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.9M, a strong 30% operating margin.

Mission

To raise and manage private funds to support Northwestern 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 $4,192,544

Program Service Revenue $12,807

Investment Income $2,205,490

Other Revenue $93,749

TOTAL REVENUE $6,504,590

Expense Breakdown

Grants Paid $3,435,649

Salaries & Benefits $589,713

Fundraising Expenses $344,702

Program Expenses $3,597,774

Other Expenses $543,184

TOTAL EXPENSES $4,568,546

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,504,590	$5,788,359	+0.1%
Expenses	$4,568,546	$4,250,398	+0.1%
Net Income	$1,936,044	$1,537,961	+0.3%

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

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

$133,334

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Randy Smith	Executive Commitee Chair	1.00	Officer Director	$0	$0	$0
LD Rapp	Executive Commitee Vice Chair	1.00	Officer Director	$0	$0	$0
Jim Dunning	Investment Commitee Chair	1.00	Officer Director	$0	$0	$0
Linda Tutwiler	Steawardship Committee Chair	1.00	Officer Director	$0	$0	$0
David Manning	Governance Committee Chair	1.00	Officer Director	$0	$0	$0
Ali Kirtley	Trustee	1.00	Director	$0	$0	$0
Patty DeWitt	Trustee	1.00	Director	$0	$0	$0
Regina Kraus	Trustee	1.00	Director	$0	$0	$0
Kyle Reynolds	Trustee	1.00	Director	$0	$0	$0
Mark Schwerdtfeger	Trustee	1.00	Director	$0	$0	$0
Cassandra Berry	Trustee	1.00	Director	$0	$0	$0
Larry DeWitt	Trustee	1.00	Director	$0	$0	$0
Mike Fouts	Trustee	1.00	Director	$0	$0	$0
Sue Schwerdtfeger	Trustee	1.00	Director	$0	$0	$0
Loren Rieger	Trustee	1.00	Director	$0	$0	$0
Julie Benningfield	Trustee	1.00	Director	$0	$0	$0
Rita Porter	Trustee	1.00	Director	$0	$0	$0
ReJeana Wiebener	Trustee	1.00	Director	$0	$0	$0
Josh Bellamy	Trustee	1.00	Director	$0	$0	$0
Clint Claypole	Trustee	1.00	Director	$0	$0	$0
Austin Keeney	Trustee	1.00	Director	$0	$0	$0
Blaine Easter	Trustee	1.00	Director	$0	$0	$0
Allen Skeeter Bird	CEO	40.00	Officer	$133,334	$0	$133,334

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	$6,504,590	$4,568,546	$45,881,058	$1,936,044
2024	$5,788,359	$4,250,398	$41,318,225	$1,537,961
2023	$2,721,338	$3,703,485	$38,264,143	$-982,147
2022	$7,714,805	$3,418,374	$37,011,569	$4,296,431
2021	$7,734,055	$3,281,604	$38,944,708	$4,452,451
2020	$3,389,980	$3,526,290	$29,729,827	$-136,310
2019	$3,924,585	$3,679,092	$30,551,727	$245,493
2018	$3,873,837	$2,917,852	$30,501,557	$955,985

Northwestern Oklahoma State University Foundation Inc and Alumni Association