OKLAHOMA PUBLIC EMPLOYEES ASSOCIATION (EIN 730992657) - 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

1975

Legal Domicile

Principal Officer

DIXIE JACKSON

Phone

4055246764

Tax Period

2023-01-01 to 2023-12-31

OKLAHOMA PUBLIC EMPLOYEES ASSOCIATION, founded in 1975, is a small nonprofit that reported $617K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

TO REPRESENT OKLAHOMA STATE EMPLOYEES WORKING TOWARD INCREASED PAY, BENEFITS, AND WORKING CONDITIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $588,368

Program Service Revenue $0

Investment Income $0

Other Revenue $28,519

TOTAL REVENUE $616,887

Expense Breakdown

Grants Paid $0

Salaries & Benefits $349,313

Fundraising Expenses $0

Program Expenses $610,959

Other Expenses $261,646

TOTAL EXPENSES $610,959

Year-over-Year Comparison

	2023	2022	Change
Revenue	$616,887	$691,941	-0.1%
Expenses	$610,959	$786,918	-0.2%
Net Income	$5,928	$-94,977	-1.1%

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

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
BRANDI BARKER	DIRECTOR	5.00	Director	$0	$0	$0
CONNIE STOCKTON	DIRECTOR	5.00	Director	$0	$0	$0
JAMES BRIGHT	DIRECTOR	5.00	Director	$0	$0	$0
CHARLES DECUNE	DIRECTOR	5.00	Director	$0	$0	$0
DRANNON ROSS	DIRECTOR	5.00	Director	$0	$0	$0
LYDIA HILTON	DIRECTOR	5.00	Director	$0	$0	$0
LYNDSA STEPHENS	DIRECTOR	5.00	Director	$0	$0	$0
WALLY OSENASKI	DIRECTOR	5.00	Director	$0	$0	$0
JANN ENSZ	DIRECTOR	5.00	Director	$0	$0	$0
BRANDI POAGE	DIRECTOR	5.00	Director	$0	$0	$0
ELDON JOHNSON	DIRECTOR	5.00	Director	$0	$0	$0
RITA HEATH	PRSEIDENT	5.00	Officer	$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	No data	No data	No data	No data
2023	$616,887	$610,959	$360,440	$5,928
2022	$691,941	$786,918	$381,590	$-94,977
2021	$731,669	$686,904	$489,836	$44,765
2020	$746,452	$705,406	$495,985	$41,046
2019	$761,235	$707,201	$459,806	$54,034
2018	$819,543	$809,984	$341,175	$9,559

OKLAHOMA PUBLIC EMPLOYEES ASSOCIATION