O R A EDUCATION FOUNDATION DBA OKLAHOMA HOSPITALITY FOUNDATION (EIN 731006627) - 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

1976

Legal Domicile

Principal Officer

JAMES LEEWRIGHT

Phone

4059428181

Tax Period

2024-01-01 to 2024-12-31

O R A EDUCATION FOUNDATION DBA OKLAHOMA HOSPITALITY FOUNDATION, founded in 1976, is a small nonprofit that reported $497K in total revenue in fiscal year 2024. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $150K, a strong 30% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO STUDENTS PURSUING AN EDUCATION IN THE CULINARY, RESTAURANT MANAGEMENT, LODGING AND HOSPITALITY INDUSTRY. SPONSOR INFORMATION EVENTS AND ACTIVITIES OPEN TO THE PUBLIC WHICH FOCUS ON THE HOSPITALITY INDUSTRY; PROMOTE EDUCATION IN THE INDUSTRY.SUPPORT A LIMITED AMOUNT OF BENEVOLENCE TO THE POOR, DISTRESSED, UNDERPRIVELEGED, OR TO THOSE SUFFERING FROM A PERSONAL CALAMITY SUCH AS A SERIOUS ILLNESS OR DEATH IN THE FAMILY.

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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 $240,886

Program Service Revenue $0

Investment Income $222,154

Other Revenue $34,325

TOTAL REVENUE $497,365

Expense Breakdown

Grants Paid $34,450

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $233,418

Other Expenses $312,563

TOTAL EXPENSES $347,013

Year-over-Year Comparison

	2024	2023	Change
Revenue	$497,365	$232,781	+1.1%
Expenses	$347,013	$333,221	+0.0%
Net Income	$150,352	$-100,440	-2.5%

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

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
MARK BLEVINS	Trustee	1.00	Director	$0	$0	$0
LINDA GLASS	Trustee	1.00	Director	$0	$0	$0
J MAYS	Trustee	1.00	Director	$0	$0	$0
ALEX KROBLIN	Trustee	1.00	Director	$0	$0	$0
JOE MARTIN	Trustee	1.00	Director	$0	$0	$0
ED LYNN	Chairman	1.00	Officer Director	$0	$0	$0
MARCUS TILLEY	Trustee	1.00	Director	$0	$0	$0
NICK SCHAEFER	Trustee	1.00	Director	$0	$0	$0
SETH NIMMO	Trustee	1.00	Director	$0	$0	$0
KIM MCLENDON	Trustee	1.00	Director	$0	$0	$0
DAVID HAYNES	Trustee	1.00	Director	$0	$0	$0
JAMES LEEWRIGHT	CEO	5.00	Officer	$0	$0	$0
DEBRA BAILEY	CFO	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	$497,365	$347,013	$851,843	$150,352
2023	$232,781	$333,221	$844,526	$-100,440
2022	$346,208	$271,586	$859,151	$74,622
2021	$203,983	$251,229	$958,563	$-47,246
2020	$679,721	$773,822	$957,284	$-94,101
2019	$251,867	$331,153	$985,650	$-79,286
2018	$256,207	$300,625	$952,811	$-44,418

O R A EDUCATION FOUNDATION DBA OKLAHOMA HOSPITALITY FOUNDATION