City Management Association of Oklahoma (EIN 731013213) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

Steve Whitlock

Phone

8442602626

Tax Period

2024-07-01 to 2025-06-30

City Management Association of Oklahoma, founded in 1976, is a small nonprofit in the Community Improvement sector that reported $248K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $80K, a strong 32% operating margin.

Mission

1 - promote the proficiency of city managers assistant city managers and administrators 2 - assist in the improvement of administration in general 3 - act as a clearinghouse for information on matters of interest or concern to all local governments

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $69,795

Program Service Revenue $176,981

Investment Income $1,438

Other Revenue $0

TOTAL REVENUE $248,214

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,057

Other Expenses $168,050

TOTAL EXPENSES $168,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$248,214	$229,529	+0.1%
Expenses	$168,050	$181,706	-0.1%
Net Income	$80,164	$47,823	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
David Tillotson	Past President	1.00	Director	$0	$0	$0
Brooks Mitchell	President	1.00	Director	$0	$0	$0
Justin Battles	VP	1.00	Director	$0	$0	$0
Dave Andren	Member	1.00	Director	$0	$0	$0
Jennifer Swezey	Member	1.00	Director	$0	$0	$0
Chuck Ralls	Member	1.00	Director	$0	$0	$0
Kevin Boatright	Member	1.00	Director	$0	$0	$0
Mike Bailey	Member	1.00	Director	$0	$0	$0
Jason McPherson	Member	1.00	Director	$0	$0	$0
Andrea Weckmueller-Behringer	Member	1.00	Director	$0	$0	$0
Shaun Barnett	Member	1.00	Director	$0	$0	$0
Matt Sandidge	Secy Treasurer	1.00	Director	$0	$0	$0
Natalkie Nell	Student Member	1.00	Director	$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	$248,214	$168,050	$367,743	$80,164
2024	$229,529	$181,706	$287,579	$47,823

City Management Association of Oklahoma