OKLAHOMA BANKERS FOUNDATION

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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

1978

Legal Domicile

Principal Officer

ROGER BEVERAGE

Phone

4054245252

Tax Period

2018-05-01 to 2019-04-30

OKLAHOMA BANKERS FOUNDATION, founded in 1978, is a micro nonprofit that reported $5K in total revenue in fiscal year 2018. Revenue fell 78% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2K, a strong 34% operating margin.

Mission

ADVANCEMENT OF HUMANITARIAN AND SCIENTIFIC ASPECTS OF THE BANKING INDUSTRY.

Program Service Accomplishments

Program 1

Expenses: $0

ROBBERY REWARD PROGRAM - THE PROVISION OF FUNDS FOR REWARDS PAID TO INDIVIDUALS PROVIDING INFORMATION LEADING TO THE APPREHENSION AND CONVICTION OF CRIMINALS INVOLVED IN ROBBERY OF FINANCIAL...

ROBBERY REWARD PROGRAM - THE PROVISION OF FUNDS FOR REWARDS PAID TO INDIVIDUALS PROVIDING INFORMATION LEADING TO THE APPREHENSION AND CONVICTION OF CRIMINALS INVOLVED IN ROBBERY OF FINANCIAL INSTITUTIONS WITHIN THE STATE OF OKLAHOMA

Program 2

INTERN PROGRAM - SERVES AS AN OUTREACH TO THE STATE'S FOUR-YEAR COLLEGES ON BEHALF OF THE INDUSTRY. IT PLACES INTERESTED AND QUALIFIED STUDENTS WITH FINANCIAL INSTITUTIONS FOR A PAID SUMMER INTERN...

INTERN PROGRAM - SERVES AS AN OUTREACH TO THE STATE'S FOUR-YEAR COLLEGES ON BEHALF OF THE INDUSTRY. IT PLACES INTERESTED AND QUALIFIED STUDENTS WITH FINANCIAL INSTITUTIONS FOR A PAID SUMMER INTERN PROGRAM. THE GOAL IS TO ENCOURAGE COLLEGE GRADUATES TO CONSIDER A CAREER IN THE BANKING INDUSTRY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $4,680

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $3,067

TOTAL EXPENSES $3,067

Year-over-Year Comparison

	2018	2017	Change
Revenue	$4,680	$21,145	-0.8%
Expenses	$3,067	$23,225	-0.9%
Net Income	$1,613	$-2,080	-1.8%

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

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

$665,984

Total Directors

$16,868

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GUY SIMS	DIRECTOR	1.0	Director	$0	$2,962	$8,763
SANDRA WERNER	CHAIR	1.0	Director	$0	$3,600	$8,105
FRAZIER HENKE	DIRECTOR	1.0	Director	$0	$0	$0
RICK WALKER	DIRECTOR	1.0	Director	$0	$0	$0
ROGER BEVERAGE	CEO/PRESIDENT	1.0	Officer	$0	$49,723	$468,996
LEA ANN JACKSON	COO/CFO	1.0	Officer	$0	$36,430	$196,988

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
2019	$4,680	$3,067	$43,377	$1,613
2018	$21,145	$23,225	$41,764	$-2,080