OKLAHOMA BANKERS FOUNDATION

EIN: 731042334 501(c)(3)

OKLAHOMA CITY, OK

Total Revenue
$4,680
Total Expenses
$3,067
Total Assets
$43,377
Net Assets
$43,377
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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
OK
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.

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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%)

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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

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
4

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
2
$665,984
Total Directors
4
$16,868
Key Employees
0
$0
Highest Compensated
0
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
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