Oklahoma Funeral Directors Associat (EIN 731059316) - 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

1979

Legal Domicile

Principal Officer

Dustin Pierce

Phone

4058430730

Tax Period

2024-07-01 to 2025-06-30

Oklahoma Funeral Directors Associat, founded in 1979, is a small nonprofit that reported $298K in total revenue in fiscal year 2024. Expenses of $286K left a modest 4% surplus.

Mission

To establish, develop, and maintain the highest possible standard for the ethical conduct and proficiency for those engaged in the profession pf funeral service. To encourage the highest education level possible of its members abd to convey to consumers as to funeral merchandise

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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 $2,500

Program Service Revenue $288,108

Investment Income $7,756

Other Revenue $0

TOTAL REVENUE $298,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,827

Fundraising Expenses $0

Program Expenses $286,162

Other Expenses $192,335

TOTAL EXPENSES $286,162

Year-over-Year Comparison

	2024	2023	Change
Revenue	$298,364	N/A	N/A
Expenses	$286,162	N/A	N/A
Net Income	$12,202	N/A	N/A

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	Role	Reportable Comp	Other Comp	Total
Dustin Pierce	Executive Director	Officer Highest	$0	$0	$0
Jay Hunn	Leadership Committe Member	Officer	$0	$0	$0
Christina Shipman Morrison	President	Officer	$0	$0	$0
John Decker	Vice President	Officer	$0	$0	$0
Ronnie Dighton	Immediate Past President	Officer	$0	$0	$0
John Williams	SecretaryTreasurer	Officer	$0	$0	$0
Brandon Lee	President Elect	Officer	$0	$0	$0
John Griffin	At Large Representative	Officer	$0	$0	$0
Kyra Geil	At Large Representative	Officer	$0	$0	$0
Jeff Legg	Sales Club President	Officer	$0	$0	$0
Sheryl Zuker	Sales Club SecretaryTreasurer	Officer	$0	$0	$0
Preston McCurtain	At ZLarge Representative	Officer	$0	$0	$0
Tracy Lohman	At Large Representative	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
2025	$298,364	$286,162	$239,477	$12,202
2023	$311,603	$309,840	$312,873	$1,763
2022	$233,133	$210,208	$312,598	$22,925
2020	$227,039	$234,912	$260,609	$-7,873
2019	$204,578	$240,805	$261,672	$-36,227

Oklahoma Funeral Directors Associat