CHICKASAW 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

1980

Legal Domicile

Principal Officer

Jenny Trett

Phone

5804219030

Tax Period

2023-01-01 to 2023-12-31

CHICKASAW FOUNDATION, founded in 1980, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 63% operating margin.

Mission

To promote the general welfare & culture of the Chickasaw people by supporting educational, health, historical and community activities and programs.

Program Service Accomplishments

Program 1

Expenses: $220,264 Revenue: $0

Higher education: Scholarships awarded to eligible Chickasaw students attending an accredited higher education institution.

Program 2

Expenses: $37,316 Revenue: $0

The Disaster Relief & Recovery Fund was set up to help Chickasaw citizens and Chickasaw Nation employees who are affected by natural disasters.

Program 3

Expenses: $110,454 Revenue: $0

General activities that help support the general welfare and culture of the citizens of the Chickasaw Nation.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,475,258

Program Service Revenue $0

Investment Income $584,246

Other Revenue $0

TOTAL REVENUE $2,059,504

Expense Breakdown

Grants Paid $164,567

Salaries & Benefits $0

Fundraising Expenses $66,122

Program Expenses $368,034

Other Expenses $601,235

TOTAL EXPENSES $765,802

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,059,504	$1,355,079	+0.5%
Expenses	$765,802	$656,509	+0.2%
Net Income	$1,293,702	$698,570	+0.9%

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
Jalinda Kelley	Trustee	2	Director	$0	$0	$0
Jerry D Jones	Treasurer	8	Director	$0	$0	$0
Matthew Chesnut	Secretary	4	Director	$0	$0	$0
John E Fryrear	Vice chairman	4	Director	$0	$0	$0
Jay Keel	Immediate Past Chair	2	Director	$0	$0	$0
Jenny Trett	Trustee	2	Director	$0	$0	$0
Debra Gee	Trustee	2	Director	$0	$0	$0
Wayne Scribner	Trustee	2	Director	$0	$0	$0
Leta Burwell	Chairman	8	Director	$0	$0	$0
Joshua Bess	Trustee	2	Director	$0	$0	$0
Nicole Schulz	Trustee	2	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
2024	No data	No data	No data	No data
2023	$2,059,504	$765,802	$23,034,848	$1,293,702
2023	$2,059,504	$765,802	$23,034,848	$1,293,702
2022	$1,355,079	$656,509	$19,902,480	$698,570
2021	$984,236	$687,824	$20,517,980	$296,412
2020	$1,023,814	$558,590	$18,073,579	$465,224
2019	$1,712,176	$784,299	$17,142,145	$927,877
2018	$1,033,524	$738,745	$14,774,079	$294,779