OKLAHOMA PHARMACY HERITAGE FOUNDATION INC (EIN 731133587) - 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

1980

Legal Domicile

Phone

4052821895

Tax Period

2024-07-01 to 2025-06-30

OKLAHOMA PHARMACY HERITAGE FOUNDATION INC, founded in 1980, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $16K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $9K, a strong 53% operating margin.

Mission

Creation and maitenance of historical museum.

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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 $10,684

Program Service Revenue $0

Investment Income $0

Other Revenue $5,576

TOTAL REVENUE $16,260

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,643

Other Expenses $7,643

TOTAL EXPENSES $7,643

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,260	$18,144	-0.1%
Expenses	$7,643	$12,520	-0.4%
Net Income	$8,617	$5,624	+0.5%

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

N/A

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
NANCY DYE	Director	Director	$0	$0	$0
SANDI COLBY	Director	Director	$0	$0	$0
SUE CRAIG	Director	Director	$0	$0	$0
PAM EKISS	Director	Director	$0	$0	$0
LORIE HOBBS	Director	Director	$0	$0	$0
LEANN CURET	President & CEO	Director	$0	$0	$0
KAYLEE STUARTZ	Director	Director	$0	$0	$0
RICK MCCUMBER	Director	Director	$0	$0	$0
SHARON DAVIS	Director	Director	$0	$0	$0
KIM HOBBS	Director	Director	$0	$0	$0
SUSAN RYAN	Director	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	$16,260	$7,643	$534,687	$8,617
2024	$18,144	$12,520	$526,070	$5,624
2023	$18,586	$18,358	$514,369	$228
2022	$7,097	$24,996	$514,740	$-17,899
2021	$35,314	$19,083	$534,747	$16,231
2020	$-3,810	$12,444	$516,552	$-16,254
2019	$14,921	$17,587	$533,084	$-2,666
2018	$16,030	$13,291	$535,662	$2,739

OKLAHOMA PHARMACY HERITAGE FOUNDATION INC