ABILITYWORKS OF OKLAHOMA INC (EIN 731164067) - 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

1982

Legal Domicile

Principal Officer

REBECCA INGRAM

Phone

9183365928

Tax Period

2023-07-01 to 2024-06-30

ABILITYWORKS OF OKLAHOMA INC, founded in 1982, is a community nonprofit that reported $6.2M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $5.8M left a modest 6% surplus.

Mission

ABILITYWORKS OF OKLAHOMA INC PROVIDES RESIDENTIAL AND VOCATIONAL PROGRAMS FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

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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 $5,352,309

Program Service Revenue $482,991

Investment Income $286,335

Other Revenue $64,970

TOTAL REVENUE $6,186,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,061,892

Fundraising Expenses $0

Program Expenses $4,442,312

Other Expenses $1,748,358

TOTAL EXPENSES $5,810,250

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,186,605	$5,379,807	+0.1%
Expenses	$5,810,250	$5,333,389	+0.1%
Net Income	$376,355	$46,418	+7.1%

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

187

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

$125,041

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDI WESTLAKE	PRESIDENT	1.00	Officer Director	$0	$0	$0
KERRY CREAGER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARGO PROCTOR	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDY NOVAK	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
JANE KIRKPATRICK	PAST VICE PR	1.00	Officer Director	$0	$0	$0
KELLEY LAWRENCE	PAST TREASUR	1.00	Officer Director	$0	$0	$0
STEVE HEIDORN	PAST SECRETA	1.00	Officer Director	$0	$0	$0
DEBBIE HASKELL	DIRECTOR	1.00	Director	$0	$0	$0
STAR KIMREY	DIRECTOR	1.00	Director	$0	$0	$0
LINDA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
LAURA RIX	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA DICKINSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DONOGHUE	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN HADDEN	DIRECTOR	1.00	Director	$0	$0	$0
JOE TODD	DIRECTOR	1.00	Director	$0	$0	$0
DREW PROCTOR	DIRECTOR	1.00	Director	$0	$0	$0
IVERY ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
CARSON JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA INGRAM	CHIEF EXEC.	40.00	Officer	$117,676	$7,365	$125,041
PAM BALLARD	HTS	140.00	Highest	$101,564	$6,026	$107,590

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	No data	No data	No data	No data
2024	$6,186,605	$5,810,250	$6,659,500	$376,355
2023	$5,379,807	$5,333,389	$6,482,268	$46,418
2022	$5,673,909	$5,086,431	$6,468,954	$587,478
2021	$5,483,916	$4,759,394	$6,177,153	$724,522
2020	$4,322,987	$4,280,722	$5,881,161	$42,265
2019	$4,159,272	$4,164,553	$5,298,456	$-5,281
2018	$3,447,746	$3,489,537	$5,341,076	$-41,791

ABILITYWORKS OF OKLAHOMA INC