EAGLE RIDGE INSTITUTE INC

EIN: 731250829 501(c)(3)

GUTHRIE, OK

Total Revenue
N/A
Total Expenses
N/A
Total Assets
N/A
Net Assets
N/A
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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
1985
Legal Domicile
OK
Principal Officer
RANDY TATE
Phone
4052828232
Tax Period
2019-07-01 to 2020-06-30

Mission

EAGLE RIDGE HAS BEEN SERVING OKLAHOMANS FOR MORE THAN 25 YEARS. WE BELIEVE SUBSTANCE ABUSE IS AT THE HEART OF MANY ISSUES WE FACE IN OUR STATE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2019 2018 Change
Revenue N/A $73,382 -1.0%
Expenses N/A $39,448 -1.0%
Net Income N/A $33,934 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

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
10

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
4
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CLIFTON THOMAS DIRECTOR 1.0
Director
$0 $0 $0
WILLIAM LOCKHART PRESIDENT 1.0
Officer Director
$0 $0 $0
DOLI MATHEWS DIRECTOR 1.0
Director
$0 $0 $0
CAROL ASIN DIRECTOR 1.0
Director
$0 $0 $0
WILLIAM JAMES SECRETARY 1.0
Officer Director
$0 $0 $0
REBECCA DENNY DIRECTOR 1.0
Director
$0 $0 $0
JANE FERRELL DIRECTOR 1.0
Director
$0 $0 $0
PAUL PORTER TREASURER 1.0
Officer Director
$0 $0 $0
SHAWN ROGERS VICE PRESIDENT 1.0
Officer Director
$0 $0 $0
JERED DAVIDSON DIRECTOR 1.0
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
2020 No data No data No data No data
2019 $73,382 $39,448 $706,587 $33,934
2018 $1,292,858 $1,585,028 $1,002,785 $-292,170
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