Oklahoma Academy for State Goals

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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

1967

Legal Domicile

Phone

4053070986

Tax Period

2024-01-01 to 2024-12-31

Oklahoma Academy for State Goals, founded in 1967, is a small nonprofit that reported $831K in total revenue in fiscal year 2024.

Mission

To provide information to citizens. The organization encourages the utilization and developement of the State of Oklahomas resourses.

Program Service Accomplishments

Program 1

Expenses: $690,075 Revenue: $543,234

Academy sponsored Town Hall Conference held in October where important public policy issue is discussed. Formal goals and action programs are developed and presented to the public, government...

Academy sponsored Town Hall Conference held in October where important public policy issue is discussed. Formal goals and action programs are developed and presented to the public, government officials, and Oklahoma leaders. Prior to Town Hall Conference and after the Town Hall Conference, meetings and outreach sessions are held in communities accross the 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $308,356

Program Service Revenue $414,784

Investment Income $107,293

Other Revenue $1,050

TOTAL REVENUE $831,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $363,050

Fundraising Expenses $0

Program Expenses $690,075

Other Expenses $520,360

TOTAL EXPENSES $883,410

Year-over-Year Comparison

	2024	2023	Change
Revenue	$831,483	$790,142	+0.1%
Expenses	$883,410	$740,227	+0.2%
Net Income	$-51,927	$49,915	-2.0%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie J Knutson	President & CEO	40.00	Highest	$207,610	$19,074	$226,684
Mike Neal	Chairman of the Board	4.00	Officer Director	$0	$0	$0
Denny Lee Jr	Immediate Past Chair	4.00	Officer Director	$0	$0	$0
Chris Meyers	Vice Chair of the Board & SecTreas	4.00	Officer Director	$0	$0	$0
Darryl Schmidt	Board Governance Vice President	4.00	Officer Director	$0	$0	$0
David Nimmo	Investment Vice President	4.00	Officer Director	$0	$0	$0
Michael Gordon	Membership Vice President	4.00	Officer Director	$0	$0	$0
Valerie Thompson	Diversity Equity Inclusion VP	4.00	Officer 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	$831,483	$883,410	$1,691,567	$-51,927
2023	$790,142	$740,227	$1,715,025	$49,915
2022	$593,575	$738,903	$1,520,342	$-145,328
2021	$714,961	$660,402	$1,835,830	$54,559
2020	$426,255	$401,454	$1,776,375	$24,801
2019	$632,884	$698,974	$1,658,554	$-66,090
2018	$567,645	$621,069	$1,515,862	$-53,424