OKLAHOMA FOUNDATION FOR EXCELLENCE

EIN: 731260595 501(c)(3)

OKLAHOMA CITY, OK

Total Revenue
$1,205,990
Total Expenses
$1,010,112
Total Assets
$10,047,079
Net Assets
$9,916,000
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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
1996
Legal Domicile
OK
Principal Officer
LEONELLE E THOMPSON
Phone
4052360006
Tax Period
2024-07-01 to 2025-06-30

OKLAHOMA FOUNDATION FOR EXCELLENCE, founded in 1996, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $196K, a strong 16% operating margin.

Mission

TO RECOGNIZE AND ENCOURAGE ACADEMIC EXCELLENCE IN OKLAHOMA'S PUBLIC SCHOOLS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $528,443
Program Service Revenue $43,682
Investment Income $631,579
Other Revenue $2,286
TOTAL REVENUE $1,205,990

Expense Breakdown

Grants Paid $243,000
Salaries & Benefits $369,703
Fundraising Expenses $119,226
Program Expenses $720,036
Other Expenses $397,409
TOTAL EXPENSES $1,010,112

Year-over-Year Comparison

2024 2023 Change
Revenue $1,205,990 $1,718,456 -0.3%
Expenses $1,010,112 $985,934 +0.0%
Net Income $195,878 $732,522 -0.7%
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
109
Independent Members
109
Employees
4
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
5
$112,328
Total Directors
109
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEE ANN DEARMAN PRESIDENT 5.00
Officer Director
$0 $0 $0
MATT TRENTHAM TREASURER 3.00
Officer Director
$0 $0 $0
MORGAN HARRIS PRESIDENT - ELECT 3.00
Officer Director
$0 $0 $0
ANDREW J MORRIS PAST PRESIDENT 0.00
Officer Director
$0 $0 $0
ALETHA BURRAGE TRUSTEE 0.00
Director
$0 $0 $0
ANIL V GOLLAHALLI TRUSTEE 0.00
Director
$0 $0 $0
ANNIE CHANG TRUSTEE 0.00
Director
$0 $0 $0
ARTHUR H THOMPSON TRUSTEE 0.00
Director
$0 $0 $0
BARBARA D STURDIVANT TRUSTEE 0.00
Director
$0 $0 $0
BARBARA M BRAUGHT TRUSTEE 0.00
Director
$0 $0 $0
BERT H MACKIE TRUSTEE 0.00
Director
$0 $0 $0
BOB BURKE TRUSTEE 0.00
Director
$0 $0 $0
BRUCE T BENBROOK TRUSTEE 0.00
Director
$0 $0 $0
CASEY GILLIAM TRUSTEE 0.00
Director
$0 $0 $0
CATHRYN RENDER TRUSTEE 0.00
Director
$0 $0 $0
CHARLES L OPPENHEIM TRUSTEE 0.00
Director
$0 $0 $0
CHARLOTTE A JONES TRUSTEE 1.00
Director
$0 $0 $0
CHRISTA HUGHES TRUSTEE 0.00
Director
$0 $0 $0
CLAUDIA H BARTLETT TRUSTEE 0.00
Director
$0 $0 $0
CLAUDIA SWISHER TRUSTEE 2.00
Director
$0 $0 $0
CORINNE SIMON TRUSTEE 0.00
Director
$0 $0 $0
D CRAIG STORY TRUSTEE 0.00
Director
$0 $0 $0
DAN BOREN TRUSTEE 0.00
Director
$0 $0 $0
DAN GILBERT TRUSTEE 1.00
Director
$0 $0 $0
DANIEL V BARNEY II TRUSTEE 0.00
Director
$0 $0 $0
DARIN KENT TRUSTEE 0.00
Director
$0 $0 $0
DAVID POSTIC TRUSTEE 0.00
Director
$0 $0 $0
DAYNA ROWE TRUSTEE 1.00
Director
$0 $0 $0
DEANNE DUTTON HUGHES TRUSTEE 0.00
Director
$0 $0 $0
DIANE EASON CONTRERAS TRUSTEE 0.00
Director
$0 $0 $0
DOW R HUGHES TRUSTEE 0.00
Director
$0 $0 $0
DR ALYSON WILLIS TRUSTEE 0.00
Director
$0 $0 $0
DR CAROLYN A TAYLOR TRUSTEE 0.00
Director
$0 $0 $0
DR DAVID C KENDRICK TRUSTEE 0.00
Director
$0 $0 $0
DR GLEN D JOHNSON JR TRUSTEE 0.00
Director
$0 $0 $0
DR JANET CUNNINGHAM TRUSTEE 0.00
Director
$0 $0 $0
DR JASON F KIRKSEY TRUSTEE 0.00
Director
$0 $0 $0
DR JENNIFER DENNIS TRUSTEE 0.00
Director
$0 $0 $0
DR JOE SIANO TRUSTEE 1.00
Director
$0 $0 $0
DR NANCY K HALL TRUSTEE 0.00
Director
$0 $0 $0
DR PEGGY J WISDOM TRUSTEE 0.00
Director
$0 $0 $0
DR RICK COBB TRUSTEE 0.00
Director
$0 $0 $0
DR ROBYN R MILLER TRUSTEE 0.00
Director
$0 $0 $0
DR RONALD RAMMING TRUSTEE 0.00
Director
$0 $0 $0
DR TERRY L MILLS JR TRUSTEE 0.00
Director
$0 $0 $0
EARLENE PARR TRUSTEE 0.00
Director
$0 $0 $0
EMILY VIRGIN TRUSTEE 0.00
Director
$0 $0 $0
ERIKA WRIGHT TRUSTEE 0.00
Director
$0 $0 $0
FAROOQ S KARIM TRUSTEE 0.00
Director
$0 $0 $0
FRANK C ROBSON TRUSTEE 0.00
Director
$0 $0 $0
FRANK V COOPER TRUSTEE 0.00
Director
$0 $0 $0
GAIL BLISS TRUSTEE 0.00
Director
$0 $0 $0
GOV BILL ANOATUBBY TRUSTEE 0.00
Director
$0 $0 $0
GRACIE MONTGOMERY TRUSTEE 0.00
Director
$0 $0 $0
JAMES K HOWARD TRUSTEE 0.00
Director
$0 $0 $0
JAMI RHOADES ANTONISSE TRUSTEE 1.00
Director
$0 $0 $0
JAN BARRICK TRUSTEE 0.00
Director
$0 $0 $0
JAN MCCLAREN TRUSTEE 2.00
Director
$0 $0 $0
JARI ASKINS TRUSTEE 1.00
Director
$0 $0 $0
JEAN HENDRICKSON TRUSTEE 0.00
Director
$0 $0 $0
JENNY DAKIL TRUSTEE 0.00
Director
$0 $0 $0
JOHN B GORTON TRUSTEE 0.00
Director
$0 $0 $0
JOHN R HARGRAVE TRUSTEE 0.00
Director
$0 $0 $0
JULIE E BATES TRUSTEE 0.00
Director
$0 $0 $0
KAREN HENSON TRUSTEE 0.00
Director
$0 $0 $0
KATHY ZERVAS TRUSTEE 0.00
Director
$0 $0 $0
KATIE ARCHER TRUSTEE 0.00
Director
$0 $0 $0
KEN BUSBY TRUSTEE 0.00
Director
$0 $0 $0
KYDEN CREEKPAUM TRUSTEE 0.00
Director
$0 $0 $0
KYLE A FRANKFURT TRUSTEE 0.00
Director
$0 $0 $0
KYLE DAHLEM TRUSTEE 0.00
Director
$0 $0 $0
L MICHELLE SUTTON TRUSTEE 0.00
Director
$0 $0 $0
LANA REYNOLDS TRUSTEE 0.00
Director
$0 $0 $0
LEAH M BARBY TRUSTEE 0.00
Director
$0 $0 $0
LEONELLE E THOMPSON TRUSTEE 0.00
Director
$0 $0 $0
LESLIE PARIS TRUSTEE 0.00
Director
$0 $0 $0
LINDA AMMONS STARLING TRUSTEE 0.00
Director
$0 $0 $0
LINDA K NEAL TRUSTEE 0.00
Director
$0 $0 $0
LINDA R RODGERS TRUSTEE 0.00
Director
$0 $0 $0
LOYD BENSON TRUSTEE 0.00
Director
$0 $0 $0
MARION PADEN TRUSTEE 1.00
Director
$0 $0 $0
MARY FRANCES MICHAELIS TRUSTEE 0.00
Director
$0 $0 $0
MARY M JENKINS TRUSTEE 0.00
Director
$0 $0 $0
MELISSA WOOLRIDGE TRUSTEE 0.00
Director
$0 $0 $0
MELVIN R MORAN TRUSTEE 0.00
Director
$0 $0 $0
MICHAEL STOPP TRUSTEE 0.00
Director
$0 $0 $0
MICHELLE BLOSCH TRUSTEE 0.00
Director
$0 $0 $0
MICHELLE NABORS TRUSTEE 0.00
Director
$0 $0 $0
MIKE BLAKE TRUSTEE 0.00
Director
$0 $0 $0
MIKE SIMPSON TRUSTEE 0.00
Director
$0 $0 $0
MOLLY SHI BOREN TRUSTEE 0.00
Director
$0 $0 $0
NANCY L LEONARD TRUSTEE 0.00
Director
$0 $0 $0
NEIL P SCHEMMER TRUSTEE 0.00
Director
$0 $0 $0
NOBLE MCINTYRE TRUSTEE 1.00
Director
$0 $0 $0
PATSY MANN TRUSTEE 0.00
Director
$0 $0 $0
POLLY NICHOLS TRUSTEE 0.00
Director
$0 $0 $0
RAEGAN KING TRUSTEE 0.00
Director
$0 $0 $0
SANDY WERNER TRUSTEE 0.00
Director
$0 $0 $0
SCOTT THOMPSON TRUSTEE 0.00
Director
$0 $0 $0
SEAN BURRAGE TRUSTEE 0.00
Director
$0 $0 $0
SHELLY LAMBERTZ TRUSTEE 0.00
Director
$0 $0 $0
SHONEY BLAKE TRUSTEE 0.00
Director
$0 $0 $0
STEPHEN B HOLTON TRUSTEE 0.00
Director
$0 $0 $0
STUART SANDER TRUSTEE 0.00
Director
$0 $0 $0
SUSAN I THURMOND TRUSTEE 0.00
Director
$0 $0 $0
SUSAN PADDACK TRUSTEE 0.00
Director
$0 $0 $0
SUZANNE THOMPSON TRUSTEE 0.00
Director
$0 $0 $0
TERRY DAVIDSON TRUSTEE 0.00
Director
$0 $0 $0
WILLIAM M CAMERON TRUSTEE 0.00
Director
$0 $0 $0
ELIZABETH INBODY EXECUTIVE DIRECTOR 40.00
Officer
$108,000 $4,328 $112,328
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 $1,205,990 $1,010,112 $10,047,079 $195,878
2024 $1,718,456 $985,934 $9,487,077 $732,522
2023 $935,669 $915,154 $8,657,333 $20,515
2022 $982,350 $975,164 $8,286,945 $7,186
2021 $1,099,032 $895,478 $9,711,112 $203,554
2020 $852,970 $883,693 $7,953,372 $-30,723
2019 $1,993,541 $1,026,958 $7,810,182 $966,583
2018 $958,243 $1,076,613 $7,598,253 $-118,370
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