WOODWARD INDUSTRIAL FOUNDATION (EIN 731279320) - 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

1986

Legal Domicile

Principal Officer

ALAN CASE II

Phone

5802545616

Tax Period

2024-04-01 to 2025-03-31

WOODWARD INDUSTRIAL FOUNDATION, founded in 1986, is a small nonprofit that reported $682K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $242K, a strong 35% operating margin.

Mission

ECONOMIC DEVELOPMENT OF WOODWARD, OK AND NORTHWESTERN OKLAHOMA.

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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 $392,750

Program Service Revenue $0

Investment Income $238,629

Other Revenue $50,394

TOTAL REVENUE $681,773

Expense Breakdown

Grants Paid $81,833

Salaries & Benefits $243,182

Fundraising Expenses $0

Program Expenses $234,153

Other Expenses $115,083

TOTAL EXPENSES $440,098

Year-over-Year Comparison

	2024	2023	Change
Revenue	$681,773	$386,544	+0.8%
Expenses	$440,098	$390,961	+0.1%
Net Income	$241,675	$-4,417	-55.7%

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

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
ALAN CASE	PRESIDENT	40.00		$144,232	$0	$144,232
LAURA HAYES	Director	1.00	Director	$0	$0	$0
LOGAN HAMILTON	Secretary	2.00	Officer Director	$0	$0	$0
ROGER WAGNER	Vice President	2.00	Officer Director	$0	$0	$0
KEVIN MARTIN	Director	1.00	Director	$0	$0	$0
ROBYN PRICE	Director	1.00	Director	$0	$0	$0
BILL FANNING	Chairman	1.00	Officer Director	$0	$0	$0
BRET BREWER	Director	1.00	Director	$0	$0	$0
LORNE CLARK	Vice President	2.00	Officer Director	$0	$0	$0
TAYLOR BURNETT	Director	1.00	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	$681,773	$440,098	$5,759,216	$241,675
2024	$386,544	$390,961	$5,288,573	$-4,417
2023	$1,674,932	$652,536	$5,301,884	$1,022,396
2022	$443,311	$564,157	$4,851,668	$-120,846
2021	$1,070,306	$555,014	$5,088,162	$515,292
2020	$683,412	$617,065	$4,682,073	$66,347
2019	$625,889	$561,976	$4,695,740	$63,913

WOODWARD INDUSTRIAL FOUNDATION