Oklahoma Society of Association Executives Inc (EIN 731304820) - 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

1967

Legal Domicile

Principal Officer

Deanna Fields

Phone

4056055881

Tax Period

2025-01-01 to 2025-12-31

Oklahoma Society of Association Executives Inc, founded in 1967, is a small nonprofit that reported $113K in total revenue in fiscal year 2025. Net assets of $294K represent 31 months of operating reserves.

Mission

To serve the association profession in Oklahoma through professional development, networking, research, and legislative education seminars and programs.

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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 (2025)

Revenue Breakdown

Contributions & Grants $46,615

Program Service Revenue $56,286

Investment Income $7,205

Other Revenue $2,448

TOTAL REVENUE $112,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,591

Other Expenses $122,030

TOTAL EXPENSES $122,030

Year-over-Year Comparison

	2025	2024	Change
Revenue	$112,554	$117,343	0.0%
Expenses	$122,030	$107,713	+0.1%
Net Income	$-9,476	$9,630	-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

N/A

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

Total Directors

$56,492

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tawni Phelan	Executive Director	20.00	Director	$56,492	$0	$56,492
Jennifer Hamer	Strategic Partner Liaison	2.00	Director	$0	$0	$0
Ezra Miller	Strategic Partner Liaison	2.00	Director	$0	$0	$0
Deanna Fields	President	2.00	Officer	$0	$0	$0
Patti Colley	President Elect	2.00	Officer	$0	$0	$0
Wes Glinsmann	Past President	2.00	Officer	$0	$0	$0
Brenda Granger	SecretaryTreasurer	2.00	Officer	$0	$0	$0
Melissa Wilkerson	Vice President - Conference	2.00	Officer	$0	$0	$0
Lisa Sutliff	Vice President - Communications	2.00	Officer	$0	$0	$0
Josh Reasnor	Vice President - EducationMeetings	2.00	Officer	$0	$0	$0
Kristen Vencl	Vice President - Membership	2.00	Officer	$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	$112,554	$122,030	$333,992	$-9,476
2024	$117,343	$107,713	$309,254	$9,630
2023	$105,467	$119,425	$271,212	$-13,958
2022	$97,873	$101,677	$276,601	$-3,804
2021	$77,142	$88,562	$312,327	$-11,420
2020	$88,033	$79,679	$278,739	$8,354
2019	$116,741	$112,739	$278,304	$4,002
2018	$92,374	$115,878	$273,584	$-23,504

Oklahoma Society of Association Executives Inc