OKLAHOMA ASSOCIATION OF AREA AGENCIES ON AGING (EIN 731317252) - 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

1988

Legal Domicile

Principal Officer

ANITA MARTINEZ

Phone

5805625006

Tax Period

2024-01-01 to 2024-12-31

OKLAHOMA ASSOCIATION OF AREA AGENCIES ON AGING, founded in 1988, is a small nonprofit that reported $688K in total revenue in fiscal year 2024.

Mission

SUPPORT OF PROGRAMS, SERVICES AND ADVOCACY FOR THE BENEFIT OF OLDER ADULTS THROUGH THE DISTRIBUTION OF FUNDING TO MEMBER ORGANIZATIONS.

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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 $687,682

Program Service Revenue $0

Investment Income $83

Other Revenue $0

TOTAL REVENUE $687,765

Expense Breakdown

Grants Paid $674,609

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $688,514

Other Expenses $13,905

TOTAL EXPENSES $688,514

Year-over-Year Comparison

	2024	2023	Change
Revenue	$687,765	$675,349	+0.0%
Expenses	$688,514	$670,977	+0.0%
Net Income	$-749	$4,372	-1.2%

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

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
ANITA MARTINEZ	CHAIR	2.00	Officer Director	$0	$0	$0
BLAIR SCHOEB	TREASURER	2.00	Officer Director	$0	$0	$0
SAMANTHA HUMPHREY	SECRETARY	1.00	Director	$0	$0	$0
VALERIE SNETHEN	DIRECTOR	1.00	Director	$0	$0	$0
STACY METZ	DIRECTOR	1.00	Director	$0	$0	$0
STACI PIERCE	DIRECTOR	1.00	Director	$0	$0	$0
TINA GLASGOW	DIRECTOR	1.00	Director	$0	$0	$0
JOYE ANGEL	DIRECTOR	1.00	Director	$0	$0	$0
LISA NORTON	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA STRAHAN	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
2024	$687,765	$688,514	$199,624	$-749
2023	$675,349	$670,977	$200,373	$4,372
2022	$818,012	$859,244	$196,001	$-41,232
2021	$773,947	$726,758	$970,998	$47,189
2020	$781,317	$776,337	$973,642	$4,980
2019	$703,806	$699,153	$187,786	$4,653
2018	$804,212	$800,536	$359,273	$3,676

OKLAHOMA ASSOCIATION OF AREA AGENCIES ON AGING