Perry High School Alumni Association Inc

EIN: 731317447 501(c)(3)

Perry, OK

Total Revenue
$168,871
Total Expenses
$66,740
Total Assets
$2,133,563
Net Assets
$2,133,563
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
OK
Principal Officer
Brad Finley
Phone
5803075443
Tax Period
2023-01-01 to 2023-12-31

Perry High School Alumni Association Inc, founded in 1987, is a small nonprofit that reported $169K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $102K, a strong 60% operating margin.

Mission

To provide education scholarships to perry high school graduates

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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 (2023)

Revenue Breakdown

Contributions & Grants $119,489
Program Service Revenue $0
Investment Income $49,382
Other Revenue $0
TOTAL REVENUE $168,871

Expense Breakdown

Grants Paid $43,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $47,790
Other Expenses $23,740
TOTAL EXPENSES $66,740

Year-over-Year Comparison

2023 2022 Change
Revenue $168,871 $156,345 +0.1%
Expenses $66,740 $88,709 -0.2%
Net Income $102,131 $67,636 +0.5%
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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Governance

Voting Members
21
Independent Members
21
Employees
N/A
Volunteers
21

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
4
$0
Total Directors
16
$0
Key Employees
1
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kathy Shelton Member 0.20
Director
$0 $0 $0
Kay McCarthy Recording Secretary 0.20
Officer
$0 $0 $0
Craig Kemnitz Member 0.20
Director
$0 $0 $0
Bertha Robinson Member 0.20
Director
$0 $0 $0
Ann Hentges Member 0.20
Director
$0 $0 $0
Brad Finley President 0.20
Officer
$0 $0 $0
Bryan Mack Member 0.20
Director
$0 $0 $0
Tom Trumbla Member 0.20
Director
$0 $0 $0
Patricia Novy Member 0.20
Director
$0 $0 $0
Peggy Haxton Secretary, Corr 8.00
Officer
$0 $0 $0
Linda Branson Member 8.00
Director
$0 $0 $0
Laura Vollmer Member 0.20
Director
$0 $0 $0
Floyd Kirk Member 0.20
Director
$0 $0 $0
Maria Mack Member 0.20
Director
$0 $0 $0
Kathleen Henry Vice President 8.00
Officer
$0 $0 $0
John Severe Member 0.20
Director
$0 $0 $0
Priscilla Brown Member 0.20
Director
$0 $0 $0
Bryan Chrz Member 0.20
Director
$0 $0 $0
Cary Clark Member 0.20
Director
$0 $0 $0
Steffanie Davis Member 0.20
Director
$0 $0 $0
Roni Coldiron Bookkeepr 8.00
Key Emp
$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 No data No data No data No data
2023 $168,871 $66,740 $2,133,563 $102,131
2022 $156,345 $88,709 $2,031,452 $67,636
2021 $149,226 $81,928 $1,954,900 $67,298
2020 $129,082 $39,127 $1,876,048 $89,955
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