OKLAHOMA AQUARIUM FOUNDATION

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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

CAROLINA MORRIS

Phone

9182963474

Tax Period

2023-01-01 to 2023-12-31

OKLAHOMA AQUARIUM FOUNDATION, founded in 1988, is a small nonprofit in the Animal-Related sector that reported $475K in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum. Expenses of $416K left a modest 12% surplus.

Mission

THE MISSION OF THE OKLAHOMA AQUARIUM FOUNDATION IS TO SUPPORT THE OPERATIONS, EDUCATIONAL PROGRAMS, STRATEGIC GROWTH AND SUSTAINABILITY OF THE JENKS AQUARIUM AUTHORITY (A POLITICAL SUBDIVISION OF THE CITY OF JENKS, OKLAHOMA). THE AQUARIUM IS DEDICATED TO FOSTERING KNOWLEDGE, APPRECIATION AND CONSERVATION OF AQUATIC LIFE AND ENVIRONMENTS, AND WELCOMES MORE THAN 400,000 VISITORS ANNUALLY, PROVIDING AN ECONOMIC BENEFIT IN ADDITION TO SERVING AS AN EDUCATIONAL RESOURCE. THE PURPOSES AND OBJECTIVES OF THE FOUNDATION SHALL BE TO DEVELOP, MANAGE, OPERATE AND/OR SERVE AS AN AFFILIATED BOARD OF DIRECTORS FOR PUBLIC AQUARIUMS, WHICH WILL ALSO SERVE AS NATURAL HISTORY MUSEUMS, NATURE AND WILDLIFE INTERPRETIVE AND REHABILITATION CENTERS, SANCTUARIES, REFUGES, PROPOGATION CENTERS FOR PLANT AND ANIMAL SPECIES, HOUSE PUBLIC OR PRIVATE AGENCIES OF A SIMILAR PURPOSE, AND AS SCIENCE CENTERS.

Program Service Accomplishments

Program 1

Expenses: $269,828

ONGOING FUNDRAISING TO SUPPORT THE EXHIBITS OF THE OKLAHOMA AQUARIUM THROUGH CONSTRUCTION, MAINTENANCE, AND FINANICAL SUPPORT THROUGH SPLASH AND OTHER AQUARIUM PROGRAMS.

Program 2

Expenses: $90,751 Revenue: $61,244

THE FISH FRIEND EDUCATION FUND ELIMINATES THE FINANCIAL BARRIERS TO EXPERIENTIAL LEARNING BY AWARDING SCHOLARSHIPS FOR FIELD TRIPS FOR UNDERSERVED SCHOOL GROUPS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $366,275

Program Service Revenue $0

Investment Income $32,454

Other Revenue $76,358

TOTAL REVENUE $475,087

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $360,579

Other Expenses $416,172

TOTAL EXPENSES $416,172

Year-over-Year Comparison

	2023	2022	Change
Revenue	$475,087	$250,983	+0.9%
Expenses	$416,172	$206,827	+1.0%
Net Income	$58,915	$44,156	+0.3%

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

250

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
CAROLINA MORRIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
TODD BLACKBURN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KEITH RICHARDSON	SECRETARY	1.00	Officer Director	$0	$0	$0
SHAWN ORTH	TREASURER	1.00	Officer Director	$0	$0	$0
MATT GRIFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
HARVIE ROE	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE SHIRLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT BONNALLIE	BOARD MEMBER	0.50	Director	$0	$0	$0
MATTHEW BOWLER	BOARD MEMBER	0.50	Director	$0	$0	$0
PETER BROLICK	BOARD MEMBER	0.50	Director	$0	$0	$0
WILLIAM COLE	BOARD MEMBER	0.50	Director	$0	$0	$0
ROBERT LEE	BOARD MEMBER	0.50	Director	$0	$0	$0
RYAN LOGAN	BOARD MEMBER	0.50	Director	$0	$0	$0
GALEN MARTENS	BOARD MEMBER	0.50	Director	$0	$0	$0
STEVE MCCLELLAN	BOARD MEMBER	0.50	Director	$0	$0	$0
JOE MERENDA	BOARD MEMBER	0.50	Director	$0	$0	$0
KEITH MONTGOMERY	BOARD MEMBER	0.50	Director	$0	$0	$0
PAUL ROSS	BOARD MEMBER	0.50	Director	$0	$0	$0
KERRY ROWLAND	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN SIELER	BOARD MEMBER	0.50	Director	$0	$0	$0
DEREK SMITHEE	BOARD MEMBER	0.50	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
2023	$475,087	$416,172	$966,323	$58,915
2022	$250,983	$206,827	$904,573	$44,156
2021	$220,588	$162,347	$890,706	$58,241
2020	$262,711	$134,871	$818,295	$127,840
2019	$449,676	$231,983	$690,444	$217,693
2018	$291,741	$341,904	$401,507	$-50,163