OKLAHOMA RETIRED EDUCATORS ASSOCIATION

EIN: 731331032

OKLAHOMA CITY, OK

Total Revenue
$562,789
Total Expenses
$566,665
Total Assets
$1,321,146
Net Assets
$1,314,964
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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
SABRA TUCKER
Phone
4055252230
Tax Period
2023-09-01 to 2024-08-31

OKLAHOMA RETIRED EDUCATORS ASSOCIATION, founded in 1987, is a small nonprofit that reported $563K in total revenue in fiscal year 2023. Net assets of $1.3M represent 28 months of operating reserves.

Mission

THE OKLAHOMA RETIRED EDUCATORS ASSOCIATION PROVIDES A VOICE FOR RETIRED EDUCATION EMPLOYEES, SECURES AND PROTECTS BENEFITS, AND ENHANCES THE QUALITY OF LIFE FOR ITS MEMBERS.

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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 $0
Program Service Revenue $498,241
Investment Income $15,629
Other Revenue $48,919
TOTAL REVENUE $562,789

Expense Breakdown

Grants Paid $0
Salaries & Benefits $242,707
Fundraising Expenses $0
Program Expenses $282,788
Other Expenses $323,958
TOTAL EXPENSES $566,665

Year-over-Year Comparison

2023 2022 Change
Revenue $562,789 $553,719 +0.0%
Expenses $566,665 $488,357 +0.2%
Net Income $-3,876 $65,362 -1.1%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
18
Employees
6
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
1
$75,735
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SABRA TUCKER EXECUTIVE DI 40.00
Officer
$75,735 $0 $75,735
KATHERINE BISHOP PRESIDENT N/A
Director
$0 $0 $0
JANET BREWSTER TULSA CO. DI N/A
Director
$0 $0 $0
BRENDA CALAHAN MEMBERSHIP C N/A
Director
$0 $0 $0
FRAN CATES CENTRAL DIRE N/A
Director
$0 $0 $0
POLLY CHRISTIAN PAST PRESIDE N/A
Director
$0 $0 $0
JOY DENNIS NW DISTRICT N/A
Director
$0 $0 $0
CHERYL DOWELL GOVERNANCE C N/A
Director
$0 $0 $0
CINDY DRONYK COMMUNICATIO N/A
Director
$0 $0 $0
BOB HIGHTOWER GOVERNMENT R N/A
Director
$0 $0 $0
PAM HOLLAND SOUTHWEST DI N/A
Director
$0 $0 $0
TERRIE KECK S CENTRAL DI N/A
Director
$0 $0 $0
LINDA LONG GOVERNMENT R N/A
Director
$0 $0 $0
MATTI PALLUCONI FINANCE CHAI N/A
Director
$0 $0 $0
PAULA SQUIRES PAST PRESIDE N/A
Director
$0 $0 $0
LYNN STOCKLEY VICE PRESIDE N/A
Director
$0 $0 $0
JEANNIE VAN VEEN BENEFITS CHA N/A
Director
$0 $0 $0
JOE WINN CAPITAL DIRE N/A
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 $562,789 $566,665 $1,321,146 $-3,876
2023 $553,719 $488,357 $1,188,388 $65,362
2022 $523,703 $473,346 $1,092,012 $50,357
2021 $667,974 $423,653 $1,039,761 $244,321
2020 $602,660 $469,935 $797,673 $132,725
2019 $525,443 $470,811 $664,561 $54,632
2018 $506,263 $506,993 $609,747 $-730
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