OKLAHOMA SOCIETY OF CERTIFIED PUBL… - Form 990 Financial Data

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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

1989

Legal Domicile

Principal Officer

BLAINE M PETERSON

Phone

4058413800

Tax Period

2024-05-01 to 2025-04-30

OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EDUCATIONAL FOUN, founded in 1989, is a small nonprofit that reported $115K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $21K, a strong 19% operating margin.

Mission

THE PURPOSE OF THE FOUNDATION IS TO AID, DEVELOP, AND ADVANCE EDUCATION AND RESEARCH RELATING TO THE STUDY, TEACHING, AND PRACTICE OF ACCOUNTANCY AND RELATED FIELDS BY PROMOTING HIGH STANDARDS OF EDUCATIONAL ACHIEVEMENT.

Program Service Accomplishments

Program 1

Expenses: $52,500

TO PROVIDE SCHOLARSHIPS TO STUDENTS TO PROMOTE THE PRACTICE OF ACCOUNTANCY.

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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 $28,070

Program Service Revenue $0

Investment Income $52,053

Other Revenue $34,829

TOTAL REVENUE $114,952

Expense Breakdown

Grants Paid $52,500

Salaries & Benefits $0

Fundraising Expenses $26,479

Program Expenses $52,500

Other Expenses $41,179

TOTAL EXPENSES $93,679

Year-over-Year Comparison

	2024	2023	Change
Revenue	$114,952	$81,369	+0.4%
Expenses	$93,679	$53,656	+0.7%
Net Income	$21,273	$27,713	-0.2%

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

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

$222,127

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLAINE M PETERSON	PRESIDENT &	2.00	Officer	$0	$28,744	$222,127
HENRY BICKERSTAFF	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEY FOGLE	CHAIR	1.00	Officer Director	$0	$0	$0
AUSTIN FOUST	TRUSTEE	1.00	Director	$0	$0	$0
VICKY PETETE	TRUSTEE	1.00	Director	$0	$0	$0
TONY SCOTT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANGELA SPENCER	TRUSTEE	1.00	Director	$0	$0	$0
AUBREE WALTON	TRUSTEE	1.00	Director	$0	$0	$0
EVAN WEST	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
BRITTNEY WYCOFF	TRUSTEE	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
2025	$114,952	$93,679	$931,180	$21,273
2024	$81,369	$53,656	$886,311	$27,713
2023	$69,550	$59,952	$825,039	$9,598
2022	$117,201	$56,768	$862,455	$60,433
2021	$123,208	$41,732	$942,065	$81,476
2020	$75,592	$44,118	$708,440	$31,474
2019	$43,573	$34,168	$739,059	$9,405
2018	$75,625	$52,172	$717,294	$23,453

OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS EDUCATIONAL FOUN