OKLAHOMA PRIMARY CARE ASSOCIATION

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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

1983

Legal Domicile

Principal Officer

SARA BARRY MED LBP

Phone

4054242282

Tax Period

2025-04-01 to 2026-03-31

OKLAHOMA PRIMARY CARE ASSOCIATION, founded in 1983, is a community nonprofit in the Health Care sector that reported $4.1M in total revenue in fiscal year 2025. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $3.6M left a modest 13% surplus.

Mission

TO STRENGTHEN ACCESS TO AFFORDABLE COMMUNITY BASED HEALTH CARE THROUGH ADVOCACY, EDUCATION AND TECHNICAL ASSISTANCE.

Program Service Accomplishments

Program 1

Expenses: $2,559,278 Revenue: $1,016,050

PRIMARY PURPOSE IS IMPROVEMENT IN ACCESS TO AFFORDABLE PREVENTIVE, PRIMARY, ORAL AND BEHAVORIAL HEALTH CARE FOR SECTION 330 COMMUNITY HEALTH CENTERS AS WELL AS OTHER SAFETY NET PROVIDER...

PRIMARY PURPOSE IS IMPROVEMENT IN ACCESS TO AFFORDABLE PREVENTIVE, PRIMARY, ORAL AND BEHAVORIAL HEALTH CARE FOR SECTION 330 COMMUNITY HEALTH CENTERS AS WELL AS OTHER SAFETY NET PROVIDER ORGANIZATIONS. SERVICES INCLUDE ADVOCACY, EDUCATION, TRAINING AND TECHNICAL ASSISTANCE, AND INCREASED KNOWLEDGE ENHANCEMENT ON QUALITY ASSURANCE AND CLINICAL QUALITY IMPROVEMENT FOR BOARDS, ADMINISTRATORS, AND OTHER NON-CLINICAL SUPPORT STAFF.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,728,484

Program Service Revenue $1,016,050

Investment Income $9,908

Other Revenue $369,451

TOTAL REVENUE $4,123,893

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,462,992

Fundraising Expenses $0

Program Expenses $2,559,278

Other Expenses $2,123,080

TOTAL EXPENSES $3,586,072

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,123,893	$3,091,651	+0.3%
Expenses	$3,586,072	$2,859,931	+0.3%
Net Income	$537,821	$231,720	+1.3%

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

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

$591,362

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA BARRY MED LBP	CHIEF EXEC.	40.00	Officer	$204,193	$26,993	$231,186
CADEN CULVER	CHIEF INFORM	40.00	Officer	$139,872	$0	$139,872
TOBY POLK	CHIEF OPER.	40.00	Officer	$126,431	$0	$126,431
CASSIDY HEIT	CHIEF OF STA	40.00	Officer	$93,873	$0	$93,873
ANGIE BATTON	BOARD MEMBER	2.00	Director	$0	$0	$0
LOU CARMICHAEL	BOARD MEMBER	2.00	Director	$0	$0	$0
GINGER CREECH	BOARD MEMBER	2.00	Director	$0	$0	$0
DONNA DYER	BOARD SECRET	2.00	Director	$0	$0	$0
MICHAEL ECHELLE	BOARD MEMBER	2.00	Director	$0	$0	$0
AMY GILBREATH	BOARD TREASU	2.00	Director	$0	$0	$0
TERESA HUGGINS	GOVERNMENT A	2.00	Director	$0	$0	$0
ISABELLA LAWSON	BOARD MEMBER	2.00	Director	$0	$0	$0
TAMMY LEEPER	BOARD MEMBER	2.00	Director	$0	$0	$0
SEAN MCAVOY	BOARD MEMBER	2.00	Director	$0	$0	$0
JANET MENDEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
TERESA MYERS	BOARD MEMBER	2.00	Director	$0	$0	$0
KATE NEARY	BOARD VICE C	2.00	Director	$0	$0	$0
SCOTT ROSENTHAL	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN SAVAGE	BOARD MEMBER	2.00	Director	$0	$0	$0
SONY SMITH	HCCN STEERIN	2.00	Director	$0	$0	$0
TIM STARKEY	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH WAGNER	BOARD MEMBER	2.00	Director	$0	$0	$0
BRENDA WARE	BOARD CHAIR	2.00	Director	$0	$0	$0
FRANNIE WATTS	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON WESCO	BOARD MEMBER	2.00	Director	$0	$0	$0
TINA ZAMORA	BOARD MEMBER	2.00	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
2026	$4,123,893	$3,586,072	$1,920,878	$537,821
2025	$3,091,651	$2,859,931	$1,530,084	$231,720
2024	$3,715,492	$3,450,151	$1,025,479	$265,341
2023	$3,027,939	$3,210,092	$468,578	$-182,153
2022	$2,091,334	$2,626,038	$429,828	$-534,704
2021	$2,264,584	$2,247,707	$1,593,453	$16,877
2020	$2,233,549	$2,158,813	$1,256,511	$74,736