Owasso Education Foundation Inc (EIN 731367373) - Form 990 Financial Analysis & Trantor Score

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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

1990

Legal Domicile

Phone

9189284024

Tax Period

2024-07-01 to 2025-06-30

Owasso Education Foundation Inc, founded in 1990, is a small nonprofit in the Education sector that reported $159K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 41% operating margin.

Mission

Education - support of teachers to provide enhanced educational programs and activities

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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 $201,531

Program Service Revenue $0

Investment Income $41,719

Other Revenue $-83,977

TOTAL REVENUE $159,273

Expense Breakdown

Grants Paid $62,156

Salaries & Benefits $11,096

Fundraising Expenses $0

Program Expenses $87,588

Other Expenses $20,695

TOTAL EXPENSES $93,947

Year-over-Year Comparison

	2024	2023	Change
Revenue	$159,273	$131,200	+0.2%
Expenses	$93,947	$87,366	+0.1%
Net Income	$65,326	$43,834	+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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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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brittney Driskill	Vice Chair	0.50	Officer Director	$0	$0	$0
Kristin Duggins	Secretary	0.50	Officer Director	$0	$0	$0
Jared Gallagher	Director	0.50	Director	$0	$0	$0
Nick Sokolosky	Treasurer	0.50	Officer Director	$0	$0	$0
Steve Staniger	Director	0.50	Director	$0	$0	$0
Eric Williams	Director	0.50	Director	$0	$0	$0
Matthew Allington	Director	0.50	Director	$0	$0	$0
Shannon O'Dell	Director	0.50	Director	$0	$0	$0
Allen Rachel	Director	0.50	Director	$0	$0	$0
Aaron King	Director	0.50	Director	$0	$0	$0
Dana Burrows	Director	0.50	Director	$0	$0	$0
Scott Bushyhead	Director	0.50	Director	$0	$0	$0
Tony Bruce	Director	0.50	Director	$0	$0	$0
Brooke Clark	Director	0.50	Director	$0	$0	$0
Jill Henderson	Director	0.50	Director	$0	$0	$0
Matt Inouye	Director	0.50	Director	$0	$0	$0
Grant Killion	Board Chair	0.50	Officer Director	$0	$0	$0
Kaci Miller	Past Chair	0.50	Director	$0	$0	$0
Kathy Rogers	Director	0.50	Director	$0	$0	$0
Jeremy Taylor	Director	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
2025	$159,273	$93,947	$1,528,376	$65,326
2024	$131,200	$87,366	$1,346,595	$43,834
2023	$129,098	$80,392	$1,192,167	$48,706
2022	$96,190	$79,233	$1,059,474	$16,957
2021	$120,244	$66,493	$1,226,517	$53,751
2020	$170,339	$70,050	$995,393	$100,289
2019	$176,406	$68,776	$893,911	$107,630

Owasso Education Foundation Inc