OKLAHOMA GROCERS EDUCATION FOUNDATION (EIN 731377411) - 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

4055259419

Tax Period

2023-01-01 to 2023-12-31

OKLAHOMA GROCERS EDUCATION FOUNDATION, founded in 1990, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $80K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $37K, a strong 46% operating margin.

Mission

PROMOTING EDUCATION FOR FOOD INDUSTRY

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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 $34,545

Program Service Revenue $0

Investment Income $32,337

Other Revenue $12,930

TOTAL REVENUE $79,812

Expense Breakdown

Grants Paid $30,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,500

Other Expenses $12,321

TOTAL EXPENSES $42,821

Year-over-Year Comparison

	2023	2022	Change
Revenue	$79,812	$86,803	-0.1%
Expenses	$42,821	$42,862	0.0%
Net Income	$36,991	$43,941	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM BROWN	Trustee	1.00	Director	$0	$0	$0
DAVID BROOKS	Trustee	1.00	Director	$0	$0	$0
Michael Blount	Trustee	1.00	Director	$0	$0	$0
GARY MCINTOSH	Trustee	1.00	Director	$0	$0	$0
LINDA LAWSON	Trustee	1.00	Director	$0	$0	$0
JOAN PAGE	Trustee	1.00	Director	$0	$0	$0
Jeff Williams	Trustee	1.00	Director	$0	$0	$0
CRAIG WARD	Trustee	1.00	Director	$0	$0	$0
RON CLARK	Trustee	1.00	Director	$0	$0	$0
BRAD WEBER	Trustee	1.00	Director	$0	$0	$0
MARC JONES	Trustee	1.00	Director	$0	$0	$0
ROBERT MILLS	Chairman	1.00	Officer Director	$0	$0	$0
RON EDGMON	ADMINISTRATOR	3.00	Officer	$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	No data	No data	No data	No data
2023	$79,812	$42,821	$926,445	$36,991
2022	$86,803	$42,862	$889,454	$43,941
2021	$136,031	$47,345	$845,513	$88,686
2020	$113,573	$59,756	$756,827	$53,817
2019	$96,549	$72,170	$703,010	$24,379
2018	$97,712	$64,506	$678,631	$33,206

OKLAHOMA GROCERS EDUCATION FOUNDATION