OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION

EIN: 731401430 501(c)(3) Philanthropy & Grantmaking

OKLAHOMA CITY, OK

Total Revenue
$1,480,439
Total Expenses
$854,685
Total Assets
$16,960,381
Net Assets
$16,959,860
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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
1992
Legal Domicile
OK
Principal Officer
STEVE WOOD
Phone
4055227804
Tax Period
2023-01-01 to 2023-12-31

OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION, founded in 1992, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $626K, a strong 42% operating margin.

Mission

1. TO SUPPORT AND FOSTER THE OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS IN ITS GOAL OF FURTHERING THE EDUCATIONAL DEVELOPMENT OF OKLAHOMA STUDENTS WHO ARE ACADEMICALLY TALENTED IN SCIENCE AND MATHEMATICS AND SHOW PROMISE OF EXCEPTIONAL DEVELOPMENT THROUGH PARTICIPATION IN A RESIDENTIAL EDUCATION SETTING EMPHASIZING INSTRUCTION IN THE FIELDS OF SCIENCE AND MATHEMATICS. 2. TO DEVELOP, EVALUATE AND DISSEMINATE INSTRUCTIONAL PROGRAMS. 3. TO SERVE ALL SCHOOLS AND STUDENTS OF THE STATE THROUGH SCHOLARSHIPS, GRANTS, RESEARCH, OUTREACH ACTIVITIES AND TEACHER TRAINING.

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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 $666,193
Program Service Revenue $0
Investment Income $814,246
Other Revenue $0
TOTAL REVENUE $1,480,439

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $12,433
Program Expenses $651,760
Other Expenses $854,685
TOTAL EXPENSES $854,685

Year-over-Year Comparison

2023 2022 Change
Revenue $1,480,439 $1,195,232 +0.2%
Expenses $854,685 $941,264 -0.1%
Net Income $625,754 $253,968 +1.5%
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

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Governance

Voting Members
42
Independent Members
42
Employees
N/A
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
4
$0
Total Directors
43
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EDNA MCDUFFIE MANNING ED D INTERIM PRESIDENT, OSSM - 40.00
Officer Director
$0 $0 $0
MRS KATIE GUMERSON ALTSHULER CHAIRMAN 3.00
Officer Director
$0 $0 $0
MR JERRY BURGER SECRETARY 3.00
Officer Director
$0 $0 $0
MR STEVEN WOOD TREASURER 3.00
Officer Director
$0 $0 $0
MRS JAN BARRICK TRUSTEE 0.50
Director
$0 $0 $0
MR WEBSTER LANCE BENHAM TRUSTEE 3.00
Director
$0 $0 $0
MS LISA DAY TREASURER 3.00
Director
$0 $0 $0
MRS LOU KERR TRUSTEE 1.00
Director
$0 $0 $0
MRS LINDA RODGERS TRUSTEE 1.00
Director
$0 $0 $0
MR WARREN THOMAS TREASURER 1.00
Director
$0 $0 $0
MRS KRISTINE BARANSKI TRUSTEE 0.25
Director
$0 $0 $0
DR BART BINNING EDD TRUSTEE 0.50
Director
$0 $0 $0
MRS LISSA GUMERSON BLASCHKE TRUSTEE 0.25
Director
$0 $0 $0
DR DANIEL BRUE PHD TRUSTEE 0.25
Director
$0 $0 $0
DR RICO BUCHLI PHD TRUSTEE 0.25
Director
$0 $0 $0
MR JOEL E CHAMPLIN TRUSTEE 0.25
Director
$0 $0 $0
MR DAKOTA COLE TRUSTEE 0.25
Director
$0 $0 $0
DR RYAN DENNIS TRUSTEE 0.25
Director
$0 $0 $0
MS TERESA DIETRICH TRUSTEE 0.25
Director
$0 $0 $0
MR GARY F FULLER TRUSTEE 0.25
Director
$0 $0 $0
MR LLOYD HARDIN JR TRUSTEE 0.25
Director
$0 $0 $0
MR D AARON HARMON TRUSTEE 0.25
Director
$0 $0 $0
MR DAVID HILL TREASURER 0.25
Director
$0 $0 $0
DR KARLOS K HILL PHD TRUSTEE 0.25
Director
$0 $0 $0
MRS SHANNON HILL TREASURER 0.25
Director
$0 $0 $0
MRS ANNE HOLZBERLEIN TRUSTEE 0.25
Director
$0 $0 $0
MRS SUE ANN HYDE TRUSTEE 0.25
Director
$0 $0 $0
MR BRADLEY W KRIEGER TRUSTEE 0.25
Director
$0 $0 $0
MR PHILIP LANCE FACHE TRUSTEE 0.25
Director
$0 $0 $0
MR SHANE LINDSTROM TREASURER 0.25
Director
$0 $0 $0
MRS JENNIFER MEASON TRUSTEE 0.25
Director
$0 $0 $0
MR ROB MINER PHR TRUSTEE 0.25
Director
$0 $0 $0
MR SAM OTT TRUSTEE 0.25
Director
$0 $0 $0
MR HAL PENNINGTON JD TRUSTEE 0.25
Director
$0 $0 $0
MR BRENTON PHILLIPS TRUSTEE 0.25
Director
$0 $0 $0
DR ROBERT REYNOLDS MD TREASURER 0.25
Director
$0 $0 $0
DR RUSSELL ROTHER PHD TRUSTEE 0.25
Director
$0 $0 $0
MR HARRY ROUSE ESQ TRUSTEE 0.25
Director
$0 $0 $0
MS MEG SALYER TRUSTEE 0.25
Director
$0 $0 $0
MR THOMAS SELL TRUSTEE 0.25
Director
$0 $0 $0
DR ERIC SHERBURN MD TRUSTEE 0.25
Director
$0 $0 $0
MRS MOLLY WEHRENBERG TRUSTEE 0.25
Director
$0 $0 $0
MR JOHNNY WHITFIELD TRUSTEE 0.25
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 No data No data No data No data
2023 $1,480,439 $854,685 $16,960,381 $625,754
2022 $1,195,232 $941,264 $14,933,657 $253,968
2021 $1,285,825 $722,696 $17,450,316 $563,129
2020 $1,009,600 $722,106 $15,099,584 $287,494
2019 $1,399,255 $856,574 $13,474,755 $542,681
2018 $1,498,657 $845,632 $11,274,344 $653,025
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