Oklahoma Israel Exchange Inc (EIN 731519817) - 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

1997

Legal Domicile

Principal Officer

Jonna Kirschner

Phone

4053626332

Tax Period

2023-01-01 to 2023-12-31

Oklahoma Israel Exchange Inc, founded in 1997, is a small nonprofit in the Education sector that reported $265K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Net assets of $548K represent 25 months of operating reserves.

Mission

To foster enhanced cooperation between Israel and the State of Oklahoma.

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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 $63,632

Program Service Revenue $0

Investment Income $4,082

Other Revenue $196,831

TOTAL REVENUE $264,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $161,475

Fundraising Expenses $155,711

Program Expenses $65,337

Other Expenses $100,393

TOTAL EXPENSES $261,868

Year-over-Year Comparison

	2023	2022	Change
Revenue	$264,545	$312,773	-0.2%
Expenses	$261,868	$176,009	+0.5%
Net Income	$2,677	$136,764	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Edie Roodman	Executive Dir.	40.00	Director	$0	$0	$0
David Stanley	Past President	0.00	Officer Director	$0	$0	$0
Jonna Kirschner	President	0.00	Officer Director	$0	$0	$0
Keeff Felty	Treasurer	0.00	Officer Director	$0	$0	$0
Don Wentroth	Secretary	0.00	Officer Director	$0	$0	$0
Linda Aberson	Director	0.00	Director	$0	$0	$0
Susan Bergen	Director	0.00	Director	$0	$0	$0
Ronna Davis	Director	0.00	Director	$0	$0	$0
Erin Horton	Director	0.00	Director	$0	$0	$0
Jane Ann Fell	Director	0.00	Director	$0	$0	$0
Linda Gardner	Director	0.00	Director	$0	$0	$0
Becky Gray	Trustee	0.00	Director	$0	$0	$0
Erin Horton	Director	0.00	Director	$0	$0	$0
Gary Miller	Director	0.00	Director	$0	$0	$0
Michael Pollack MD	Director	0.00	Director	$0	$0	$0
Michael Robinson MD	Director	0.00	Director	$0	$0	$0
Mike Schulte	Director	0.00	Director	$0	$0	$0
Victor Flores	Trustee	0.00	Director	$0	$0	$0
Jill Shero	Director	0.00	Director	$0	$0	$0
Mark Liotta	Trustee	0.00	Director	$0	$0	$0
Lee Levy	Vice President	0.00	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	$264,545	$261,868	$601,910	$2,677
2022	$312,773	$176,009	$639,077	$136,764
2021	$375,846	$197,436	$422,522	$178,410
2019	$207,909	$154,496	$378,531	$53,413

Oklahoma Israel Exchange Inc