Cherokee Strip Community Foundation (EIN 731547637) - 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

1998

Legal Domicile

Principal Officer

Jeff Funk

Phone

5805486330

Tax Period

2024-01-01 to 2024-12-31

Cherokee Strip Community Foundation, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 106% from the prior year, signaling strong growth momentum. The organization ran a surplus of $703K, a strong 28% operating margin.

Mission

Serving the charitable needs of Northwest Oklahoma through the development and administration of endowment and other funds with the goal of preserving capital and enhancing value to benefit the communities in our area.

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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 $405,047

Program Service Revenue $564,194

Investment Income $1,459,374

Other Revenue $70,052

TOTAL REVENUE $2,498,667

Expense Breakdown

Grants Paid $1,486,568

Salaries & Benefits $153,497

Fundraising Expenses $0

Program Expenses $1,623,408

Other Expenses $155,378

TOTAL EXPENSES $1,795,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,498,667	$1,211,673	+1.1%
Expenses	$1,795,443	$1,544,650	+0.2%
Net Income	$703,224	$-332,977	-3.1%

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

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
Carrie Sanders	Executive Director	040.00	Highest	$95,721	$0	$95,721
Jeff Funk	President, Board Chair	002.00	Officer Director	$0	$0	$0
Michael Rickman	Past-President	002.00	Officer Director	$0	$0	$0
Jessica Caruthers	Vice President	002.00	Officer Director	$0	$0	$0
Maria Palma	Secretary	002.00	Officer Director	$0	$0	$0
Sam Robinson	Treasurer	002.00	Officer Director	$0	$0	$0
Cheryl Bryan	Director	001.00	Director	$0	$0	$0
Hallie Caldwell	Director	001.00	Director	$0	$0	$0
Norma Cossio	Director	001.00	Director	$0	$0	$0
Lucas Dillingham	Director	001.00	Director	$0	$0	$0
Todd Hamilton	Director	001.00	Director	$0	$0	$0
Dan Randall	Director	001.00	Director	$0	$0	$0
John Toles	Director	001.00	Director	$0	$0	$0
Jonathan Waddell	Director	001.00	Director	$0	$0	$0
Dustina Chapman	Ex-Officio	001.00	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
2024	$2,498,667	$1,795,443	$29,482,562	$703,224
2023	$1,211,673	$1,544,650	$29,140,229	$-332,977
2022	$3,966,515	$1,774,121	$26,497,901	$2,192,394
2021	$9,292,511	$3,795,334	$32,321,752	$5,497,177
2020	$2,836,592	$2,072,374	$31,068,671	$764,218
2019	$3,976,360	$1,333,380	$28,832,044	$2,642,980
2018	$4,533,950	$1,114,056	$23,501,208	$3,419,894

Cherokee Strip Community Foundation