METAFUND CORPORATION (EIN 731575885) - 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

1999

Legal Domicile

Principal Officer

SARAH REED

Phone

4059490001

Tax Period

2024-01-01 to 2024-12-31

METAFUND CORPORATION, founded in 1999, is a community nonprofit in the Community Improvement sector that reported $5.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.5M, a strong 29% operating margin.

Mission

METAFUND CORPORATION'S MISSION IS TO PROMOTE COMMUNITY, ECONOMIC, AND WORKFORCE DEVELOPMENT THROUGHOUT THE STATE OF OKLAHOMA AND THE UNITED STATES, THROUGH FINANCING AND CONSULTING. METAFUND ACHIEVES SUSTAINABLE SOCIAL IMPACT BY PROVIDING ACCESS TO DIVERSE SOURCES OF CAPITAL, AS WELL AS STRATEGIC ADVICE, GENERATING CREATIVE SOLUTIONS THAT BENEFIT UNDER-RESOURCED COMMUNITIES.

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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 $794,192

Program Service Revenue $3,678,909

Investment Income $594,362

Other Revenue $30,184

TOTAL REVENUE $5,097,647

Expense Breakdown

Grants Paid $25,502

Salaries & Benefits $2,223,343

Fundraising Expenses $0

Program Expenses $3,016,121

Other Expenses $1,366,549

TOTAL EXPENSES $3,615,394

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,097,647	$4,579,529	+0.1%
Expenses	$3,615,394	$3,312,209	+0.1%
Net Income	$1,482,253	$1,267,320	+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

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

$1,365,954

Total Directors

$621,844

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
A THOMAS LOY	EXECUTIVE CHAIRMAN	9.00	Officer Director	$193,161	$15,453	$208,614
SARAH REED	CEO & PRESIDENT/VICE CHAIR	31.00	Officer Director	$323,959	$65,271	$389,230
JANE HASKIN	BOARD MEMBER	0.25	Director	$24,000	$0	$24,000
AMANDA EWING	BOARD MEMBER	0.25	Director	$0	$0	$0
DESJEAN JONES	BOARD MEMBER	0.25	Director	$0	$0	$0
JAMES FINCH	BOARD MEMBER	0.25	Director	$0	$0	$0
CHARLES LEE	BOARD MEMBER	0.25	Director	$0	$0	$0
JILL CASTILLA	BOARD MEMBER	0.25	Director	$0	$0	$0
BLAKE TRIPPET	CHIEF NEW MARKETS OFFICER	24.00	Officer	$275,823	$59,922	$335,745
ED LONG	PRESIDENT OF IMPACT INVESTING COLLABORATIVE	31.00	Officer	$189,919	$31,535	$221,454
MAURIANNA ADAMS	CHIEF COMMUNITY INVESTMENT	31.00	Officer	$116,806	$29,305	$146,111
ROBERT DILG	CHIEF RISK OFF & TREASURER	16.00	Officer	$60,000	$4,800	$64,800
STEVEN HOLMES	CONTROLLER	31.00	Highest	$124,616	$21,075	$145,691
SHARAYAH FORE	VICE PRESIDENT OF IMPACT	32.00	Highest	$107,447	$16,884	$124,331

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	$5,097,647	$3,615,394	$38,719,754	$1,482,253
2023	$4,579,529	$3,312,209	$39,195,868	$1,267,320
2022	$4,117,417	$2,822,891	$36,688,819	$1,294,526
2021	$3,382,211	$2,153,359	$34,672,498	$1,228,852
2020	$2,775,325	$2,060,350	$30,699,805	$714,975
2019	$2,809,830	$1,814,351	$28,367,118	$995,479

METAFUND CORPORATION