HEALTHY SCHOOLS OKLAHOMA INC

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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

2001

Legal Domicile

Principal Officer

JOHN R BOZALIS MD

Phone

4056068435

Tax Period

2020-07-01 to 2021-06-30

HEALTHY SCHOOLS OKLAHOMA INC, founded in 2001, is a small nonprofit that reported $294K in total revenue in fiscal year 2020. Revenue surged 34% from the prior year, signaling strong growth momentum.

Mission

PROVIDE INSTRUCTION FOR CHILDREN IN SCHOOLS RELATED TO HEALTHY LIFESTYLE CHOICES.

Program Service Accomplishments

Program 1

Expenses: $262,729

INCREASED HEALTH KNOWLEDGE AND IMPROVED HEALTH ATTITUDES AND HABITS FOR ELEMENTARY SCHOOL CHILDREN SERVING 30,000 STUDENTS IN 69 SCHOOLS

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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 (2020)

Revenue Breakdown

Contributions & Grants $247,290

Program Service Revenue $0

Investment Income $11,019

Other Revenue $35,594

TOTAL REVENUE $293,903

Expense Breakdown

Grants Paid $0

Salaries & Benefits $179,971

Fundraising Expenses $0

Program Expenses $262,729

Other Expenses $113,275

TOTAL EXPENSES $293,246

Year-over-Year Comparison

	2020	2019	Change
Revenue	$293,903	$219,103	+0.3%
Expenses	$293,246	$283,407	+0.0%
Net Income	$657	$-64,304	-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
NATASHA BENNETT	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ALISON FINK	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
LINDSEY FUNK	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
DUDLEY HYDE	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
RICHARD KNAPP	PAST PRESIDE	N/A	Officer Director	$0	$0	$0
DREW KNOX	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
JOHN R BOZALIS MD	CHAIRMAN EMM	N/A	Officer Director	$0	$0	$0
MIKE CRUTCHER MD	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
MIKE WINZENREAD MD	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
KATHERYN POTTS	PRESIDENT	N/A	Officer Director	$0	$0	$0
JANA TIMBERLAKE	TREASURER	N/A	Officer Director	$0	$0	$0
LINDSI LEMONS	EXECUTIVE DI	N/A	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
2021	$293,903	$293,246	$224,601	$657