OKLAHOMA ASSISTIVE TECHNOLOGY FOUNDATION (EIN 731611118) - 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

2001

Legal Domicile

Phone

4057449863

Tax Period

2023-07-01 to 2024-06-30

OKLAHOMA ASSISTIVE TECHNOLOGY FOUNDATION, founded in 2001, is a small nonprofit in the Human Services sector that reported $322K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $313K left a modest 3% surplus.

Mission

To assist persons with disabilities in obtaining assistive technology so they can become independent and productive members of the community.

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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 $228,750

Program Service Revenue $650

Investment Income $93,040

Other Revenue $0

TOTAL REVENUE $322,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,210

Fundraising Expenses $0

Program Expenses $279,956

Other Expenses $293,326

TOTAL EXPENSES $312,536

Year-over-Year Comparison

	2023	2022	Change
Revenue	$322,440	$348,690	-0.1%
Expenses	$312,536	$330,080	-0.1%
Net Income	$9,904	$18,610	-0.5%

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

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	Role	Reportable Comp	Other Comp	Total
JASON PRICE	MEMBER	Director	$0	$0	$0
JAN LAVINE	MEMBER	Director	$0	$0	$0
ALLYSON ROBINSON	Secretary/Treas	Officer Director	$0	$0	$0
JULIE BRANTLEY	President	Officer Director	$0	$0	$0
MICHELE DEBERRY	MEMBER	Director	$0	$0	$0
DAN SHEPHARD	Vice President	Officer Director	$0	$0	$0
KELLI BATES	MEMBER	Director	$0	$0	$0
AARON GRAFFMAN	MEMBER	Director	$0	$0	$0
KIRK SHRADER	MEMBER	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
2025	No data	No data	No data	No data
2024	$322,440	$312,536	$2,218,489	$9,904
2023	$348,690	$330,080	$2,216,099	$18,610
2022	$585,272	$306,297	$2,171,972	$278,975
2021	$226,741	$192,838	$1,894,488	$33,903
2020	$358,926	$250,982	$1,862,972	$107,944
2019	$842,759	$404,588	$1,776,780	$438,171

OKLAHOMA ASSISTIVE TECHNOLOGY FOUNDATION