OKLAHOMA PEO PROJECTS FUND INC (EIN 736107830) - 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

1969

Legal Domicile

Principal Officer

KATHLEEN CARLTON

Phone

9186290529

Tax Period

2024-04-01 to 2025-03-31

OKLAHOMA PEO PROJECTS FUND INC, founded in 1969, is a small nonprofit in the Education sector that reported $313K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $154K, a strong 49% operating margin.

Mission

TO PROVIDE EDUCATIONAL GRANTS AND SCHOLARSHIPS.

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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 $296,175

Program Service Revenue $0

Investment Income $17,185

Other Revenue $0

TOTAL REVENUE $313,360

Expense Breakdown

Grants Paid $150,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,350

Other Expenses $9,011

TOTAL EXPENSES $159,361

Year-over-Year Comparison

	2024	2023	Change
Revenue	$313,360	$255,899	+0.2%
Expenses	$159,361	$132,399	+0.2%
Net Income	$153,999	$123,500	+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

N/A

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
KATHLEEN CARLTON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DONNA HOGAN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARY POULAIN	SECRETARY	1.00	Officer Director	$0	$0	$0
TRICIA BITSKO	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTI TAYLOR	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHIE KRAKER	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA CORNELL	BOARD MEMBER	1.00	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
2025	$313,360	$159,361	$953,790	$153,999
2024	$255,899	$132,399	$799,791	$123,500
2023	$128,357	$121,295	$676,291	$7,062
2022	$136,216	$101,319	$669,229	$34,897
2021	$123,831	$117,394	$634,332	$6,437

OKLAHOMA PEO PROJECTS FUND INC