OKLAHOMA EDUCATIONAL FOUNDATION FO… - Form 990 Financial Data

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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

1967

Legal Domicile

Principal Officer

ROGER THOMPSON

Phone

4055284848

Tax Period

2023-11-01 to 2024-10-31

OKLAHOMA EDUCATIONAL FOUNDATION FOR OSTEOPATHIC MEDICINE, founded in 1967, is a small nonprofit in the Education sector that reported $146K in total revenue in fiscal year 2023. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 55% operating margin.

Mission

The Oklahoma Educational Foundation for Osteopathic Medicine promotes the Oklahoma State University College of Osteopathic Medicine and provides financial assistance for Osteopathic college students.

Program Service Accomplishments

Program 1

Expenses: $9,000 Revenue: $2,150

Provided scholarships to OSU College of Osteopathic Medicine students.

Program 2

Expenses: $2,000

Provided financial award to Poster Symposium winner.

Program 3

Expenses: $9,455

Provided stethoscopes to OSU College of Osteoptathic Medicine students.

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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 $27,125

Program Service Revenue $0

Investment Income $803

Other Revenue $117,746

TOTAL REVENUE $145,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,385

Other Expenses $65,380

TOTAL EXPENSES $65,380

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,674	$68,017	+1.1%
Expenses	$65,380	$50,272	+0.3%
Net Income	$80,294	$17,745	+3.5%

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

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
Jason l Hill DO	Past President	001.00	Director	$0	$0	$0
Mark A Keuchel DO	Trustee	001.00	Director	$0	$0	$0
Dennis J Carter DO	Trustee	001.00	Director	$0	$0	$0
Timothy J Moser DO	Trustee	001.00	Director	$0	$0	$0
Sheila J Simpson DO	Trustee	001.00	Director	$0	$0	$0
Rebecca D Lewis DO	Trustee	001.00	Director	$0	$0	$0
Bret S Langerman DO	Trustee	001.00	Director	$0	$0	$0
Douglas C Nolan DO	OOA President Elect	001.00	Director	$0	$0	$0
Chuck C Thurman DO	OOA Vice President	001.00	Director	$0	$0	$0
Mona Spivey	Trustee	001.00	Director	$0	$0	$0
LeRoy E Young DO	Advisory Trustee	001.00	Director	$0	$0	$0
Jonathan K Bushman DO	President	003.00	Officer	$0	$0	$0
Jered Davidson JD	President Elect	003.00	Officer	$0	$0	$0
Jonathan B Stone DO	Vice President	001.00	Officer	$0	$0	$0
Roger Thompson	CEO/Executive Director	004.00	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
2024	$145,674	$65,380	$193,271	$80,294
2023	$68,017	$50,272	$435,716	$17,745
2022	$124,282	$216,853	$403,667	$-92,571
2021	$159,698	$110,714	$608,769	$48,984
2020	$69,381	$127,435	$412,353	$-58,054
2019	$75,854	$115,337	$525,979	$-39,483
2018	$85,171	$91,296	$509,550	$-6,125

OKLAHOMA EDUCATIONAL FOUNDATION FOR OSTEOPATHIC MEDICINE