OKLAHOMA SQUARE DANCE FEDERATION INC (EIN 736121209) - 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

GENE MORTON

Tax Period

2023-01-01 to 2023-12-31

OKLAHOMA SQUARE DANCE FEDERATION INC, founded in 1969, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $51K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Net assets of $127K represent 30 months of operating reserves.

Mission

THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FEDERAL TAX CODE.

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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 $30

Program Service Revenue $49,103

Investment Income $2,031

Other Revenue $313

TOTAL REVENUE $51,477

Expense Breakdown

Grants Paid $1,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,207

Other Expenses $55,521

TOTAL EXPENSES $56,621

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,477	$63,637	-0.2%
Expenses	$56,621	$62,919	-0.1%
Net Income	$-5,144	$718	-8.2%

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

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
BARBARA MORTON	TREASURER 2ND VICE PRES	2.00	Officer Director Key Emp	$0	$0	$0
MARY DALLEY	3RD VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
NATHAN BULLER	2ND CO - VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
AMIE POWER	2ND CO - VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
DEAN AND ROSE LLOYD	FIRST VICE-PRESIDENTS	2.00	Officer Director Key Emp	$0	$0	$0
GENE MORTON	TREASURER	2.00	Officer Director	$0	$0	$0
LOIS SCHIMMELS	SECRETARY	2.00	Officer Director Key Emp	$0	$0	$0
BOB AND MELLISA THOMAS	PRESIDENT & PAST PRESIDENT	3.00	Officer Director Key Emp	$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	No data	No data	No data	No data
2023	$51,477	$56,621	$126,779	$-5,144
2022	$63,637	$62,919	$131,955	$718
2021	$4,484	$12,602	$131,237	$-8,118
2020	$11,163	$6,579	$139,355	$4,584
2019	$76,148	$75,498	$134,771	$650
2018	$70,219	$57,153	$134,121	$13,066

OKLAHOMA SQUARE DANCE FEDERATION INC