LEAGUE OF WOMEN VOTERS OF OKLAHOMA (EIN 736229597) - 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

1940

Legal Domicile

Principal Officer

Kathleen Kastelic

Phone

4052422031

Tax Period

2022-07-01 to 2023-06-30

LEAGUE OF WOMEN VOTERS OF OKLAHOMA, founded in 1940, is a small nonprofit in the Civil Rights & Advocacy sector that reported $193K in total revenue in fiscal year 2022. Revenue decreased 17% compared to the prior year. Expenses of $174K left a modest 10% surplus.

Mission

The League of Women Voters of Oklahoma is a nonpartisan organization which encourages the informed and active participation of citizens in government by working to increase the understanding of public policy issues.

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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 (2022)

Revenue Breakdown

Contributions & Grants $195,938

Program Service Revenue $0

Investment Income $6,964

Other Revenue $-9,719

TOTAL REVENUE $193,183

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,086

Fundraising Expenses $29,588

Program Expenses $131,963

Other Expenses $165,860

TOTAL EXPENSES $173,946

Year-over-Year Comparison

	2022	2021	Change
Revenue	$193,183	$231,644	-0.2%
Expenses	$173,946	$83,158	+1.1%
Net Income	$19,237	$148,486	-0.9%

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
Stephanie Henson	Vice President	20	Officer Director	$0	$0	$0
Bridgette Fincher	Secretary	5	Officer Director	$0	$0	$0
Kathleen Kastelic	Treasurer	5	Officer Director	$0	$0	$0
Melinda Bellatti	Voter Services Chair	2	Director	$0	$0	$0
Joyce Collard	Trustee	1	Director	$0	$0	$0
Carly Dunn	Trustee	1	Director	$0	$0	$0
Aleisha Karjala	Trustee	1	Director	$0	$0	$0
Jan Largent	Immediate Past President	20	Director	$0	$0	$0
Mary Jane Lindaman	Voter Guide Team Leader	5	Director	$0	$0	$0
Roxanne Logan	Advocacy Chair	2	Director	$0	$0	$0
Shailaja Marion	Voter Engagement Project Leader	3	Director	$0	$0	$0
Abbey Richards	Trustee	2	Director	$0	$0	$0
Yvita Fox Crider	Trustee	1	Director	$0	$0	$0
Rodney Thorton	Trustee	1	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
2023	$193,183	$173,946	$371,486	$19,237
2022	$231,644	$83,158	$439,582	$148,486

LEAGUE OF WOMEN VOTERS OF OKLAHOMA