SELECT OKLAHOMA AN ECONOMIC DEVELOPMENT PARTNERSHIP INC (EIN 862418022) - 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

2021

Legal Domicile

Principal Officer

CHARLENE FLANERY

Phone

4058088957

Tax Period

2024-01-01 to 2024-12-31

SELECT OKLAHOMA AN ECONOMIC DEVELOPMENT PARTNERSHIP INC, founded in 2021, is a small nonprofit in the Recreation & Sports sector that reported $573K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $117K, a strong 21% operating margin.

Mission

SUPPORTING A HEALTHY ECONOMY FOR THE STATE OF OKLAHOMA THROUGH LEGISLATIVE ADVOCACY, EDUCATION, TRAINING AND DEVELOPMENT, PROFESSIONAL COLLABORATION, AND SUPPORTING STATEWIDE EFFORTS TO RECRUIT AND RETAIN PRIMARY JOBS AND CAPITAL INVESTMENT.

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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 $4,778

Program Service Revenue $553,778

Investment Income $14,186

Other Revenue $0

TOTAL REVENUE $572,742

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $455,308

TOTAL EXPENSES $455,308

Year-over-Year Comparison

	2024	2023	Change
Revenue	$572,742	$527,744	+0.1%
Expenses	$455,308	$419,795	+0.1%
Net Income	$117,434	$107,949	+0.1%

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
ANDREA ANDERSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DANIEL CASTANEDA	CONFERENCE C	1.00	Director	$0	$0	$0
CHELSEA FEARY	SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLENE FLANERY	CHAIR	1.00	Officer Director	$0	$0	$0
MEGGIE FROMAN-KNIGHT	EDU. & CONF.	1.00	Director	$0	$0	$0
MARK FUNKE	EX-OFFICIO M	1.00	Director	$0	$0	$0
DARLA HELLER	TREASURER	1.00	Officer Director	$0	$0	$0
ANDY MCMILLAN	GOVERNANCE C	1.00	Director	$0	$0	$0
MARTIE OYLER	MEMBERSHIP C	1.00	Director	$0	$0	$0
ANDREW RALSTON	PAST CHAIR	1.00	Officer Director	$0	$0	$0
LYLE ROGGOW	LEGISLATIVE	1.00	Director	$0	$0	$0
HEATHER TURNER	EX-OFFICIO M	1.00	Director	$0	$0	$0
GARRETT WRIGHT	MARKETING CH	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
2024	$572,742	$455,308	$556,026	$117,434
2023	No data	No data	No data	No data

SELECT OKLAHOMA AN ECONOMIC DEVELOPMENT PARTNERSHIP INC