OCPA ACTION INC

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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

2022

Legal Domicile

Principal Officer

JONATHAN S SMALL II

Phone

4056021667

Tax Period

2024-01-01 to 2024-12-31

OCPA ACTION INC, founded in 2022, is a small nonprofit in the Public & Societal Benefit sector that reported $591K in total revenue in fiscal year 2024. Revenue surged 22941% from the prior year, signaling strong growth momentum. Expenses of $558K left a modest 6% surplus.

Mission

THE ORGANIZATION SEEKS TO FURTHER THE COMMON GOOD AND GENERAL WELFARE OF OKLAHOMANS AND CITIZENS OF THE UNITED STATES THROUGH RESEARCH, PUBLIC POLICIES, AND ADVOCACY THAT PROMOTES FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL INITIATIVE, AND PERSONAL RESPONSIBILITY.

Program Service Accomplishments

Program 1

Expenses: $534,400

RESEARCH, PREPARATION AND PROMOTION OF PUBLIC POLICIES, AND ADVOCACY FOR FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL INITIATIVE, AND PERSONAL RESPONSIBILITY.

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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 $591,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $591,000

Expense Breakdown

Grants Paid $420,000

Salaries & Benefits $30,000

Fundraising Expenses $9,000

Program Expenses $534,400

Other Expenses $108,424

TOTAL EXPENSES $558,424

Year-over-Year Comparison

	2024	2023	Change
Revenue	$591,000	$2,565	+229.4%
Expenses	$558,424	$64,901	+7.6%
Net Income	$32,576	$-62,336	-1.5%

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

$55,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN S SMALL II	DIRECTOR	2.00	Director	$55,000	$0	$55,000
ROBERT SULLIVAN	DIRECTOR	2.00	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	$591,000	$558,424	$32,577	$32,576