Oklahoma Public Fund Trustee Education Conference Association
Nonprofit profile at a glance
- EIN
- 921723062
- IRS 990-EZ coverage
- 2024–2025
- Forms available
- Form 990-EZ 2025
- Location
- Oklahoma City, OK, USA
- Phone
- 4052354100
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $86,636
- Expenses
- $61,353
- Assets
- $45,676
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
8 people listed
People named in this filing
- Jodi Cox (Chairman)
- Ginger Sigler (Vice Chairman)
- Traci Scullawl (Vice Chairman)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Refer to Schedule O - Educational
What it reported doing in 2025
Organization and administration of an annual statewide public pension conference for pension trustees and staff for educational purposes in order to fulfill their fiduciary duties. There are approximately 125 registrants.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 82
- Sustainability: 56
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 70.8%; rating input score 71
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 29.2%; rating input score 79; 79th percentile among comparable filings
- Total-asset coverage ratio: 0.74; rating input score 40; 40th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -7.8% per year; rating input score 0; 31st percentile among comparable filings
- Revenue growth: 7.3% per year; rating input score 100; 75th percentile among comparable filings
- Asset growth: 76.5% per year; rating input score 100; 97th percentile among comparable filings
Details
- Where the money goes: 70.8% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $61K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 2 filing years from 2024 to 2025
- Contacts: How to reach this organization
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.