Southern Oklahoma Higher Educationfoundation

Southern Oklahoma Higher Education Foundation experiences significant asset decline amid highly volatile revenues and consistent operating deficits.

EIN: 204165561 · Ardmore, OK · NTEE: B12 · Updated: 2026-03-28

$56KRevenue
$558KAssets
65/100Mission Score (Good)
B12
Southern Oklahoma Higher Educationfoundation Financial Summary
MetricValue
Total Revenue$56K
Total Expenses$424K
Program Spending80%
Net Assets$921K
Transparency Score65/100

Is Southern Oklahoma Higher Educationfoundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
4 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Southern Oklahoma Higher Educationfoundation directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Southern Oklahoma Higher Educationfoundation

Southern Oklahoma Higher Educationfoundation (EIN: 204165561) is a nonprofit organization based in Ardmore, OK, classified under NTEE code B12. The organization reported total revenue of $56K and total assets of $558K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Southern Oklahoma Higher Educationfoundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
MicroSize Classification
9Years of Filings
MixedRevenue Trajectory

Southern Oklahoma Higher Educationfoundation is a micro nonprofit that has been operating for 20 years, with 9 years of IRS 990 filings on record (2011–2019). Revenue has grown at a compound annual rate of 6.4%.

Key Financial Metrics (2019)

From the most recent IRS 990 filing on record:

Total Revenue$140K
Total Expenses$424K
Surplus / Deficit$-284,451
Total Assets$921K
Net Assets$921K
Operating Margin-203.7%
Months of Reserves26.1 months

Financial Health Grade: B

In 2019, Southern Oklahoma Higher Educationfoundation reported a deficit of $284K with expenses exceeding revenue, holds 26.1 months of operating reserves (strong position).

Financial Trends

Over 9 years of filings (2011–2019), Southern Oklahoma Higher Educationfoundation's revenue has grown at a compound annual growth rate (CAGR) of 6.4%.

YearRevenue ChangeExpense ChangeAsset Change
2019-85.8%-57.0%-22.6%
2018+81.8%-85.3%+1.1%
2017+252.9%+526.6%-83.9%
2016-15.8%-33.1%-11.1%
2015-98.2%+90.1%-14.6%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Southern Oklahoma Higher Education Foundation exhibits highly volatile financial performance over the past decade, with revenues fluctuating wildly from a low of $56,378 in the latest period to a high of $10,250,981 in 2014. This inconsistency makes it challenging to assess long-term financial stability. The organization consistently reports zero liabilities across all available filings, which is a positive indicator of financial solvency and low debt burden. However, the significant decline in assets from a peak of $9,627,186 in 2014 to $558,165 currently raises concerns about the sustainability of its endowment or long-term funding model. The absence of reported officer compensation across all filings suggests either a fully volunteer-run leadership or that compensation is not disclosed in a way that is easily identifiable, which could impact transparency scores depending on the actual operational structure. Spending efficiency is difficult to ascertain without a detailed breakdown of program, administrative, and fundraising expenses. However, the consistent reporting of expenses often exceeding revenue in multiple years (e.g., 2019: Revenue $139,630 vs. Expenses $424,081; 2017: Revenue $539,156 vs. Expenses $6,694,748) indicates that the organization frequently operates at a deficit, drawing down on its assets. While this can be acceptable for foundations distributing grants, the dramatic decrease in assets suggests this trend is not sustainable without significant new revenue streams. Transparency is generally good regarding the availability of filings and consistent reporting of key financial metrics like assets, liabilities, and officer compensation (even if zero). The lack of detailed expense breakdowns in the provided data is a limitation for a deeper analysis of spending efficiency. The organization's consistent reporting of zero officer compensation is a notable point, suggesting either a highly efficient, volunteer-driven model or a lack of detailed disclosure regarding any indirect compensation or benefits.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Southern Oklahoma Higher Educationfoundation with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, Southern Oklahoma Higher Educationfoundation allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2019)

From the most recent IRS 990 filing on record:

$140KTotal Revenue
$424KTotal Expenses
$921KTotal Assets
$921KNet Assets
  • The organization reported a deficit of $284K, with expenses exceeding revenue.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, suggesting either a fully volunteer-led structure or that executive compensation is not reported in a standard manner, which enhances perceived efficiency but could raise questions about full disclosure.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Southern Oklahoma Higher Educationfoundation's IRS 990 filings:

  • Highly volatile revenue streams, making financial planning difficult.
  • Consistent operating deficits, with expenses frequently exceeding revenue.
  • Significant decline in total assets from $9,627,186 in 2014 to $558,165 currently, indicating a draw-down on reserves.
  • Lack of detailed expense breakdown (program, admin, fundraising) in the provided data makes efficiency analysis challenging.

Strengths

The following positive indicators were identified for Southern Oklahoma Higher Educationfoundation:

  • Consistently reports zero liabilities, indicating a debt-free status.
  • No reported officer compensation, suggesting a potentially volunteer-driven or highly efficient leadership structure.
  • Consistent filing of IRS 990 forms, indicating adherence to reporting requirements.

Frequently Asked Questions about Southern Oklahoma Higher Educationfoundation

Is Southern Oklahoma Higher Educationfoundation a legitimate charity?

Southern Oklahoma Higher Educationfoundation (EIN: 204165561) is a registered tax-exempt nonprofit based in Oklahoma. Our AI analysis gives it a Mission Score of 65/100. It has 9 years of IRS 990 filings on record. Total revenue: $56K. 4 red flags identified. 3 strengths noted. Financial health grade: B.

How does Southern Oklahoma Higher Educationfoundation spend its money?

Southern Oklahoma Higher Educationfoundation directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Southern Oklahoma Higher Educationfoundation tax-deductible?

Southern Oklahoma Higher Educationfoundation is registered as a tax-exempt nonprofit (EIN: 204165561). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Southern Oklahoma Higher Educationfoundation's spending goes to programs?

Southern Oklahoma Higher Educationfoundation directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Southern Oklahoma Higher Educationfoundation compare to similar nonprofits?

With a transparency score of 65/100 (Good), Southern Oklahoma Higher Educationfoundation is above average for NTEE category B12 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Southern Oklahoma Higher Educationfoundation located?

Southern Oklahoma Higher Educationfoundation is headquartered in Ardmore, Oklahoma and files with the IRS under EIN 204165561. It is classified under NTEE code B12.

How many years of IRS 990 filings does Southern Oklahoma Higher Educationfoundation have?

Southern Oklahoma Higher Educationfoundation has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $56K in total revenue.

What caused the dramatic decrease in assets from $9.6 million in 2014 to $0.5 million currently?

The provided data shows a consistent trend of expenses exceeding revenue in many years, particularly large deficits in 2017 ($6.1M deficit) and 2016 ($0.9M deficit), which would necessitate drawing down on assets to cover operational costs and distributions.

How does the organization sustain operations with such volatile revenue and frequent operating deficits?

The organization appears to have sustained operations by utilizing its asset base, which has significantly diminished over time. Future sustainability will depend on stabilizing revenue streams or significantly reducing expenses.

Are there any plans to address the consistent trend of expenses exceeding revenue?

The provided IRS 990 data does not include strategic plans or explanations for financial trends. This information would typically be found in an organization's annual report or direct communications.

Filing History

IRS 990 filing history for Southern Oklahoma Higher Educationfoundation showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2011–2019), Southern Oklahoma Higher Educationfoundation's revenue has grown by 64.3%, moving from $85K to $140K. Total assets increased by 339.5% over the same period, from $210K to $921K. Total functional expenses rose by 390.9%, from $86K to $424K. In its most recent filing year (2019), Southern Oklahoma Higher Educationfoundation reported a deficit of $284K, with expenses exceeding revenue.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2019 $140K $424K $921K $0 View 990
2018 $980K $986K $1.2M $0 View 990
2017 $539K $6.7M $1.2M $0
2016 $153K $1.1M $7.3M $0 View 990
2015 $181K $1.6M $8.2M $0 View 990
2014 $10.3M $841K $9.6M $0 View 990
2013 $145K $207K $193K $0 View 990
2012 $115K $70K $255K $0 View 990
2011 $85K $86K $210K $0 View 990

Year-by-Year Financial Summary

  • 2019: Revenue of $140K, expenses of $424K, and assets of $921K (revenue -85.8% year-over-year).
  • 2018: Revenue of $980K, expenses of $986K, and assets of $1.2M (revenue +81.8% year-over-year).
  • 2017: Revenue of $539K, expenses of $6.7M, and assets of $1.2M (revenue +252.9% year-over-year).
  • 2016: Revenue of $153K, expenses of $1.1M, and assets of $7.3M (revenue -15.8% year-over-year).
  • 2015: Revenue of $181K, expenses of $1.6M, and assets of $8.2M (revenue -98.2% year-over-year).
  • 2014: Revenue of $10.3M, expenses of $841K, and assets of $9.6M (revenue +6952.3% year-over-year).
  • 2013: Revenue of $145K, expenses of $207K, and assets of $193K (revenue +26.4% year-over-year).
  • 2012: Revenue of $115K, expenses of $70K, and assets of $255K (revenue +35.3% year-over-year).
  • 2011: Revenue of $85K, expenses of $86K, and assets of $210K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Southern Oklahoma Higher Educationfoundation:

2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Southern Oklahoma Higher Educationfoundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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