Rotary Club of Tulsa Foundation (EIN 237225396) - 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

1972

Legal Domicile

Principal Officer

Bill Vogle

Phone

9185847642

Tax Period

2023-07-01 to 2024-06-30

Rotary Club of Tulsa Foundation, founded in 1972, is a small nonprofit in the Community Improvement sector that reported $362K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 17% operating margin.

Mission

SUPPORT ACTIVITIES OF ROTARY CLUB OF TULSA, OKLAHOMA, USA, INC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $124,599

Program Service Revenue $0

Investment Income $247,030

Other Revenue $-10,026

TOTAL REVENUE $361,603

Expense Breakdown

Grants Paid $164,586

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $271,058

Other Expenses $137,023

TOTAL EXPENSES $301,609

Year-over-Year Comparison

	2023	2022	Change
Revenue	$361,603	$257,786	+0.4%
Expenses	$301,609	$337,366	-0.1%
Net Income	$59,994	$-79,580	-1.8%

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

228

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
Scott Filstrup	Trustee	1.00	Officer Director	$0	$0	$0
Carl Vincent	Trustee	1.00	Officer Director	$0	$0	$0
Joe Moran	Trustee	1.00	Officer Director	$0	$0	$0
Bill Vogle	Trustee	1.00	Officer Director	$0	$0	$0
Philip H Viles Jr	Trustee	1.00	Officer 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
2025	No data	No data	No data	No data
2024	$361,603	$301,609	$4,874,800	$59,994
2023	$257,786	$337,366	$4,679,151	$-79,580
2022	$633,247	$293,739	$4,513,955	$339,508
2021	$873,205	$224,237	$5,079,079	$648,968
2021	$873,205	$224,237	$5,079,079	$648,968
2020	$320,142	$277,006	$4,142,849	$43,136
2019	$325,566	$233,427	$4,074,802	$92,139
2018	$481,609	$228,124	$3,900,374	$253,485

Rotary Club of Tulsa Foundation