Tulsa FOP 93 Health & Welfare Trust (EIN 260639106) - 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

2007

Legal Domicile

Phone

9188783425

Tax Period

2022-07-01 to 2023-06-30

Tulsa FOP 93 Health & Welfare Trust, founded in 2007, is a mid-sized nonprofit in the Mutual Benefit sector that reported $13.2M in total revenue in fiscal year 2022.

Mission

Provide health and welfare benefits for the organization's members.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $12,592,427

Investment Income $343,695

Other Revenue $304,995

TOTAL REVENUE $13,241,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,151,133

Other Expenses $13,606,188

TOTAL EXPENSES $13,606,188

Year-over-Year Comparison

	2022	2021	Change
Revenue	$13,241,117	$13,332,484	0.0%
Expenses	$13,606,188	$12,726,166	+0.1%
Net Income	$-365,071	$606,318	-1.6%

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

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
Kathleen Underwood	COT Designee	3.00	Director	$0	$0	$0
Cory Crosier	Chairman	3.00	Officer Director	$0	$0	$0
Catherine Reynolds	Vice Chair	3.00	Officer Director	$0	$0	$0
Ron Neal	Treasurer	3.00	Officer Director	$0	$0	$0
Adam Mesker	Secretary	3.00	Officer Director	$0	$0	$0
Johnny Adams	Trustee	3.00	Director	$0	$0	$0
Clifford Caughron	Trustee	3.00	Director	$0	$0	$0
E Gene Watkins II	Trustee	3.00	Director	$0	$0	$0
Jeremy Harmon	Trustee	3.00	Director	$0	$0	$0
Darin S Filak	Trustee	3.00	Director	$0	$0	$0
Jeffrey T Downs	Ex-Officio Mbr.	3.00	Director	$0	$0	$0
Travis Yates	Ex-Officio Mbr.	3.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$13,241,117	$13,606,188	$12,997,286	$-365,071
2022	$13,332,484	$12,726,166	$12,038,854	$606,318
2021	$12,699,018	$11,669,260	$14,302,996	$1,029,758
2020	$13,603,937	$11,067,693	$10,956,378	$2,536,244
2019	$13,654,718	$10,874,791	$8,642,822	$2,779,927
2018	$12,137,446	$10,541,401	$5,851,778	$1,596,045

Tulsa FOP 93 Health & Welfare Trust