GOODWILL INDUSTRIES OF TULSA INC (EIN 730614297) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1927

Legal Domicile

Principal Officer

ROBERT STAPE

Phone

9185847291

Tax Period

2024-01-01 to 2024-12-31

GOODWILL INDUSTRIES OF TULSA INC, founded in 1927, is a mid-sized nonprofit in the Employment sector that reported $35.6M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $30.7M left a modest 14% surplus.

Mission

GOODWILL EMPOWERS PEOPLE TO REACH THEIR FULL POTENTIAL THROUGH WORK OPPORTUNITIES, TRAINING, AND SUPPORT SERVICES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $29,715,601

Program Service Revenue $3,423,771

Investment Income $2,363,372

Other Revenue $97,159

TOTAL REVENUE $35,599,903

Expense Breakdown

Grants Paid $62,480

Salaries & Benefits $21,943,725

Fundraising Expenses $142,916

Program Expenses $27,778,458

Other Expenses $8,706,558

TOTAL EXPENSES $30,712,763

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,599,903	$31,153,408	+0.1%
Expenses	$30,712,763	$26,069,989	+0.2%
Net Income	$4,887,140	$5,083,419	0.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1179

Volunteers

215

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

$468,293

Total Directors

Key Employees

$905,376

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG SUTTON	BOARD CHAIRMAN	3.00	Officer Director	$0	$0	$0
MARK FIEGENER	BOARD VICE CHAIRMAN	3.00	Officer Director	$0	$0	$0
KEVIN LACKNER	SECRETARY/TREASURER	3.00	Officer Director	$0	$0	$0
RONNY ALTMAN	DIRECTOR	1.00	Director	$0	$0	$0
TERRY BLAIN	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN R BERLIN	DIRECTOR	1.00	Director	$0	$0	$0
TREY BOMIER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES R BEVERLEY III	DIRECTOR	1.00	Director	$0	$0	$0
NUCEKA CHATMAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
KACI SKIDGEL	DIRECTOR	1.00	Director	$0	$0	$0
BLAKE KEELEY	DIRECTOR	1.00	Director	$0	$0	$0
KYARA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
TAMMIE L MALONEY	DIRECTOR	1.00	Director	$0	$0	$0
PAM STANTON	DIRECTOR	1.00	Director	$0	$0	$0
DEREK MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
CING TAITHUL	DIRECTOR	1.00	Director	$0	$0	$0
RON MUCCI	DIRECTOR	1.00	Director	$0	$0	$0
PAUL WOODUL	DIRECTOR	1.00	Director	$0	$0	$0
PAUL ROSSLER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID OLIVER	PRESIDENT	40.00	Officer	$317,500	$27,438	$344,938
JOE MCKELLAR	CFO	40.00	Officer	$117,122	$6,233	$123,355
RON MEIJERINK	COO	40.00	Key Emp	$208,677	$21,678	$230,355
CELIA ARMSTRONG	CAO	40.00	Key Emp	$204,327	$21,248	$225,575
KYLE HAGER	CIO	40.00	Key Emp	$196,615	$28,657	$225,272
JULIE RETTINGER	CMDO	40.00	Key Emp	$191,827	$32,347	$224,174
RODNEY CARROLL JR	VP OF OPERATIONS	40.00	Highest	$136,500	$8,702	$145,202
SABRINA WARE	DIRECTOR OF TULSAWORKS	40.00	Highest	$108,366	$9,097	$117,463

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	$35,599,903	$30,712,763	$74,879,833	$4,887,140
2023	$31,153,408	$26,069,989	$65,179,842	$5,083,419
2022	$28,072,092	$21,857,263	$58,446,185	$6,214,829
2021	$24,440,574	$19,649,477	$55,800,600	$4,791,097
2020	$20,937,245	$20,004,391	$49,252,258	$932,854
2019	$22,835,109	$20,692,482	$45,630,267	$2,142,627
2018	$21,540,228	$19,824,104	$41,097,115	$1,716,124

GOODWILL INDUSTRIES OF TULSA INC