TULSA HISTORICAL SOCIETY (EIN 730795545) - 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

1963

Legal Domicile

Principal Officer

DAVID GOLDENBERG

Phone

9187129484

Tax Period

2024-01-01 to 2024-12-31

TULSA HISTORICAL SOCIETY, founded in 1963, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Net assets of $8.0M represent 93 months of operating reserves.

Mission

TO COLLECT, PRESERVE, AND PRESENT TULSA'S HISTORY.

🔒

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 $1,019,360

Program Service Revenue $23,365

Investment Income $74,858

Other Revenue $-82,506

TOTAL REVENUE $1,035,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $463,742

Fundraising Expenses $74,227

Program Expenses $904,565

Other Expenses $613,306

TOTAL EXPENSES $1,077,048

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,035,077	$818,281	+0.3%
Expenses	$1,077,048	$980,768	+0.1%
Net Income	$-41,971	$-162,487	-0.7%

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

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

$88,066

Total Directors

$18,066

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANA BALDWIN	DIRECTOR	1.00	Director	$0	$0	$0
CRAY BAUXMONT-FLYNN	PRESIDENT	1.00	Officer Director	$18,066	$0	$18,066
WENDELL FRANKLIN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN GAWEY	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL GOMEZ	SECRETARY	1.00	Officer Director	$0	$0	$0
ALLEN HOERMAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HOPPER	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN INBODY	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA KING-CLARK	DIRECTOR	1.00	Director	$0	$0	$0
TORI LIEBERMAN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MCBRIDE	DIRECTOR	1.00	Director	$0	$0	$0
DALE MILLS	DIRECTOR	1.00	Director	$0	$0	$0
MARGO MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
PAUL NELSON	TREASURER	1.00	Officer Director	$0	$0	$0
JERRY PARKHURST	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN ROBINETT	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA SMALLWOOD	DIRECTOR	1.00	Director	$0	$0	$0
CLANCY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MARK THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
WHIT TODD	DIRECTOR	1.00	Director	$0	$0	$0
JESSE ULRICH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID VEITCH	DIRECTOR	1.00	Director	$0	$0	$0
HENRY WILL	DIRECTOR	1.00	Director	$0	$0	$0
MARK WOLLMERSHAUSER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GOLDENBERG	EXECUTIVE DIRECTOR	40.00	Officer	$70,000	$0	$70,000

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	$1,035,077	$1,077,048	$8,066,061	$-41,971
2023	$818,281	$980,768	$7,969,513	$-162,487
2022	$687,915	$996,127	$7,955,983	$-308,212
2021	$802,922	$1,036,529	$8,618,832	$-233,607
2020	$563,841	$952,382	$8,786,457	$-388,541
2019	$561,387	$995,464	$9,088,841	$-434,077
2018	$746,642	$1,021,672	$9,314,123	$-275,030

TULSA HISTORICAL SOCIETY