Tulsa Global Alliance (EIN 731017401) - 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

1995

Legal Domicile

Principal Officer

Robert Lieser

Phone

9189000650

Tax Period

2023-01-01 to 2023-12-31

Tulsa Global Alliance, founded in 1995, is a small nonprofit in the International Affairs sector that reported $230K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $268K exceeded revenue, resulting in a 16% operating deficit.

Mission

A cornerstone of the Tulsa community since 1976, Tulsa Global Alliance (TGA) is an award-winning non-profit organization focused on building global community. To achieve its mission, TGA hosts international professionals and students, facilitates Tulsas eight Sister City partnerships, supports global education and exchanges, and promotes international business development.

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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 $183,909

Program Service Revenue $81,462

Investment Income $12,444

Other Revenue $-47,417

TOTAL REVENUE $230,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,283

Fundraising Expenses $39,860

Program Expenses $218,255

Other Expenses $202,821

TOTAL EXPENSES $268,104

Year-over-Year Comparison

	2023	2022	Change
Revenue	$230,398	$352,690	-0.3%
Expenses	$268,104	$245,966	+0.1%
Net Income	$-37,706	$106,724	-1.4%

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

Volunteers

271

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

$64,358

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Lieser	VP of Programs	10.00	Officer	$64,358	$0	$64,358
Chase Beasley	Director	1.00	Director	$0	$0	$0
Daniel Regan	Vice Chair	1.00	Officer Director	$0	$0	$0
Rodrigo Rojas	Mayor's Liaison	1.00	Officer Director	$0	$0	$0
Kaitlin Flinn	Chair	1.00	Officer Director	$0	$0	$0
Ama Abrokwah	Director	1.00	Director	$0	$0	$0
Micah Keyan	Vice Chair	1.00	Officer Director	$0	$0	$0
Will Geier	Treasurer	1.00	Officer Director	$0	$0	$0
Ana Berry	Director	1.00	Director	$0	$0	$0
Alejandro Munozcano	Vice Chair	1.00	Officer Director	$0	$0	$0
Alpha Edens	Director	1.00	Director	$0	$0	$0
Ruby Libertus	Past Chair	2.00	Officer Director	$0	$0	$0
Ed Guidry	Director	1.00	Director	$0	$0	$0
Chris Wylie	Vice Chair	1.00	Officer Director	$0	$0	$0
Abufaz-Haizada	Director	1.00	Director	$0	$0	$0
Tim Roberts	Director	1.00	Director	$0	$0	$0
Vivian Wang	Director	1.00	Director	$0	$0	$0
Tina Pena	Vice Chair	1.00	Officer Director	$0	$0	$0
Rex Burnett	Director	1.00	Director	$0	$0	$0
Sandy Dizdar	Director	1.00	Director	$0	$0	$0
Jennifer Maxwell	Director	1.00	Director	$0	$0	$0
Julie Rettinger	Director	1.00	Director	$0	$0	$0
Eileen Schaumleffle	Director	1.00	Director	$0	$0	$0
Jorge Delgado	Director	1.00	Director	$0	$0	$0
Phil Sharp	Director	1.00	Director	$0	$0	$0
Mary Frances Edmonds	Director	1.00	Director	$0	$0	$0
Clark Frayser	Director	2.00	Director	$0	$0	$0
Susie Tattershall	Director	1.00	Director	$0	$0	$0
Debbie Givens	Director	1.00	Director	$0	$0	$0
Randy Kluver	Director	1.00	Director	$0	$0	$0
Carine Larkin	Director	1.00	Director	$0	$0	$0
Dayal T Meshri	Director	1.00	Director	$0	$0	$0
Pete Selden	Director	1.00	Director	$0	$0	$0
Wendy Sheets	Director	1.00	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
2024	No data	No data	No data	No data
2023	$230,398	$268,104	$574,280	$-37,706
2022	$352,690	$245,966	$585,499	$106,724
2021	$266,677	$241,029	$530,149	$25,648
2020	$172,662	$217,882	$508,059	$-45,220
2019	$300,485	$286,256	$417,613	$14,229
2018	$263,776	$234,653	$342,426	$29,123

Tulsa Global Alliance