Tulsa Oktoberfest Inc (EIN 731154567) - 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

1982

Legal Domicile

Principal Officer

Tonja Carrigg

Phone

9185962007

Tax Period

2024-04-01 to 2025-03-31

Tulsa Oktoberfest Inc, founded in 1982, is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.8M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

To promote German and European culture through festivals.

🔒

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 $687,875

Program Service Revenue $7,097,014

Investment Income $48,585

Other Revenue $0

TOTAL REVENUE $7,833,474

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,876,669

Other Expenses $7,876,669

TOTAL EXPENSES $7,876,669

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,833,474	$6,593,478	+0.2%
Expenses	$7,876,669	$6,715,611	+0.2%
Net Income	$-43,195	$-122,133	-0.6%

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

N/A

Employees

N/A

Volunteers

1000

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
Tonja Carrigg	Board Member/Director	40.00	Director	$0	$0	$0
N/A	Vice Chair	2.00		$0	$0	$0
N/A	Board Member	2.00		$0	$0	$0
N/A	Board Member	2.00		$0	$0	$0
Ashley Webb	Board Member	2.00	Officer	$0	$0	$0
Mike Dodson	Chair	2.00	Officer	$0	$0	$0
Marc Delametter	Treasurer	2.00	Officer	$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	$7,833,474	$7,876,669	$2,025,388	$-43,195
2024	$6,593,478	$6,715,611	$2,086,255	$-122,133
2023	$5,598,692	$6,121,835	$2,171,570	$-523,143
2022	$7,024,472	$4,947,803	$2,688,468	$2,076,669
2021	$177,012	$331,016	$655,680	$-154,004
2020	$3,999,724	$3,917,557	$773,302	$82,167
2019	$3,546,721	$3,381,745	$691,165	$164,976

Tulsa Oktoberfest Inc