TULSA OPERA ENDOWMENT TRUST (EIN 731214668) - 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

Legal Domicile

Phone

9183988192

Tax Period

2024-07-01 to 2025-06-30

TULSA OPERA ENDOWMENT TRUST is a small nonprofit that reported $108K in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $99K, a strong 92% operating margin.

Mission

TO OPERATE AS AN ENDOWMEND FUND FOR THE BENEFIT OF TULSA OPERA, INC., A CHARITABLE ORGANIZATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $10,000

Program Service Revenue $0

Investment Income $97,625

Other Revenue $0

TOTAL REVENUE $107,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,391

TOTAL EXPENSES $8,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,625	$227,159	-0.5%
Expenses	$8,391	$17,142	-0.5%
Net Income	$99,234	$210,017	-0.5%

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
SCOTT FILSTRUP	Chairman	1.00	Director	$0	$0	$0
STEVE WALTON	Trustee	1.00	Director	$0	$0	$0
RONNIE JOBE	Trustee	1.00	Director	$0	$0	$0
ROLF BLOM	Trustee	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
2025	$107,625	$8,391	$995,617	$99,234
2024	No data	No data	No data	No data
2023	$65,306	$18,070	$3,507,681	$47,236
2022	$289,495	$23,061	$3,856,470	$266,434
2021	$515,576	$20,662	$4,639,729	$494,914
2020	$270,537	$18,787	$3,741,831	$251,750
2019	$402,560	$18,613	$3,793,719	$383,947
2018	$177,990	$18,774	$3,763,462	$159,216

TULSA OPERA ENDOWMENT TRUST