Tulsa County Bar Association Inc

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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

1903

Legal Domicile

Principal Officer

Tami Williams

Phone

9185845243

Tax Period

2023-09-01 to 2024-08-31

Tulsa County Bar Association Inc, founded in 1903, is a small nonprofit that reported $512K in total revenue in fiscal year 2023. Expenses of $574K exceeded revenue, resulting in a 12% operating deficit.

Mission

To promote ethical conduct among attorneys, to advance the effective administration of our judicial system, to ensure equal access to justice for all citizens and to engender respect for the legal profession, the law and the govermimg priciples or our democracy.

Program Service Accomplishments

Program 1

Continuing legal education programs for attorneys to promote, encourage and cultivate professional responsibility among lawyers and furnish information and education with regard to jurisprudence.

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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 $0

Program Service Revenue $473,192

Investment Income $0

Other Revenue $38,925

TOTAL REVENUE $512,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $245,715

Fundraising Expenses $0

Other Expenses $328,263

TOTAL EXPENSES $573,978

Year-over-Year Comparison

	2023	2022	Change
Revenue	$512,117	$506,178	+0.0%
Expenses	$573,978	$562,227	+0.0%
Net Income	$-61,861	$-56,049	+0.1%

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

100

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

$95,063

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tami Williams	Executive Dir.	40.00	Officer	$83,063	$12,000	$95,063
Stephanie Jackson	President Elect	2.00	Officer Director	$0	$0	$0
Justin Munn	Foundation Pres	2.00	Officer Director	$0	$0	$0
Philip Hixon	Past President	2.00	Officer Director	$0	$0	$0
Mike Esmond	President	2.00	Officer Director	$0	$0	$0
Kara Pratt	Director	2.00	Director	$0	$0	$0
Lizzie Riter	Secretary	2.00	Officer Director	$0	$0	$0
Michael Taubman	Vice President	2.00	Officer Director	$0	$0	$0
C Austin Birnie	Treasurer	2.00	Officer Director	$0	$0	$0
Natalie Sears	Director	2.00	Director	$0	$0	$0
Jennifer Struble	Director	2.00	Director	$0	$0	$0
Mark Smith	Director	2.00	Director	$0	$0	$0
Linda Morrissey	Director	2.00	Director	$0	$0	$0
Barrett Powers	Budget Chair	2.00	Officer Director	$0	$0	$0
Molly Aspan	Director	2.00	Director	$0	$0	$0
Rick White	Director	2.00	Director	$0	$0	$0
Julie Evans	Director	2.00	Director	$0	$0	$0
Kim Vojvoda	Director	2.00	Director	$0	$0	$0
Colton Richardson	YLD Board Chair	2.00	Officer Director	$0	$0	$0
Judge April Seibert	Director	2.00	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	$512,117	$573,978	$805,070	$-61,861
2023	$506,178	$562,227	$826,849	$-56,049
2022	$502,747	$566,305	$857,567	$-63,558
2021	$512,039	$527,056	$964,412	$-15,017
2020	$517,610	$556,285	$906,273	$-38,675
2019	$529,127	$453,274	$873,442	$75,853
2018	$636,483	$574,527	$817,157	$61,956