HIV Resource Consortium Inc dba Tulsa CARES (EIN 731388569) - 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

1991

Legal Domicile

Principal Officer

Natalie Jarred

Phone

9188344194

Tax Period

2023-01-01 to 2023-12-31

HIV Resource Consortium Inc dba Tulsa CARES, founded in 1991, is a community nonprofit in the Diseases & Disorders sector that reported $6.0M in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 35% operating margin.

Mission

Delivering wrap around programs and services to those living with chronic health conditions.

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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 $5,729,528

Program Service Revenue $418,996

Investment Income $10,622

Other Revenue $-199,476

TOTAL REVENUE $5,959,670

Expense Breakdown

Grants Paid $958,085

Salaries & Benefits $2,227,119

Fundraising Expenses $164,172

Program Expenses $3,254,432

Other Expenses $676,640

TOTAL EXPENSES $3,861,844

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,959,670	$4,021,357	+0.5%
Expenses	$3,861,844	$3,439,783	+0.1%
Net Income	$2,097,826	$581,574	+2.6%

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

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

$277,328

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kate Neary	CEO	40.00	Officer	$150,018	$13,298	$163,316
Natalie Jarred	CFO	40.00	Officer	$109,627	$4,385	$114,012
Ty Kaszubowski	Director	2.00	Director	$0	$0	$0
Macy Johnson	Director	2.00	Director	$0	$0	$0
Gitanjali Pai MD	Director	2.00	Director	$0	$0	$0
Ann Farrow	Director	2.00	Director	$0	$0	$0
LaKendra Carter	Director	2.00	Director	$0	$0	$0
Rick Pieper	Director	2.00	Director	$0	$0	$0
Nicole Amend	Treasurer	2.00	Officer Director	$0	$0	$0
Shonda Fisher	Secretary	2.00	Officer Director	$0	$0	$0
Jabraan Pasha MD	Director	2.00	Director	$0	$0	$0
Shana Cozad	Director	2.00	Director	$0	$0	$0
Patrick Gordon	Vice President	2.00	Officer Director	$0	$0	$0
Betsy Jackson	Director	2.00	Director	$0	$0	$0
Mike Quinn	Director	2.00	Director	$0	$0	$0
Spencer Mitchell	Director	2.00	Director	$0	$0	$0
Rachel Stulen	Director	2.00	Director	$0	$0	$0
Laurie Graves	Director	2.00	Director	$0	$0	$0
Valyncia Wilson	President	3.00	Officer 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	$5,959,670	$3,861,844	$8,271,650	$2,097,826
2022	$4,021,357	$3,439,783	$6,056,845	$581,574
2021	$3,361,752	$2,721,398	$5,064,276	$640,354
2020	$3,203,964	$2,425,193	$4,490,452	$778,771
2019	$2,166,897	$2,063,184	$4,019,781	$103,713
2018	$2,026,369	$1,963,715	$3,959,508	$62,654

HIV Resource Consortium Inc dba Tulsa CARES