TULSA COMMUNITY FOUNDATION (EIN 731554474) - 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

1998

Legal Domicile

Principal Officer

PHIL LAKIN JR

Phone

9184948823

Tax Period

2023-01-01 to 2023-12-31

TULSA COMMUNITY FOUNDATION, founded in 1998, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $329.5M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112.8M, a strong 34% operating margin.

Mission

TCF IS ORGANIZED AND OPERATED FOR CHARTIBALE PURPOSES PRIMARILY FOR THE LONG TERM BENEFIT OF THE TULSA METROPOLITAN AREA AND EASTERN OKLAHOMA CHARITABLE CAUSES.

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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 $284,374,860

Program Service Revenue $11,571,520

Investment Income $27,419,355

Other Revenue $6,133,291

TOTAL REVENUE $329,499,026

Expense Breakdown

Grants Paid $176,503,210

Salaries & Benefits $14,804,756

Fundraising Expenses $506,984

Program Expenses $208,554,289

Other Expenses $25,349,370

TOTAL EXPENSES $216,657,336

Year-over-Year Comparison

	2023	2022	Change
Revenue	$329,499,026	$238,011,217	+0.4%
Expenses	$216,657,336	$215,116,982	+0.0%
Net Income	$112,841,690	$22,894,235	+3.9%

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

351

Volunteers

N/A

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

$1,343,108

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN HALE	TRUSTEE	1.00	Director	$0	$0	$0
JOE MCGRAW	TRUSTEE	1.00	Director	$0	$0	$0
ROSE WASHINGTON	TRUSTEE	1.00	Director	$0	$0	$0
LANE WILSON	TRUSTEE	1.00	Director	$0	$0	$0
ALISON ANTHONY	TRUSTEE	1.00	Director	$0	$0	$0
MAYOR GT BYNUM	TRUSTEE	1.00	Director	$0	$0	$0
RIK HELMERICH	TRUSTEE	1.00	Director	$0	$0	$0
ALANA HUGHES	TRUSTEE	1.00	Director	$0	$0	$0
BECKY FRANK	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
SHANE FERNANDEZ	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
BAILEY SIEGFRIED	TRUSTEE	1.00	Director	$0	$0	$0
BRENDA PIPESTEM	TRUSTEE	1.00	Director	$0	$0	$0
ERICA DORWART	TRUSTEE	1.00	Director	$0	$0	$0
HANNIBAL JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
JIM CAMPOS	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA RICHARDS	TRUSTEE	1.00	Director	$0	$0	$0
STUART SULLIVAN	TRUSTEE	1.00	Director	$0	$0	$0
RAY OWENS	TRUSTEE	1.00	Director	$0	$0	$0
SARAH HANSEL	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIA GROBER	TRUSTEE	1.00	Director	$0	$0	$0
KAREN KEITH	TRUSTEE	1.00	Director	$0	$0	$0
JACKIE GONZALEZ	TRUSTEE	1.00	Director	$0	$0	$0
DARREN WALLIS	TRUSTEE	1.00	Director	$0	$0	$0
GINGER KOLLMANN	TRUSTEE	1.00	Director	$0	$0	$0
LEIGH ANNE STRAHLER	TRUSTEE	1.00	Director	$0	$0	$0
STACY KYMES	TRUSTEE	1.00	Director	$0	$0	$0
TOM BIOLCHINI	TRUSTEE	1.00	Director	$0	$0	$0
PHIL LAKIN JR	CHIEF EXECUTIVE OFFICER	55.00	Officer	$628,288	$65,339	$693,627
WILLIAM J STAVA III	CHIEF OPERATING OFFICER	20.00	Officer	$86,950	$66,281	$649,481
MIKE DODSON	EXECUTIVE DIRECTOR	40.00	Highest	$224,412	$25,507	$249,919
GINA BRADFORD	EXECUTIVE DIRECTOR	40.00	Highest	$159,444	$17,304	$176,748
KRISTIN KARLIN	CONTROLLER	40.00	Highest	$172,084	$25,144	$197,228
ZACHARY STOYCOFF	EXECUTIVE DIRECTOR	40.00	Highest	$180,232	$23,498	$203,730
BREK WILKINS	DIRECTOR OF ANALYTICS	40.00	Highest	$159,452	$20,441	$179,893

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	$329,499,026	$216,657,336	$942,737,761	$112,841,690
2022	$238,011,217	$215,116,982	$776,647,116	$22,894,235
2021	$307,738,379	$162,571,997	$812,010,286	$145,166,382
2020	$238,747,384	$140,719,248	$666,030,471	$98,028,136
2019	$164,263,183	$166,382,371	$554,087,683	$-2,119,188

TULSA COMMUNITY FOUNDATION