BOKF FOUNDATION (EIN 731580807) - 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

2000

Legal Domicile

Principal Officer

PHILLIP LAKIN JR

Phone

9185886831

Tax Period

2023-01-01 to 2023-12-31

BOKF FOUNDATION, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.7M in total revenue in fiscal year 2023. Revenue surged 240% from the prior year, signaling strong growth momentum. Expenses of $8.3M left a modest 4% surplus.

Mission

BOKF FOUNDATION IS A SUPPORTING ORGANIZATION OF TULSA COMMUNITY FOUNDATION.

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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 $8,105,541

Program Service Revenue $0

Investment Income $-6,841

Other Revenue $605,822

TOTAL REVENUE $8,704,522

Expense Breakdown

Grants Paid $8,078,603

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,319,434

Other Expenses $240,831

TOTAL EXPENSES $8,319,434

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,704,522	$2,558,715	+2.4%
Expenses	$8,319,434	$5,266,500	+0.6%
Net Income	$385,088	$-2,707,785	-1.1%

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

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

$693,627

Total Directors

$693,627

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILLIP LAKIN JR	VICE PRESIDENT	55.0	Officer Director	$0	$65,339	$693,627
FRED DORWART	DIRECTOR	0.0	Director	$0	$0	$0
LESLIE PARIS	PRESIDENT	0.0	Officer Director	$0	$0	$0
MARK GRAHAM	SECRETARY/TREASURER	0.0	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	$8,704,522	$8,319,434	$16,517,892	$385,088
2022	$2,558,715	$5,266,500	$16,132,802	$-2,707,785
2021	$10,529,453	$5,525,842	$18,840,585	$5,003,611
2020	$9,408,759	$6,093,430	$13,836,974	$3,315,329

BOKF FOUNDATION