J A Leta M Chapman TR 10267 486001… - Form 990 Financial Data

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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

1949

Legal Domicile

Principal Officer

BOKF NA

Phone

9186191526

Tax Period

2023-01-01 to 2023-12-31

J A Leta M Chapman TR 10267 486001AC4, founded in 1949, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.7M in total revenue in fiscal year 2023. Expenses of $7.6M exceeded revenue, resulting in a 33% operating deficit.

Mission

PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.

Program Service Accomplishments

Program 1

Expenses: $2,117,316

FINANCIAL SUPPORT TO THE UNIVERSITY OF TULSA

Program 2

Expenses: $1,764,430

FINANCIAL SUPPORT TO TRINITY UNIVERSITY

Program 3

Expenses: $1,334,682

FINANCIAL SUPPORT TO OKLAHOMA MEDICAL RESEARCH

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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 $0

Investment Income $4,006,762

Other Revenue $1,726,313

TOTAL REVENUE $5,733,075

Expense Breakdown

Grants Paid $7,057,721

Salaries & Benefits $480,346

Fundraising Expenses $0

Program Expenses $7,057,721

Other Expenses $80,187

TOTAL EXPENSES $7,618,254

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,733,075	$5,947,128	0.0%
Expenses	$7,618,254	$7,682,560	0.0%
Net Income	$-1,885,179	$-1,735,432	+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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOKF NA BANK OF OKLAHOMA	CORPORATE TRUSTEE	40.0		$480,346	$0	$480,346

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	$5,733,075	$7,618,254	$129,367,281	$-1,885,179
2022	$5,947,128	$7,682,560	$131,415,170	$-1,735,432
2021	$15,417,941	$7,123,761	$133,746,537	$8,294,180
2020	$4,652,723	$6,817,062	$125,788,673	$-2,164,339
2019	$8,500,584	$6,599,381	$128,636,919	$1,901,203

J A Leta M Chapman TR 10267 486001AC4