Ida M McFarlin Memorial Trust 486010AC5

EIN: 736090533 501(c)(3)

TULSA, OK

Total Revenue
$697,733
Total Expenses
$988,714
Total Assets
$17,015,364
Net Assets
$17,015,364
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
OK
Principal Officer
BOKF NA
Phone
9186191526
Tax Period
2023-01-01 to 2023-12-31

Ida M McFarlin Memorial Trust 486010AC5, founded in 1951, is a small nonprofit that reported $698K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $989K exceeded revenue, resulting in a 42% operating deficit.

Mission

PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $543,945
Other Revenue $153,788
TOTAL REVENUE $697,733

Expense Breakdown

Grants Paid $915,445
Salaries & Benefits $60,346
Fundraising Expenses $0
Program Expenses $915,445
Other Expenses $12,923
TOTAL EXPENSES $988,714

Year-over-Year Comparison

2023 2022 Change
Revenue $697,733 $840,336 -0.2%
Expenses $988,714 $1,001,887 0.0%
Net Income $-290,981 $-161,551 +0.8%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BANK OF OKLAHOMA NA BOK CORPORATE TRUSTEE 40.0
$60,346 $0 $60,346
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 $697,733 $988,714 $17,015,364 $-290,981
2022 $840,336 $1,001,887 $17,325,381 $-161,551
2021 $1,937,703 $933,325 $17,555,410 $1,004,378
2020 $575,267 $894,857 $16,592,800 $-319,590
2019 $1,016,532 $867,481 $16,978,659 $149,051
Explore More Nonprofits
→Top 100 Nonprofits in Oklahoma →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare Ida M McFarlin Memorial Trust 486010AC5 with other nonprofits in Oklahoma and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.