Ida M McFarlin Memorial Trust 4860… - 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

1951

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $280,000

FINANCIAL SUPPORT TO TULSA FOUNDATION FOR HEALTH CARE SERVICES

Program 2

Expenses: $260,000

FINANCIAL SUPPORT TO FAMILY AND CHILDREN'S SERVICES

Program 3

Expenses: $207,654

FINANCIAL SUPPORT TO TULSA COMMUNITY FOUNDAITON

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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 $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

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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
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

Ida M McFarlin Memorial Trust 486010AC5