Tulsa County Bar Foundation Inc (EIN 736092173) - 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

1962

Legal Domicile

Principal Officer

Tami Williams

Phone

9185845243

Tax Period

2023-09-01 to 2024-08-31

Tulsa County Bar Foundation Inc, founded in 1962, is a small nonprofit in the Crime & Legal sector that reported $140K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Net assets of $1.6M represent 133 months of operating reserves.

Mission

To promote ethical conduct among attorneys, to advance the effective administration of our judicial system, to ensure equal access to justice for all citizens and to engender respect for the legal profession, the law and the governing priciples of our democracy.

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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 $36,839

Program Service Revenue $14,572

Investment Income $876

Other Revenue $87,666

TOTAL REVENUE $139,953

Expense Breakdown

Grants Paid $23,500

Salaries & Benefits $22,000

Fundraising Expenses $14,926

Program Expenses $82,771

Other Expenses $97,256

TOTAL EXPENSES $142,756

Year-over-Year Comparison

	2023	2022	Change
Revenue	$139,953	$161,669	-0.1%
Expenses	$142,756	$176,425	-0.2%
Net Income	$-2,803	$-14,756	-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

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

$95,063

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tami Williams	Executive Dir.	2.00	Officer	$0	$12,000	$95,063
Justin Munn	President	2.00	Officer Director	$0	$0	$0
Billy Duncan	Vice President	2.00	Officer Director	$0	$0	$0
Catherine Hoopert	Treasurer	2.00	Officer Director	$0	$0	$0
Rick White	Trustee	2.00	Director	$0	$0	$0
Jim Gotwals	Trustee	2.00	Director	$0	$0	$0
Lizzie Ritter	Trustee	2.00	Director	$0	$0	$0
Michael Taubman	Trustee	2.00	Director	$0	$0	$0
Ann Keele	Trustee	2.00	Director	$0	$0	$0
Chad McLain	Trustee	2.00	Director	$0	$0	$0
Kara Vincent	Trustee	2.00	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	$139,953	$142,756	$1,755,129	$-2,803
2023	$161,669	$176,425	$1,979,493	$-14,756
2022	$158,061	$92,721	$2,049,748	$65,340
2021	$112,999	$73,628	$1,941,892	$39,371
2020	$95,272	$131,918	$1,690,862	$-36,646
2019	$82,623	$154,938	$1,739,153	$-72,315
2018	$85,616	$95,336	$1,834,370	$-9,720

Tulsa County Bar Foundation Inc