R M Ida McFarlin Memorial Trust 486011AC3

EIN: 736111733 501(c)(3)

TULSA, OK

Total Revenue
$147,140
Total Expenses
$247,246
Total Assets
$3,795,731
Net Assets
$3,795,731
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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
1967
Legal Domicile
OK
Principal Officer
BOKF NA
Phone
9186191526
Tax Period
2023-01-01 to 2023-12-31

R M Ida McFarlin Memorial Trust 486011AC3, founded in 1967, is a small nonprofit that reported $147K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $247K exceeded revenue, resulting in a 68% operating deficit.

Mission

PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $108,720
Other Revenue $38,420
TOTAL REVENUE $147,140

Expense Breakdown

Grants Paid $222,183
Salaries & Benefits $20,117
Fundraising Expenses $0
Program Expenses $222,183
Other Expenses $4,946
TOTAL EXPENSES $247,246

Year-over-Year Comparison

2023 2022 Change
Revenue $147,140 $204,236 -0.3%
Expenses $247,246 $252,763 0.0%
Net Income $-100,106 $-48,527 +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

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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
$20,117 $0 $20,117
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 $147,140 $247,246 $3,795,731 $-100,106
2022 $204,236 $252,763 $3,900,997 $-48,527
2021 $419,226 $238,510 $3,960,700 $180,716
2020 $77,711 $228,805 $3,791,150 $-151,094
2019 $264,313 $222,099 $3,978,145 $42,214
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