J A Leta M Chapman TR 486002AC2 (EIN 736112228) - 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

1966

Legal Domicile

Principal Officer

BOKF NA

Phone

9186191526

Tax Period

2023-01-01 to 2023-12-31

J A Leta M Chapman TR 486002AC2, founded in 1966, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $46.7M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $62.3M exceeded revenue, resulting in a 33% 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $30,908,599

Other Revenue $15,807,680

TOTAL REVENUE $46,716,279

Expense Breakdown

Grants Paid $56,187,703

Salaries & Benefits $3,583,837

Fundraising Expenses $0

Program Expenses $56,187,703

Other Expenses $2,545,945

TOTAL EXPENSES $62,317,485

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,716,279	$51,073,826	-0.1%
Expenses	$62,317,485	$60,738,003	+0.0%
Net Income	$-15,601,206	$-9,664,177	+0.6%

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		$3,583,837	$0	$3,583,837

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	$46,716,279	$62,317,485	$974,588,376	$-15,601,206
2022	$51,073,826	$60,738,003	$990,481,506	$-9,664,177
2021	$116,236,869	$57,969,172	$1,004,993,686	$58,267,697
2020	$37,679,053	$52,121,044	$948,689,027	$-14,441,991
2019	$64,088,635	$53,846,718	$966,465,901	$10,241,917

J A Leta M Chapman TR 486002AC2