James A & Leta Chapman TESTAM TR 486006AC3 (EIN 736113144) - 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

2024-01-01 to 2024-12-31

James A & Leta Chapman TESTAM TR 486006AC3, founded in 1966, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $3.8M left a modest 12% surplus.

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $3,439,153

Other Revenue $898,987

TOTAL REVENUE $4,338,140

Expense Breakdown

Grants Paid $3,393,038

Salaries & Benefits $340,565

Fundraising Expenses $0

Program Expenses $3,393,038

Other Expenses $83,864

TOTAL EXPENSES $3,817,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,338,140	$2,563,595	+0.7%
Expenses	$3,817,467	$3,823,167	0.0%
Net Income	$520,673	$-1,259,572	-1.4%

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	CORPORATE TRUSTEE	40.0		$340,565	$0	$340,565

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	$4,338,140	$3,817,467	$64,655,012	$520,673
2023	$2,563,595	$3,823,167	$64,197,149	$-1,259,572
2022	$2,768,974	$3,893,919	$65,543,358	$-1,124,945
2021	$7,439,027	$3,641,805	$66,922,655	$3,797,222
2020	$1,980,658	$3,486,396	$63,271,395	$-1,505,738
2019	$4,979,782	$3,381,807	$65,047,424	$1,597,975

James A & Leta Chapman TESTAM TR 486006AC3