EDNA ROSENFIELD BEKENSTEIN TRUST CO

EIN: 736186252 501(c)(3) Philanthropy & Grantmaking

TULSA, OK

Total Revenue
$200,635
Total Expenses
$230,452
Total Assets
$2,474,047
Net Assets
$2,474,047
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
OK
Phone
9186191527
Tax Period
2023-01-01 to 2023-12-31

EDNA ROSENFIELD BEKENSTEIN TRUST CO, founded in 1977, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $201K in total revenue in fiscal year 2023. Revenue surged 86% from the prior year, signaling strong growth momentum. Expenses of $230K exceeded revenue, resulting in a 15% operating deficit.

Mission

PROVIDE SUPPORT FOR SPECIFIC CHARITABLE ORGANIZATIONS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $200,576
Other Revenue $59
TOTAL REVENUE $200,635

Expense Breakdown

Grants Paid $183,288
Salaries & Benefits $41,206
Fundraising Expenses $0
Program Expenses $183,288
Other Expenses $5,958
TOTAL EXPENSES $230,452

Year-over-Year Comparison

2023 2022 Change
Revenue $200,635 $107,615 +0.9%
Expenses $230,452 $236,816 0.0%
Net Income $-29,817 $-129,201 -0.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
N/A
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
N/A CORPORATE TRUSTEE N/A
$41,206 $0 $41,206
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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $200,635 $230,452 $2,474,047 $-29,817
2022 $107,615 $236,816 $2,507,187 $-129,201
2021 $229,907 $195,325 $2,638,976 $34,582
2020 $116,037 $181,870 $2,607,167 $-65,833
Explore More Nonprofits
→Top 100 Nonprofits in Oklahoma →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare EDNA ROSENFIELD BEKENSTEIN TRUST CO with other nonprofits in Oklahoma and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.