Leta McFarlin Chapman Memorial Tr … - Form 990 Financial Data

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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

1974

Legal Domicile

Principal Officer

BOKF NA

Phone

9186191526

Tax Period

2023-01-01 to 2023-12-31

Leta McFarlin Chapman Memorial Tr 486003AC0, founded in 1974, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $12.5M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $17.6M exceeded revenue, resulting in a 41% operating deficit.

Mission

PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.

Program Service Accomplishments

Program 1

Expenses: $11,202,654

FINANCIAL SUPPORT TO THE UNIVERSITY OF TULSA.

Program 2

Expenses: $1,638,485

FINANCIAL SUPPORT TO OKLAHOMA MEDICAL RESEARCH FOUNDATION.

Program 3

Expenses: $1,638,485

FINANCIAL SUPPORT TO TRINITY UNIVERSITY.

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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 $8,477,102

Other Revenue $4,010,941

TOTAL REVENUE $12,488,043

Expense Breakdown

Grants Paid $16,384,852

Salaries & Benefits $1,076,580

Fundraising Expenses $0

Program Expenses $16,384,852

Other Expenses $162,873

TOTAL EXPENSES $17,624,305

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,488,043	$16,189,366	-0.2%
Expenses	$17,624,305	$18,422,581	0.0%
Net Income	$-5,136,262	$-2,233,215	+1.3%

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

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

$54,674

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BANK OF OKLAHOMA NA BOK	CORPORATE TRUSTEE	40.0		$1,021,906	$0	$1,021,906
FREDERIC DORWART	INDIVIDUAL TRUSTEE	40.0	Director	$54,674	$0	$54,674

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	$12,488,043	$17,624,305	$296,626,683	$-5,136,262
2022	$16,189,366	$18,422,581	$302,068,262	$-2,233,215
2021	$33,947,637	$16,226,065	$305,695,922	$17,721,572
2020	$9,376,594	$15,328,719	$288,782,253	$-5,952,125
2019	$18,821,630	$15,472,697	$296,304,969	$3,348,933

Leta McFarlin Chapman Memorial Tr 486003AC0