Cowles Memorial 486004AC8 (EIN 736198782) - 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

1979

Legal Domicile

Principal Officer

BOKF NA

Phone

9186191526

Tax Period

2024-01-01 to 2024-12-31

Cowles Memorial 486004AC8, founded in 1979, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $245K, a strong 16% operating margin.

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 $931,738

Other Revenue $551,464

TOTAL REVENUE $1,483,202

Expense Breakdown

Grants Paid $1,163,098

Salaries & Benefits $52,160

Fundraising Expenses $0

Program Expenses $1,163,098

Other Expenses $23,395

TOTAL EXPENSES $1,238,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,483,202	$997,565	+0.5%
Expenses	$1,238,653	$1,213,127	+0.0%
Net Income	$244,549	$-215,562	-2.1%

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

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

$2,538

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BANK OF OKLAHOMA NA BOK	CORPORATE TRUSTEE	40.0		$49,622	$0	$49,622
FREDERIC DORWART	INDIVIDUAL TRUSTEE	40.0	Director	$2,538	$0	$2,538

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	$1,483,202	$1,238,653	$17,535,955	$244,549
2023	$997,565	$1,213,127	$17,301,696	$-215,562
2022	$1,077,773	$1,271,899	$17,531,129	$-194,126
2021	$1,984,282	$1,235,785	$17,782,049	$748,497
2020	$816,711	$1,098,017	$17,039,335	$-281,306
2019	$1,200,721	$1,082,784	$17,357,680	$117,937

Cowles Memorial 486004AC8