Pauline McFarlin Memorial Trust 486005AC5 (EIN 736202627) - 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

1980

Legal Domicile

Principal Officer

BOKF NA

Phone

9186191526

Tax Period

2023-01-01 to 2023-12-31

Pauline McFarlin Memorial Trust 486005AC5, founded in 1980, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.0M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $4.4M exceeded revenue, resulting in a 44% 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 $2,257,285

Other Revenue $781,630

TOTAL REVENUE $3,038,915

Expense Breakdown

Grants Paid $4,066,830

Salaries & Benefits $269,795

Fundraising Expenses $0

Program Expenses $4,066,830

Other Expenses $43,093

TOTAL EXPENSES $4,379,718

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,038,915	$3,952,981	-0.2%
Expenses	$4,379,718	$4,430,011	0.0%
Net Income	$-1,340,803	$-477,030	+1.8%

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

$13,707

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BANK OF OKLAHOMA NA BOK	CORPORATE TRUSTEE	40.0		$256,088	$0	$256,088
FREDERIC DORWART	INDIVIDUAL TRUSTEE	40.0	Director	$13,707	$0	$13,707

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	$3,038,915	$4,379,718	$75,413,475	$-1,340,803
2022	$3,952,981	$4,430,011	$76,840,377	$-477,030
2021	$8,407,780	$4,128,203	$77,675,534	$4,279,577
2020	$2,259,833	$3,975,286	$73,602,090	$-1,715,453
2019	$4,578,156	$3,856,318	$75,623,137	$721,838

Pauline McFarlin Memorial Trust 486005AC5