TULSA FIDUCIARY FUND (EIN 872158877) - 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

2021

Legal Domicile

Principal Officer

AIMEE BOYER

Phone

9185826864

Tax Period

2024-01-01 to 2024-12-31

TULSA FIDUCIARY FUND, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $676K in total revenue in fiscal year 2024. Revenue surged 422% from the prior year, signaling strong growth momentum. The organization ran a surplus of $502K, a strong 74% operating margin.

Mission

PROVIDE VARIOUS FUND TYPES TO MEET TULSA AND NORTHEASTERN OKLAHOMA PHILANTHROPIC NEEDS.

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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 $615,652

Program Service Revenue $3,824

Investment Income $56,565

Other Revenue $0

TOTAL REVENUE $676,041

Expense Breakdown

Grants Paid $160,725

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $165,812

Other Expenses $13,328

TOTAL EXPENSES $174,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$676,041	$129,452	+4.2%
Expenses	$174,053	$164,247	+0.1%
Net Income	$501,988	$-34,795	-15.4%

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

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
DAVID POARCH	CHAIRMAN	1.00	Director	$0	$0	$0
R BRETT KRAMER	SECRETARY	1.00	Director	$0	$0	$0
CLIFTON TAULBERT	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SANFORD CARDIN	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DR JAMES CASH	BOARD DIRECTOR	1.00	Director	$0	$0	$0
LYNN CONARD	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SARAH JANE GILLETT	BOARD DIRECTOR	1.00	Director	$0	$0	$0
TANYA TIPPECONNIC SHAW	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ANDY WOLOV	BOARD DIRECTOR	1.00	Director	$0	$0	$0
AIMEE BOYER	EXECUTIVE DIRECTOR	5.00	Officer	$0	$0	$0

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	$676,041	$174,053	$1,169,270	$501,988
2023	$129,452	$164,247	$616,030	$-34,795
2022	$645,471	$42,659	$570,778	$602,812
2021	No data	No data	No data	No data

TULSA FIDUCIARY FUND