CDFI Friendly Tulsa Inc (EIN 922468765) - 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

2024

Legal Domicile

Principal Officer

Isaiah Coleman

Phone

9182715100

Tax Period

2024-01-01 to 2024-12-31

CDFI Friendly Tulsa Inc, founded in 2024, is a small nonprofit in the Public & Societal Benefit sector that reported $548K in total revenue in fiscal year 2024. The organization ran a surplus of $359K, a strong 66% operating margin.

Mission

CDFI Friendly Tulsa is bringing capital to Tulsa to address a range of unmet financing needs in communities of color.

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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 $548,078

Program Service Revenue $0

Investment Income $3

Other Revenue $0

TOTAL REVENUE $548,081

Expense Breakdown

Grants Paid $0

Salaries & Benefits $134,559

Fundraising Expenses $0

Program Expenses $73,645

Other Expenses $54,280

TOTAL EXPENSES $188,839

Year-over-Year Comparison

	2024	2023	Change
Revenue	$548,081	N/A	N/A
Expenses	$188,839	N/A	N/A
Net Income	$359,242	N/A	N/A

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

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

$120,191

Total Directors

$120,191

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Isaiah Coleman	Executive Director	40.00	Officer Director	$120,191	$0	$120,191
Joyce McClellan	Board President	1.00	Director	$0	$0	$0
Jonathan Butler	Vice President of the Board	1.00	Director	$0	$0	$0
Austin Chow	Treasurer	1.00	Director	$0	$0	$0
Ashley Harris Phillipsen	Board Member	1.00	Director	$0	$0	$0
Cameron Walker	Ex Officio Board Member	1.00	Director	$0	$0	$0
Bill Major	Ex Officio Board Member	1.00	Director	$0	$0	$0
Tim Newton	Board Member	1.00	Director	$0	$0	$0
Yannick Alphonso-Gibbs	Board Member	1.00	Director	$0	$0	$0
Jeff Hall	Ex Officio Board Membe	1.00	Director	$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	$548,081	$188,839	$359,243	$359,242

CDFI Friendly Tulsa Inc