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Nonprofiteer
← OKLAHOMA CITY COMMUNITY FOUNDATION INC

Form 990 for tax year 2024

Filed by OKLAHOMA CITY COMMUNITY FOUNDATION INC.

Totals

Total revenue
$387,303,991
Total expenses
$79,664,145
Contributions and grants received
$57,368,905
Grants paid
$68,416,904
Program service revenue
$1,584,143
Investment income
$328,354,471
Other revenue
-$3,528
Total assets, end of year
$1,074,798,154
Total liabilities, end of year
$33,427,500
Net assets or fund balances, end of year
$1,041,370,654
Program services expenses (Part IX)
$73,967,912
Management and general expenses
$4,687,362
Fundraising expenses
$1,008,871
Program service expenses (Part III)
$73,967,912

Program services were 92.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $5,191,903

  • 1f · All other contributions, gifts and grants

    $52,177,002

  • 1g · Noncash contributions included above

    $28,943,763

  • 2a · Program service revenue: ADMINISTRATIVE FEES

    total $1,584,143 · related or exempt $1,584,143

  • 3 · Investment income

    total $20,712,314 · excluded $20,712,314

  • 6a · Gross rents

    real property $12,057

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $12,057

  • 6d · Net rental income or loss

    total $12,057 · unrelated business $3,600 · excluded $8,457

  • 7a · Gross sales of assets other than inventory

    securities $2,671,947,209

  • 7b · Less cost or other basis and sales expenses

    securities $2,364,305,052

  • 7c · Gain or loss

    securities $307,642,157

  • 7d · Net gain or loss

    total $307,642,157 · excluded $307,642,157

  • 11a · Other revenue: UBTI/LOSS FROM PARTNERSHIP

    total -$15,585 · unrelated business -$15,585

  • 11e · Other revenue, total

    -$15,585

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $64,239,049 · program services $64,239,049

  • 2 · Grants to domestic individuals

    total $4,177,855 · program services $4,177,855

  • 5 · Compensation of officers, directors and key employees

    total $2,112,722 · program services $631,704 · management and general $1,263,408 · fundraising $217,610

  • 7 · Other salaries and wages

    total $3,994,472 · program services $2,618,712 · management and general $1,015,020 · fundraising $360,740

  • 8 · Pension plan contributions

    total $444,712 · program services $248,817 · management and general $144,529 · fundraising $51,366

  • 9 · Other employee benefits

    total $515,180 · program services $299,502 · management and general $159,125 · fundraising $56,553

  • 10 · Payroll taxes

    total $428,442 · program services $233,896 · management and general $143,534 · fundraising $51,012

  • 11b · Fees: legal

    total $203,619 · program services $45,640 · management and general $142,459 · fundraising $15,520

  • 11c · Fees: accounting

    total $84,707 · management and general $84,707

  • 11d · Fees: lobbying

    total $18,000 · management and general $18,000

  • 11f · Fees: investment management

    total $834,429 · management and general $834,429

  • 11g · Fees: other

    total $829,615 · program services $603,608 · management and general $196,607 · fundraising $29,400

  • 12 · Advertising and promotion

    total $506,766 · program services $218,573 · management and general $212,625 · fundraising $75,568

  • 13 · Office expenses

    total $246,235 · program services $104,672 · management and general $111,900 · fundraising $29,663

  • 14 · Information technology

    total $326,700 · program services $164,875 · management and general $119,748 · fundraising $42,077

  • 16 · Occupancy

    total $70,534 · program services $30,303 · management and general $29,682 · fundraising $10,549

  • 17 · Travel

    total $10,246 · program services $6,626 · management and general $2,671 · fundraising $949

  • 22 · Depreciation, depletion and amortization

    total $399,055 · program services $171,442 · management and general $167,930 · fundraising $59,683

  • 23 · Insurance

    total $140,992 · management and general $140,931 · fundraising $61

  • 24a · Other expenses: ANNUITY CONTRACTS

    total $321,476 · management and general $321,476

  • 24b · Other expenses: CASE MANAGEMENT

    total $106,994 · program services $106,994

  • 24c · Other expenses: STAFF TRAINING

    total $87,521 · program services $23,320 · management and general $64,201

  • 24d · Other expenses: MEMBERSHIPS

    total $62,717 · program services $5,309 · management and general $57,408

  • 24e · All other expenses

    total -$497,893 · program services $37,015 · management and general -$543,028 · fundraising $8,120

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,590,648 · end of year $3,129,499

  • 9 · Prepaid expenses and deferred charges

    beginning of year $191 · end of year $500

  • 10a · Land, buildings and equipment: cost or other basis

    $11,986,900

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,280,575

  • 10c · Land, buildings and equipment, net

    beginning of year $6,911,459 · end of year $6,706,325

  • 11 · Investments: publicly traded securities

    beginning of year $957,439,500 · end of year $1,060,805,623

  • 12 · Investments: other securities

    beginning of year $6,397,751 · end of year $3,360,248

  • 15 · Other assets

    beginning of year $673,792 · end of year $795,959

  • 17 · Accounts payable and accrued expenses

    beginning of year $455,549 · end of year $223,283

  • 18 · Grants payable

    beginning of year $22,475,022 · end of year $28,336,173

  • 25 · Other liabilities

    beginning of year $4,721,837 · end of year $4,868,044

  • 27 · Net assets without donor restrictions

    beginning of year $377,356,197 · end of year $404,965,942

  • 28 · Net assets with donor restrictions

    beginning of year $569,004,736 · end of year $636,404,712

Mission and programs · 2024

Mission

TO SERVE THE CHARITABLE NEEDS OF OUR DONORS AND THE OKLAHOMA CITY AREA THROUGH THE DEVELOPMENT AND ADMINISTRATION OF ENDOWMENTS AND OTHER CHARITABLE FUNDS WITH THE GOAL OF ENHANCING VALUE.

  • DISTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE RECIPIENTS IN THE GREATER OKLAHOMA CITY AREA. PROGRAMS INCLUDED GRANTS THAT SUPPORT ACCESS TO BASIC AND PREVENTIVE HEALTH CARE; PROVIDE ACCESS FOR CHILDREN TO MAINSTREAM SERVICES DESPITE PHYSICAL, MENTAL OR ECONOMIC CIRCUMSTANCES; AND TO SUPPORT PROGRAMS FOR ELDERLY INDEPENDENT LIVING. THE "FUND FOR OKC" ALSO PROVIDES GRANTS WHICH ADDRESS ISSUES IN THE COMMUNITY AS THEY ARISE. IN ADDITION THE MARGARET ANNIS BOYS TRUST CONTINUED TO SUPPORT GRANTS THAT BEAUTIFY PUBLIC LAND, WITH AN EMPHASIS ON PROJECTS LOCATED IN PUBLIC PARKS.

    Expenses $59,624,263 · Grants $54,073,255 · Revenue $1,584,143

  • THE OKLAHOMA CITY COMMUNITY FOUNDATION SUPPORTS SCHOLARSHIP INITIATIVES THAT ENCOURAGE STUDENTS TO ATTAIN THE HIGHEST LEVEL OF EDUCATION AND TRAINING. OUR INITIATIVES INCLUDE THE "OCCF SCHOLARS" PROGRAM FOR STUDENTS WHO EXCEL IN AREAS OTHER THAN GPA; THE "FOUNDATION OF PROMISE" PROGRAM FOR STUDENTS WHO WILL BE THE FIRST IN THEIR FAMILY TO ATTEND COLLEGE; THE "OKLAHOMA YOUTH WITH PROMISE" PROGRAM DESIGNED FOR CHILDREN IN FOSTER CARE; THE "NON-TRADITIONAL STUDENT" PROGRAM FOR ADULTS RE-ENTERING COLLEGE; AND THE "NURSE EDUCATION" PROGRAM TO ASSIST NURSING STUDENTS AT FIVE LOCAL HOSPITALS.

    Expenses $3,897,887 · Grants $3,897,887

  • THE OKLAHOMA CITY COMMUNITY FOUNDATION'S NONPROFIT ENDOWMENT (NPE) PROGRAM (FORMERLY THE CHARITABLE ORGANIZATION ENDOWMENT PROGRAM, OR COE) IS THE COMMUNITY'S LEADING ADVOCATE FOR ENDOWMENT DEVELOPMENT AND HAS OVER 40 YEARS OF EXPERIENCE IN EFFECTIVE ENDOWMENT ADMINISTRATION. THE FOUNDATION PROVIDES SERVICES AND RESOURCES THAT ADD VALUE TO THE MORE THAN 350 ORGANIZATIONS PARTICIPATING IN THE NPE PROGRAM, WITH THE GOAL OF PROVIDING THESE CHARITIES THE OPPORTUNITY TO STRENGTHEN THEIR ORGANIZATIONS.

    Expenses $10,445,762 · Grants $10,445,762

As filed on the 2024 return.

Listed in Part VII

  • Leigh Ann Albers

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Michael Carolina

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Glenn Coffee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Mike Collison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Talita Denegri

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Russell Evans

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • David Feroli

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Vicki Howard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Rick Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Edward A Krei

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.75 related

  • Shelley Maxted

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Christin Mugg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Dr Robert Salinas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Pete White

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Charles Wiggin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Trisha Finnegan

    PRESIDENT/CEO

    Total calculated
    $491,618
    From this org
    $462,096
    From related orgs
    $0
    Other
    $29,522
    Hours/week
    48.5 + 1.5 related

    Schedule J breakdown matched by us

    Base
    $458,570
    Bonus
    $0
    Other
    $3,526
    Deferred
    $19,254
    Nontaxable benefits
    $10,268
    Filer's total
    $491,618

  • Christina Adcox

    COO

    Total calculated
    $198,565
    From this org
    $188,297
    From related orgs
    $0
    Other
    $10,268
    Hours/week
    48.5 + 1.5 related

    Schedule J breakdown matched by us

    Base
    $187,847
    Bonus
    $0
    Other
    $450
    Deferred
    $0
    Nontaxable benefits
    $10,268
    Filer's total
    $198,565

  • Helen Stone Vp Administrationasst

    SECRETARY

    Total calculated
    $209,762
    From this org
    $179,160
    From related orgs
    $0
    Other
    $30,602
    Hours/week
    39.25 + 5.75 related

    Schedule J breakdown matched by us

    Base
    $178,561
    Bonus
    $0
    Other
    $599
    Deferred
    $20,448
    Nontaxable benefits
    $10,154
    Filer's total
    $209,762

  • Cathy Lippard Vp Fund Management

    ASSISTANT TREASURER (THRU 1/31/25)

    Total calculated
    $196,300
    From this org
    $167,649
    From related orgs
    $0
    Other
    $28,651
    Hours/week
    39.25 + 5.75 related

    Schedule J breakdown matched by us

    Base
    $167,048
    Bonus
    $0
    Other
    $601
    Deferred
    $18,551
    Nontaxable benefits
    $10,100
    Filer's total
    $196,300

  • Steve Davis

    SECRETARY/GENERAL COUNSEL

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Lindsay Laird

    VP, PHILANTHROPIC SERVICES

    Total calculated
    $210,766
    From this org
    $183,899
    From related orgs
    $0
    Other
    $26,867
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $183,349
    Bonus
    $0
    Other
    $550
    Deferred
    $18,390
    Nontaxable benefits
    $8,477
    Filer's total
    $210,766

  • Elizabeth Eickman

    DIR OF KIRKPATRICK FAM FND

    Total calculated
    $231,038
    From this org
    $198,599
    From related orgs
    $0
    Other
    $32,439
    Hours/week
    0.25 + 50 related

    Schedule J breakdown matched by us

    Base
    $197,999
    Bonus
    $0
    Other
    $600
    Deferred
    $22,242
    Nontaxable benefits
    $10,197
    Filer's total
    $231,038

  • Jennifer Stewart

    SENIOR DIRECTOR OF DONOR SERVICES

    Total calculated
    $164,108
    From this org
    $139,280
    From related orgs
    $0
    Other
    $24,828
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $138,680
    Bonus
    $0
    Other
    $600
    Deferred
    $15,059
    Nontaxable benefits
    $9,769
    Filer's total
    $164,108

  • Kelley Barnes Vp Community

    ENGAGEMENT (THRU 9/13/24)

    Total calculated
    $154,123
    From this org
    $130,810
    From related orgs
    $0
    Other
    $23,313
    Hours/week
    44.25 + 0.75 related

    Schedule J breakdown matched by us

    Base
    $130,360
    Bonus
    $0
    Other
    $450
    Deferred
    $13,213
    Nontaxable benefits
    $10,100
    Filer's total
    $154,123

  • Dan Martel

    VP, COMMUNICATIONS

    Total calculated
    $162,055
    From this org
    $136,914
    From related orgs
    $0
    Other
    $25,141
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $136,314
    Bonus
    $0
    Other
    $600
    Deferred
    $15,197
    Nontaxable benefits
    $9,944
    Filer's total
    $162,055

  • June Owens

    DIRECTOR, FINANCE

    Total calculated
    $137,559
    From this org
    $115,582
    From related orgs
    $0
    Other
    $21,977
    Hours/week
    45

  • Gregg Koehn

    ASSISTANT TREASURER

    Total calculated
    $176,017
    From this org
    $166,048
    From related orgs
    $0
    Other
    $9,969
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $165,448
    Bonus
    $0
    Other
    $600
    Deferred
    $0
    Nontaxable benefits
    $9,969
    Filer's total
    $176,017

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION OF THE ORGANIZATION'S CEO/PRESIDENT IS REVIEWED AND APPROVED BY THE TRUSTEES OF THE ORGANIZATION, ANNUALLY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BROADWAY 10 LLC

    OWN AND MAINTAIN OFFICE BUILDING · OK · income $3,600 · assets $7,323,865

    Directly controlled by OKLAHOMA CITY COMMUNITY FOUNDATION

  • MILBURN FUTURE CHARITABLE LLC

    REAL ESTATE OPERATIONS · OK · income $0 · assets $0

    Directly controlled by OKLAHOMA CITY COMMUNITY FOUNDATION

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ADAMS CHARITABLE LP

    INVESTMENT · INVESTMENT · OK · 97% owned · share of income $23,653 · share of assets -$75,569

    Directly controlled by OKLAHOMA CITY COMMUNITY FOUNDATION

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202601349349311295

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