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Nonprofiteer
← OKLAHOMA CITY COMMUNITY FOUNDATION INC

Form 990 for tax year 2022

Filed by OKLAHOMA CITY COMMUNITY FOUNDATION INC.

Totals

Total revenue
$77,835,583
Total expenses
$68,821,055
Contributions and grants received
$60,065,532
Grants paid
$60,068,081
Program service revenue
$1,279,928
Investment income
$16,477,412
Other revenue
$12,711
Total assets, end of year
$857,261,413
Total liabilities, end of year
$27,645,773
Net assets or fund balances, end of year
$829,615,640
Program services expenses (Part IX)
$63,560,653
Management and general expenses
$4,533,592
Fundraising expenses
$726,810
Program service expenses (Part III)
$63,560,653

Program services were 92.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN AGEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • T SCOTT SPRADLING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • SHELLEY SANDERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • CHRISTIN MUGG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID FEROLI

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5

  • MIKE COLLISON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • VICKI HOWARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ROBERT SALINAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • LEIGH ANN ALBERS

    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

  • TALITA DENEGRI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ED KREI

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • MICHAEL CAROLINA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • RICK JOHNSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • RHONDA GODWIN

    VP, INVESTMENTS

    Total calculated
    $167,675
    From this org
    $144,771
    From related orgs
    $0
    Other
    $22,904
    Hours/week
    48.75 + 1.25 related

    Schedule J breakdown matched by us

    Base
    $144,070
    Bonus
    $0
    Other
    $701
    Deferred
    $14,824
    Nontaxable benefits
    $8,080
    Filer's total
    $167,675

  • CATHY LIPPARD

    VP, FUND MANAGEMENT/ASST TREASURER

    Total calculated
    $180,515
    From this org
    $156,740
    From related orgs
    $0
    Other
    $23,775
    Hours/week
    39 + 6 related

    Schedule J breakdown matched by us

    Base
    $155,879
    Bonus
    $0
    Other
    $861
    Deferred
    $15,986
    Nontaxable benefits
    $7,789
    Filer's total
    $180,515

  • HELEN STONE

    VP, ADMINISTRATION/ASST SECRETARY

    Total calculated
    $201,713
    From this org
    $175,849
    From related orgs
    $0
    Other
    $25,864
    Hours/week
    39.25 + 5.75 related

    Schedule J breakdown matched by us

    Base
    $173,982
    Bonus
    $0
    Other
    $1,867
    Deferred
    $17,937
    Nontaxable benefits
    $7,927
    Filer's total
    $201,713

  • STEVE DAVIS

    SECRETARY/GENERAL COUNSEL

    Total calculated
    $0
    Hours/week
    0.5

  • TRISHA FINNEGAN

    PRESIDENT/CEO

    Total calculated
    $188,869
    From this org
    $186,063
    From related orgs
    $0
    Other
    $2,806
    Hours/week
    49.25 + 0.75 related

    Schedule J breakdown matched by us

    Base
    $185,973
    Bonus
    $0
    Other
    $90
    Deferred
    $0
    Nontaxable benefits
    $2,806
    Filer's total
    $188,869

  • NANCY B ANTHONY

    PRESIDENT (THRU 6/30/22)

    Total calculated
    $336,212
    From this org
    $299,992
    From related orgs
    $0
    Other
    $36,220
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $298,138
    Bonus
    $0
    Other
    $1,854
    Deferred
    $28,500
    Nontaxable benefits
    $7,720
    Filer's total
    $336,212

  • ELIZABETH EICKMAN

    DIR OF KIRKPATRICK FAM FND

    Total calculated
    $223,223
    From this org
    $195,526
    From related orgs
    $0
    Other
    $27,697
    Hours/week
    0.25 + 50 related

    Schedule J breakdown matched by us

    Base
    $193,314
    Bonus
    $0
    Other
    $2,212
    Deferred
    $19,732
    Nontaxable benefits
    $7,965
    Filer's total
    $223,223

  • JOE CARTER

    VP, DEVELOPMENT

    Total calculated
    $208,898
    From this org
    $182,269
    From related orgs
    $0
    Other
    $26,629
    Hours/week
    44.25 + 0.75 related

    Schedule J breakdown matched by us

    Base
    $181,206
    Bonus
    $0
    Other
    $1,063
    Deferred
    $18,702
    Nontaxable benefits
    $7,927
    Filer's total
    $208,898

  • JOEL SCHWARTZ

    DIR OF IT

    Total calculated
    $177,371
    From this org
    $154,702
    From related orgs
    $0
    Other
    $22,669
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $153,125
    Bonus
    $0
    Other
    $1,577
    Deferred
    $15,470
    Nontaxable benefits
    $7,199
    Filer's total
    $177,371

  • KELLEY BARNES

    VP, COMMUNITY ENGAGEMENT

    Total calculated
    $174,623
    From this org
    $151,620
    From related orgs
    $0
    Other
    $23,003
    Hours/week
    44.75 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $151,339
    Bonus
    $0
    Other
    $281
    Deferred
    $15,214
    Nontaxable benefits
    $7,789
    Filer's total
    $174,623

  • DAN MARTEL

    VP, COMMUNICATIONS

    Total calculated
    $154,824
    From this org
    $133,807
    From related orgs
    $0
    Other
    $21,017
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $132,538
    Bonus
    $0
    Other
    $1,269
    Deferred
    $13,522
    Nontaxable benefits
    $7,495
    Filer's total
    $154,824

  • JUNE OWENS

    DIRECTOR, FINANCE

    Total calculated
    $124,425
    From this org
    $106,429
    From related orgs
    $0
    Other
    $17,996
    Hours/week
    45

  • STEVEN HOLMES

    CONTROLLER

    Total calculated
    $139,952
    From this org
    $125,016
    From related orgs
    $0
    Other
    $14,936
    Hours/week
    45

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
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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, LINE 4B
NANCY ANTHONY PARTICIPATED IN A SPLIT-DOLLAR LIFE INSURANCE PLAN BUT DID NOT RECEIVE A PAYMENT DURING THE YEAR.

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 $3,802 · assets $26,045

    Directly controlled by OKLAHOMA CITY COMMUNITY FOUNDATION

  • MILBURN FUTURE CHARITABLE LLC

    REAL ESTATE OPERATIONS · OK · income $506,195 · assets $7,544,008

    Directly controlled by OKLAHOMA CITY COMMUNITY FOUNDATION

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202411349349308471

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.