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Nonprofiteer
← OKLAHOMA CITY COMMUNITY FOUNDATION INC

Form 990 for tax year 2023

Filed by OKLAHOMA CITY COMMUNITY FOUNDATION INC.

Totals

Total revenue
$107,049,070
Total expenses
$69,015,259
Contributions and grants received
$62,591,877
Grants paid
$59,734,386
Program service revenue
$1,303,132
Investment income
$43,139,304
Other revenue
$14,757
Total assets, end of year
$974,013,341
Total liabilities, end of year
$27,652,408
Net assets or fund balances, end of year
$946,360,933
Program services expenses (Part IX)
$63,874,165
Management and general expenses
$4,338,108
Fundraising expenses
$802,986
Program service expenses (Part III)
$63,874,165

Program services were 92.6% 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

    $23,934,394

  • 1f · All other contributions, gifts and grants

    $38,657,483

  • 1g · Noncash contributions included above

    $11,410,823

  • 2a · Program service revenue: ADMIN FEES

    total $1,303,132 · related or exempt $1,303,132

  • 3 · Investment income

    total $13,890,833 · excluded $13,890,833

  • 6a · Gross rents

    real property $11,165

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $11,165

  • 6d · Net rental income or loss

    total $11,165 · excluded $11,165

  • 7a · Gross sales of assets other than inventory

    securities $237,377,902

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

    securities $208,129,431

  • 7c · Gain or loss

    securities $29,248,471

  • 7d · Net gain or loss

    total $29,248,471 · excluded $29,248,471

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $3,592 · excluded $3,592

  • 11e · Other revenue, total

    $3,592

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $56,894,586 · program services $56,894,586

  • 2 · Grants to domestic individuals

    total $2,839,800 · program services $2,839,800

  • 5 · Compensation of officers, directors and key employees

    total $1,992,930 · program services $595,886 · management and general $1,191,772 · fundraising $205,272

  • 7 · Other salaries and wages

    total $3,054,325 · program services $1,905,653 · management and general $902,434 · fundraising $246,238

  • 8 · Pension plan contributions

    total $388,362 · program services $209,602 · management and general $140,440 · fundraising $38,320

  • 9 · Other employee benefits

    total $435,605 · program services $234,576 · management and general $157,935 · fundraising $43,094

  • 10 · Payroll taxes

    total $358,837 · program services $186,039 · management and general $135,756 · fundraising $37,042

  • 11b · Fees: legal

    total $53,136 · program services $19,303 · management and general $26,580 · fundraising $7,253

  • 11c · Fees: accounting

    total $57,487 · management and general $57,487

  • 11d · Fees: lobbying

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

  • 11f · Fees: investment management

    total $723,780 · management and general $723,780

  • 11g · Fees: other

    total $420,047 · program services $203,658 · management and general $191,975 · fundraising $24,414

  • 12 · Advertising and promotion

    total $489,951 · program services $181,253 · management and general $242,523 · fundraising $66,175

  • 13 · Office expenses

    total $242,993 · program services $107,613 · management and general $106,665 · fundraising $28,715

  • 14 · Information technology

    total $308,249 · program services $136,657 · management and general $135,315 · fundraising $36,277

  • 16 · Occupancy

    total $77,366 · program services $28,147 · management and general $38,668 · fundraising $10,551

  • 17 · Travel

    total $10,191 · program services $6,089 · management and general $3,223 · fundraising $879

  • 22 · Depreciation, depletion and amortization

    total $379,391 · program services $137,826 · management and general $189,781 · fundraising $51,784

  • 23 · Insurance

    total $119,550 · management and general $119,550

  • 24a · Other expenses: ANNUITY CONTRACTS

    total $295,761 · management and general $295,761

  • 24b · Other expenses: AFFL. FUND SPECIAL EXPE

    total $112,447 · management and general $112,447

  • 24c · Other expenses: NON TRUST OTHER EXPENSE

    total $108,370 · management and general $108,370

  • 24d · Other expenses: CASE MANAGEMENT

    total $107,141 · program services $107,141

  • 24e · All other expenses

    total -$473,046 · program services $80,336 · management and general -$560,354 · fundraising $6,972

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,846,567 · end of year $2,590,648

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,319 · end of year $191

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

    $11,817,497

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

    $4,906,038

  • 10c · Land, buildings and equipment, net

    beginning of year $7,108,242 · end of year $6,911,459

  • 11 · Investments: publicly traded securities

    beginning of year $843,568,559 · end of year $957,439,500

  • 12 · Investments: other securities

    beginning of year $3,051,052 · end of year $6,397,751

  • 15 · Other assets

    beginning of year $669,674 · end of year $673,792

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,650,946 · end of year $455,549

  • 18 · Grants payable

    beginning of year $14,508,902 · end of year $22,475,022

  • 25 · Other liabilities

    beginning of year $4,485,925 · end of year $4,721,837

  • 27 · Net assets without donor restrictions

    beginning of year $356,347,628 · end of year $377,356,197

  • 28 · Net assets with donor restrictions

    beginning of year $473,268,012 · end of year $569,004,736

Mission and programs · 2023

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 "IFUND" GRANTS WHICH SUPPORT ACCESS TO BASIC AND PREVENTIVE HEALTH CARE, PROVIDES ACCESS FOR CHILDREN TO MAINSTREAM SERVICES DESPITE PHYSICAL, MENTAL OR ECONOMIC CIRCUMSTANCES, AND PROGRAMS SUPPORTING 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. A NEW INITIATIVE WAS LAUNCHED IN 2014 TO PROMOTE THE INTEGRATION OF PHYSICAL ACTIVITY, GOOD NUTRITION AND OTHER HEALTHY LIFESTYLE CHOICES INTO THE DAILY ROUTINES OF CHILDREN AND ADULTS LIVING IN OKLAHOMA COUNTY.

    Expenses $51,295,914 · Grants $47,156,135 · Revenue $1,303,132

  • 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 $2,556,397 · Grants $2,556,397

  • 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 COE PROGRAM, WITH THE GOAL OF PROVIDING THESE CHARITIES THE OPPORTUNITY TO STRENGTHEN THEIR ORGANIZATIONS.

    Expenses $10,021,854 · Grants $10,021,854

As filed on the 2023 return.

Listed in Part VII

  • David Feroli

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Leigh Ann Albers

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    0.5

  • Edward A Krei

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.75 related

  • Michael Carolina

    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

  • Vicki Howard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Rick Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Shelley Maxted

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Christin Mugg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Robert Salinas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • T Scott Spradling

    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
    $427,712
    From this org
    $401,213
    From related orgs
    $0
    Other
    $26,499
    Hours/week
    48.5 + 1.5 related

    Schedule J breakdown matched by us

    Base
    $397,122
    Bonus
    $0
    Other
    $4,091
    Deferred
    $16,717
    Nontaxable benefits
    $9,782
    Filer's total
    $427,712

  • Rhonda Godwin

    COO (THROUGH 4/9/24)

    Total calculated
    $288,702
    From this org
    $253,564
    From related orgs
    $0
    Other
    $35,138
    Hours/week
    48.25 + 1.75 related

    Schedule J breakdown matched by us

    Base
    $247,635
    Bonus
    $0
    Other
    $5,929
    Deferred
    $25,356
    Nontaxable benefits
    $9,782
    Filer's total
    $288,702

  • Helen Stone

    VP, ADMINISTRATION/ASST SECRETARY

    Total calculated
    $225,405
    From this org
    $196,112
    From related orgs
    $0
    Other
    $29,293
    Hours/week
    39.25 + 5.75 related

    Schedule J breakdown matched by us

    Base
    $190,445
    Bonus
    $0
    Other
    $5,667
    Deferred
    $19,611
    Nontaxable benefits
    $9,682
    Filer's total
    $225,405

  • Cathy Lippard

    VP, FUND MANAGEMENT/ASST TREASURER

    Total calculated
    $196,928
    From this org
    $170,286
    From related orgs
    $0
    Other
    $26,642
    Hours/week
    39.25 + 5.75 related

    Schedule J breakdown matched by us

    Base
    $165,003
    Bonus
    $0
    Other
    $5,283
    Deferred
    $17,029
    Nontaxable benefits
    $9,613
    Filer's total
    $196,928

  • Christina Adcox

    COO (STARTING MARCH 2024)

    Total calculated
    $0
    Hours/week
    48.5 + 1.5 related

  • Steve Davis

    SECRETARY/GENERAL COUNSEL

    Total calculated
    $0
    Hours/week
    0.5

  • Elizabeth Eickman

    DIR OF KIRKPATRICK FAM FND

    Total calculated
    $238,228
    From this org
    $207,738
    From related orgs
    $0
    Other
    $30,490
    Hours/week
    0.25 + 50 related

    Schedule J breakdown matched by us

    Base
    $205,077
    Bonus
    $0
    Other
    $2,661
    Deferred
    $20,774
    Nontaxable benefits
    $9,716
    Filer's total
    $238,228

  • Joe Carter

    VP, DEVELOPMENT

    Total calculated
    $224,250
    From this org
    $195,062
    From related orgs
    $0
    Other
    $29,188
    Hours/week
    44.25 + 0.75 related

    Schedule J breakdown matched by us

    Base
    $190,239
    Bonus
    $0
    Other
    $4,823
    Deferred
    $19,506
    Nontaxable benefits
    $9,682
    Filer's total
    $224,250

  • Kelley Barnes

    VP, COMMUNITY ENGAGEMENT

    Total calculated
    $195,619
    From this org
    $169,096
    From related orgs
    $0
    Other
    $26,523
    Hours/week
    44.25 + 0.75 related

    Schedule J breakdown matched by us

    Base
    $166,863
    Bonus
    $0
    Other
    $2,233
    Deferred
    $16,910
    Nontaxable benefits
    $9,613
    Filer's total
    $195,619

  • Dan Martel

    VP, COMMUNICATIONS

    Total calculated
    $163,775
    From this org
    $140,353
    From related orgs
    $0
    Other
    $23,422
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $139,680
    Bonus
    $0
    Other
    $673
    Deferred
    $14,035
    Nontaxable benefits
    $9,387
    Filer's total
    $163,775

  • Joel Schwartz

    DIRECTOR OF IT

    Total calculated
    $138,926
    From this org
    $117,585
    From related orgs
    $0
    Other
    $21,341
    Hours/week
    45

  • June Owens

    DIRECTOR, FINANCE

    Total calculated
    $133,214
    From this org
    $112,560
    From related orgs
    $0
    Other
    $20,654
    Hours/week
    45

  • Gregg Koehn

    CONTROLLER

    Total calculated
    $128,948
    From this org
    $119,465
    From related orgs
    $0
    Other
    $9,483
    Hours/week
    45

  • Nancy B Anthony

    FORMER PRESIDENT (THRU 6/30/22)

    Total calculated
    $228,144
    From this org
    $228,144
    From related orgs
    $0
    Other
    $0
    Hours/week
    0 + 3.5 related

    Schedule J breakdown matched by us

    Base
    $228,144
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $228,144

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
  • 4a · Severance or change-of-control payment

Answered no

  • 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, LINE 4A
NANCY ANTHONY, THE FORMER PRESIDENT OF THE OKLAHOMA CITY COMMUNITY FOUNDATION (OCCF), RECEIVED A SEVERANCE PAYMENT OF $228,144 FROM OCCF.

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 $7,212,662

    Directly controlled by OKLAHOMA CITY COMMUNITY FOUNDATION

  • MILBURN FUTURE CHARITABLE LLC

    REAL ESTATE OPERATIONS · OK · income $0 · assets $18,944

    Directly controlled by OKLAHOMA CITY COMMUNITY FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531349349312553

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