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Nonprofiteer
← RURAL OKLAHOMA COMMUNITY FOUNDATION INC

Form 990 for tax year 2024

Filed by RURAL OKLAHOMA COMMUNITY FOUNDATION INC.

Totals

Total revenue
$3,528,332
Total expenses
$734,287
Contributions and grants received
$4,743
Grants paid
$659,566
Program service revenue
$0
Investment income
$3,523,589
Other revenue
$0
Total assets, end of year
$10,385,087
Total liabilities, end of year
$15,000
Net assets or fund balances, end of year
$10,370,087
Program services expenses (Part IX)
$659,566
Management and general expenses
$67,949
Fundraising expenses
$6,772
Program service expenses (Part III)
$659,566

Program services were 89.8% 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

    $4,243

  • 1f · All other contributions, gifts and grants

    $500

  • 3 · Investment income

    total $203,900 · excluded $203,900

  • 7a · Gross sales of assets other than inventory

    securities $28,831,836

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

    securities $25,512,147

  • 7c · Gain or loss

    securities $3,319,689

  • 7d · Net gain or loss

    total $3,319,689 · excluded $3,319,689

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $659,566 · program services $659,566

  • 11a · Fees: management

    total $65,758 · management and general $58,986 · fundraising $6,772

  • 11f · Fees: investment management

    total $8,498 · management and general $8,498

  • 13 · Office expenses

    total $157 · management and general $157

  • 19 · Conferences, conventions and meetings

    total $308 · management and general $308

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $25,298 · end of year $25,132

  • 11 · Investments: publicly traded securities

    beginning of year $9,917,298 · end of year $10,359,955

  • 17 · Accounts payable and accrued expenses

    beginning of year $443 · end of year $0

  • 18 · Grants payable

    beginning of year $20,000 · end of year $15,000

  • 27 · Net assets without donor restrictions

    beginning of year $925,342 · end of year $746,139

  • 28 · Net assets with donor restrictions

    beginning of year $8,996,811 · end of year $9,623,948

Mission and programs · 2024

Mission

SUPPORT OKLAHOMA CITY COMMUNITY FOUNDATION, INC., BY SUPPORTING RURAL COMMUNITIES IN OKLAHOMA.

Activities or mission (Part I)

SUPPORT OCCF BY SUPPORTING RURAL COMMUNITIES IN OKLAHOMA

  • DISTRIBUTIONS WERE MADE TO SCHOOLS, TOWNS, AND NONPROFIT ORGANIZATIONS TO SUPPORT AND ENHANCE QUALITY-OF-LIFE ENRICHMENT PROGRAMS IN SOUTHEAST AND SOUTHWEST OKLAHOMA. ALL OF THE PROGRAMS ARE IN LINE WITH THE SUPPORT OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC.

    Expenses $659,566 · Grants $659,566

As filed on the 2024 return.

Listed in Part VII

  • Steve Lolli

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Elizabeth Huckaby

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Thomas Maciula

    VICE PRESIDENT (THROUGH 4/23/25)

    Total calculated
    $0
    Hours/week
    0.5

  • Kelley Barnes

    TRUSTEE (THROUGH 10/11/24)

    Total calculated
    $154,123
    From this org
    $0
    From related orgs
    $130,810
    Other
    $23,313
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

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

  • Dr Russell Evans

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Nancy B Anthony

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Sidney Suttles

    TRUSTEE

    Total calculated
    $18,406
    From this org
    $0
    From related orgs
    $17,697
    Other
    $709
    Hours/week
    0.25 + 49.75 related

  • Gregg Koehn

    TREASURER

    Total calculated
    $176,017
    From this org
    $0
    From related orgs
    $166,048
    Other
    $9,969
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

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

  • Cathy Lippard

    TREASURER (THROUGH 1/31/25)

    Total calculated
    $196,300
    From this org
    $0
    From related orgs
    $167,649
    Other
    $28,651
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

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

  • Helen Stone

    SECRETARY

    Total calculated
    $209,762
    From this org
    $0
    From related orgs
    $179,160
    Other
    $30,602
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

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

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

None.

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
THE INDIVIDUALS LISTED IN SCHEDULE J ARE COMPENSATED BY THE OKLAHOMA CITY COMMUNITY FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION CHECKS THE FOLLOWING BOX ON SCHEDULE J, PART I, LINE 3: APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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

  • METAFUND

    $112,628

    GENERAL PURPOSES

  • CADDO KIOWA TECHNOLOGY CENTER

    $35,000

    GENERAL PURPOSES

  • LIFT COMMUNITY ACTION AGENCY

    $30,000

    GENERAL PURPOSES

  • SOUTH WESTERN OKLAHOMA DEVELOPMENT AUTHORITY (SWODA)

    $30,000

    GENERAL PURPOSES

  • FORT TOWSON VOLUNTEER FIRE DEPARTMENT

    $28,845

    GENERAL PURPOSES

  • CHOCTAW COUNTY AMBULANCE AUTHORITY

    $25,000

    GENERAL PURPOSES

  • CITY OF COALGATE

    $25,000

    GENERAL PURPOSES

  • SNYDER VOLUNTEER FIRE DEPARTMENT

    $25,000

    GENERAL PURPOSES

  • AIRC INC

    $20,000

    GENERAL PURPOSES

  • BUTTERFLY RAIN NEW BEGINNINGS

    $20,000

    GENERAL PURPOSES

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.

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202601349349312040

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

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