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Nonprofiteer
← RURAL OKLAHOMA COMMUNITY FOUNDATION INC

Form 990 for tax year 2022

Filed by RURAL OKLAHOMA COMMUNITY FOUNDATION INC.

Totals

Total revenue
$188,073
Total expenses
$916,226
Contributions and grants received
$9,048
Grants paid
$881,872
Program service revenue
$0
Investment income
$179,025
Other revenue
$0
Total assets, end of year
$9,513,852
Total liabilities, end of year
$143,879
Net assets or fund balances, end of year
$9,369,973
Program services expenses (Part IX)
$881,872
Management and general expenses
$31,879
Fundraising expenses
$2,475
Program service expenses (Part III)
$881,872

Program services were 96.3% 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

    $9,048

  • 3 · Investment income

    total $125,003 · excluded $125,003

  • 7a · Gross sales of assets other than inventory

    securities $1,223,677

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

    securities $1,169,655

  • 7c · Gain or loss

    securities $54,022

  • 7d · Net gain or loss

    total $54,022 · excluded $54,022

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $881,872 · program services $881,872

  • 11a · Fees: management

    total $24,034 · management and general $21,559 · fundraising $2,475

  • 11f · Fees: investment management

    total $9,156 · management and general $9,156

  • 13 · Office expenses

    total $188 · management and general $188

  • 17 · Travel

    total $507 · management and general $507

  • 19 · Conferences, conventions and meetings

    total $469 · management and general $469

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $25,048 · end of year $17,064

  • 11 · Investments: publicly traded securities

    beginning of year $9,390,493 · end of year $9,496,788

  • 18 · Grants payable

    beginning of year $114,275 · end of year $143,879

  • 27 · Net assets without donor restrictions

    beginning of year $1,424,179 · end of year $1,018,278

  • 28 · Net assets with donor restrictions

    beginning of year $7,877,087 · end of year $8,351,695

Mission and programs · 2022

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 $881,872 · Grants $881,872

As filed on the 2022 return.

Listed in Part VII

  • Steve Lolli

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Thom Maciula

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Nancy B Anthony

    TRUSTEE

    Total calculated
    $336,212
    From this org
    $0
    From related orgs
    $299,992
    Other
    $36,220
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

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

  • Donna McCampbell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Betty Huckabay

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Helen Stone

    SECRETARY

    Total calculated
    $201,713
    From this org
    $0
    From related orgs
    $175,849
    Other
    $25,864
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

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

  • Cathy Lippard

    TREASURER

    Total calculated
    $180,515
    From this org
    $0
    From related orgs
    $156,740
    Other
    $23,775
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

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

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
2022
Filed
12 April 2024
IRS schema version
2022v5.0
Source object
202401089349300910

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

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