OKLAHOMA CITY COMMUNITY FOUNDATION… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

TRISHA FINNEGAN

Phone

4052355603

Tax Period

2024-07-01 to 2025-06-30

OKLAHOMA CITY COMMUNITY FOUNDATION INC, founded in 1969, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $387.3M in total revenue in fiscal year 2024. Revenue surged 262% from the prior year, signaling strong growth momentum. The organization ran a surplus of $307.6M, a strong 79% operating margin.

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.

Program Service Accomplishments

Program 1

Expenses: $59,624,263 Revenue: $1,584,143

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...

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.

Program 2

Expenses: $3,897,887

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"...

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.

Program 3

Expenses: $10,445,762

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $57,368,905

Program Service Revenue $1,584,143

Investment Income $328,354,471

Other Revenue $-3,528

TOTAL REVENUE $387,303,991

Expense Breakdown

Grants Paid $68,416,904

Salaries & Benefits $7,495,528

Fundraising Expenses $1,008,871

Program Expenses $73,967,912

Other Expenses $3,751,713

TOTAL EXPENSES $79,664,145

Year-over-Year Comparison

	2024	2023	Change
Revenue	$387,303,991	$107,049,070	+2.6%
Expenses	$79,664,145	$69,015,259	+0.2%
Net Income	$307,639,846	$38,033,811	+7.1%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,096,245

Total Directors

Key Employees

$441,804

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEIGH ANN ALBERS	CHAIRMAN	0.50	Director	$0	$0	$0
MICHAEL CAROLINA	TRUSTEE	0.50	Director	$0	$0	$0
GLENN COFFEE	TRUSTEE	0.50	Director	$0	$0	$0
MIKE COLLISON	TRUSTEE	0.50	Director	$0	$0	$0
TALITA DENEGRI	TRUSTEE	0.50	Director	$0	$0	$0
DR RUSSELL EVANS	TRUSTEE	0.50	Director	$0	$0	$0
DAVID FEROLI	TRUSTEE	0.50	Director	$0	$0	$0
VICKI HOWARD	TRUSTEE	0.50	Director	$0	$0	$0
RICK JOHNSON	TRUSTEE	0.50	Director	$0	$0	$0
EDWARD A KREI	TREASURER	0.50	Officer Director	$0	$0	$0
SHELLEY MAXTED	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTIN MUGG	TRUSTEE	0.50	Director	$0	$0	$0
DR ROBERT SALINAS	TRUSTEE	0.50	Director	$0	$0	$0
PETE WHITE	TRUSTEE	0.50	Director	$0	$0	$0
CHARLES WIGGIN	TRUSTEE	0.50	Director	$0	$0	$0
TRISHA FINNEGAN	PRESIDENT/CEO	48.50	Officer	$462,096	$29,522	$491,618
CHRISTINA ADCOX	COO	48.50	Officer	$188,297	$10,268	$198,565
HELEN STONE VP ADMINISTRATIONASST	SECRETARY	39.25	Officer	$179,160	$30,602	$209,762
CATHY LIPPARD VP FUND MANAGEMENT	ASSISTANT TREASURER (THRU 1/31/25)	39.25	Officer	$167,649	$28,651	$196,300
STEVE DAVIS	SECRETARY/GENERAL COUNSEL	0.50	Officer	$0	$0	$0
LINDSAY LAIRD	VP, PHILANTHROPIC SERVICES	45.00	Key Emp	$183,899	$26,867	$210,766
ELIZABETH EICKMAN	DIR OF KIRKPATRICK FAM FND	0.25	Key Emp	$198,599	$32,439	$231,038
JENNIFER STEWART	SENIOR DIRECTOR OF DONOR SERVICES	45.00	Highest	$139,280	$24,828	$164,108
KELLEY BARNES VP COMMUNITY	ENGAGEMENT (THRU 9/13/24)	44.25	Highest	$130,810	$23,313	$154,123
DAN MARTEL	VP, COMMUNICATIONS	45.00	Highest	$136,914	$25,141	$162,055
JUNE OWENS	DIRECTOR, FINANCE	45.00	Highest	$115,582	$21,977	$137,559
GREGG KOEHN	ASSISTANT TREASURER	45.00	Highest	$166,048	$9,969	$176,017

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$387,303,991	$79,664,145	$1,074,798,154	$307,639,846
2024	No data	No data	No data	No data
2023	$77,835,583	$68,821,055	$857,261,413	$9,014,528
2022	$90,959,641	$42,401,354	$773,266,293	$48,558,287
2021	$159,496,642	$35,653,946	$855,000,248	$123,842,696
2020	$68,785,609	$32,417,079	$584,174,786	$36,368,530
2019	$52,249,282	$35,900,612	$549,653,997	$16,348,670

OKLAHOMA CITY COMMUNITY FOUNDATION INC