ALBERS FAMILY AFFILIATED FUND OF OCCF INC (EIN 260703109) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

CATHY LIPPARD

Phone

4052355603

Tax Period

2022-07-01 to 2023-06-30

ALBERS FAMILY AFFILIATED FUND OF OCCF INC, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $170K in total revenue in fiscal year 2022. The organization ran a surplus of $58K, a strong 34% operating margin.

Mission

THE FUND IS OPERATED TO SUPPORT THE CHARITABLE EFFORTS OF THE OKLAHOMA CITY COMMUNITY FOUNDATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $153,310

Program Service Revenue $0

Investment Income $16,291

Other Revenue $0

TOTAL REVENUE $169,601

Expense Breakdown

Grants Paid $105,000

Salaries & Benefits $0

Fundraising Expenses $618

Program Expenses $105,000

Other Expenses $7,037

TOTAL EXPENSES $112,037

Year-over-Year Comparison

	2022	2021	Change
Revenue	$169,601	$169,681	0.0%
Expenses	$112,037	$132,098	-0.2%
Net Income	$57,564	$37,583	+0.5%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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

N/A

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

$382,228

Total Directors

$188,869

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEIGH ANN ALBERS	PRESIDENT	0.50	Officer Director	$0	$0	$0
PAUL ALBERS	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
MARTHA JENNINGS SMITH	TRUSTEE	0.50	Director	$0	$0	$0
PATRICK QUILLIAN	TRUSTEE	0.50	Director	$0	$0	$0
TRISHA FINNEGAN	TRUSTEE	0.25	Director	$0	$2,806	$188,869
HELEN STONE	SECRETARY/TRUSTEE	0.25	Officer	$0	$25,864	$201,713
CATHY LIPPARD	TREASURER/TRUSTEE	0.25	Officer	$0	$23,775	$180,515

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$169,601	$112,037	$1,185,737	$57,564
2022	$169,681	$132,098	$1,041,415	$37,583
2021	$154,905	$137,312	$1,171,899	$17,593
2020	$104,636	$142,281	$934,552	$-37,645
2019	$26,387	$142,488	$954,809	$-116,101

ALBERS FAMILY AFFILIATED FUND OF OCCF INC