JANICE & JOE L SINGER FAMILY AFFILIATED FUND OF THE OCCF INC (EIN 320101644) - 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

2003

Legal Domicile

Principal Officer

CATHY LIPPARD

Phone

4052355603

Tax Period

2022-07-01 to 2023-06-30

JANICE & JOE L SINGER FAMILY AFFILIATED FUND OF THE OCCF INC, founded in 2003, is a micro nonprofit that reported $50K in total revenue in fiscal year 2022. Revenue decreased 6% compared to the prior year. Expenses of $2.9M exceeded revenue, resulting in a 5640% operating deficit.

Mission

SUPPORT 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 $0

Program Service Revenue $0

Investment Income $50,351

Other Revenue $0

TOTAL REVENUE $50,351

Expense Breakdown

Grants Paid $2,879,047

Salaries & Benefits $0

Fundraising Expenses $856

Program Expenses $2,879,047

Other Expenses $10,880

TOTAL EXPENSES $2,889,927

Year-over-Year Comparison

	2022	2021	Change
Revenue	$50,351	$53,735	-0.1%
Expenses	$2,889,927	$81,792	+34.3%
Net Income	$-2,839,576	$-28,057	+100.2%

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

$457,357

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY LIPPARD	TREASURER	0.25	Officer Director	$0	$23,775	$180,515
RHONDA GODWIN	TRUSTEE	0.25	Director	$0	$22,904	$167,675
AMY SINGER	TRUSTEE	0.50	Director	$0	$0	$0
DAVID P SINGER	TRUSTEE	0.50	Officer Director	$0	$0	$0
JENNIFER STEWART	TRUSTEE	0.25	Director	$0	$16,449	$109,167
HELEN STONE	SECRETARY	0.25	Officer	$0	$25,864	$201,713

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
2023	$50,351	$2,889,927	No data	$-2,839,576
2022	$53,735	$81,792	$2,612,809	$-28,057
2021	$63,623	$12,045	$3,055,762	$51,578
2020	$13,888	$138,043	$2,402,245	$-124,155
2019	$65,724	$101,469	$2,472,452	$-35,745

JANICE & JOE L SINGER FAMILY AFFILIATED FUND OF THE OCCF INC