E PHIL & ROBERTA KIRSCHNER AFFILIATED FUND OF THE OCCF INC (EIN 364763764) - 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

2013

Legal Domicile

Principal Officer

GREGG KOEHN

Phone

4052355603

Tax Period

2023-07-01 to 2024-06-30

E PHIL & ROBERTA KIRSCHNER AFFILIATED FUND OF THE OCCF INC, founded in 2013, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $493K, a strong 32% operating margin.

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,064,286

Other Revenue $463,368

TOTAL REVENUE $1,527,654

Expense Breakdown

Grants Paid $932,474

Salaries & Benefits $0

Fundraising Expenses $5,879

Program Expenses $932,474

Other Expenses $102,521

TOTAL EXPENSES $1,034,995

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,527,654	$1,171,615	+0.3%
Expenses	$1,034,995	$728,867	+0.4%
Net Income	$492,659	$442,748	+0.1%

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

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

$617,952

Total Directors

$423,763

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY B ANTHONY	TRUSTEE	0.50	Director	$0	$0	$228,144
HARRY MERSON	PRESIDENT	0.50	Officer Director	$0	$0	$0
ROBERT FREEDMAN	TRUSTEE (THROUGH DECEMBER 2023)	0.50	Director	$0	$0	$0
KELLEY BARNES	VICE PRESIDENT	0.25	Officer Director	$0	$26,523	$195,619
HELEN STONE	SECRETARY	0.25	Officer	$0	$29,293	$225,405
CATHY LIPPARD	TREASURER	0.25	Officer	$0	$26,642	$196,928

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	$1,527,654	$1,034,995	$26,585,184	$492,659
2023	$1,171,615	$728,867	$24,226,329	$442,748
2022	$1,211,221	$415,909	$22,229,440	$795,312
2021	$1,023,954	$385,945	$24,124,426	$638,009
2020	$991,091	$451,174	$18,970,743	$539,917
2019	$2,173,049	$480,472	$17,312,707	$1,692,577

E PHIL & ROBERTA KIRSCHNER AFFILIATED FUND OF THE OCCF INC