VOGT FAMILY AFFILIATED FUND OF THE… - Form 990 Financial Data

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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

2014

Legal Domicile

Principal Officer

CATHY LIPPARD

Phone

4052355603

Tax Period

2022-07-01 to 2023-06-30

VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC, founded in 2014, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $46K in total revenue in fiscal year 2022. Revenue decreased 6% compared to the prior year. Expenses of $110K exceeded revenue, resulting in a 139% operating deficit.

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC.

Program Service Accomplishments

Program 1

Expenses: $100,000 Revenue: $0

DISTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE, SCIENTIFIC, LITERACY, EDUCATIONAL AND PUBLIC SERVICE ORGANIZATIONS TO IMPROVE COMMUNITY AND QUALITY OF LIFE IN OKLAHOMA.

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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 $5

Program Service Revenue $0

Investment Income $46,133

Other Revenue $0

TOTAL REVENUE $46,138

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $814

Program Expenses $100,000

Other Expenses $10,249

TOTAL EXPENSES $110,249

Year-over-Year Comparison

	2022	2021	Change
Revenue	$46,138	$49,030	-0.1%
Expenses	$110,249	$11,078	+9.0%
Net Income	$-64,111	$37,952	-2.7%

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

$382,138

Total Directors

$180,515

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN VOGT JR	TRUSTEE	0.50	Director	$0	$0	$0
KATHY FRANKENFIELD	TRUSTEE	0.50	Director	$0	$0	$0
CATHY LIPPARD	TREASURER	0.25	Officer Director	$0	$23,775	$180,515
HELEN STONE	SECRETARY	0.25	Officer	$0	$25,864	$201,623

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	$46,138	$110,249	$2,557,032	$-64,111
2022	$49,030	$11,078	$2,418,350	$37,952
2021	$59,726	$111,435	$2,770,415	$-51,709
2020	$13,001	$110,582	$2,252,730	$-97,581
2019	$62,864	$111,102	$2,300,294	$-48,238

VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC