William E& Margaret H Davis Family Fund of OCCF Inc

EIN: 731324131 501(c)(3)

Oklahoma City, OK

Total Revenue
$771,556
Total Expenses
$1,651,235
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
OK
Principal Officer
Nancy B Anthony
Phone
4052355603
Tax Period
2020-07-01 to 2021-06-30

William E& Margaret H Davis Family Fund of OCCF Inc, founded in 1988, is a small nonprofit that reported $772K in total revenue in fiscal year 2020. Revenue surged 8555% from the prior year, signaling strong growth momentum. Expenses of $1.7M exceeded revenue, resulting in a 114% operating deficit.

Mission

Support the Oklahoma City Community Foundation, Inc.

Program Service Accomplishments

Program 1
Expenses: $1,649,321 Revenue: $0

Distributions were made to various IRS Section 501(c)(3) public charities in the Oklahoma City area to benefit the greater Oklahoma City area & purposes of 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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $771,556
Other Revenue $0
TOTAL REVENUE $771,556

Expense Breakdown

Grants Paid $1,649,321
Salaries & Benefits $0
Fundraising Expenses $160
Program Expenses $1,649,321
Other Expenses $1,914
TOTAL EXPENSES $1,651,235

Year-over-Year Comparison

2020 2019 Change
Revenue $771,556 $8,915 +85.5%
Expenses $1,651,235 $82,420 +19.0%
Net Income $-879,679 $-73,505 +11.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
5
Employees
N/A
Volunteers
N/A

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
3
$416,528
Total Directors
7
$558,104
Key Employees
2
$423,785
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Charles Davis Trustee 0.50
Officer Director
$0 $0 $0
Porter Davis Trustee 0.50
Officer Director
$0 $0 $0
Marnie Davis Trustee 0.50
Director
$0 $0 $0
Carla Pickrell Trustee 0.50
Director
$0 $0 $0
Nancy Ellis Trustee 0.50
Director
$0 $0 $0
Carol Hopper Trustee 0.25
Director
$0 $19,898 $141,576
Nancy B Anthony Secy/Treasuer 0.25
Officer Director
$0 $64,020 $416,528
Rhonda Godwin Vice Pres Administration 0.25
Key Emp
$0 $27,705 $222,029
Elizabeth Eickman Dir of Kirkpatrick Fam Fnd 1.00
Key Emp
$0 $21,487 $201,756
Joel Schwartz Dir of IT 0.25
Highest
$0 $22,175 $207,215
Joe Carter Vice Pres Development 0.25
Highest
$0 $24,388 $185,680
Brian J Dougherty Dir of MAB Trust 0.25
Highest
$0 $22,961 $174,292
Cathy Lippard Controller 0.25
Highest
$0 $21,709 $159,943
Helen Stone Dir. Strategic Operations 0.25
Highest
$0 $20,765 $151,900
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
2021 $771,556 $1,651,235 No data $-879,679
2020 $8,915 $82,420 $1,536,880 $-73,505
2019 $42,430 $109,933 $1,576,502 $-67,503
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