SCIENCE MUSEUM OKLAHOMA AFFILIATED FUND OF OCCF INC (EIN 731330516) - 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

1987

Legal Domicile

Principal Officer

GREGG KOEHN

Phone

4052355603

Tax Period

2023-07-01 to 2024-06-30

SCIENCE MUSEUM OKLAHOMA AFFILIATED FUND OF OCCF INC, founded in 1987, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 169% from the prior year, signaling strong growth momentum. Net assets of $64.4M represent 265 months of operating reserves.

Mission

SUPPORT OKLAHOMA CITY COMMUNITY FOUNDATION BY SUPPORTING PROGRAMS AT SCIENCE MUSEUM 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,918,402

Other Revenue $0

TOTAL REVENUE $2,918,402

Expense Breakdown

Grants Paid $2,987,518

Salaries & Benefits $0

Fundraising Expenses $12,871

Program Expenses $2,987,518

Other Expenses $170,265

TOTAL EXPENSES $3,157,783

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,918,402	$1,083,453	+1.7%
Expenses	$3,157,783	$3,151,953	+0.0%
Net Income	$-239,381	$-2,068,500	-0.9%

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

$422,333

Total Directors

$427,712

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRISHA FINNEGAN	TRUSTEE	0.25	Director	$0	$26,499	$427,712
JEFFREY STARLING	PRESIDENT	0.50	Officer Director	$0	$0	$0
ALEXIS LOPRESTO	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
DR RUSSELL EVANS	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTIAN KEESEE	TRUSTEE	0.50	Director	$0	$0	$0
KIMBER SHOOP	TRUSTEE	0.50	Director	$0	$0	$0
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	$2,918,402	$3,157,783	$64,411,366	$-239,381
2023	$1,083,453	$3,151,953	$59,268,493	$-2,068,500
2022	$1,170,938	$2,971,002	$56,480,618	$-1,800,064
2021	$1,438,504	$2,898,501	$67,323,215	$-1,459,997
2020	$313,630	$2,826,681	$55,222,522	$-2,513,051
2019	$1,513,497	$2,782,748	$56,547,059	$-1,269,251

SCIENCE MUSEUM OKLAHOMA AFFILIATED FUND OF OCCF INC