KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC

EIN: 731355924 501(c)(3) Philanthropy & Grantmaking

OKLAHOMA CITY, OK

Total Revenue
$19,327,184
Total Expenses
$13,543,764
Total Assets
$403,048,484
Net Assets
$400,449,714
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
OK
Principal Officer
CHRISTIAN KEESEE
Phone
4052355603
Tax Period
2023-07-01 to 2024-06-30

KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC, founded in 1990, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $19.3M in total revenue in fiscal year 2023. The organization ran a surplus of $5.8M, a strong 30% operating margin.

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY INVESTING IN IDEAS AND LEADERSHIP THAT CONTRIBUTE TO AND ADVANCE THE CULTURAL, INTELLECTUAL AND SOCIAL INTEREST OF THE COMMUNITIES WE SUPPORT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $19,345,253
Other Revenue $-18,069
TOTAL REVENUE $19,327,184

Expense Breakdown

Grants Paid $10,603,000
Salaries & Benefits $0
Fundraising Expenses $58,216
Program Expenses $12,544,724
Other Expenses $2,940,764
TOTAL EXPENSES $13,543,764

Year-over-Year Comparison

2023 2022 Change
Revenue $19,327,184 $19,436,764 0.0%
Expenses $13,543,764 $15,184,767 -0.1%
Net Income $5,783,420 $4,251,997 +0.4%
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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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
40

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
6
$643,055
Total Directors
11
$0
Key Employees
1
$238,229
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTIAN KEESEE PRESIDENT 0.50
Officer Director
$0 $0 $0
GEORGE DREW VICE PRESIDENT 0.50
Officer Director
$0 $0 $0
LEIGH ANN ALBERS TRUSTEE 0.50
Director
$0 $0 $0
DAVID HARLOW TRUSTEE 0.50
Director
$0 $0 $0
LESLIE HUDSON TRUSTEE 0.50
Director
$0 $0 $0
ANN JOHNSTONE TRUSTEE 0.50
Director
$0 $0 $0
LARRY KEIGWIN TRUSTEE 0.50
Director
$0 $0 $0
ROBIN MEYERS TRUSTEE 0.50
Director
$0 $0 $0
JAMES PICKEL TRUSTEE 0.50
Director
$0 $0 $0
GEORGE RECORDS TRUSTEE 0.50
Director
$0 $0 $0
JANE SUTTER TRUSTEE 0.50
Director
$0 $0 $0
RHONDA GODWIN SECRETARY/TREASURER (THROUGH 4/9/24) 0.25
Officer
$0 $35,138 $288,702
CHRISTINA ADCOX SECRETARY/TREASURER 0.25
Officer
$0 $0 $0
HELEN STONE ASSISTANT SECRETARY 0.25
Officer
$0 $29,293 $225,405
GREGG KOEHN ASSISTANT TREASURER 0.25
Officer
$0 $9,483 $128,948
ELIZABETH EICKMAN DIR OF KIRKPATRICK FAM FND 50.00
Key Emp
$0 $30,491 $238,229
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 $19,327,184 $13,543,764 $403,048,484 $5,783,420
2023 $19,436,764 $15,184,767 $370,289,012 $4,251,997
2022 $17,521,137 $10,906,334 $345,056,583 $6,614,803
2021 $23,278,771 $11,169,314 $404,942,567 $12,109,457
2020 $11,766,230 $14,562,475 $324,040,869 $-2,796,245
2019 $13,618,576 $9,404,636 $329,641,838 $4,213,940
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