MALZAHN FAMILY AFFILIATED FUND OF OCCF INC (EIN 731405419) - 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

1991

Legal Domicile

Principal Officer

GREGG KOEHN

Phone

4052355603

Tax Period

2023-07-01 to 2024-06-30

MALZAHN FAMILY AFFILIATED FUND OF OCCF INC, founded in 1991, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 185% from the prior year, signaling strong growth momentum. Expenses of $8.2M exceeded revenue, resulting in a 292% operating deficit.

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY ENRICHING THE COMMUNITY OF PERRY, OK.

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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 $2,095,303

Other Revenue $0

TOTAL REVENUE $2,095,303

Expense Breakdown

Grants Paid $8,000,811

Salaries & Benefits $0

Fundraising Expenses $19,074

Program Expenses $8,000,811

Other Expenses $217,730

TOTAL EXPENSES $8,218,541

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,095,303	$736,403	+1.8%
Expenses	$8,218,541	$2,033,799	+3.0%
Net Income	$-6,123,238	$-1,297,396	+3.7%

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

$422,333

Total Directors

$547,145

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
JENNIFER STEWART	TRUSTEE	0.25	Director	$0	$19,289	$119,433
TIFFANY SEWELL-HOWARD	PRESIDENT	0.50	Officer Director	$0	$0	$0
DAVID FEROLI	TRUSTEE	0.50	Director	$0	$0	$0
RICK JOHNSON	TRUSTEE	0.50	Director	$0	$0	$0
COURTNEY MALZAHN DARRAH	TRUSTEE	0.50	Director	$0	$0	$0
PAM SEWELL	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	$2,095,303	$8,218,541	$133,818,058	$-6,123,238
2023	$736,403	$2,033,799	$124,673,218	$-1,297,396
2022	$724,771	$1,732,892	$113,290,346	$-1,008,121
2021	$840,125	$1,297,884	$136,629,544	$-457,759
2020	$1,305,655	$1,927,870	$103,151,644	$-622,215
2019	$612,475	$564,956	$101,614,280	$47,519

MALZAHN FAMILY AFFILIATED FUND OF OCCF INC