MALZAHN FAMILY AFFILIATED FUND OF OCCF INC

EIN: 731405419 501(c)(3)

OKLAHOMA CITY, OK

Total Revenue
$2,095,303
Total Expenses
$8,218,541
Total Assets
$133,818,058
Net Assets
$129,518,646
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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
OK
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.

Program Service Accomplishments

Program 1
Expenses: $8,000,811

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%)

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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

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Governance

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

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
$422,333
Total Directors
7
$547,145
Key Employees
0
$0
Highest Compensated
0
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
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