OKLAHOMA PHILHARMONIC AFFILIATED FUND OF OCCF INC (EIN 731461680) - 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

1994

Legal Domicile

Principal Officer

CATHY LIPPARD

Phone

4052355603

Tax Period

2022-07-01 to 2023-06-30

OKLAHOMA PHILHARMONIC AFFILIATED FUND OF OCCF INC, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $224K in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $662K exceeded revenue, resulting in a 196% operating deficit.

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY SUPPORTING THE OKLAHOMA PHILHARMONIC.

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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 (2022)

Revenue Breakdown

Contributions & Grants $53,698

Program Service Revenue $0

Investment Income $170,010

Other Revenue $0

TOTAL REVENUE $223,708

Expense Breakdown

Grants Paid $632,619

Salaries & Benefits $0

Fundraising Expenses $2,148

Program Expenses $632,619

Other Expenses $29,522

TOTAL EXPENSES $662,141

Year-over-Year Comparison

	2022	2021	Change
Revenue	$223,708	$200,711	+0.1%
Expenses	$662,141	$435,987	+0.5%
Net Income	$-438,433	$-235,276	+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

$382,228

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHUCK WIGGIN	PRESIDENT	0.50	Officer Director	$0	$0	$0
ED BARTH	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
PAUL DUDMAN	TRUSTEE	0.50	Director	$0	$0	$0
ANN JOHNSTONE	TRUSTEE	0.50	Director	$0	$0	$0
STEVEN AGEE	TRUSTEE	0.50	Director	$0	$0	$0
JANE HARLOW	TRUSTEE	0.50	Director	$0	$0	$0
JEAN HARTSUCK	TRUSTEE	0.50	Director	$0	$0	$0
ROBERT CLEMENTS	TRUSTEE	0.50	Director	$0	$0	$0
HELEN STONE	SECRETARY	0.25	Officer	$0	$25,864	$201,713
CATHY LIPPARD	TREASURER	0.25	Officer	$0	$23,775	$180,515

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	No data	No data	No data	No data
2023	$223,708	$662,141	$9,280,878	$-438,433
2022	$200,711	$435,987	$8,956,728	$-235,276
2021	$224,006	$310,557	$10,611,052	$-86,551
2020	$50,929	$407,635	$8,591,697	$-356,706
2019	$1,558,508	$330,152	$8,753,934	$1,228,356

OKLAHOMA PHILHARMONIC AFFILIATED FUND OF OCCF INC