DEER CREEK AFFILIATED FUND OF OCCF INC (EIN 731461683) - 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

DEER CREEK AFFILIATED FUND OF OCCF INC, founded in 1994, is a micro nonprofit that reported $43K in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. Expenses of $2.5M exceeded revenue, resulting in a 5706% operating deficit.

Mission

SUPPORT THE OKC COMMUNITY FOUNDATION AND BENEFIT DEER CREEK PUBLIC SCHOOLS.

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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 $0

Program Service Revenue $0

Investment Income $42,711

Other Revenue $0

TOTAL REVENUE $42,711

Expense Breakdown

Grants Paid $2,469,909

Salaries & Benefits $0

Fundraising Expenses $774

Program Expenses $2,469,909

Other Expenses $9,693

TOTAL EXPENSES $2,479,602

Year-over-Year Comparison

	2022	2021	Change
Revenue	$42,711	$45,940	-0.1%
Expenses	$2,479,602	$119,272	+19.8%
Net Income	$-2,436,891	$-73,332	+32.2%

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

$389,413

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE CARTER	TRUSTEE	0.25	Director	$0	$26,629	$208,898
CATHY LIPPARD	TREASURER	0.25	Officer Director	$0	$23,775	$180,515
JENNIFER ELLIOT	PRESIDENT	0.50	Officer Director	$0	$0	$0
BARRY CUNNINGHAM	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
JOHN ROBERTSON	TRUSTEE	0.50	Director	$0	$0	$0
HELEN STONE	SECRETARY	0.25	Officer	$0	$25,864	$201,713

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
2023	$42,711	$2,479,602	No data	$-2,436,891
2022	$45,940	$119,272	$2,245,475	$-73,332
2021	$306,490	$113,745	$2,673,367	$192,745
2020	$92,797	$108,287	$2,199,520	$-15,490
2019	$57,915	$103,818	$2,165,792	$-45,903

DEER CREEK AFFILIATED FUND OF OCCF INC