MA EVERETT FAMILY AFFILIATED FUND OF THE OCCF INC

EIN: 731520821 501(c)(3)

OKLAHOMA CITY, OK

Total Revenue
$77,139
Total Expenses
$2,960,702
Total Assets
N/A
Net Assets
N/A
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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
1997
Legal Domicile
OK
Principal Officer
GREGG KOEHN
Phone
4052355603
Tax Period
2023-07-01 to 2024-06-28

MA EVERETT FAMILY AFFILIATED FUND OF THE OCCF INC, founded in 1997, is a micro nonprofit that reported $77K in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. Expenses of $3.0M exceeded revenue, resulting in a 3738% operating deficit.

Mission

THE ORGANIZATION SUPPORTS THE OKLAHOMA CITY COMMUNITY FOUNDATION THROUGH CONTRIBUTIONS TO MUSIC, DANCE AND ARTS PROGRAMS IN THE LOCAL COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $2,943,798

THE ORGANIZATION SUPPORTS THE OKLAHOMA CITY COMMUNITY FOUNDATION THROUGH CONTRIBUTIONS TO MUSIC, DANCE AND ARTS PROGRAMS IN THE LOCAL COMMUNITY.

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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 $77,139
Other Revenue $0
TOTAL REVENUE $77,139

Expense Breakdown

Grants Paid $2,943,798
Salaries & Benefits $0
Fundraising Expenses $1,509
Program Expenses $2,943,798
Other Expenses $16,904
TOTAL EXPENSES $2,960,702

Year-over-Year Comparison

2023 2022 Change
Revenue $77,139 $50,912 +0.5%
Expenses $2,960,702 $171,292 +16.3%
Net Income $-2,883,563 $-120,380 +23.0%
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
5
Independent Members
3
Employees
N/A
Volunteers
3

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
4
$422,333
Total Directors
5
$218,948
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HOWARD DEAN EVERETT PRESIDENT 0.50
Officer Director
$0 $0 $0
MARK ALEXANDER EVERETT VICE PRESIDENT 0.50
Officer Director
$0 $0 $0
DAVID FEROLI TRUSTEE 0.50
Director
$0 $0 $0
LAURA MOON TRUSTEE 0.25
Director
$0 $16,811 $105,831
JESSICA SCHWAGER TRUSTEE 0.25
Director
$0 $17,466 $113,117
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
2024 $77,139 $2,960,702 No data $-2,883,563
2023 $50,912 $171,292 $2,729,577 $-120,380
2022 $55,819 $156,776 $2,637,469 $-100,957
2021 $69,259 $199,012 $3,178,420 $-129,753
2020 $15,272 $145,566 $2,643,758 $-130,294
2019 $73,742 $133,914 $2,714,666 $-60,172
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