MA EVERETT FAMILY AFFILIATED FUND OF THE OCCF INC (EIN 731520821) - 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

1997

Legal Domicile

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

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%)

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

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

$218,948

Key Employees

Highest Compensated

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

MA EVERETT FAMILY AFFILIATED FUND OF THE OCCF INC