HOSPICE FOUNDATION OF OKLAHOMA AFFILIATED FUND OF OCCF INC (EIN 731549817) - 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 2024-06-30

HOSPICE FOUNDATION OF OKLAHOMA AFFILIATED FUND OF OCCF INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $141K in total revenue in fiscal year 2023. Revenue surged 163% from the prior year, signaling strong growth momentum. Expenses of $223K exceeded revenue, resulting in a 58% operating deficit.

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION AND THE HOSPICE FOUNDATION OF OKLAHOMA.

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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 $1,462

Program Service Revenue $0

Investment Income $139,520

Other Revenue $0

TOTAL REVENUE $140,982

Expense Breakdown

Grants Paid $203,000

Salaries & Benefits $0

Fundraising Expenses $1,839

Program Expenses $203,000

Other Expenses $20,102

TOTAL EXPENSES $223,102

Year-over-Year Comparison

	2023	2022	Change
Revenue	$140,982	$53,633	+1.6%
Expenses	$223,102	$214,407	+0.0%
Net Income	$-82,120	$-160,774	-0.5%

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

$392,547

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ROBERT SALINAS	PRESIDENT	0.50	Officer Director	$0	$0	$0
CECELIA HUSSEIN	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
CATHY LIPPARD	TREASURER	0.25	Officer Director	$0	$26,642	$196,928
KELLEY BARNES	TRUSTEE	0.25	Director	$0	$26,523	$195,619
MELINDA WARREN	TRUSTEE	0.50	Director	$0	$0	$0
HELEN STONE	SECRETARY	0.25	Officer	$0	$29,293	$225,405

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	$140,982	$223,102	$3,089,239	$-82,120
2023	$53,633	$214,407	$2,903,348	$-160,774
2022	$54,595	$102,144	$2,637,242	$-47,549
2021	$65,710	$102,224	$3,061,899	$-36,514
2020	$14,005	$95,967	$2,452,110	$-81,962
2019	$65,971	$96,452	$2,469,861	$-30,481

HOSPICE FOUNDATION OF OKLAHOMA AFFILIATED FUND OF OCCF INC