RAYMOND H JR & BONNIE B HEFNER FAMILY AFFILIATED FUND OF OCCF INC

EIN: 731549818 501(c)(3) Philanthropy & Grantmaking

OKLAHOMA CITY, OK

Total Revenue
$739,453
Total Expenses
$161,949
Total Assets
$2,253,304
Net Assets
$2,253,304
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
OK
Principal Officer
GARYL GEIST
Phone
4052355603
Tax Period
2024-07-01 to 2025-06-30

RAYMOND H JR & BONNIE B HEFNER FAMILY AFFILIATED FUND OF OCCF INC, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $739K in total revenue in fiscal year 2024. Revenue surged 656% from the prior year, signaling strong growth momentum. The organization ran a surplus of $578K, a strong 78% operating margin.

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION VIA CHARITABLE GRANTS TO NON-PROFIT ENTITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $739,453
Other Revenue $0
TOTAL REVENUE $739,453

Expense Breakdown

Grants Paid $137,000
Salaries & Benefits $0
Fundraising Expenses $2,385
Program Expenses $137,000
Other Expenses $24,949
TOTAL EXPENSES $161,949

Year-over-Year Comparison

2024 2023 Change
Revenue $739,453 $97,833 +6.6%
Expenses $161,949 $125,607 +0.3%
Net Income $577,504 $-27,774 -21.8%
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
6
Independent Members
5
Employees
N/A
Volunteers
5

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
5
$582,079
Total Directors
6
$164,108
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRENDA HEFNER BALDWIN PRESIDENT 0.50
Officer Director
$0 $0 $0
VICI HEFNER HEITZKE VICE PRESIDENT 0.50
Officer Director
$0 $0 $0
RICHARD B HEFNER TRUSTEE 0.50
Director
$0 $0 $0
CARLA PICKRELL TRUSTEE 0.50
Director
$0 $0 $0
JAMES R TOLBERT III TRUSTEE 0.50
Director
$0 $0 $0
JENNIFER STEWART TRUSTEE 0.25
Director
$0 $24,828 $164,108
HELEN STONE SECRETARY 0.25
Officer
$0 $30,602 $209,762
CATHY LIPPARD TREASURER (THROUGH 10/8/24) 0.25
Officer
$0 $28,651 $196,300
GREGG KOEHN TREASURER 0.25
Officer
$0 $9,969 $176,017
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 $739,453 $161,949 $2,253,304 $577,504
2024 $97,833 $125,607 $2,161,515 $-27,774
2023 $37,204 $124,804 $2,019,187 $-87,600
2022 $39,660 $111,312 $1,940,863 $-71,652
2021 $49,176 $114,171 $2,320,742 $-64,995
2020 $11,194 $110,604 $1,924,174 $-99,410
2019 $52,888 $108,581 $1,980,995 $-55,693
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