Oklahoma City Retailers Foundation Affiliated Fund of the OCCF

EIN: 731550200 501(c)(3)

Oklahoma City, OK

Total Revenue
$676,634
Total Expenses
$1,054,667
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
1998
Legal Domicile
OK
Principal Officer
Nancy B Anthony
Phone
4052355603
Tax Period
2020-07-01 to 2021-06-30

Oklahoma City Retailers Foundation Affiliated Fund of the OCCF, founded in 1998, is a small nonprofit that reported $677K in total revenue in fiscal year 2020. Revenue surged 12111% from the prior year, signaling strong growth momentum. Expenses of $1.1M exceeded revenue, resulting in a 56% operating deficit.

Mission

Support the Oklahoma City Community Foundation by providing grants to OKC area charities.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $676,634
Other Revenue $0
TOTAL REVENUE $676,634

Expense Breakdown

Grants Paid $1,045,319
Salaries & Benefits $0
Fundraising Expenses $850
Program Expenses $1,045,319
Other Expenses $9,348
TOTAL EXPENSES $1,054,667

Year-over-Year Comparison

2020 2019 Change
Revenue $676,634 $5,541 +121.1%
Expenses $1,054,667 $102,118 +9.3%
Net Income $-378,033 $-96,577 +2.9%
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
2
$416,528
Total Directors
5
$558,104
Key Employees
2
$423,785
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Vic Petito Trustee 0.50
Officer Director
$0 $0 $0
Jim Daniel Trustee 0.50
Director
$0 $0 $0
Dennis O'Keefe Trustee 0.50
Director
$0 $0 $0
Carol Hopper Trustee 0.25
Director
$0 $19,898 $141,576
Nancy B Anthony Secy/Treasuer 0.25
Officer Director
$0 $64,020 $416,528
Rhonda Godwin Vice Pres Administration 0.25
Key Emp
$0 $27,705 $222,029
Elizabeth Eickman Dir of Kirkpatrick Fam Fnd 0.00
Key Emp
$0 $21,487 $201,756
Joel Schwartz Dir of IT 0.25
Highest
$0 $22,175 $207,215
Joe Carter Vice Pres Development 0.25
Highest
$0 $24,388 $185,680
Brian J Dougherty Dir of MAB Trust 0.25
Highest
$0 $22,961 $174,292
Cathy Lippard Controller 0.25
Highest
$0 $21,709 $159,943
Helen Stone Dir. Strategic Operations 0.25
Highest
$0 $20,765 $151,900
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
2021 $676,634 $1,054,667 No data $-378,033
2020 $5,541 $102,118 $847,520 $-96,577
2019 $25,370 $105,490 $920,213 $-80,120
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