LOVE FAMILY AFFILIATED FUND OF OCC… - Form 990 Financial Data

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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

1999

Legal Domicile

Principal Officer

CATHY LIPPARD

Phone

4052355603

Tax Period

2022-07-01 to 2023-06-30

LOVE FAMILY AFFILIATED FUND OF OCCF INC, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2022. Expenses of $3.8M exceeded revenue, resulting in a 53% operating deficit.

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION

Program Service Accomplishments

Program 1

Expenses: $3,699,549

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY MAKING GRANTS TO QUALIFIED PUBLIC CHARITIES IN THE OKLAHOMA CITY AREA TO BENEFIT THE COMMUNITY AND IMPROVE QUALITY OF LIFE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $43,600

Program Service Revenue $0

Investment Income $36,561

Other Revenue $2,390,537

TOTAL REVENUE $2,470,698

Expense Breakdown

Grants Paid $3,699,549

Salaries & Benefits $0

Fundraising Expenses $7,038

Program Expenses $3,699,549

Other Expenses $68,326

TOTAL EXPENSES $3,767,875

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,470,698	$2,377,499	+0.0%
Expenses	$3,767,875	$4,279,537	-0.1%
Net Income	$-1,297,177	$-1,902,038	-0.3%

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

$382,228

Total Directors

$465,711

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRISHA FINNEGAN	TRUSTEE	0.25	Director	$0	$2,806	$188,869
RHONDA GODWIN	TRUSTEE	0.25	Director	$0	$22,904	$167,675
JENNIFER STEWART	TRUSTEE	0.25	Director	$0	$16,449	$109,167
JUDY LOVE	TRUSTEE	0.50	Director	$0	$0	$0
JENNY LOVE MEYERS	TRUSTEE	0.50	Director	$0	$0	$0
HELEN STONE	SECRETARY	0.25	Officer	$0	$25,864	$201,713
CATHY LIPPARD	TREASURER	0.25	Officer	$0	$23,775	$180,515

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	No data	No data	No data	No data
2023	$2,470,698	$3,767,875	$11,847,486	$-1,297,177
2022	$2,377,499	$4,279,537	$13,122,228	$-1,902,038
2021	$3,226,115	$6,275,411	$15,024,266	$-3,049,296
2020	$3,199,586	$4,406,523	$18,073,562	$-1,206,937
2019	$3,151,484	$4,147,955	$19,280,499	$-996,471

LOVE FAMILY AFFILIATED FUND OF OCCF INC