ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF THE OCCF INC (EIN 731609200) - 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

2000

Legal Domicile

Principal Officer

CATHY LIPPARD

Phone

4052355603

Tax Period

2022-07-01 to 2023-06-30

ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF THE OCCF INC, founded in 2000, is a small nonprofit that reported $169K in total revenue in fiscal year 2022. Expenses of $402K exceeded revenue, resulting in a 138% operating deficit.

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION

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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 $0

Program Service Revenue $0

Investment Income $169,098

Other Revenue $0

TOTAL REVENUE $169,098

Expense Breakdown

Grants Paid $369,650

Salaries & Benefits $0

Fundraising Expenses $2,455

Program Expenses $369,650

Other Expenses $32,444

TOTAL EXPENSES $402,094

Year-over-Year Comparison

	2022	2021	Change
Revenue	$169,098	$173,355	0.0%
Expenses	$402,094	$371,811	+0.1%
Net Income	$-232,996	$-198,456	+0.2%

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

$289,682

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY LIPPARD	TREASURER	0.25	Officer Director	$0	$23,775	$180,515
JENNIFER STEWART	TRUSTEE	0.25	Director	$0	$16,449	$109,167
SCOTT SPRADLING	TRUSTEE	0.50	Director	$0	$0	$0
PEGGY DUNCAN	TRUSTEE	0.50	Director	$0	$0	$0
HOLLY ELLIOTT	TRUSTEE	0.50	Director	$0	$0	$0
HELEN STONE	SECRETARY	0.25	Officer	$0	$25,864	$201,713

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	No data	No data	No data	No data
2023	$169,098	$402,094	$9,617,699	$-232,996
2022	$173,355	$371,811	$9,060,915	$-198,456
2021	$201,870	$314,550	$10,676,037	$-112,680
2020	$42,236	$317,991	$8,550,797	$-275,755
2019	$199,956	$310,574	$8,609,612	$-110,618

ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF THE OCCF INC