Civic Intelligence

Okla Co Med Soc-Community Foundation

EIN 73-0746253 • 501(c)3 • Oklahoma City, OK

Profile

Promote Better Health in Oklahoma

313 Northeast 50th Suite 2Oklahoma City, OK 73105-1830
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

59th percentile

6.7%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

61st percentile

4.5%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

55th percentile

2.3%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$152,276

Up $12,401 (+8.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$152,276

Up $12,401 (+8.9%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin59th percentile

Revenue

Up

$29,882

Up $9,574 (+47%) from 2024

Expenses

Up

$27,869

Up $6,801 (+32%) from 2024

Net Income

Up

$2,013

Up $2,773 (+365%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2017: $117,344Liabilities 2017: $0Net Assets 2017: $117,3442017Assets 2018: $118,577Liabilities 2018: $0Net Assets 2018: $118,5772018Assets 2019: $125,720Liabilities 2019: $0Net Assets 2019: $125,7202019Assets 2020: $105,731Liabilities 2020: $0Net Assets 2020: $105,7312020Assets 2021: $136,801Liabilities 2021: $0Net Assets 2021: $136,8012021Assets 2022: $142,257Liabilities 2022: $0Net Assets 2022: $142,2572022Assets 2023: $139,448Liabilities 2023: $0Net Assets 2023: $139,4482023Assets 2024: $139,875Liabilities 2024: $0Net Assets 2024: $139,8752024Assets 2025: $152,276Liabilities 2025: $0Net Assets 2025: $152,2762025

Highlighted filing

2025

Assets$152,276
Liabilities$0
Net Assets$152,276
Open 2025 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2017: $26,367Expenses 2017: $24,465Net Income 2017: $1,9022017Revenue 2018: $27,571Expenses 2018: $23,414Net Income 2018: $4,1572018Revenue 2019: $34,203Expenses 2019: $28,723Net Income 2019: $5,4802019Revenue 2020: $26,078Expenses 2020: $37,238Net Income 2020: -$11,1602020Revenue 2021: $33,238Expenses 2021: $11,406Net Income 2021: $21,8322021Revenue 2022: $29,002Expenses 2022: $19,246Net Income 2022: $9,7562022Revenue 2023: $28,539Expenses 2023: $24,968Net Income 2023: $3,5712023Revenue 2024: $20,308Expenses 2024: $21,068Net Income 2024: -$7602024Revenue 2025: $29,882Expenses 2025: $27,869Net Income 2025: $2,0132025

Highlighted filing

2025

Revenue$29,882
Expenses$27,869
Net Income$2,013
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,276
Liabilities
$0
Net assets
$152,276
Revenue
$29,882
Expenses
$27,869
Net income
$2,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.30$0.28$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.20$0.21$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.29$0.25$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.29$0.19$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.33$0.11$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.26$0.37$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.34$0.29$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.28$0.23$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.26$0.24$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
May 27, 2025
Return Version
2024v5.1
Gross Receipts
$186,532
Mission and Program Overview

Mission

Promote Better Health in Oklahoma

Program Services

DescriptionGrantsExpenses
The Foundation administered a fund to enhance opportunities for wellness for physicians.-$13,145
The Foundation funded a scholarship program to encourage medical students to practice in Oklahoma.$10,000$0
The Foundation funded programs to support health education and the provision of health care especially to those who are less fortunate.$2,700$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew JaredDirector-$0--
Paul MortonDirector-$0--
Arielle AllenDirector-$0--
Jake Jones IIIVice President-$0--
Evie HolzerDirector-$0--
Bradley MargoPresident-$0--
Christi JerniganDirector-$0--
Jamie VafadarSecretarytreasrer-$0--
Filing and Contact Details

Filer

Filer Name
Okla Co Med Soc-community Foundation
EIN
73-0746253
In Care Of
% Jamie Vafadar
Phone
4057020501
Address
313 Northeast 50th Suite 2, Oklahoma City, OK 73105-1830

Signing Officer

Name
Jamie Vafadar
Title
Treasurer
Phone
4057020500
Signed
2025-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Gregory L Poland PC
Address
2915 N Classen Blvd Suite 522, Oklahoma City, OK 73106
Preparer
Gregory Poland
Phone
4055210717
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Charitable Support Grantee Various Charities Relationship NONE Amount 2,700Activity Scholarship Program Grantee University of Oklahoma Health Sci Street 940 Stanton L Young Blvd City, State, Zip Oklahoma City, OK 73104Relationship None Amount 10,000”

Description of other expenses Part I line 16

“Description AmountPhysician Wellness Costs 13,145Investment Account Fees 1,024”

Other changes in net assets or fund balances Part I line 20

“Description AmountIncrease in Market Value Investment 10,388”

Raw XML Appendix217 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oklahoma City
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0731051830
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139875
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IRS990EZ/ContributionsGiftsGrantsEtcAmt034412
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139875
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0152276
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Matthew Jared
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Arielle Allen
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jamie Vafadar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SecretaryTreasrer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt010388
IRS990EZ/OtherExpensesTotalAmt014169
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote Better Health in Oklahoma
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Foundation funded programs to support health education and the provision of health care especially to those who are less fortunate.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Foundation funded a scholarship program to encourage medical students to practice in Oklahoma.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02700
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt0148188
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027869
IRS990EZ/TotalProgramServiceExpensesAmt013145
IRS990EZ/TotalRevenueAmt029882
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022935
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IRS990ScheduleA/InvestmentIncomeCYPct00.16000
IRS990ScheduleA/InvestmentIncomePYPct00.20000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01926
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt09238
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01667
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Charitable Support Grantee Various Charities Relationship NONE Amount 2,700Activity Scholarship Program Grantee University of Oklahoma Health Sci Street 940 Stanton L Young Blvd City, State, Zip Oklahoma City, OK 73104Relationship None Amount 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPhysician Wellness Costs 13,145Investment Account Fees 1,024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountIncrease in Market Value Investment 10,388
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE VAFADAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04057020500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLA CO MED SOC-COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0730746253
ReturnHeader/Filer/InCareOfNm0% Jamie Vafadar
ReturnHeader/Filer/PhoneNum04057020501
ReturnHeader/Filer/USAddress/AddressLine1Txt0313 Northeast 50th Suite 2
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0731051830
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731501418
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gregory L Poland PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02915 N Classen Blvd Suite 522
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073106
ReturnHeader/PreparerPersonGrp/PhoneNum04055210717
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY POLAND
ReturnHeader/ReturnTs02025-07-30T08:52:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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