Civic Intelligence

Communities Foundation of Oklahoma Inc.

990 • Fiscal year 2017 • EIN 73-1396320

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

Organization ProfileWWW.CFOK.ORG
2932 NW 122nd Street Suite DOklahoma City, OK 73120

(405) 755-5571

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.04x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

41st percentile

0.38x

Higher debt load relative to revenue than 41% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

3rd percentile

$0

Higher top officer pay than 3% of similar nonprofits.

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

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

65th percentile

9.5%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

9th percentile

-19%

Faster revenue growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$101,005,035

Up $8,743,153 (+9.5%) from 2016

Net Assets

Up

$96,674,680

Up $8,425,596 (+9.5%) from 2016

Liabilities

Up

$4,330,355

Up $317,557 (+7.9%) from 2016

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin71st percentile

Revenue

Down

$11,284,250

Down $2,570,071 (-19%) from 2016

Expenses

Up

$9,926,180

Up $416,576 (+4.4%) from 2016

Net Income

Down

$1,358,070

Down $2,986,647 (-69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $44,545,283Liabilities 2011: $2,935,652Net Assets 2011: $41,609,6312011Assets 2012: $73,403,647Liabilities 2012: $3,567,921Net Assets 2012: $69,835,7262012Assets 2013: $81,226,418Liabilities 2013: $3,982,432Net Assets 2013: $77,243,9862013Assets 2014: $93,314,778Liabilities 2014: $4,460,414Net Assets 2014: $88,854,3642014Assets 2015: $92,391,641Liabilities 2015: $4,100,702Net Assets 2015: $88,290,9392015Assets 2016: $92,261,882Liabilities 2016: $4,012,798Net Assets 2016: $88,249,0842016Assets 2017: $101,005,035Liabilities 2017: $4,330,355Net Assets 2017: $96,674,6802017Assets 2018: $103,349,856Liabilities 2018: $4,092,478Net Assets 2018: $99,257,3782018Assets 2019: $108,861,385Liabilities 2019: $4,019,461Net Assets 2019: $104,841,9242019Assets 2020: $112,125,645Liabilities 2020: $3,805,338Net Assets 2020: $108,320,3072020Assets 2021: $155,793,943Liabilities 2021: $16,870,379Net Assets 2021: $138,923,5642021Assets 2022: $167,077,976Liabilities 2022: $29,272,210Net Assets 2022: $137,805,7662022Assets 2023: $195,567,308Liabilities 2023: $30,024,656Net Assets 2023: $165,542,6522023Assets 2024: $204,013,681Liabilities 2024: $17,496,049Net Assets 2024: $186,517,6322024

Highlighted filing

2017

Assets$101,005,035
Liabilities$4,330,355
Net Assets$96,674,680
Open 2017 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0Revenue 2011: $13,522,803Expenses 2011: $10,805,177Net Income 2011: $2,717,6262011Revenue 2012: $39,030,674Expenses 2012: $9,693,175Net Income 2012: $29,337,4992012Revenue 2013: $13,191,854Expenses 2013: $9,579,534Net Income 2013: $3,612,3202013Revenue 2014: $16,267,011Expenses 2014: $11,270,182Net Income 2014: $4,996,8292014Revenue 2015: $19,879,006Expenses 2015: $14,591,957Net Income 2015: $5,287,0492015Revenue 2016: $13,854,321Expenses 2016: $9,509,604Net Income 2016: $4,344,7172016Revenue 2017: $11,284,250Expenses 2017: $9,926,180Net Income 2017: $1,358,0702017Revenue 2018: $14,042,218Expenses 2018: $14,014,042Net Income 2018: $28,1762018Revenue 2019: $14,394,922Expenses 2019: $9,995,339Net Income 2019: $4,399,5832019Revenue 2020: $15,673,985Expenses 2020: $10,442,320Net Income 2020: $5,231,6652020Revenue 2021: $76,729,791Expenses 2021: $67,000,407Net Income 2021: $9,729,3842021Revenue 2022: $262,928,219Expenses 2022: $241,646,483Net Income 2022: $21,281,7362022Revenue 2023: $142,717,974Expenses 2023: $123,435,469Net Income 2023: $19,282,5052023Revenue 2024: $38,480,729Expenses 2024: $27,847,738Net Income 2024: $10,632,9912024

Highlighted filing

2017

Revenue$11,284,250
Expenses$9,926,180
Net Income$1,358,070
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$15,444,220
Mission and Program Overview

Mission

Serve philanthropic needs of all of oklahoma

Serve philanthropic needs of all of oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$86,300,684$95,067,604▲ $8,766,920
Cash and Non-Interest-Bearing Accounts$3,409,056$3,925,808▲ $516,752
Pledges and Grants Receivable$1,986,833$2,011,623▲ $24,790
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$92,261,882$101,005,035▲ $8,743,153
Other Assets Total$565,309$0▼ $565,309
Liabilities
Grants Payable$3,959,716$4,330,355▲ $370,639
Accounts Payable and Accrued Expenses$53,082--
Total Liabilities$4,012,798$4,330,355▲ $317,557
Net Assets / Fund Balance
Unrestricted Net Assets$88,249,084$96,674,680▲ $8,425,596
Total Net Assets Fund Balance$88,249,084$96,674,680▲ $8,425,596
Total Liabilities and Net Assets / Fund Balance$92,261,882$101,005,035▲ $8,743,153

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$29,515$29,515

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$22,898,517$846,792▲ $2,618,958$891,188$25,191,140
2015$23,040,215$1,058,937▲ $35,186$971,393$22,898,517
2014$22,802,131$1,765,592▲ $466,092$1,721,239$23,040,215
2013$19,443,733$1,070,938▲ $3,352,523$816,789$22,802,131
2012$16,843,849$1,273,260▲ $2,229,788$695,020$19,443,733
Compensation and Service Providers
Top Officer Pay3rd percentile

Board Members and Trustees

NameTitle
Mary JenkinsChair
Richard RyersonVice Chair
Bill BurgessDirector
Db GreenDirector
Jim StuartDirector
Roberta BurrageDirector
Tripp HallDirector
Randy MaconExecutive Director
Leslie Rainbolt-forbesSecratary
Tom Mccasland IiiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Foundation Management INCManagement Services2932 NW 122ND STREET, Oklahoma City, OK 73120$995,803
BancfirstPortfolio Management101 N BROADWAY, Oklahoma City, OK 73123$387,945
Revenue and Support

Revenue Composition

Contributions and Grants
$8,623,326
Program Service Revenue
$654,957
Investment Income
$1,967,064
Other Revenue
$38,903
All Other Contributions
$8,623,326
Change in Net Assets
$1,358,070

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded11$1,351,010High/low on Date Rec.
Total Noncash Contributions11$1,351,010-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,240,963
Revenue Not Reported on Financial Statements
$5,043,287
Revenue Not Reported on Form 990
$7,444,889
Other Revenue Adjustments
$5,043,287
Total Revenue per Audited Statements
$13,685,852
Total Revenue per Form 990
$11,284,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,407,906
Other Expenses$1,518,274
Total Fundraising Expense$73,513
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,982,358--$6,982,358
Grants to Domestic Individuals$1,425,548--$1,425,548
Fees for Services Management$746,852$199,161$49,790$995,803
Fees for Service Investment Mgmnt Fees-$387,945-$387,945
Information Technology-$50,917-$50,917
Fees for Services Accounting-$28,535-$28,535
Advertising--$23,723$23,723
Insurance-$14,592-$14,592
Conferences and Meetings-$10,117-$10,117
Other Expenses-$5,000-$5,000
Fees for Services Legal-$825-$825
Office Expenses-$817-$817
Total Functional Expenses$9,154,758$697,909$73,513$9,926,180

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,926,180
Expenses per Audited Statements$8,254,350
Total Expenses per Audited Statements$8,254,350
Expenses Not Reported on Financial Statements$1,671,830
Other Expense Adjustments$1,671,830
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Duncan Regional Hospital Health FoundationDuncan, OK501(c)(3)Operations Grant$383,788
Regents of Uc DavisDavis, CA501(c)(3)Operations Grant$250,000
Duncan Regional HospitalDuncan, OK501(c)(3)Operations Grant$244,423
University of OklahomaNorman, OK501(c)(3)Operations Grant$237,061
Oklahoma State UniversityStillwater, OK501(c)(3)Operations Grant$211,790
Scottish Rite Childhood Language Disorders ClinicGreat Falls, MT501(c)(3)Operations Grant$165,000
University of TulsaTulsa, OK501(c)(3)Operations Grant$131,612
Chisholm Trail Heritage Center AssociationDuncan, OK501(c)(3)Operations Grant$128,754
University of Oklahoma Foundation IncNorman, OK501(c)(3)Operations Grant$124,839
Univerity of Oklahoma Health Sciences CenterOklahoma City, OK501(c)(3)Operations Grant$124,000
Nexus Equine IncOklahoma City, OK501(c)(3)Operations Grant$120,000
Eastern Oklahoma State College Development FoundationWilburton, OK501(c)(3)Scholarship Programs$104,189
Dartmouth College DevelopmentHanover, NH501(c)(3)Operations Grant$100,000
Positive Tomorrows IncOklahoma City, OK501(c)(3)Operations Grant$100,000
St Anne Catholic ChurchBroken Arrow, OK501(c)(3)Operations Grant$100,000
Texas Christian UniversityFort Worth, TX501(c)(3)Operations Grant$100,000
More FoundationArdmore, OK501(c)(3)Operations Grant$99,061
Smart Start Central OklahomaOklahoma City, OK501(c)(3)Operations Grant$98,175
First Serve Okc FoundationOklahoma City, OK501(c)(3)Operations Grant$96,401
First Baptist Church ShawneeShawnee, OK501(c)(3)Operations Grant$88,000
Oklahoma Academy for State GoalsNorman, OK501(c)(3)Operations Grant$79,747
Southern Methodist UniversityDallas, TX501(c)(3)Operations Grant$75,000
University of Pennsylvania School of LawPhiladelphia, PA501(c)(3)Operations Grant$70,000
Greenleaf Fire DepartmentAlva, OK501(c)(3)Operations Grant$65,000
Hill County Weed DistrictHavre, MT501(c)(3)Operations Grant$65,000
Samaritans of Pauls ValleyPauls Valley, OK501(c)(3)Operations Grant$63,588
Oklahoma City UniversityOklahoma City, OK501(c)(3)Operations Grant$63,069
John W Rex Charter Elementary School IncOklahoma City, OK501(c)(3)Operations Grant$59,560
Homeless AllianceOklahoma City, OK501(c)(3)Operations Grant$55,807
Oklahoma State Regents for Higher EducationOklahoma City, OK501(c)(3)Operations Grant$54,440
Regional Food Bank of OklahomaOklahoma City, OK501(c)(3)Operations Grant$54,285
Casady SchoolOklahoma City, OK501(c)(3)Operations Grant$53,167
Pivot IncOklahoma City, OK501(c)(3)Operations Grant$53,129
Murray State CollegeTishomingo, OK501(c)(3)Operations Grant$53,000
East Central UniversityAda, OK501(c)(3)Operations Grant$52,000
University of Central OklahomaEdmond, OK501(c)(3)Operations Grant$51,990
Oklahoma City BalletOklahoma City, OK501(c)(3)Operations Grant$50,000
RemergeOklahoma City, OK501(c)(3)Operations Grant$50,000
Oklahoma Afterschool Network IncOklahoma City, OK501(c)(3)Operations Grant$46,916
Sayre Public School FoundationSayre, OK501(c)(3)Operations Grant$45,772
Chickasha High SchoolChickasha, OK501(c)(3)Operations Grant$42,000
Community Christian School IncNorman, OK501(c)(3)Operations Grant$39,000
Oklahoma Animal Care FoundationOklahoma City, OK501(c)(3)Operations Grant$38,400
Southwestern Oklahoma State UniversityWeatherford, OK501(c)(3)Operations Grant$38,200
Salvation ArmyOklahoma City, OK501(c)(3)Operations Grant$37,000
Assistance League of NormanNorman, OK501(c)(3)Operations Grant$36,774
Neighbors Building Neighborhoods IncMuskogee, OK501(c)(3)Operations Grant$36,249
Kentucky Equine Humane Center IncLexington, KY501(c)(3)Operations Grant$35,000
Teen Empower IncOklahoma City, OK501(c)(3)Operations Grant$35,000
The Dallas OperaDallas, TX501(c)(3)Operations Grant$35,000
Oklahoma Baptist UniversityShawnee, OK501(c)(3)Operations Grant$34,229
OKLAHOMA CATTLEMEN'S FOUNDATIONOklahoma City, OK501(c)(3)Operations Grant$32,527
ANNA'S HOUSE FOUNDATIONEdmond, OK501(c)(3)Operations Grant$32,500
Stephens County Episcopal Church FundDuncan, OK501(c)(3)Operations Grant$32,000
Southwest Youth & Family Services IncChickasha, OK501(c)(3)Operations Grant$31,620
Southeastern Oklahoma State UniversityDurant, OK501(c)(3)Operations Grant$30,500
Greenspring Solutions IncPrincess Anne, MD501(c)(3)Operations Grant$30,000
Okc Museum of ArtOklahoma City, OK501(c)(3)Operations Grant$30,000
Tahlequah Public School FoundationTahlequah, OK501(c)(3)Operations Grant$29,553
Boys and Girls Club of TahlequahTahlequah, OK501(c)(3)Operations Grant$28,757
Genesis ProjectJones, OK501(c)(3)Operations Grant$28,000
Duncan Public Schools FoundationDuncan, OK501(c)(3)Operations Grant$26,299
Northeastern State UniversityTahlequah, OK501(c)(3)Operations Grant$25,708
El Sistema Oklahoma IncOklahoma City, OK501(c)(3)Operations Grant$23,634
Toy Shop of DuncanDuncan, OK501(c)(3)Operations Grant$22,462
Oral Roberts UniversityTulsa, OK501(c)(3)Operations Grant$22,000
Ou Health Sciences CenterOklahoma City, OK501(c)(3)Operations Grant$21,452
United Way of Stephens CountyDuncan, OK501(c)(3)Operations Grant$21,259
National Cowboy & Western Heritage MuseumOklahoma City, OK501(c)(3)General Operations$21,000
Pauls Valley Foundation for Academic ExcellencePauls Valley, OK501(c)(3)Operations Grant$20,862
Lawton Public Schools Foundation IncLawton, OK501(c)(3)Operations Grant$20,758
St Lukes United Methodist ChurchOklahoma City, OK501(c)(3)Operations Grant$20,500
Pioneer Library SystemNorman, OK501(c)(3)Operations Grant$20,161
Armed Services Ymca of the USALawton, OK501(c)(3)Operations Grant$20,000
Peppers Ranch IncEdmond, OK501(c)(3)Operations Grant$20,000
Pin Oak Charity Horse Show AssociationKaty, TX501(c)(3)Operations Grant$20,000
ST GREGORY'S UNIVERSITYShawnee, OK501(c)(3)Operations Grant$20,000
Bristow Education Foundation IncBristow, OK501(c)(3)Operations Grant$19,650
Church of the IncarnationDallas, TX501(c)(3)Operations Grant$18,500
Oklahoma Afterschool NetworkOklahoma City, OK501(c)(3)Operations Grant$18,327
Duncan Senior Citizens CenterDuncan, OK501(c)(3)Operations Grant$18,045
Stillwater Medical CenterStillwater, OK501(c)(3)Operations Grant$18,000
Friends for FolksNorman, OK501(c)(3)Operations Grant$16,204
Friends of the Duncan Public LibraryDuncan, OK501(c)(3)Operations Grant$15,501
Claremore Museum of History IncClaremore, OK501(c)(3)Operations Grant$15,000
Oklahoma Health Care Workforce Resources Center IncOklahoma City, OK501(c)(3)Operations Grant$14,834
Oklahoma Youth Exposition IncOklahoma City, OK501(c)(3)Operations Grant$14,696
Freedom ChurchPiedmont, OK501(c)(3)Operations Grant$14,530
Connors State CollegeWarner, OK501(c)(3)Operations Grant$14,500
Pet Angels Rescue IncGuthrie, OK501(c)(3)Operations Grant$14,336
Lawton Philharmonic Society IncLawton, OK501(c)(3)Operations Grant$14,056
K9s for WarriorsPonte Vedra, FL501(c)(3)Operations Grant$13,750
Arts Council OkcOklahoma City, OK501(c)(3)Operations Grant$13,500
Mabee-gerrer Museum of ArtShawnee, OK501(c)(3)Operations Grant$13,363
Calm WatersOklahoma City, OK501(c)(3)Operations Grant$13,230
Osu FoundationStillwater, OK501(c)(3)Operations Grant$12,969
Friends of the Will Rogers LibraryClaremore, OK501(c)(3)Operations Grant$12,614
The RunnymedeAlva, OK501(c)(3)Operations Grant$12,525
Stephens County Humane SocietyDuncan, OK501(c)(3)Operations Grant$12,188
Chickasha Area Arts CouncilChickasha, OK501(c)(3)Operations Grant$12,000
La Hospital Employee Assistance FundBaton Rouge, LA501(c)(3)Operations Grant$12,000
Missouri University of Science and TechnologyRolla, MO501(c)(3)Operations Grant$11,947
Welch Public Schools Enrichment FoundationWelch, OK501(c)(3)Operations Grant$11,918
Fort Cobb-broxton Public SchoolsFt Cobb, OK501(c)(3)Operations Grant$11,636
Duncan Public SchoolsDuncan, OK501(c)(3)Operations Grant$11,615
Ok Library AssociationEdmond, OK501(c)(3)Operations Grant$11,613
Rose State CollegeMidwest City, OK501(c)(3)Operations Grant$11,500
Lexington Humane SocietyLexington, KY501(c)(3)Operations Grant$11,000
THE CHILDREN'S CENTER REHABILITATION HOSPITALBethany, OK501(c)(3)Operations Grant$10,939
Norman High SchoolNorman, OK501(c)(3)Operations Grant$10,920
Share Medical Center Foundation IncAlva, OK501(c)(3)Operations Grant$10,537
Casa of Oklahoma CountyOklahoma City, OK501(c)(3)Operations Grant$10,497
Chisholm Trail Arts Council IncDuncan, OK501(c)(3)Operations Grant$10,443
City of Oklahoma CityOklahoma City, OK501(c)(3)Operations Grant$10,257
Choctawnicoma Park Public School FoundationChoctaw, OK501(c)(3)Operations Grant$10,054
Holdenville Education FoundationHoldenville, OK501(c)(3)Operations Grant$10,044
Firehouse Art CenterNorman, OK501(c)(3)Operations Grant$10,013
American UniversityWashington, DC501(c)(3)Operations Grant$10,000
Boys & Girls Club of Oklahoma CountyOklahoma City, OK501(c)(3)Operations Grant$10,000
Central Oklahoma Humane SocietyOklahoma City, OK501(c)(3)Operations Grant$10,000
Dallas Arboretum & Botanical Garden IncDallas, TX501(c)(3)Operations Grant$10,000
Dallas Area Chapter American Red CrossDallas, TX501(c)(3)Operations Grant$10,000
KlifeOklahoma City, OK501(c)(3)Operations Grant$10,000
Mercy Health FoundationOklahoma City, OK501(c)(3)Operations Grant$10,000
Oklahoma City All Sports AssociationOklahoma City, OK501(c)(3)Operations Grant$10,000
Oklahoma Public School Resource Center IncOklahoma City, OK501(c)(3)Operations Grant$10,000
St Mary Star of the Sea BasilicaKey West, FL501(c)(3)Operations Grant$10,000
Two Fly Foundation IncCasper, WY501(c)(3)Operations Grant$10,000
University of NebraskaLincoln, NE501(c)(3)Operations Grant$10,000
Ymca of Greater Oklahoma CityOklahoma City, OK501(c)(3)Operations Grant$10,000
Stillwater Public Education Foundation IncStillwater, OK501(c)(3)Operations Grant$9,944
Chisholm Trail Church of ChristDuncan, OK501(c)(3)Operations Grant$9,804
Ames CemeteryAmes, OK501(c)(13)Maintenance of Common Areas$9,596
Abilty First IncDuncan, OK501(c)(3)Operations Grant$9,451
Burlington Education FoundationBurlington, OK501(c)(3)Operations Grant$9,234
English Speaking Union - Okc BranchOklahoma City, OK501(c)(3)Operations Grant$8,967
Leedey Education FoundationLeedey, OK501(c)(3)Operations Grant$8,884
Northwestern Okla State UniversityAlva, OK501(c)(3)Operations Grant$8,700
Rotary Club of Midwest CityMidwest City, OK501(c)(4)Operations Grant$8,534
Millwood Public SchoolsOklahoma City, OK501(c)(3)Operations Grant$8,500
GABRIEL'S HOUSE INCDuncan, OK501(c)(3)Operations Grant$8,432
Blackwell Oklahoma Community Foundation IncBlackwell, OK501(c)(3)Operations Grant$8,130
City of Shawnee Shawnee Sister CitiesShawnee, OK501(c)(3)Operations Grant$8,049
Okarche Educational FoundationOkarche, OK501(c)(3)Operations Grant$8,001
Heritage HallOklahoma City, OK501(c)(3)Operations Grant$7,875
Stephens County Historical SocietyDuncan, OK501(c)(3)Operations Grant$7,767
University of MichiganAnn Arbor, MI501(c)(3)Operations Grant$7,550
Project O Si YoTahlequah, OK501(c)(3)Operations Grant$7,290
ALL SAINTS' EPISCOPAL CHURCHDuncan, OK501(c)(3)Operations Grant$7,174
Norman Arts and Humanities CouncilNorman, OK501(c)(3)Operations Grant$7,000
Tahlequah First United Methodist ChurchTahlequah, OK501(c)(3)Operations Grant$6,888
Victorious Life ChurchTahlequah, OK501(c)(3)Operations Grant$6,888
Casa of Cherokee CountryTahlequah, OK501(c)(3)Operations Grant$6,864
Impact Oklahoma IncOklahoma City, OK501(c)(3)Operations Grant$6,729
Blackwell Public School FoundationBlackwell, OK501(c)(3)Operations Grant$6,654
Shawnee Chamber of CommerceTecumseh, OK501(c)(6)Charitable Programs$6,579
City of Fort CobbFt Cobb, OK501(c)(3)Operations Grant$6,500
Oklahoma City Community CollegeOklahoma City, OK501(c)(3)Operations Grant$6,500
Davis Public School FoundationDavis, OK501(c)(3)Operations Grant$6,415
Kingfisher Education FoundationKingfisher, OK501(c)(3)Operations Grant$6,295
Oklahoma Department of LibrariesOklahoma City, OK501(c)(3)Operations Grant$6,269
Oklahoma State University - Institute of TechnologyOkmulgee, OK501(c)(3)Operations Grant$6,250
Chickasha Public Schools FoundationChickasha, OK501(c)(3)Operations Grant$6,174
OKLAHOMA CHILDREN'S THEATEROklahoma City, OK501(c)(3)Operations Grant$6,140
Oklahoma Lawyers for ChildrenOklahoma City, OK501(c)(3)Operations Grant$6,117
First Christian Church DuncanDuncan, OK501(c)(3)Operations Grant$6,065
U of KansasKansas City, KS501(c)(3)Operations Grant$6,000
Wartburg CollegeWaverly, IA501(c)(3)Operations Grant$6,000
Infant Crisis Services IncOklahoma City, OK501(c)(3)Operations Grant$5,951
Bob Stoops Champions Foundation IncNorman, OK501(c)(3)Operations Grant$5,900
City of ShawneeShawnee, OK501(c)(3)Operations Grant$5,550
Garber Oklahoma Alumni AssociationGarber, OK501(c)(3)Operations Grant$5,533
MARY ABBOTT CHILDREN'S HOUSENorman, OK501(c)(3)Operations Grant$5,453
Northwest Technology Center FoundationAlva, OK501(c)(3)Operations Grant$5,396
Meals on Wheels - NormanNorman, OK501(c)(3)Operations Grant$5,090
Shawnee Educational FoundationShawnee, OK501(c)(3)Operations Grant$5,067
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Tom Mccasland IiiBoard MemberTOM MCCASLAND III IS ON THE BOARD OF DIRECTORS AND TRUST COMMITTEE AT BANCFIRST, WHICH IS THE INSTITUTION THAT HOLDS $95,953,200 OF THE FOUNDATION'S INVESTMENTS. THE FOUNDATION PAID INVESTMENT FEES OF $387,945 DURING THIS FISCAL YEAR.No$387,945
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Delegated control to foundation management, inc.”

Form 990, Part VI, Section B, Line 11B

“The 990 is circulated electronically to all members of the board for their review and response with any questions prior to filing.”

Form 990, Part VI, Section B, Line 12C

“New conflict of interest forms are gathered each year at the annual meeting. Board members are also encouraged to self disclose any conflicts as they may apply during any business meetings.”

Form 990, Part VI, Section C, Line 19

“Information is available on the organization web site and by request.”

Filing and Contact Details

Filer

Filer Name
Communities Foundation of Oklahoma
EIN
73-1396320
Phone
4057555571
Address
2932 NW 122ND STREET SUITE D, OKLAHOMA CITY, OK 73120

Signing Officer

Name
Mary Jenkins
Title
Chair
Phone
4057555571
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Jenkins
Formed
1992
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
99

Preparer

Firm
Hogantaylor Llp
Address
11600 BROADWAY EXTENSION SUITE 300, OKLAHOMA CITY, OK 73114
Preparer
W Lyndel Lackey
Phone
4058482020
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Agency transfers subject to fas 136 5,043,287.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Agency transfers subject to fas 136 1,671,830.”

Raw XML AppendixShowing 400 of 2,112 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.

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IRS990ScheduleD/EquipmentGrp/DepreciationAmt029515
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029515
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01671830
IRS990ScheduleD/ExpensesSubtotalAmt08254350
IRS990ScheduleD/FundsAndOtherAccountsContriAmt014868363
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt07567286
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt0814
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt061581050
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07444889
IRS990ScheduleD/OtherExpensesNotIncludedAmt01671830
IRS990ScheduleD/OtherRevenuesNotIncludedAmt05043287
IRS990ScheduleD/RevenueNotReportedAmt07444889
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05043287
IRS990ScheduleD/RevenueSubtotalAmt06240963
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AGENCY TRANSFERS SUBJECT TO FAS 136 5,043,287.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AGENCY TRANSFERS SUBJECT TO FAS 136 1,671,830.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt09926180
IRS990ScheduleD/TotalRevenuePerForm990Amt011284250
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013685852
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08254350
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0897077
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1493946
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt29125
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt310000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt415400

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,005,035
Liabilities
$4,330,355
Net assets
$96,674,680
Revenue
$11,284,250
Expenses
$9,926,180
Net income
$1,358,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$204$17.5$187$38.5$27.8$10.6
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$196$30.0$166$143$123$19.3
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$167$29.3$138$263$242$21.3
2021Detailed filing. Detailed filing data is available for this year.$156$16.9$139$76.7$67.0$9.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$112$3.81$108$15.7$10.4$5.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$109$4.02$105$14.4$10.00$4.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$4.09$99.3$14.0$14.0$0.03
2017Detailed filing. Detailed filing data is available for this year.$101$4.33$96.7$11.3$9.93$1.36
2016Detailed filing. Detailed filing data is available for this year.$92.3$4.01$88.2$13.9$9.51$4.34
2015Detailed filing. Detailed filing data is available for this year.$92.4$4.10$88.3$19.9$14.6$5.29
2014Detailed filing. Detailed filing data is available for this year.$93.3$4.46$88.9$16.3$11.3$5.00
2013Summary only. Only limited summary data is available for this year.$81.2$3.98$77.2$13.2$9.58$3.61
2012Summary only. Only limited summary data is available for this year.$73.4$3.57$69.8$39.0$9.69$29.3
2011Summary only. Only limited summary data is available for this year.$44.5$2.94$41.6$13.5$10.8$2.72