Civic Intelligence

Deer Creek Affiliated Fund of Occf Inc

EIN 73-1461683 • 501(c)3 • Oklahoma City, OK

Profile

Support the OKC Community Foundation and benefit Deer Creek Public Schools.

PO Box 1146Oklahoma City, OK 73101-1146
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-5706%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$208,898

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 489.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

-7.0%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,245,475

Down $427,892 (-16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$2,245,475

Down $427,892 (-16%) from 2021

Revenue

Down

$45,940

Down $260,550 (-85%) from 2021

Expenses

Up

$119,272

Up $5,527 (+4.9%) from 2021

Net Income

Down

-$73,332

Down $266,077 (-138%) from 2021

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,678,836Liabilities 2011: $0Net Assets 2011: $1,678,8362011Assets 2012: $1,638,690Liabilities 2012: $0Net Assets 2012: $1,638,6902012Assets 2013: $1,725,634Liabilities 2013: $0Net Assets 2013: $1,725,6342013Assets 2014: $1,880,127Liabilities 2014: $0Net Assets 2014: $1,880,1272014Assets 2015: $1,865,714Liabilities 2015: $0Net Assets 2015: $1,865,7142015Assets 2016: $1,790,182Liabilities 2016: $0Net Assets 2016: $1,790,1822016Assets 2017: $1,963,978Liabilities 2017: $0Net Assets 2017: $1,963,9782017Assets 2018: $2,115,572Liabilities 2018: $0Net Assets 2018: $2,115,5722018Assets 2019: $2,165,792Liabilities 2019: $0Net Assets 2019: $2,165,7922019Assets 2020: $2,199,520Liabilities 2020: $0Net Assets 2020: $2,199,5202020Assets 2021: $2,673,367Liabilities 2021: $0Net Assets 2021: $2,673,3672021Assets 2022: $2,245,475Liabilities 2022: $0Net Assets 2022: $2,245,4752022

Highlighted filing

2022

Assets$2,245,475
Liabilities$0
Net Assets$2,245,475

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $231,027Expenses 2011: $82,112Net Income 2011: $148,9152011Revenue 2012: $53,400Expenses 2012: $81,104Net Income 2012: -$27,7042012Revenue 2013: $68,258Expenses 2013: $85,749Net Income 2013: -$17,4912013Revenue 2014: $73,962Expenses 2014: $91,532Net Income 2014: -$17,5702014Revenue 2015: $43,242Expenses 2015: $96,603Net Income 2015: -$53,3612015Revenue 2016: $29,232Expenses 2016: $100,780Net Income 2016: -$71,5482016Revenue 2017: $228,984Expenses 2017: $102,494Net Income 2017: $126,4902017Revenue 2018: $185,980Expenses 2018: $102,769Net Income 2018: $83,2112018Revenue 2019: $57,915Expenses 2019: $103,818Net Income 2019: -$45,9032019Revenue 2020: $92,797Expenses 2020: $108,287Net Income 2020: -$15,4902020Revenue 2021: $306,490Expenses 2021: $113,745Net Income 2021: $192,7452021Revenue 2022: $45,940Expenses 2022: $119,272Net Income 2022: -$73,3322022

Highlighted filing

2022

Revenue$45,940
Expenses$119,272
Net Income-$73,332

Filings

Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 31, 2021
Return Version
2019v5.2
Gross Receipts
$514,918
Mission and Program Overview

Mission

Support the okc community foundation and benefit deer creek public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,164,733$2,198,535▲ $33,802
Total Assets$2,165,792$2,199,520▲ $33,728
Other Assets Total$1,059$985▼ $74
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,067,527$2,096,735▲ $29,208
Net Assets Without Donor Restrictions$98,265$102,785▲ $4,520
Total Net Assets Fund Balance$2,165,792$2,199,520▲ $33,728
Total Liabilities and Net Assets / Fund Balance$2,165,792$2,199,520▲ $33,728

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,165,792$80,300▲ $61,715-$2,199,520
2018$2,115,572$250▲ $153,788-$2,165,792
2017$1,963,978$100,000▲ $154,363-$2,115,572
2016$1,790,182$80,100▲ $196,190-$1,963,978
2015$1,865,714$126▲ $25,122-$1,790,182
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joel SchwartzDirector of IT
Elizabeth EickmanDirector of Kirkpatrick Fam Fnd
Brian J DoughertyDirector of MAB Trust
Helen StoneDirector Strategic Operations
Gerald ElrodTrustee
James HollomanTrustee
Jennifer ElliotTrustee
Cathy LippardController
Nancy B AnthonySecy/Treasuer
Rhonda GodwinVice Pres Administration
Joe CarterVice Pres Development
Revenue and Support

Revenue Composition

Contributions and Grants
$80,300
Program Service Revenue
$0
Investment Income
$12,497
Other Revenue
$0
All Other Contributions
$60,300
Change in Net Assets
$-15,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$98,265
Other Expenses$10,022
Total Fundraising Expense$604
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$98,265--$98,265
Fees for Services Management-$6,677$604$7,281
Fees for Service Investment Mgmnt Fees-$2,741-$2,741
Total Functional Expenses$98,265$9,418$604$108,287
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Deer Creek Community Enrichment FoundationEdmond, OK501(c)(3)General Purposes$98,265
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
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

Oklahoma City Community Foundation is the sole member of the filing organization

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

The return is prepared and reviewed by the staff of the OKC Community Foundation, the supported organization. The return is e-mailed to all trustees prior to filing for review.

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

Conflict of interest policy is distributed, discussed and signed by each trustee at the annual trustee meeting.

Form 990, Part VI, Section B, line 15

While this organization doesn't follow this process since it doesn't have any direct employees, the Oklahoma City Community Foundation, which has an economic interest and controls the supporting organization's Board of Trustees, does follow this process for its personnel.

Form 990, Part VI, Section C, line 19

Governing documents, conflicts of interest policy and financial statements are available upon request.

Part VII, Section A

This affiliated fund did not have any direct employees. However, the fund is a supporting organization of the Oklahoma City Community Foundation. As such, salaries for key employees and highly compensated employees of the Oklahoma City Community Foundation are listed for full disclosure purposes.

Filing and Contact Details

Filer

Filer Name
Deer Creek Affiliated Fund of OCCF Inc
EIN
73-1461683
Phone
4052355603
Address
PO Box 1146, Oklahoma City, OK 73101-1146

Signing Officer

Name
Nancy B Anthony
Title
Secretary/Treasurer
Phone
4052355603
Signed
2021-03-31

Organization Details

Principal Officer
Nancy B Anthony
Formed
1994
Legal Domicile
Ok
Voting Board Members
4
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Oklahoma City Community Foundation Inc
Address
1000 N Broadway Ave, Oklahoma City, OK 73102
Phone
4052355603
Supplemental Narrative

Additional Explanations

Part XII, Line2c

The Foundation has an Audit Committee which assumes responsibility for oversight of the audit, and review of the financial statement and selection of independent auditors. This has not changed from prior years.

Financial Statement Notes

Part X, Line 2:

Oklahoma City Community Foundation and its supporting organizations are tax-exempt organizations and are not subject to federal or state income taxes, except on unrelated business income, in accordance with section 501(a) of the Internal Revenue Code (the Code), and have been determined not to be a private foundation under section 509(a) of the Code. The limited liability companies are pass-through entities for tax purposes. Unrelated business income tax, if any, is immaterial and no tax provision has been made in the accompanying consolidated financial statements. The ASC provides guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing OCCF and its supporting organizations' tax returns to determine whether the tax positions are more-likely-than-not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense and liability in the current year. Management has determined that there are no material uncertain income tax positions.

Pt. V, Line 4

The endowment is intended to be used to support the organization's mission in perpetuity.

Raw XML AppendixShowing 400 of 911 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OKC Community Foundation Inc
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Oklahoma City Community Foundation and its supporting organizations are tax-exempt organizations and are not subject to federal or state income taxes, except on unrelated business income, in accordance with section 501(a) of the Internal Revenue Code (the Code), and have been determined not to be a private foundation under section 509(a) of the Code. The limited liability companies are pass-through entities for tax purposes. Unrelated business income tax, if any, is immaterial and no tax provision has been made in the accompanying consolidated financial statements. The ASC provides guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing OCCF and its supporting organizations' tax returns to determine whether the tax positions are more-likely-than-not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense and liability in the current year. Management has determined that there are no material uncertain income tax positions.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The endowment is intended to be used to support the organization's mission in perpetuity.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt. V, Line 4
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Deer Creek Community Enrichment Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0731132453
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt020701 N Macarthur Blvd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Edmond
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0730129301
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization's due diligence procedures prior to grant disbursement include: 1) ensure that grants do not provide benefits to any donor or other disqualified person and do not result in private inurement to any person or corporation. 2) Collect IRS letter documenting 501(c)(3) public charity status, current board of director listing, current financial information and current program information or description. 3) verification of status in IRS Pub 78 through www.guidestar.com 4) confirm that grants are not made to individuals or for the benefit of a specific individual, for reimbursement purposes or for non-charitable purposes.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
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