Civic Intelligence

Oklahoma Caring Foundation Inc

EIN 73-1470846 • 501(c)3 • Richardson, TX

Profile

The Oklahoma Caring Foundation's mission is to provide Oklahomans access to preventive health services.

1001 E Lookout Drive A2116CRichardson, TX 75082

www.oklahomacaringfoundation.org

Siviq Scores

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

Liabilities / Assets

39th percentile

0.02x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.13x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

61st percentile

7.6%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-4.5%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$3,409,179

Up $239,509 (+7.6%) from 2023

Liabilities

Up

$77,966

Up $9,806 (+14%) from 2023

Net Assets

Up

$3,331,213

Up $229,703 (+7.4%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Down

$592,462

Down $27,737 (-4.5%) from 2023

Expenses

Up

$362,759

Up $63,631 (+21%) from 2023

Net Income

Down

$229,703

Down $91,368 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $535,363Liabilities 2010: $34,434Net Assets 2010: $500,9302010Assets 2011: $1,001,805Liabilities 2011: $15,768Net Assets 2011: $986,0362011Assets 2012: $1,228,234Liabilities 2012: $15,126Net Assets 2012: $1,213,1092012Assets 2013: $1,493,244Liabilities 2013: $22,890Net Assets 2013: $1,470,3532013Assets 2014: $1,761,107Liabilities 2014: $25,956Net Assets 2014: $1,735,1512014Assets 2015: $1,954,183Liabilities 2015: $65,895Net Assets 2015: $1,888,2872015Assets 2016: $2,020,444Liabilities 2016: $32,900Net Assets 2016: $1,987,5442016Assets 2017: $2,128,165Liabilities 2017: $93,549Net Assets 2017: $2,034,6162017Assets 2018: $2,193,351Liabilities 2018: $36,274Net Assets 2018: $2,157,0772018Assets 2019: $2,448,541Liabilities 2019: $56,960Net Assets 2019: $2,391,5812019Assets 2020: $2,672,724Liabilities 2020: $56,319Net Assets 2020: $2,616,4052020Assets 2021: $2,860,114Liabilities 2021: $60,637Net Assets 2021: $2,799,4772021Assets 2022: $2,848,032Liabilities 2022: $67,593Net Assets 2022: $2,780,4392022Assets 2023: $3,169,670Liabilities 2023: $68,160Net Assets 2023: $3,101,5102023Assets 2024: $3,409,179Liabilities 2024: $77,966Net Assets 2024: $3,331,2132024

Highlighted filing

2024

Assets$3,409,179
Liabilities$77,966
Net Assets$3,331,213
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $448,562Expenses 2010: $126,194Net Income 2010: $322,3682010Revenue 2011: $628,999Expenses 2011: $143,892Net Income 2011: $485,1072011Revenue 2012: $414,705Expenses 2012: $187,632Net Income 2012: $227,0732012Revenue 2013: $432,795Expenses 2013: $175,550Net Income 2013: $257,2452013Revenue 2014: $491,987Expenses 2014: $227,190Net Income 2014: $264,7972014Revenue 2015: $425,224Expenses 2015: $272,088Net Income 2015: $153,1362015Revenue 2016: $431,783Expenses 2016: $332,527Net Income 2016: $99,2562016Revenue 2017: $456,579Expenses 2017: $409,507Net Income 2017: $47,0722017Revenue 2018: $427,088Expenses 2018: $307,217Net Income 2018: $119,8712018Revenue 2019: $566,378Expenses 2019: $335,725Net Income 2019: $230,6532019Revenue 2020: $491,333Expenses 2020: $266,509Net Income 2020: $224,8242020Revenue 2021: $474,891Expenses 2021: $274,683Net Income 2021: $200,2082021Revenue 2022: $266,485Expenses 2022: $285,523Net Income 2022: -$19,0382022Revenue 2023: $620,199Expenses 2023: $299,128Net Income 2023: $321,0712023Revenue 2024: $592,462Expenses 2024: $362,759Net Income 2024: $229,7032024

Highlighted filing

2024

Revenue$592,462
Expenses$362,759
Net Income$229,703
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,409,179
Liabilities
$77,966
Net assets
$3,331,213
Revenue
$592,462
Expenses
$362,759
Net income
$229,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.08$3.33$0.59$0.36$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.07$3.10$0.62$0.30$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.85$0.07$2.78$0.27$0.29$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.06$2.80$0.47$0.27$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.06$2.62$0.49$0.27$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.06$2.39$0.57$0.34$0.23
2018Summary only. Only limited summary data is available for this year.$2.19$0.04$2.16$0.43$0.31$0.12
2017Summary only. Only limited summary data is available for this year.$2.13$0.09$2.03$0.46$0.41$0.05
2016Summary only. Only limited summary data is available for this year.$2.02$0.03$1.99$0.43$0.33$0.10
2015Summary only. Only limited summary data is available for this year.$1.95$0.07$1.89$0.43$0.27$0.15
2014Summary only. Only limited summary data is available for this year.$1.76$0.03$1.74$0.49$0.23$0.26
2013Summary only. Only limited summary data is available for this year.$1.49$0.02$1.47$0.43$0.18$0.26
2012Summary only. Only limited summary data is available for this year.$1.23$0.02$1.21$0.41$0.19$0.23
2011Summary only. Only limited summary data is available for this year.$1.00$0.02$0.99$0.63$0.14$0.49
2010Summary only. Only limited summary data is available for this year.$0.54$0.03$0.50$0.45$0.13$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.1
Gross Receipts
$597,323
Mission and Program Overview

Mission

The Oklahoma Caring Foundation's mission is to provide Oklahomans access to preventive health services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,469,571$2,684,675▲ $215,104
Cash and Non-Interest-Bearing Accounts$205,014$298,270▲ $93,256
Land, Buildings, and Equipment, Net$218,910$175,128▼ $43,782
Pledges and Grants Receivable$58,919$8,455▼ $50,464
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$3,169,670$3,409,179▲ $239,509
Other Assets Total$217,256$242,651▲ $25,395
Liabilities
Accounts Payable and Accrued Expenses$68,160$77,966▲ $9,806
Other Liabilities$0$0→ $0
Total Liabilities$68,160$77,966▲ $9,806
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,101,510$3,331,213▲ $229,703
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$3,101,510$3,331,213▲ $229,703
Total Liabilities and Net Assets / Fund Balance$3,169,670$3,409,179▲ $239,509

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$175,128$544,587$719,715
Other Assets Org$242,651--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$217,255$768▲ $24,628-$242,651
2023$188,518$770▲ $27,967-$217,255
2022$224,174$769▼ $36,425-$188,518
2021$199,484$703▲ $23,987-$224,174
2020$173,065$2,435▲ $14,918-$199,484
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Stephania GroberPresident/Chair
Brad VincentDirector
Charles Grim DDSDirector
J T PetherickDirector
Reid Herbert MDDirector
Richard KellyDirector
Russ FlorenceDirector
Todd Hoffman MDDirector
Travis JohnsonDirector
Brooke TownsendExecutive Director
Brian KellyAssistant Treasurer
Roni RiersonSecretary
Mark LarsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$433,567
Program Service Revenue
$0
Investment Income
$140,281
Other Revenue
$18,614
All Other Contributions
$137,657
Change in Net Assets
$229,703

Audited Revenue Reconciliation

Revenue per Audited Statements
$592,462
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$742,741
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$1,335,203
Total Revenue per Form 990
$592,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$362,759
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$43,782--$43,782
Fees for Services Accounting-$17,000-$17,000
Insurance-$13,301-$13,301
Other Expenses$288,041$635-$635
Total Functional Expenses$331,823$30,936$0$362,759

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,105,500
Expenses Not Reported on Form 990$742,741
Expenses per Audited Statements$362,759
Total Expenses per Form 990$362,759
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,475
Fundraising Direct Expenses$4,861
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2024 Champions of Health Gala$151,300$23,475$4,861$18,614
Event 2-$0-$0
Total Events$151,300$23,475$4,861$18,614
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

“Stephania Grober - Business relationship, Richard Kelly - Business relationship, J.T. Petherick - Business relationship, Brooke Townsend - Business relationship, Todd Hoffman, M.D. - Business relationship, Travis Johnson - Business relationship, Mark Larson - Business relationship, Roni Rierson - Business relationship, Brian Kelly - Business relationship”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The Form 990 is reviewed by the Director and Vice President of Corporate Tax of Health Care Service Corporation on the behalf of the Treasurer of Oklahoma Caring Foundation. The form is also reviewed and signed by the Treasurer of the Foundation.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Annually, directors are required to complete a disclosure form regarding any conflict of interest. The Board is responsible for oversight of all disclosures or failures to disclose, and for taking appropriate action in the case of any conflict of interest transaction.”

Form 990, Part VI, Line 19 Required documents available to the public

“The Foundation makes available for public inspection its Form 990 and audited financial statements upon request and through www.givesmart.org. The board meeting minutes are available to the public upon request.”

Form 990 - Part VI - Governance, Management and Disclosure Section A. Governing Body and Management

“Five members of the Board of Directors of the Oklahoma Caring Foundation are officers and/or employees of Health Care Service Corporation which is a substantial donor to the Foundation. All officers of the Foundation are officers and/or employees of Health Care Service Corporation.”

Form 990 - Part VI - Governance, Management and Disclosure Section B. Policies

“The Form 990 is reviewed by the Director of Corporate Tax of Health Care Service Corporation on the behalf of the Treasurer of Oklahoma Caring Foundation. The form is also reviewed and signed by the Treasurer of the Foundation.”

Form 990 - Part VI - Governance, Management and Disclosure Section B. Policies

“Annually, directors are required to complete a disclosure form regarding any conflict of interest. The Board is responsible for oversight of all disclosures or failures to disclose, and for taking appropriate action in the case of any conflict of interest transaction.”

Form 990 - Part VI - Governance, Management and Disclosure Section B. Policies

“The Oklahoma Caring Foundation does not compensate its officers or directors. The Foundation has no employees.”

Form 990 - Part VI - Governance, Management and Disclosure Section C. Disclosure

“The Foundation makes available for public inspection its Form 990 and audited financial statements upon request and through www.givesmart.org. The board meeting minutes are available to the public upon request.”

FORM 990, PART VI, LINE 2 - Family/Business Relationships Amongst Interested Persons

“Todd Hoffman, M.D. - Business Relationship Travis Johnson - Business Relationship Richard Kelly - Business Relationship J.T. Petherick - Business Relationship Stephania Grober - Business Relationship Brooke Townsend - Business Relationship Brian Kelly - Business Relationship Mark Larson - Business Relationship Roni Rierson - Business Relationship”

Form 990, Part VI, Line 11B - Review of Form 990 by Governing Body

“The form 990 is reviewed by the director of corporate tax of Health Care Service Corporation on the behalf of the treasurer of Oklahoma Caring Foundation. The form is also reviewed and signed by the treasurer of the foundation.”

Form 990, Part VI, Line 12C - Conflict of Interest Policy

“Annually, directors are required to complete a disclosure form regarding any conflict of interest. The board is responsible for oversight of all disclosures or failures to disclose, and for taking appropriate action in the case of any conflict of interest transaction.”

Form 990, Part VI, Line 19 - Required Documents Available to the Public

“The foundation makes available for public inspection its form 990 and audited financial statements upon request and through WWW.GIVESMART.ORG. The board meeting minutes are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Caring Foundation Inc
EIN
73-1470846
Phone
9727662681
Address
1001 E Lookout Drive A2116C, Richardson, TX 75082

Signing Officer

Name
Brooke Townsend
Title
Executive Director
Phone
4058238508
Signed
2025-11-12

Organization Details

Formed
1994
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
4
Employees
0
Volunteers
29
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4 Intended Uses of Endowment Funds

“The foundation's intended use of its endowment funds is to support the program expenses of the foundation.”

Schedule D, Part X, Line 2 FIN 48 (ASC 740) FOOTNOTE

“The foundation adopted the provisions of financial accounting standards board (fasb) accounting standards codification (asc) 740, income taxes, which requires recognition and disclosure of uncertain tax positions in the financial statements and notes. The foundation believes it has no uncertain tax positions, and accordingly, it has not recognized any liability for unrecognized tax benefits.”

Schedule D, Part V, Line 4 Intended uses of endowment funds

“The Foundation's intended use of its endowment funds is to support the program expenses of the Foundation.”

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The Foundation adopted the provisions of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740, Income Taxes, which requires recognition and disclosure of uncertain tax positions in the financial statements and notes. The Foundation believes it has no uncertain tax positions, and accordingly, it has not recognized any liability for unrecognized tax benefits.”

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

“Fundraising Events - Direct Expenses - 4862”

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

“Fundraising Events - Direct Expenses - 4862”

Raw XML AppendixShowing 400 of 550 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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IRS990/Form990PartVIISectionAGrp/PersonNm1Stephania Grober
IRS990/Form990PartVIISectionAGrp/PersonNm2Brad Vincent
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IRS990/Form990PartVIISectionAGrp/PersonNm5Reid Herbert MD
IRS990/Form990PartVIISectionAGrp/PersonNm6Richard Kelly
IRS990/Form990PartVIISectionAGrp/PersonNm7Russ Florence
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IRS990/Form990PartVIISectionAGrp/PersonNm10Brian Kelly
IRS990/Form990PartVIISectionAGrp/PersonNm11Mark Larson
IRS990/Form990PartVIISectionAGrp/PersonNm12Roni Rierson
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President/Chair
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Assistant Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
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IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Brooke Townsend
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Caring Foundation provided health and immunization education, as well as other health related services by collaborating with other health related organizations at community, regional or statewide events and having its own booths at such events. The Foundation participated in 757 awareness events throughout the state of Oklahoma.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S INTENDED USE OF ITS ENDOWMENT FUNDS IS TO SUPPORT THE PROGRAM EXPENSES OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, WHICH REQUIRES RECOGNITION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS AND NOTES. THE FOUNDATION BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2The Foundation's intended use of its endowment funds is to support the program expenses of the Foundation.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3The Foundation adopted the provisions of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740, Income Taxes, which requires recognition and disclosure of uncertain tax positions in the financial statements and notes. The Foundation believes it has no uncertain tax positions, and accordingly, it has not recognized any liability for unrecognized tax benefits.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4Fundraising Events - Direct Expenses - 4862
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt5Fundraising Events - Direct Expenses - 4862
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended Uses of Endowment Funds
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule D, Part V, Line 4 Intended uses of endowment funds
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc5Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990
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