Civic Intelligence

Oklahoma Caring Foundation Inc.

990 • Fiscal year 2022 • EIN 73-1470846

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

1001 E Lookout Drive A2203Richardson, TX 75082

(972) 766-6227

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.25x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

24th percentile

-7.1%

Higher net margin than 24% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-44%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,848,032

Down $12,082 (-0.4%) from 2021

Net Assets

Down

$2,780,439

Down $19,038 (-0.7%) from 2021

Liabilities

Up

$67,593

Up $6,956 (+11%) from 2021

Revenue

Down

$266,485

Down $208,406 (-44%) from 2021

Expenses

Up

$285,523

Up $10,840 (+3.9%) from 2021

Net Income

Down

-$19,038

Down $219,246 (-110%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$2,848,032
Liabilities$67,593
Net Assets$2,780,439

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$266,485
Expenses$285,523
Net Income-$19,038
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$266,485
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$2,285,545$2,253,802▼ $31,743
Cash and Non-Interest-Bearing Accounts$289,880$228,026▼ $61,854
Land, Buildings, and Equipment, Net$50,807$139,189▲ $88,382
Pledges and Grants Receivable$9,708$38,496▲ $28,788
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$2,860,114$2,848,032▼ $12,082
Other Assets Total$224,174$188,519▼ $35,655
Liabilities
Accounts Payable and Accrued Expenses$60,637$67,593▲ $6,956
Other Liabilities$0$0→ $0
Total Liabilities$60,637$67,593▲ $6,956
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,799,477$2,780,439▼ $19,038
Net Assets With Donor Restrictions-$0-
Total Net Assets Fund Balance$2,799,477$2,780,439▼ $19,038
Total Liabilities and Net Assets / Fund Balance$2,860,114$2,848,032▼ $12,082

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$139,189$589,214$728,403
Other Assets Org$188,519--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$144,001$2,171▲ $24,178-$173,065
2018$149,173$4,977▼ $7,545$1,616$144,001
Compensation and Service Providers

Board Members and Trustees

NameTitle
-President/Chair
-Director
-Executive Director
-Assistant Treasurer
-Secretary
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$422,162
Program Service Revenue
$0
Investment Income
$-167,507
Other Revenue
$11,830
All Other Contributions
$198,529
Change in Net Assets
$-19,038

Audited Revenue Reconciliation

Revenue per Audited Statements
$266,485
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$691,296
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$957,781
Total Revenue per Form 990
$266,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$285,523
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
Other Expenses$227,593$26,441-$227,593
Depreciation Depletion$31,489--$31,489
Total Functional Expenses$259,082$26,441$0$285,523

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$976,891
Expenses Not Reported on Form 990$691,368
Expenses per Audited Statements$285,523
Total Expenses per Form 990$285,523
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$11,830
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Champions of Health Conference$95,220$11,830-$11,830
Event 2-$0-$0
Total Events$95,220$11,830--
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
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
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, Joseph Cunningham, M.D. - Business relationship, Brooke Townsend - Business relationship, Todd Hoffman, M.D. - Business relationship, Travis Johnson - Business relationship, Mark Larson - Business relationship, Eric Nilles - 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 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.

Filing and Contact Details

Filer

Filer Name
Oklahoma Caring Foundation Inc
EIN
73-1470846
Phone
9727666227
Address
1001 E Lookout Drive A2203, Richardson, TX 75082

Signing Officer

Name
Brooke Townsend
Title
Executive Director
Phone
4058238508
Signed
2023-11-14

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.

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IRS990/LandBldgEquipCostOrOtherBssAmt0728403
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0The Oklahoma Caring Foundation's mission is to provide Oklahomans access to preventive health services.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02799477
IRS990/NetAssetsOrFundBalancesEOYAmt02780439
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt011830
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011830
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02799477
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02780439
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0224174
IRS990/OtherAssetsTotalGrp/EOYAmt0188519
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Professional Service Fees
IRS990/OtherExpensesGrp/Desc1Care Van Nursing and Immunizations
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026441
IRS990/OtherExpensesGrp/ProgramServicesAmt0227593
IRS990/OtherExpensesGrp/TotalAmt026441
IRS990/OtherExpensesGrp/TotalAmt1227593
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt09708
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt038496
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Brooke Townsend
IRS990/ProfessionalFundraisingInd0false
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.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0456238
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0207174
IRS990/PYInvestmentIncomeAmt018653
IRS990/PYOtherExpensesAmt067509
IRS990/PYRevenuesLessExpensesAmt0200208
IRS990/PYTotalExpensesAmt0274683
IRS990/PYTotalRevenueAmt0474891
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-19038
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0140243
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0427393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0456238
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0381157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0434396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0400204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02099388
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0-166737
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018653
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0110176
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0119232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012505
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt093829
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0116330
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.6297
IRS990ScheduleA/PublicSupportPY170Pct00.603
IRS990ScheduleA/PublicSupportTotal170Amt01381075
IRS990ScheduleA/SubstantialContributorsTotAmt0718313
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0427393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0456238
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0381157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0434396
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0400204
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02099388
IRS990ScheduleA/TotalSupportAmt02193217
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.75
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0224174
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0769
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0188518
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-36425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0199484
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0703
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0224174
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023987
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-9066
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0173065
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02435
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0199484
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014918
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-2715
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0144001
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02171
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0173065
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024178
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0988
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0149173
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt04977
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0144001
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7545
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01616
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0691296
IRS990ScheduleD/DonatedServicesUseFcltsAmt0691368
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0139189
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0589214
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0728403
IRS990ScheduleD/ExpensesNotReportedAmt0691368
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0285523
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0188519
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Beneficial Interest in Assets held by others
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.25
IRS990ScheduleD/RevenueNotReportedAmt0691296
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0266485
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/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended uses of endowment funds
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.0
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0139189
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0188519
IRS990ScheduleD/TotalExpensesPerForm990Amt0285523
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0266485
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0957781
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0976891
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt083390
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt083390
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Champions of Health Conference
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt095220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011830
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Stephania Grober - Business relationship, Richard Kelly - Business relationship, J.T. Petherick - Business relationship, Joseph Cunningham, M.D. - Business relationship, Brooke Townsend - Business relationship, Todd Hoffman, M.D. - Business relationship, Travis Johnson - Business relationship, Mark Larson - Business relationship, Eric Nilles - Business relationship, Roni Rierson - Business relationship, Brian Kelly - Business relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annually, 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Five 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.

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Filings

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