Civic Intelligence

Mark Allen Everett Family Affltd Fund Of

990 • Fiscal year 2019 • EIN 73-1520821

Jul 01, 2018 to Jun 30, 2019 • Filed on Mar 20, 2020

Organization Profilen/a
PO Box 1146Oklahoma City, OK 73101

(405) 235-5603

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.23x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-82%

Higher net margin than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

96th percentile

$390,613

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 529.7% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.4%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-36%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,714,666

Down $10,337 (-0.4%) from 2018

Net Assets

Up

$2,697,666

Up $69,163 (+2.6%) from 2018

Liabilities

Down

$17,000

Down $79,500 (-82%) from 2018

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin4th percentile

Revenue

Down

$73,742

Down $41,261 (-36%) from 2018

Expenses

Down

$133,914

Down $13,426 (-9.1%) from 2018

Net Income

Down

-$60,172

Down $27,835 (-86%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,323,755Liabilities 2011: $16,000Net Assets 2011: $2,307,7552011Assets 2012: $2,287,100Liabilities 2012: $17,250Net Assets 2012: $2,269,8502012Assets 2013: $2,417,249Liabilities 2013: $51,000Net Assets 2013: $2,366,2492013Assets 2014: $2,613,815Liabilities 2014: $42,864Net Assets 2014: $2,570,9512014Assets 2015: $2,556,735Liabilities 2015: $9,250Net Assets 2015: $2,547,4852015Assets 2016: $2,478,208Liabilities 2016: $13,877Net Assets 2016: $2,464,3312016Assets 2017: $2,595,239Liabilities 2017: $22,000Net Assets 2017: $2,573,2392017Assets 2018: $2,725,003Liabilities 2018: $96,500Net Assets 2018: $2,628,5032018Assets 2019: $2,714,666Liabilities 2019: $17,000Net Assets 2019: $2,697,6662019Assets 2020: $2,643,758Liabilities 2020: $18,000Net Assets 2020: $2,625,7582020Assets 2021: $3,178,420Liabilities 2021: $30,000Net Assets 2021: $3,148,4202021Assets 2022: $2,637,469Liabilities 2022: $21,000Net Assets 2022: $2,616,4692022Assets 2023: $2,729,577Liabilities 2023: $6,000Net Assets 2023: $2,723,5772023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2019

Assets$2,714,666
Liabilities$17,000
Net Assets$2,697,666
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $116,566Expenses 2011: $86,502Net Income 2011: $30,0642011Revenue 2012: $74,135Expenses 2012: $96,034Net Income 2012: -$21,8992012Revenue 2013: $94,702Expenses 2013: $143,374Net Income 2013: -$48,6722013Revenue 2014: $101,122Expenses 2014: $94,272Net Income 2014: $6,8502014Revenue 2015: $55,276Expenses 2015: $131,307Net Income 2015: -$76,0312015Revenue 2016: $40,277Expenses 2016: $118,305Net Income 2016: -$78,0282016Revenue 2017: $203,885Expenses 2017: $163,739Net Income 2017: $40,1462017Revenue 2018: $115,003Expenses 2018: $147,340Net Income 2018: -$32,3372018Revenue 2019: $73,742Expenses 2019: $133,914Net Income 2019: -$60,1722019Revenue 2020: $15,272Expenses 2020: $145,566Net Income 2020: -$130,2942020Revenue 2021: $69,259Expenses 2021: $199,012Net Income 2021: -$129,7532021Revenue 2022: $55,819Expenses 2022: $156,776Net Income 2022: -$100,9572022Revenue 2023: $50,912Expenses 2023: $171,292Net Income 2023: -$120,3802023Revenue 2024: $77,139Expenses 2024: $2,960,702Net Income 2024: -$2,883,5632024

Highlighted filing

2019

Revenue$73,742
Expenses$133,914
Net Income-$60,172
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 20, 2020
Return Version
2018v3.1
Gross Receipts
$1,043,117
Mission and Program Overview

Mission

The organization supports the Oklahoma City Community Foundation through contributions to music, dance and arts programs in the local community.

Supports the Oklahoma City Community Foundation through contributions to music, dance and arts programs in the local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,723,536$2,713,339▼ $10,197
Investments Other Securities$1,467$1,327▼ $140
Total Assets$2,725,003$2,714,666▼ $10,337
Liabilities
Grants Payable$96,500$17,000▼ $79,500
Total Liabilities$96,500$17,000▼ $79,500
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,286,835$2,339,785▲ $52,950
Unrestricted Net Assets$341,668$357,881▲ $16,213
Total Net Assets Fund Balance$2,628,503$2,697,666▲ $69,163
Total Liabilities and Net Assets / Fund Balance$2,725,003$2,714,666▼ $10,337

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,628,503-▲ $203,077$454$2,697,666
2017$2,573,239-▲ $202,604$361$2,628,503
2016$2,464,331-▲ $272,647$270$2,573,239
2015$2,547,485-▲ $35,151-$2,464,331
2014$2,570,951-▲ $107,841-$2,547,485
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Kelley BarnesDir., Community Engagement$137,954$137,954

Board Members and Trustees

NameTitle
Joel SchwartzDirector of IT
Elizabeth EickmanDirector of Kirkpatrick Fam Fnd
Brian J DoughertyDirector of MAB Trust
Howard Dean EverettTrustee
Mark Alexander EverettTrustee
Mary Jane RutherfordTrustee
Nancy YochTrustee
Sally HasenfrantzTrustee
Cathy LippardController
Nancy B AnthonySecy/Treasuer
Rhonda GodwinVice Pres Administration
Joe CarterVice Pres Development
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$73,742
Other Revenue
$0
Change in Net Assets
$-60,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$113,565
Other Expenses$20,349
Total Fundraising Expense$1,441
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,565--$73,565
Grants to Domestic Individuals$40,000--$40,000
Fees for Services Management-$14,226$1,441$15,667
Fees for Service Investment Mgmnt Fees-$4,228-$4,228
Other Expenses$319--$319
Conferences and Meetings$135--$135
Total Functional Expenses$114,019$18,454$1,441$133,914
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Oklahoma Foundation IncOklahoma City, OK501(c)(3)General Purposes$12,000
Chamber Music in OklahomaEdmond, OK501(c)(3)General Purposes$10,500
Oklahoma City Community FoundationOklahoma City, OK-General Purposes$10,000
Oklahoma Youth OrchestrasOklahoma City, OK501(c)(3)General Purposes$6,000
University of New Mexico FoundationAlbuquerque, NM501(c)(3)General Purposes$6,000
Wildcare FoundationNoble, OK501(c)(3)General Purposes$6,000
Univ of OK-Health Sciences Center Dept of DermatologyOklahoma City, OK501(c)(3)General Purposes$5,565
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 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 2

“This organization wa established by the Everett Family. As such, the following family members are trustees of this entity: Howard D. Everett and Mark A. Everett”

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 C, line 18

“The organization's books and records are available for inspection at the Oklahoma City Community Foundation, Inc. 1000 N. Broadway Ave. Oklahoma City, OK 73102”

Form 990, Part VI, Section C, line 19

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

Filing and Contact Details

Filer

Filer Name
Mark Allen Everett Family Affltd Fund of
EIN
73-1520821
Phone
4052355603
Address
PO Box 1146, Oklahoma City, OK 73101

Signing Officer

Name
Nancy B Anthony
Title
Secretary/Treasurer
Phone
4052355603
Signed
2020-03-20

Organization Details

Principal Officer
Nancy B Anthony
Formed
1997
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part XII, Line 2C:

“Part XII, Line 2c 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 V, Line 4:

“Endowment is used to support the charitable activities of the organization in perpetuity”

Part X, Line 2:

“The Foundation and its affiliated organizations are exempt from federal income tax under Section 501(a) as an organization described in Section 501(c)(3) of the Internal Revenue Code (the Code), and have been determined not to be a private foundation under Section 509(a) of the Code. Generally all revenue earned outside the purpose for which the Foundation is created is taxable as earned income.”

Raw XML AppendixShowing 400 of 958 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Supports the Oklahoma City Community Foundation through contributions to music, dance and arts programs in the local community.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Oklahoma City Community Foundation
IRS990/BooksInCareOfDetail/PhoneNum04052355603
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 N Broadway
IRS990/BooksInCareOfDetail/USAddress/CityNm0Oklahoma City
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073102
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0135
IRS990/ConferencesMeetingsGrp/TotalAmt0135
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0113565
IRS990/CYInvestmentIncomeAmt073742
IRS990/CYOtherExpensesAmt020349
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-60172
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0133914
IRS990/CYTotalFundraisingExpenseAmt01441
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt073742
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The organization supports the Oklahoma City Community Foundation through contributions to music, dance and arts programs in the local community.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0114019
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/FundraisingAmt01441
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt014226
IRS990/FeesForServicesManagementGrp/TotalAmt015667
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04228
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04228
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt345.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt445.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt545.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt645.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt745.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt561264
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt626724
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt724630
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt822764
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt922044
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1020924
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1122948
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1219355
IRS990/Form990PartVIISectionAGrp/PersonNm0Nancy Yoch
IRS990/Form990PartVIISectionAGrp/PersonNm1Mary Jane Rutherford
IRS990/Form990PartVIISectionAGrp/PersonNm2Howard Dean Everett
IRS990/Form990PartVIISectionAGrp/PersonNm3Mark Alexander Everett
IRS990/Form990PartVIISectionAGrp/PersonNm4Sally Hasenfrantz
IRS990/Form990PartVIISectionAGrp/PersonNm5Nancy B Anthony
IRS990/Form990PartVIISectionAGrp/PersonNm6Rhonda Godwin
IRS990/Form990PartVIISectionAGrp/PersonNm7Elizabeth Eickman
IRS990/Form990PartVIISectionAGrp/PersonNm8Joel Schwartz
IRS990/Form990PartVIISectionAGrp/PersonNm9Brian J Dougherty
IRS990/Form990PartVIISectionAGrp/PersonNm10Cathy Lippard
IRS990/Form990PartVIISectionAGrp/PersonNm11Joe Carter
IRS990/Form990PartVIISectionAGrp/PersonNm12Kelley Barnes
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5329349
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6183723
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7167310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8190688
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9142703
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10132743
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11147690
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12118599
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secy/Treasuer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice Pres Administration
IRS990/Form990PartVIISectionAGrp/TitleTxt7Dir of Kirkpatrick Fam Fnd
IRS990/Form990PartVIISectionAGrp/TitleTxt8Dir of IT
IRS990/Form990PartVIISectionAGrp/TitleTxt9Dir of MAB Trust
IRS990/Form990PartVIISectionAGrp/TitleTxt10Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice Pres Development
IRS990/Form990PartVIISectionAGrp/TitleTxt12Dir., Community Engagement
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt038638
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0113565
IRS990/GrantsPayableGrp/BOYAmt096500
IRS990/GrantsPayableGrp/EOYAmt017000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt040000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt040000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt073565
IRS990/GrantsToDomesticOrgsGrp/TotalAmt073565
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01008013
IRS990/GrossReceiptsAmt01043117
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt035104
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035104
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01467
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01327
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02723536
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02713339
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0969375
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The organization supports the Oklahoma City Community Foundation through contributions to music, dance and arts programs in the local community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02628503
IRS990/NetAssetsOrFundBalancesEOYAmt02697666
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt038638
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt038638
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0129335
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Misc
IRS990/OtherExpensesGrp/ProgramServicesAmt0319
IRS990/OtherExpensesGrp/TotalAmt0319
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Nancy B Anthony
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0125500
IRS990/PYInvestmentIncomeAmt0115003
IRS990/PYOtherExpensesAmt021840
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-32337
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0147340
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0115003
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-60172
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237024262
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0114019
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Oklahoma City Community Foundation
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0114019
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.13200
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt019895
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02628503
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02697666
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0113565
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0203077
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0454
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt021479
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02573239
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02628503
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0125500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0202604
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0361
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt022619
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02464331
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02573239
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0140850
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0272647
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0270
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt018305
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02547485
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02464331
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0100000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035151
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt018557
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02570951
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02547485
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0112750
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0107841
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment is used to support the charitable activities of the organization in perpetuity
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation and its affiliated organizations are exempt from federal income tax under Section 501(a) as an organization described in Section 501(c)(3) of the Internal Revenue Code (the Code), and have been determined not to be a private foundation under Section 509(a) of the Code. Generally all revenue earned outside the purpose for which the Foundation is created is taxable as earned income.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.86800
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt040000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt019
IRS990ScheduleI/RecipientTable/CashGrantAmt010500
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/CashGrantAmt25565
IRS990ScheduleI/RecipientTable/CashGrantAmt36000
IRS990ScheduleI/RecipientTable/CashGrantAmt412000
IRS990ScheduleI/RecipientTable/CashGrantAmt56000
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2General Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4General Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5General Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6General Purposes
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Chamber Music in Oklahoma
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Oklahoma Youth Orchestras
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Univ of OK-Health Sciences Center Dept of Dermatology
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3University of New Mexico Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4University of Oklahoma Foundation Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Wildcare Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Oklahoma City Community Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0736096120
IRS990ScheduleI/RecipientTable/RecipientEIN1731164786
IRS990ScheduleI/RecipientTable/RecipientEIN2850275408
IRS990ScheduleI/RecipientTable/RecipientEIN3736091755
IRS990ScheduleI/RecipientTable/RecipientEIN4731461935
IRS990ScheduleI/RecipientTable/RecipientEIN5237024262
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03824 NE 140th Terrace Circle
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12501 N Blackwelder
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2619 NE 13th St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3700 Lomas Blvd NE 108
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO Box 258856
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt57601 84th St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO Box 1146
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Edmond
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Oklahoma City
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Oklahoma City
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Albuquerque
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Oklahoma City
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Noble
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Oklahoma City
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd073013
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd173106
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd273104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd387102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd4731258856
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd5730687552
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd673101
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:
IRS990ScheduleI/Total501c3OrgCnt06
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,714,666
Liabilities
$17,000
Net assets
$2,697,666
Revenue
$73,742
Expenses
$133,914
Net income
-$60,172
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$2.96$2.88
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.01$2.72$0.05$0.17$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.64$0.02$2.62$0.06$0.16$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.18$0.03$3.15$0.07$0.20$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.02$2.63$0.02$0.15$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.02$2.70$0.07$0.13$0.06
2018Summary only. Only limited summary data is available for this year.$2.73$0.10$2.63$0.12$0.15$0.03
2017Summary only. Only limited summary data is available for this year.$2.60$0.02$2.57$0.20$0.16$0.04
2016Summary only. Only limited summary data is available for this year.$2.48$0.01$2.46$0.04$0.12$0.08
2015Summary only. Only limited summary data is available for this year.$2.56$0.01$2.55$0.06$0.13$0.08
2014Summary only. Only limited summary data is available for this year.$2.61$0.04$2.57$0.10$0.09$0.01
2013Summary only. Only limited summary data is available for this year.$2.42$0.05$2.37$0.09$0.14$0.05
2012Summary only. Only limited summary data is available for this year.$2.29$0.02$2.27$0.07$0.10$0.02
2011Summary only. Only limited summary data is available for this year.$2.32$0.02$2.31$0.12$0.09$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits