Bob & Nancy Anthony Family Affiliated Fu Nd of Occf Inc

EIN 73-1574817 • 501(c)3 • Oklahoma City, OK

Profile

Support the Oklahoma City Community Foundation, Inc.

PO Box 1146Oklahoma City, OK 73101-1146

Siviq Scores

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

0.00x

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

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

0.00x

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

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

48%

Higher net margin than 89% of similar nonprofits.

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

$228,144

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 250.5% of source-year revenue.

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

12%

Faster asset growth than 69% of similar nonprofits.

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

175%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets19th percentile

Assets

$1,813,876

Up $123,271 (+7.3%) from 2022

Liabilities

Flat

Flat from 2022

Net Assets

$1,813,876

Up $123,271 (+7.3%) from 2022

Operations

Liabilities / Revenue20th percentile Net Margin89th percentile

Revenue

Down

$33,068

Down $3,214 (-8.9%) from 2022

Expenses

Down

$58,197

Down $592 (-1.0%) from 2022

Net Income

Down

-$25,129

Down $2,622 (-12%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

Highlighted filing

2023

Assets$1,813,876

Liabilities$0

Net Assets$1,813,876

Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

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

Highlighted filing

2023

Revenue$33,068

Expenses$58,197

Net Income-$25,129

Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing

Assets: $1,813,876
Liabilities: $0
Net assets: $1,813,876
Revenue: $33,068
Expenses: $58,197
Net income: -$25,129

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$1.81	$0.00	$1.81	$0.03	$0.06	$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.69	$0.00	$1.69	$0.04	$0.06	$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.99	$0.00	$1.99	$0.05	$0.06	$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.61	$0.00	$1.61	$0.01	$0.06	$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.62	$0.00	$1.62	$0.05	$0.05	$0.00
2018Summary only. Only limited summary data is available for this year.	$1.54	$0.00	$1.54	$0.07	$0.05	$0.03
2017Summary only. Only limited summary data is available for this year.	$1.47	$0.00	$1.47	$0.14	$0.05	$0.09
2016Summary only. Only limited summary data is available for this year.	$1.34	$0.00	$1.34	$0.06	$0.05	$0.01
2015Summary only. Only limited summary data is available for this year.	$1.34	$0.00	$1.34	$0.03	$0.05	$0.02
2014Summary only. Only limited summary data is available for this year.	$1.32	$0.00	$1.32	$0.06	$0.05	$0.00
2013Summary only. Only limited summary data is available for this year.	$1.20	$0.00	$1.20	$0.15	$0.04	$0.11
2012Summary only. Only limited summary data is available for this year.	$1.02	$0.00	$1.02	$0.07	$0.03	$0.04
2011Summary only. Only limited summary data is available for this year.	$0.99	$0.00	$0.99	$0.07	$0.03	$0.05

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To

Filing Snapshot

Filing Period: Jul 1, 2018 to Jun 30, 2019
Signed: Mar 11, 2020
Return Version: 2018v3.1
Gross Receipts: $619,150

Mission and Program Overview

Mission

Support the Oklahoma City Community Foundation, Inc.

Support the Oklahoma City Community Foundation

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Investments in Publicly Traded Securities	$1,541,499	$1,616,993	▲ $75,494
Total Assets	$1,542,329	$1,617,784	▲ $75,455
Other Assets Total	$830	$791	▼ $39
Liabilities
Total Liabilities	$0	$0	→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets	$1,411,956	$1,452,792	▲ $40,836
Unrestricted Net Assets	$130,373	$164,992	▲ $34,619
Total Net Assets Fund Balance	$1,542,329	$1,617,784	▲ $75,455
Total Liabilities and Net Assets / Fund Balance	$1,542,329	$1,617,784	▲ $75,455

Endowment Activity

Period	Beginning	Contrib.	Gain/Loss	Other Uses	End
2018	$1,542,329	$5,400	▲ $118,657	-	$1,617,784
2017	$1,467,450	$8,900	▲ $115,364	-	$1,542,329
2016	$1,341,062	$25,400	▲ $150,915	-	$1,467,450
2015	$1,336,133	$35,416	▲ $20,541	-	$1,341,062
2014	$1,323,803	$6,100	▲ $56,137	-	$1,336,133

Compensation and Service Providers

Top Officer Pay92nd percentile

Employees

Name	Title	Other	Total
Kelley Barnes	Dir., Community Engagement	$137,954	$137,954

Board Members and Trustees

Name	Title
Joel Schwartz	Director of IT
Elizabeth Eickman	Director of Kirkpatrick Fam Fnd
Brian J Dougherty	Director of MAB Trust
Bob Anthony	Trustee
Carla Pickrell	Trustee
Scott Spradling	Trustee
William O Johnstone	Trustee
Cathy Lippard	Controller
Nancy B Anthony	Secy/Treasuer
Rhonda Godwin	Vice Pres Administration
Joe Carter	Vice Pres Development

Revenue and Support

Revenue Composition

Contributions and Grants: $5,400
Program Service Revenue: $0
Investment Income: $43,302
Other Revenue: $0
All Other Contributions: $500
Change in Net Assets: $99

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Grants and Similar Amounts Paid	$40,000
Other Expenses	$8,603
Total Fundraising Expense	$563
Professional Fundraising Fees	$0
Salaries, Compensation, and Employee Benefits	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Grants to Domestic Orgs	$40,000	-	-	$40,000
Fees for Services Management	-	$5,560	$563	$6,123
Fees for Service Investment Mgmnt Fees	-	$2,480	-	$2,480
Total Functional Expenses	$40,000	$8,040	$563	$48,603

International Activity

Grant and Assistance Recipients

Recipient	Location	Category	Purpose	Amount
Oklahoma City Community Foundation	Oklahoma City, OK	501 (c)(3)	General purpose	$40,000

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: No
Subject to proxy tax: No

Related Organizations and Partnerships

Related Tax-Exempt Organizations

Organization	Location	Activity	Code	Public Charity	Controlled
Albers Family Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Allied Arts Foundation Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Christian Keesee Charitable Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Community Resources Oil & Gas	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Community Resources Real Estate	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Cowboy Hall of Fame Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Deer Creek Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
E Phil & Roberta Kirschner Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Heritage Hall Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Hospice Foundation of Oklahoma Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Janice & Joe L Singer Family Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
John & Claudia Holliman Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
John Kirkpatrick Fund for Historic Cultural & Civic Understanding Affiliate	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Kirkpatrick Family Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Lawton Community Foundation Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Leadership Oklahoma City Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Love Family Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
MA Everett Family Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Malzahn Family Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
OKC Retailers Foundation Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Oklahoma City Art Museum Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Oklahoma City Community Foundation Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 7	No
Oklahoma Philharmonic Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Raymond H Jr & Bonnie Hefner Family Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Robert & Blanche Gordon Family Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Rural Oklahoma Community Foundation Inc an affiliated fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
The Science Museum of Oklahoma Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
Vogt Family Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	No
William E & Margaret H Davis Family Affiliated Fund of OCCF Inc	Oklahoma City, OK	Charitable	501(c)(3)	Line 12a, I	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 was established by the Anthony family. As such, the following members are trustees of this organization: Bob Anthony, and Nancy Anthony, who is secretary/treasurer of this organization and president of OKC Community Foundation, the supported organization.”

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

“The Annual 990 is prepared and reviewed by employees of the OKC Community Foundation, the supported organization. Return is emailed to trustees for review prior to filing.”

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

“Conflict of Interest policy is distributed, discussed and signed by trustees annually.”

Form 990, Part VI, Section C, line 19

“Copies of governing documents, conflict of interest statements, tax return files and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name: Bob & Nancy Anthony Family Affiliated Fu
EIN: 73-1574817
Phone: 4052355603
Address: PO Box 1146, Oklahoma City, OK 73101-1146

Signing Officer

Name: Nancy B Anthony
Title: Secretary/Treasurer
Phone: 4052355603
Signed: 2020-03-11

Organization Details

Principal Officer: Nancy B Anthony
Formed: 1999
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 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 889 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/MembersOrStockholdersInd	0	0
IRS990/MethodOfAccountingAccrualInd	0	X
IRS990/MinutesOfCommitteesInd	0	1
IRS990/MinutesOfGoverningBodyInd	0	1
IRS990/MissionDesc	0	Support the Oklahoma City Community Foundation, Inc.
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IRS990/OperateHospitalInd	0	0
IRS990/Organization501c3Ind	0	X
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IRS990/OtherAssetsTotalGrp/BOYAmt	0	830
IRS990/OtherAssetsTotalGrp/EOYAmt	0	791
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IRS990/OtherWebsiteInd	0	X
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IRS990/PoliticalCampaignActyInd	0	0
IRS990/PrincipalOfficerNm	0	Nancy B Anthony
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	40000
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IRS990ScheduleA/SupportingOrgType1Ind	0	X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt	0	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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Part X, Line 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct	0	0.89800
IRS990ScheduleD/TotalBookValueLandBuildingsAmt	0	0
IRS990ScheduleI/GrantRecordsMaintainedInd	0	1
IRS990ScheduleI/RecipientTable/CashGrantAmt	0	40000
IRS990ScheduleI/RecipientTable/IRCSectionDesc	0	501 (c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt	0	General purpose
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt	0	Oklahoma City Community Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN	0	237024262
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt	0	PO Box 1146
IRS990ScheduleI/RecipientTable/USAddress/CityNm	0	Oklahoma City
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd	0	OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd	0	73101
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt	0	The 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/ExplanationTxt	1	All grants are f/b/o the supported organization and are disbursed to 501(c)(3) organizations
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Part 1 Line 2
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt	3	19064
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