Civic Intelligence

Metafund Corporation

EIN 73-1575885 • 501(c)3 • Edmond, OK

View Organization Page

Profile

To promote community, economic, and workforce development throughout oklahoma.

2545 S Kelly Avenue Suite FEdmond, OK 73013

www.metafund.org

Siviq Scores

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

Liabilities / Assets

76th percentile

0.56x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

4.22x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

25th percentile

-1.2%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

11%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$38,719,754

Down $476,114 (-1.2%) from 2023

Liabilities

Down

$21,513,804

Down $1,951,208 (-8.3%) from 2023

Net Assets

Up

$17,205,950

Up $1,475,094 (+9.4%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin81st percentile

Revenue

Up

$5,097,647

Up $518,118 (+11%) from 2023

Expenses

Up

$3,615,394

Up $303,185 (+9.2%) from 2023

Net Income

Up

$1,482,253

Up $214,933 (+17%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$40M$30M$20M$10M$0Assets 2010: $16,797,697Liabilities 2010: $10,717,620Net Assets 2010: $6,080,0772010Assets 2011: $17,066,879Liabilities 2011: $9,501,167Net Assets 2011: $7,565,7122011Assets 2012: $17,995,760Liabilities 2012: $8,277,253Net Assets 2012: $9,718,5072012Assets 2013: $20,355,430Liabilities 2013: $10,209,551Net Assets 2013: $10,145,8792013Assets 2014: $21,918,413Liabilities 2014: $11,315,432Net Assets 2014: $10,602,9812014Assets 2015: $23,790,787Liabilities 2015: $12,676,360Net Assets 2015: $11,114,4272015Assets 2016: $23,749,230Liabilities 2016: $13,921,300Net Assets 2016: $9,827,9302016Assets 2017: $24,335,604Liabilities 2017: $14,438,813Net Assets 2017: $9,896,7912017Assets 2018: $24,981,885Liabilities 2018: $14,669,990Net Assets 2018: $10,311,8952018Assets 2019: $28,367,118Liabilities 2019: $17,142,836Net Assets 2019: $11,224,2822019Assets 2020: $30,699,805Liabilities 2020: $18,928,095Net Assets 2020: $11,771,7102020Assets 2021: $34,672,498Liabilities 2021: $21,771,160Net Assets 2021: $12,901,3382021Assets 2022: $36,688,819Liabilities 2022: $22,489,725Net Assets 2022: $14,199,0942022Assets 2023: $39,195,868Liabilities 2023: $23,465,012Net Assets 2023: $15,730,8562023Assets 2024: $38,719,754Liabilities 2024: $21,513,804Net Assets 2024: $17,205,9502024

Highlighted filing

2024

Assets$38,719,754
Liabilities$21,513,804
Net Assets$17,205,950
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2010: $3,007,999Expenses 2010: $1,162,041Net Income 2010: $1,845,9582010Revenue 2011: $2,470,715Expenses 2011: $985,080Net Income 2011: $1,485,6352011Revenue 2012: $3,178,438Expenses 2012: $1,025,643Net Income 2012: $2,152,7952012Revenue 2013: $2,495,397Expenses 2013: $1,378,840Net Income 2013: $1,116,5572013Revenue 2014: $2,290,477Expenses 2014: $1,807,325Net Income 2014: $483,1522014Revenue 2015: $2,723,397Expenses 2015: $1,360,808Net Income 2015: $1,362,5892015Revenue 2016: $1,852,901Expenses 2016: $1,247,606Net Income 2016: $605,2952016Revenue 2017: $1,823,897Expenses 2017: $1,446,636Net Income 2017: $377,2612017Revenue 2018: $2,146,456Expenses 2018: $1,686,806Net Income 2018: $459,6502018Revenue 2019: $2,809,830Expenses 2019: $1,814,351Net Income 2019: $995,4792019Revenue 2020: $2,775,325Expenses 2020: $2,060,350Net Income 2020: $714,9752020Revenue 2021: $3,382,211Expenses 2021: $2,153,359Net Income 2021: $1,228,8522021Revenue 2022: $4,117,417Expenses 2022: $2,822,891Net Income 2022: $1,294,5262022Revenue 2023: $4,579,529Expenses 2023: $3,312,209Net Income 2023: $1,267,3202023Revenue 2024: $5,097,647Expenses 2024: $3,615,394Net Income 2024: $1,482,2532024

Highlighted filing

2024

Revenue$5,097,647
Expenses$3,615,394
Net Income$1,482,253
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
$38,719,754
Liabilities
$21,513,804
Net assets
$17,205,950
Revenue
$5,097,647
Expenses
$3,615,394
Net income
$1,482,253
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.7$21.5$17.2$5.10$3.62$1.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.2$23.5$15.7$4.58$3.31$1.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.7$22.5$14.2$4.12$2.82$1.29
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.7$21.8$12.9$3.38$2.15$1.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$18.9$11.8$2.78$2.06$0.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$17.1$11.2$2.81$1.81$1.00
2018Summary only. Only limited summary data is available for this year.$25.0$14.7$10.3$2.15$1.69$0.46
2017Summary only. Only limited summary data is available for this year.$24.3$14.4$9.90$1.82$1.45$0.38
2016Summary only. Only limited summary data is available for this year.$23.7$13.9$9.83$1.85$1.25$0.61
2015Summary only. Only limited summary data is available for this year.$23.8$12.7$11.1$2.72$1.36$1.36
2014Detailed filing. Detailed filing data is available for this year.$21.9$11.3$10.6$2.29$1.81$0.48
2013Detailed filing. Detailed filing data is available for this year.$20.4$10.2$10.1$2.50$1.38$1.12
2012Summary only. Only limited summary data is available for this year.$18.0$8.28$9.72$3.18$1.03$2.15
2011Summary only. Only limited summary data is available for this year.$17.1$9.50$7.57$2.47$0.99$1.49
2010Summary only. Only limited summary data is available for this year.$16.8$10.7$6.08$3.01$1.16$1.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$5,097,647
Mission and Program Overview

Mission

To promote community, economic, and workforce development throughout the state of oklahoma and the united states of america.

See schedule o. Metafund corporation's mission is to promote community, economic, and workforce development throughout the state of oklahoma and the united states, through financing and consulting. Metafund achieves sustainable social impact by providing access to diverse sources of capital, as well as strategic advice, generating creative solutions that benefit under-resourced communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$21,805,912$20,125,305▼ $1,680,607
Cash and Non-Interest-Bearing Accounts$7,628,429$11,089,292▲ $3,460,863
Savings and Temporary Cash Investments$8,445,182$6,311,916▼ $2,133,266
Investments Program Related$880,646$663,225▼ $217,421
Investments in Publicly Traded Securities$215,800$232,100▲ $16,300
Prepaid Expenses and Deferred Charges$41,696$70,733▲ $29,037
Accounts Receivable$25,350$22,673▼ $2,677
Land, Buildings, and Equipment, Net$11,071$8,561▼ $2,510
Total Assets$39,195,868$38,719,754▼ $476,114
Other Assets Total$141,782$195,949▲ $54,167
Liabilities
Other Liabilities$18,280,096$16,583,502▼ $1,696,594
Mortgage Notes Payable Secured by Investment Property$1,835,338$2,331,430▲ $496,092
Deferred Revenue$2,257,076$1,541,253▼ $715,823
Accounts Payable and Accrued Expenses$1,092,502$1,057,619▼ $34,883
Total Liabilities$23,465,012$21,513,804▼ $1,951,208
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,730,856$17,205,950▲ $1,475,094
Total Net Assets Fund Balance$15,730,856$17,205,950▲ $1,475,094
Total Liabilities and Net Assets / Fund Balance$39,195,868$38,719,754▼ $476,114

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,561$90,132$98,693
Leasehold Improvements$0$19,779$19,779
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah ReedCEO & President/vice ChairPT$215,175$174,055$389,230
Blake TrippetChief New Markets OfficerPT$125,823$209,922$335,745
Ed LongPresident of Impact Investing CollaborativePT$189,919$31,535$221,454
Ed LongPresident of Impact Investing Collab-$169,919$51,535$221,454
A Thomas LoyExecutive ChairmanPT$93,493$115,121$208,614
Maurianna AdamsChief Community InvestmentPT$116,806$29,305$146,111
Steven HolmesControllerPT$124,616$21,075$145,691
Sharayah ForeVice President of ImpactPT$107,447$16,884$124,331
Robert DilgChief Risk Off & TreasurerPT$60,000$4,800$64,800
Jane HaskinBoard Member-$24,000-$24,000

Board Members and Trustees

NameTitle
Amanda EwingBoard Member
Charles LeeBoard Member
Desjean JonesBoard Member
James FinchBoard Member
Jill CastillaBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$794,192
Program Service Revenue
$3,678,909
Investment Income
$594,362
Other Revenue
$30,184
All Other Contributions
$794,192
Change in Net Assets
$1,482,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,223,343
Other Expenses$1,366,549
Grants and Similar Amounts Paid$25,502
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,192,901$197,053-$1,389,954
Other Salaries and Wages$566,280$93,543-$659,823
Interest$461,605$108,278-$569,883
Fees for Services Accounting$192,088$41,926-$234,014
Payroll Taxes$106,370$17,571-$123,941
Fees for Services Other$66,796$53,117-$119,913
Fees for Services Legal$69,036$15,691-$84,727
Occupancy$58,718$10,062-$68,780
Insurance$53,366$9,119-$62,485
Pension Plan Contributions$32,119$5,306-$37,425
Grants to Domestic Orgs$25,502--$25,502
Conferences and Meetings$21,116$2,124-$23,240
Office Expenses$11,794$8,556-$20,350
Information Technology$4,821$13,530-$18,351
Other Expenses$11,507$1,972-$13,479
Other Employee Benefits$10,471$1,729-$12,200
Advertising$9,396$2,204-$11,600
Travel$9,987$654-$10,641
All Other Expenses$8,689$1,752-$10,441
Depreciation Depletion$5,474$1,284-$6,758
Total Functional Expenses$3,016,121$599,273$0$3,615,394
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Health Centers IncSpencer, OK501(c)(3)General Operations$12,854
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Equity Notes$14,277,750
Federal Home Loan Bank Notes Payable$2,109,611
Operating Lease Liability$196,141
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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

“Charles lee business relationship thomas loy business relationship jane haskin business relationship james finch business relationship jill castilla business relationship”

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

“The controller, president and ceo review all forms and schedules before filing. A complete copy of the final form 990 is then provided to the governing board members for review prior to filing.”

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

“Conflicts of interest policy is communicated to board members and employees. Employees and board members are responsible for disclosing annually any interest that could give rise to conflicts.”

Form 990, Part VI, Section B, Line 15

“As documented in a previous year's board of directors' meeting minutes, the executive compensation plan for the former chief executive officer and current board chair was recommended by a national compensation consulting firm and approved by the board, with thomas loy excused from the meeting and vote. The compensation plan was changed in 2023 to reflect mr. Loy's change in position and was approved by the boaed of directors, with thomas loy excused from the meeting and vote. Prior to that change, the executive compensation plan had remained unchanged since that time and was believed to be at or below market. Additionally, the newly appointed ceo & president's, sarah reed, compensation was established with the approval of her position change effective june 1, 2023, and will be reviewed annually by the board of directors for reasonableness based on performance, inflation, and industry comparabile data. Other officers' compensation is reviewed annually by the ceo & president. The annual review includes analysis of annual performance reviews, salary, bonus, full benefit package, and review of wage comparison with like positions in the area with comparable organizations. The ceo & president then determines annual officer compensation and presents to the board of directors for formal ratification.”

Form 990, Part VI, Section C, Line 19

“Governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Metafund Corporation
EIN
73-1575885
Phone
4059490001
Address
2545 S KELLY AVENUE SUITE F, EDMOND, OK 73013

Signing Officer

Name
Sarah Reed
Title
President and CEO
Phone
4059490001
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Reed
Formed
1999
Legal Domicile
Ok
Voting Board Members
8
Independent Board Members
5
Employees
14
Volunteers
17

Preparer

Firm
Hogantaylor Llp
Address
1225 N BROADWAY AVENUE SUITE 200, OKLAHOMA CITY, OK 73103
Preparer
Ashley M Fogle
Phone
4058482020
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Investment in subsidiary's equity earnings/loss -7,159.”

Raw XML AppendixShowing 400 of 1,071 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/ActivityOrMissionDesc0SEE SCHEDULE O. METAFUND CORPORATION'S MISSION IS TO PROMOTE COMMUNITY, ECONOMIC, AND WORKFORCE DEVELOPMENT THROUGHOUT THE STATE OF OKLAHOMA AND THE UNITED STATES, THROUGH FINANCING AND CONSULTING. METAFUND ACHIEVES SUSTAINABLE SOCIAL IMPACT BY PROVIDING ACCESS TO DIVERSE SOURCES OF CAPITAL, AS WELL AS STRATEGIC ADVICE, GENERATING CREATIVE SOLUTIONS THAT BENEFIT UNDER-RESOURCED COMMUNITIES.
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