Nonprofit · EIN 23-7024262
OKLAHOMA CITY COMMUNITY FOUNDATION INC
Tax-exempt · OKLAHOMA CITY, OK 73102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $387,303,991 | $79,664,145 | $307,639,846 | $1,074,798,154 | $33,427,500 | $1,041,370,654 |
| June 30, 2024 | 990 | $107,049,070 | $69,015,259 | $38,033,811 | $974,013,341 | $27,652,408 | $946,360,933 |
| June 30, 2023 | 990 | $77,835,583 | $68,821,055 | $9,014,528 | $857,261,413 | $27,645,773 | $829,615,640 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $57,368,905
- Program service revenue
- $1,584,143
- Investment income
- $328,354,471
- Net rental income
- $12,057
- Net gain from sales of assets
- $307,642,157
- Other revenue
- -$3,528
Expenses
- Grants and similar amounts paid
- $68,416,904
- Compensation of officers, directors and key employees
- $2,112,722
- Other salaries and wages
- $3,994,472
- Salaries, compensation and benefits (total)
- $7,495,528
- Professional fundraising fees
- $0
- Legal fees
- $203,619
- Accounting fees
- $84,707
- Occupancy
- $70,534
- Travel
- $10,246
- Depreciation
- $399,055
- Program services (functional)
- $73,967,912
- Management and general (functional)
- $4,687,362
- Fundraising (functional)
- $1,008,871
Balance sheet and other
- Total assets, start of year
- $974,013,341
- Total assets, end of year
- $1,074,798,154
- Total liabilities, end of year
- $33,427,500
- Net assets, end of year
- $1,041,370,654
- Land, buildings and equipment
- $6,706,325
- Publicly traded securities
- $1,060,805,623
- Net assets without donor restrictions
- $404,965,942
- Net assets with donor restrictions
- $636,404,712
- Gross unrelated business income
- -$11,985
- Gross receipts
- $2,751,609,043
- Employees
- 70
- Volunteers
- 95
- Year formed
- 1969
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRISHA FINNEGAN | PRESIDENT/CEO Officer | 48.5 | $462,096 | $29,522 |
| ELIZABETH EICKMAN | DIR OF KIRKPATRICK FAM FND Key employee | 0.25 | $198,599 | $32,439 |
| LINDSAY LAIRD | VP, PHILANTHROPIC SERVICES Key employee | 45 | $183,899 | $26,867 |
| HELEN STONE VP ADMINISTRATIONASST | SECRETARY Officer | 39.25 | $179,160 | $30,602 |
| CHRISTINA ADCOX | COO Officer | 48.5 | $188,297 | $10,268 |
| CATHY LIPPARD VP FUND MANAGEMENT | ASSISTANT TREASURER (THRU 1/31/25) Officer | 39.25 | $167,649 | $28,651 |
| GREGG KOEHN | ASSISTANT TREASURER Highest-paid employee | 45 | $166,048 | $9,969 |
| JENNIFER STEWART | SENIOR DIRECTOR OF DONOR SERVICES Highest-paid employee | 45 | $139,280 | $24,828 |
| DAN MARTEL | VP, COMMUNICATIONS Highest-paid employee | 45 | $136,914 | $25,141 |
| KELLEY BARNES VP COMMUNITY | ENGAGEMENT (THRU 9/13/24) Highest-paid employee | 44.25 | $130,810 | $23,313 |
| JUNE OWENS | DIRECTOR, FINANCE Highest-paid employee | 45 | $115,582 | $21,977 |
| LEIGH ANN ALBERS | CHAIRMAN Trustee or director | 0.5 | $0 | $0 |
| MICHAEL CAROLINA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| GLENN COFFEE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MIKE COLLISON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TALITA DENEGRI | TRUSTEE Trustee or director | 0.5 | $0 |
| DR RUSSELL EVANS | TRUSTEE Trustee or director | 0.5 | $0 |
| DAVID FEROLI | TRUSTEE Trustee or director | 0.5 | $0 |
| VICKI HOWARD | TRUSTEE Trustee or director | 0.5 | $0 |
| RICK JOHNSON | TRUSTEE Trustee or director | 0.5 | $0 |
| EDWARD A KREI | TREASURER Trustee or director, Officer | 0.5 | $0 |
| SHELLEY MAXTED | TRUSTEE Trustee or director | 0.5 | $0 |
| CHRISTIN MUGG | TRUSTEE Trustee or director | 0.5 | $0 |
| DR ROBERT SALINAS | TRUSTEE Trustee or director | 0.5 | $0 |
| PETE WHITE | TRUSTEE Trustee or director | 0.5 | $0 |
| CHARLES WIGGIN | TRUSTEE Trustee or director | 0.5 | $0 |
| STEVE DAVIS | SECRETARY/GENERAL COUNSEL Officer | 0.5 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRISHA FINNEGAN | PRESIDENT/CEO Officer | 48.5 | $401,213 | $26,499 |
| RHONDA GODWIN | COO (THROUGH 4/9/24) Officer | 48.25 | $253,564 | $35,138 |
| ELIZABETH EICKMAN | DIR OF KIRKPATRICK FAM FND Key employee | 0.25 | $207,738 | $30,490 |
| NANCY B ANTHONY | FORMER PRESIDENT (THRU 6/30/22) Former | 0 | $228,144 | $0 |
| HELEN STONE | VP, ADMINISTRATION/ASST SECRETARY Officer | 39.25 | $196,112 | $29,293 |
| JOE CARTER | VP, DEVELOPMENT Key employee | 44.25 | $195,062 | $29,188 |
| CATHY LIPPARD | VP, FUND MANAGEMENT/ASST TREASURER Officer | 39.25 | $170,286 | $26,642 |
| KELLEY BARNES | VP, COMMUNITY ENGAGEMENT Highest-paid employee | 44.25 | $169,096 | $26,523 |
| DAN MARTEL | VP, COMMUNICATIONS Highest-paid employee | 45 | $140,353 | $23,422 |
| JOEL SCHWARTZ | DIRECTOR OF IT Highest-paid employee | 45 | $117,585 | $21,341 |
| JUNE OWENS | DIRECTOR, FINANCE Highest-paid employee | 45 | $112,560 | $20,654 |
| GREGG KOEHN | CONTROLLER Highest-paid employee | 45 | $119,465 | $9,483 |
| DAVID FEROLI | CHAIRMAN Trustee or director | 0.5 | $0 | $0 |
| LEIGH ANN ALBERS | CHAIR-ELECT Trustee or director | 0.5 | $0 | $0 |
| EDWARD A KREI | TREASURER Trustee or director | 0.5 | $0 | $0 |
| MICHAEL CAROLINA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MIKE COLLISON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| TALITA DENEGRI | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR RUSSELL EVANS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| VICKI HOWARD | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| RICK JOHNSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SHELLEY MAXTED | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CHRISTIN MUGG | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROBERT SALINAS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| T SCOTT SPRADLING | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| PETE WHITE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CHARLES WIGGIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CHRISTINA ADCOX | COO (STARTING MARCH 2024) Officer | 48.5 | $0 | $0 |
| STEVE DAVIS | SECRETARY/GENERAL COUNSEL Officer | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NANCY B ANTHONY | PRESIDENT (THRU 6/30/22) Officer | 49 | $299,992 | $36,220 |
| ELIZABETH EICKMAN | DIR OF KIRKPATRICK FAM FND Key employee | 0.25 | $195,526 | $27,697 |
| JOE CARTER | VP, DEVELOPMENT Key employee | 44.25 | $182,269 | $26,629 |
| HELEN STONE | VP, ADMINISTRATION/ASST SECRETARY Officer | 39.25 | $175,849 | $25,864 |
| TRISHA FINNEGAN | PRESIDENT/CEO Officer | 49.25 | $186,063 | $2,806 |
| CATHY LIPPARD | VP, FUND MANAGEMENT/ASST TREASURER Officer | 39 | $156,740 | $23,775 |
| JOEL SCHWARTZ | DIR OF IT Highest-paid employee | 45 | $154,702 | $22,669 |
| KELLEY BARNES | VP, COMMUNITY ENGAGEMENT Highest-paid employee | 44.75 | $151,620 | $23,003 |
| RHONDA GODWIN | VP, INVESTMENTS Officer | 48.75 | $144,771 | $22,904 |
| DAN MARTEL | VP, COMMUNICATIONS Highest-paid employee | 45 | $133,807 | $21,017 |
| STEVEN HOLMES | CONTROLLER Highest-paid employee | 45 | $125,016 | $14,936 |
| JUNE OWENS | DIRECTOR, FINANCE Highest-paid employee | 45 | $106,429 | $17,996 |
| STEVEN AGEE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| T SCOTT SPRADLING | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| SHELLEY SANDERS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CHRISTIN MUGG | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DAVID FEROLI | CHAIRMAN Trustee or director | 0.5 | $0 | $0 |
| MIKE COLLISON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| VICKI HOWARD | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ROBERT SALINAS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| LEIGH ANN ALBERS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| PETE WHITE | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| CHARLES WIGGIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| TALITA DENEGRI | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ED KREI | TREASURER Trustee or director | 0.5 | $0 | $0 |
| MICHAEL CAROLINA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| RICK JOHNSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| STEVE DAVIS | SECRETARY/GENERAL COUNSEL Officer | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 N BROADWAY AVE, OKLAHOMA CITY, OK 73102-5827
- Principal officer (990 for 2024)
- TRISHA FINNEGAN, 1000 N BROADWAY AVE, OKLAHOMA CITY, OK 73102
- Signed the 990
- TRISHA FINNEGAN, PRESIDENT/CEO
- Phone
- (405) 235-5603
- Website
- WWW.OCCF.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO SERVE THE CHARITABLE NEEDS OF OUR DONORS AND THE OKLAHOMA CITY AREA THROUGH THE DEVELOPMENT AND ADMINISTRATION OF ENDOWMENTS AND OTHER CHARITABLE FUNDS WITH THE GOAL OF ENHANCING VALUE.
Program accomplishments
- DISTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE RECIPIENTS IN THE GREATER OKLAHOMA CITY AREA. PROGRAMS INCLUDED GRANTS THAT SUPPORT ACCESS TO BASIC AND PREVENTIVE HEALTH CARE; PROVIDE ACCESS FOR CHILDREN TO MAINSTREAM SERVICES DESPITE PHYSICAL, MENTAL OR ECONOMIC CIRCUMSTANCES; AND TO SUPPORT PROGRAMS FOR ELDERLY INDEPENDENT LIVING. THE "FUND FOR OKC" ALSO PROVIDES GRANTS WHICH ADDRESS ISSUES IN THE COMMUNITY AS THEY ARISE. IN ADDITION THE MARGARET ANNIS BOYS TRUST CONTINUED TO SUPPORT GRANTS THAT BEAUTIFY PUBLIC LAND, WITH AN EMPHASIS ON PROJECTS LOCATED IN PUBLIC PARKS.Expenses $59,624,263 · grants $54,073,255 · revenue $1,584,143
- THE OKLAHOMA CITY COMMUNITY FOUNDATION SUPPORTS SCHOLARSHIP INITIATIVES THAT ENCOURAGE STUDENTS TO ATTAIN THE HIGHEST LEVEL OF EDUCATION AND TRAINING. OUR INITIATIVES INCLUDE THE "OCCF SCHOLARS" PROGRAM FOR STUDENTS WHO EXCEL IN AREAS OTHER THAN GPA; THE "FOUNDATION OF PROMISE" PROGRAM FOR STUDENTS WHO WILL BE THE FIRST IN THEIR FAMILY TO ATTEND COLLEGE; THE "OKLAHOMA YOUTH WITH PROMISE" PROGRAM DESIGNED FOR CHILDREN IN FOSTER CARE; THE "NON-TRADITIONAL STUDENT" PROGRAM FOR ADULTS RE-ENTERING COLLEGE; AND THE "NURSE EDUCATION" PROGRAM TO ASSIST NURSING STUDENTS AT FIVE LOCAL HOSPITALS.Expenses $3,897,887 · grants $3,897,887
- THE OKLAHOMA CITY COMMUNITY FOUNDATION'S NONPROFIT ENDOWMENT (NPE) PROGRAM (FORMERLY THE CHARITABLE ORGANIZATION ENDOWMENT PROGRAM, OR COE) IS THE COMMUNITY'S LEADING ADVOCATE FOR ENDOWMENT DEVELOPMENT AND HAS OVER 40 YEARS OF EXPERIENCE IN EFFECTIVE ENDOWMENT ADMINISTRATION. THE FOUNDATION PROVIDES SERVICES AND RESOURCES THAT ADD VALUE TO THE MORE THAN 350 ORGANIZATIONS PARTICIPATING IN THE NPE PROGRAM, WITH THE GOAL OF PROVIDING THESE CHARITIES THE OPPORTUNITY TO STRENGTHEN THEIR ORGANIZATIONS.Expenses $10,445,762 · grants $10,445,762
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7024262
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $1,074,798,154
- Income (IRS master file)
- $2,751,609,043
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $387,303,991 | $79,664,145 | $1,074,798,154 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $107,049,070 | $69,015,259 | $974,013,341 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $77,835,583 | $68,821,055 | $857,261,413 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $90,959,641 | $42,401,354 | $773,266,293 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7024262).
Questions about OKLAHOMA CITY COMMUNITY FOUNDATION INC
- What is the EIN of OKLAHOMA CITY COMMUNITY FOUNDATION INC?
- The employer identification number (EIN) of OKLAHOMA CITY COMMUNITY FOUNDATION INC is 23-7024262.
- Is OKLAHOMA CITY COMMUNITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to OKLAHOMA CITY COMMUNITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OKLAHOMA CITY COMMUNITY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OKLAHOMA CITY COMMUNITY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OKLAHOMA CITY COMMUNITY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OKLAHOMA CITY COMMUNITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names TRISHA FINNEGAN.
- Who are the officers and directors of OKLAHOMA CITY COMMUNITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 11 received compensation from the organization, the highest $462,096 (TRISHA FINNEGAN, PRESIDENT/CEO).
- How much revenue does OKLAHOMA CITY COMMUNITY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $387,303,991, expenses of $79,664,145 and total assets of $1,074,798,154 at year end.
Other nonprofits in OKLAHOMA CITY
- KIRKPATRICK FAMILY AFFILIATED FUND OK CITY COMMUNITY FOUNDATION INC EIN 73-1355924 · last filed 990 for 2025
- COMMUNITIES FOUNDATION OF OKLAHOMA INC EIN 73-1396320 · last filed 990 for 2025
- UNITED WAY OF CENTRAL OKLAHOMA EIN 73-0589829 · last filed 990 for 2024
- ARNALL FAMILY FOUNDATION INC EIN 47-3945413 · last filed 990-PF for 2024
- E L AND THELMA GAYLORD FOUNDATION EIN 73-1463569 · last filed 990-PF for 2024
- CAMERON FAMILY FOUNDATION EIN 32-0286882 · last filed 990-PF for 2024
- INASMUCH FOUNDATION EIN 73-1167188 · last filed 990-PF for 2024
- E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT EIN 36-4763764 · last filed 990 for 2025
All nonprofits in OKLAHOMA CITY · Oklahoma · Philanthropy, voluntarism and grantmaking foundations