Heritage Hall Affiliated Fund Occf Inc

Oklahoma City, OK
Tax-exempt since Feb. 1997
EIN: 73-1506204

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Revenue

$163k (2024)

Expenses

$3.71M (2024)

Total Assets

$0 (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$162,560

Expenses

$3,706,136

Net Income

-$3,543,576

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$200	0.1%
Program Services	$0
Investment Income	$44,588	27.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$117,772	72.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Related	Other
Joe Carter (Trustee)	$0	$195,062	$29,188
Cathy Thompkins (President)	$0	$0	$0
Jeff Ritenour (Vice President)	$0	$0	$0
Mike Collison (Trustee)	$0	$0	$0
Talita Denegri (Trustee)	$0	$0	$0
Cathy Lippard (Treasurer)	$0	$170,286	$26,642
Helen Stone (Secretary)	$0	$196,112	$29,293

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990

Filed on May 9, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$64,070

Expenses

$137,518

Net Income

-$73,448

Net Assets

$3,297,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,868	4.5%
Program Services	$0
Investment Income	$42,487	66.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$18,715	29.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,297,880
Total Liabilities	$0
Net Assets	$3,297,880

Compensation

Key Employees and Officers	Compensation	Related	Other
Joe Carter (Trustee)	$0	$182,269	$26,629
Cathy Thompkins (President)	$0	$0	$0
Jeff Ritenour (Vice President)	$0	$0	$0
Mike Collison (Trustee)	$0	$0	$0
John Frank (Trustee)	$0	$0	$0
Helen Stone (Secretary)	$0	$175,849	$25,864
Cathy Lippard (Treasurer)	$0	$156,740	$23,775

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990

Filed on April 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$1,066,298

Expenses

$58,337

Net Income

$1,007,961

Net Assets

$3,096,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,003,021	94.1%
Program Services	$0
Investment Income	$30,545	2.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$32,732	3.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$3,096,598
Total Liabilities	$0
Net Assets	$3,096,598

Compensation

Key Employees and Officers	Compensation	Related	Other
Nancy B Anthony (Secretary/Treasurer (Through 6/30/22))	$0	$365,719	$64,153
Hilary Allen (President)	$0	$0	$0
Jeff Ritenour (Vice President)	$0	$0	$0
Mike Collison (Trustee)	$0	$0	$0
John Frank (Trustee)	$0	$0	$0

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990

Filed on May 9, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$56,404

Expenses

$64,728

Net Income

-$8,324

Net Assets

$2,593,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,000	3.5%
Program Services	$0
Investment Income	$22,413	39.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$31,991	56.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,593,088
Total Liabilities	$0
Net Assets	$2,593,088

Compensation

Key Employees and Officers	Compensation	Related	Other
Mike Collison (Trustee)	$0	$0	$0
John Frank (Trustee)	$0	$0	$0
Hilary Allen (President)	$0	$0	$0
Jeff Ritenour (Vice Presidnt)	$0	$0	$0
Nancy B Anthony (Secy/Treasuer)	$0	$352,508	$64,020
Rhonda Godwin (Vice Pres Administration)	$0	$194,324	$27,705
Elizabeth Eickman (Dir Of Kirkpatrick Fam Fnd)	$0	$180,269	$21,487
Joel Schwartz (Dir Of It)	$0	$185,040	$22,175
Joe Carter (Vice Pres Development)	$0	$161,292	$24,388
Brian J Dougherty (Dir Of Mab Trust)	$0	$151,331	$22,961
Cathy Lippard (Controller)	$0	$138,234	$21,709
Helen Stone (Dir. Strategic Operations)	$0	$131,135	$20,765

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990

Filed on May 10, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$11,848

Expenses

$63,834

Net Income

-$51,986

Net Assets

$2,089,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$27,931	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$16,083
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,089,010
Total Liabilities	$0
Net Assets	$2,089,010

Compensation

Key Employees and Officers	Compensation	Related	Other
Mike Collison (Trustee)	$0	$0	$0
John Frank (Trustee)	$0	$0	$0
David Donchin (Trustee)	$0	$0	$0
Jeff Ritenour (Trustee)	$0	$0	$0
Nancy B Anthony (Secy/Treasuer)	$0	$344,265	$63,276
Rhonda Godwin (Vice Pres Administration)	$0	$190,034	$27,431
Elizabeth Eickman (Dir Of Kirkpatrick Fam Fnd)	$0	$173,507	$25,395
Joel Schwartz (Dir Of It)	$0	$200,781	$28,179
Joe Carter (Vice Pres Development)	$0	$158,093	$24,190
Brian J Dougherty (Dir Of Mab Trust)	$0	$148,317	$22,822
Cathy Lippard (Controller)	$0	$135,366	$21,497
Helen Stone (Dir. Strategic Operations)	$0	$129,517	$20,846

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990

Filed on April 6, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$55,384

Expenses

$59,146

Net Income

-$3,762

Net Assets

$2,095,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$26,287	47.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$29,097	52.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,095,629
Total Liabilities	$0
Net Assets	$2,095,629

Compensation

Key Employees and Officers	Compensation	Related	Other
Mike Collison (Trustee)	$0	$0	$0
John Frank (Trustee)	$0	$0	$0
Sean Trauschke (Trustee)	$0	$0	$0
Janet Mc Lain (Trustee)	$0	$0	$0
Nancy B Anthony (Secy/Treasuer)	$0	$329,349	$61,264
Rhonda Godwin (Vice Pres Administration)	$0	$183,723	$26,724
Elizabeth Eickman (Dir Of Kirkpatrick Fam Fnd)	$0	$167,310	$24,630
Joel Schwartz (Dir Of It)	$0	$190,688	$22,764
Brian J Dougherty (Dir Of Mab Trust)	$0	$142,703	$22,044
Cathy Lippard (Controller)	$0	$132,743	$20,924
Joe Carter (Vice Pres Development)	$0	$147,690	$22,948
Kelley Barnes (Dir., Community Engagement)	$0	$118,599	$19,355

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990

Filed on March 25, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$85,261

Expenses

$56,062

Net Income

$29,199

Net Assets

$2,005,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,000	1.2%
Program Services	$0
Investment Income	$23,756	27.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$60,505	71.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$2,005,242
Total Liabilities	$0
Net Assets	$2,005,242

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Revenue

$148,220

Expenses

$96,868

Net Income

$51,352

Net Assets

$1,912,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$100	0.1%
Program Services	$0
Investment Income	$19,592	13.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$128,528	86.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,912,924
Total Liabilities	$0
Net Assets	$1,912,924

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2016

Revenue

$32,695

Expenses

$187,541

Net Income

-$154,846

Net Assets

$1,812,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,000	6.1%
Program Services	$0
Investment Income	$24,127	73.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,568	20.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,812,721
Total Liabilities	$0
Net Assets	$1,812,721

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$43,418

Expenses

$12,468

Net Income

$30,950

Net Assets

$1,970,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,200	5.1%
Program Services	$0
Investment Income	$25,612	59.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$15,606	35.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,970,177
Total Liabilities	$0
Net Assets	$1,970,177

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$75,709

Expenses

$110,284

Net Income

-$34,575

Net Assets

$1,899,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$200	0.3%
Program Services	$0
Investment Income	$29,508	39.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$46,001	60.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,899,906
Total Liabilities	$0
Net Assets	$1,899,906

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$73,077

Expenses

$74,151

Net Income

-$1,074

Net Assets

$1,758,992

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,300	3.1%
Program Services	$0
Investment Income	$43,119	59.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$27,658	37.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,758,992
Total Liabilities	$0
Net Assets	$1,758,992

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$56,277

Expenses

$104,205

Net Income

-$47,928

Net Assets

$1,652,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,000	1.8%
Program Services	$0
Investment Income	$48,071	85.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$7,206	12.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,652,449
Total Liabilities	$0
Net Assets	$1,652,449

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$90,017

Expenses

$101,457

Net Income

-$11,440

Net Assets

$1,712,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,372	1.5%
Program Services	$47,505	52.8%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$41,140	45.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,712,783
Total Liabilities	$0
Net Assets	$1,712,783

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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Updated November 19, 2025

Heritage Hall Affiliated Fund Occf Inc

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $163k (2024)

Expenses $3.71M (2024)

Total Assets $0 (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

No Document Links

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$163k (2024)

Expenses

$3.71M (2024)

Total Assets

$0 (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

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2021

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2020

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2019

Fiscal Year Ending June
2018

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2017

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2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2003

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2002

Fiscal Year Ending June
2001