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John & Claudia Holliman Affiliated Fund Oc Community Foundation Inc

Organization summary

Type of Nonprofit

Designated as a 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 / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$69.4k (2023)

Expenses
$114k (2023)

Total Assets
$1.22M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$69,424
Expenses
$113,700
Net Income
-$44,276
Net Assets
$1,215,950
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $7,064
10.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $62,360
89.8%
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 $1,215,950
Total Liabilities $0
Net Assets $1,215,950
Compensation
Key Employees and Officers Compensation Related Other
Claudia Holliman (President) $0 $0 $0
Jimmy Goodman (Vice President) $0 $0 $0
Donna Mccampbell (Trustee) $0 $0 $0
Cathy Lippard (Treasurer) $0 $156,740 $23,775
Trisha Finnegan (Trustee) $0 $186,063 $2,806
Will Hoch (Trustee) $0 $0 $0
Helen Stone (Secretary) $0 $175,849 $25,864

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$70,520
Expenses
$159,461
Net Income
-$88,941
Net Assets
$1,001,544
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,775
3.9%
Program Services $0
Investment Income $43,568
61.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $24,177
34.3%
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 $1,002,190
Total Liabilities $646
Net Assets $1,001,544
Compensation
Key Employees and Officers Compensation Related Other
Nancy B Anthony (Secretary/Treasurer (Thru 6/30/22)) $0 $365,719 $64,153
John Holliman (President) $0 $0 $0
Claudia Holliman (Vice President) $0 $0 $0
Jimmy Goodman (Trustee) $0 $0 $0
Donna Mccampbell (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$115,225
Expenses
$113,700
Net Income
$1,525
Net Assets
$1,500,544
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $25,862
22.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $89,363
77.6%
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 $1,500,544
Total Liabilities $0
Net Assets $1,500,544
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Claudia Holliman (Vice President) $0 $0 $0
John Holliman (President) $0 $0 $0
Donna Mc Campbell (Trustee) $0 $0 $0
Jimmy Goodman (Trustee) $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

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$72,049
Expenses
$116,540
Net Income
-$44,491
Net Assets
$1,172,659
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $36,986
51.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $35,063
48.7%
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 $1,172,659
Total Liabilities $0
Net Assets $1,172,659
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Claudia Holliman (Vice President) $0 $0 $0
John Holliman (President) $0 $0 $0
Donna Mc Campbell (Trustee) $0 $0 $0
Jane Harlow (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

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$90,810
Expenses
$118,664
Net Income
-$27,854
Net Assets
$1,129,324
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $52,968
58.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $37,842
41.7%
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 $1,129,324
Total Liabilities $0
Net Assets $1,129,324
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Claudia Holliman (Vice President) $0 $0 $0
John Holliman (President) $0 $0 $0
Donna Mc Campbell (Trustee) $0 $0 $0
Jane Harlow (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

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$59,387
Expenses
$117,198
Net Income
-$57,811
Net Assets
$1,176,271
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $48,770
82.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,617
17.9%
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 $1,176,271
Total Liabilities $0
Net Assets $1,176,271

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,107
Expenses
$85,830
Net Income
-$53,723
Net Assets
$1,068,788
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $35,532
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,425
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 $1,068,788
Total Liabilities $0
Net Assets $1,068,788

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,935
Expenses
$125,290
Net Income
-$95,355
Net Assets
$1,004,121
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $50,718
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$20,783
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 $1,004,121
Total Liabilities $0
Net Assets $1,004,121

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$93,756
Expenses
$137,900
Net Income
-$44,144
Net Assets
$1,141,783
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $61,191
65.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $32,565
34.7%
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 $1,141,783
Total Liabilities $0
Net Assets $1,141,783

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,810
Expenses
$102,417
Net Income
$17,393
Net Assets
$1,203,045
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $52,413
43.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $67,397
56.3%
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 $1,203,062
Total Liabilities $17
Net Assets $1,203,045

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,460
Expenses
$86,800
Net Income
-$71,340
Net Assets
$1,111,769
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $16,802
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,342
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 $1,111,769
Total Liabilities $0
Net Assets $1,111,769

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,575
Expenses
$84,700
Net Income
-$79,125
Net Assets
$1,063,555
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $16,261
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$10,686
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 $1,063,555
Total Liabilities $0
Net Assets $1,063,555

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,323
Expenses
$86,865
Net Income
-$40,542
Net Assets
$1,147,604
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $21,237
45.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,086
54.2%
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 $1,147,604
Total Liabilities $0
Net Assets $1,147,604

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

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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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • 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.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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