Chickasaw Foundation EIN 73-1069557 Form 990 (PDF) Claim this org

Chickasaw Foundation

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Supports Chickasaw education, health, history, and community programs to promote their welfare and culture. For fiscal year 2024 it reported $2.6M in revenue, $793K in expenses, and $30.0M in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Ada, OK
Website
www.chickasawfoundation.org
Filings
5 on file (2020–2024)
Revenue
$2.6MFY2024
Expenses
$793K
Net assets
$30.0M
People
14
Filings
5
Updates
0
More identity details & actions ⌄
EIN  73-1069557 Public charity (501(c)(3)) Ada, OK
Form 990 (PDF)
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Figures match the IRS filing checked 9/1/26 · see original: IRS
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Size
$1–10M
What they do
Supports Chickasaw education, health, history, and community programs to promote their welfare and culture.
Leadership
Debra Gee · Secretary Start: 3/2024
Money in and out
$2.6M revenue, $793K expenses
Bottom line
56% program efficiency
Where the money goes · FY2024
Total revenue
$2.6M
Pt VIII · Ln 12
Total expenses
$793K
Pt IX · Ln 25
Net assets
$30.0M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $1.8M
Where spending went · Part IX cols B–D
Program services $0.56 Management & general $0.30 Fundraising $0.15
Program efficiency
56%
of spending reaches programs▲ +16% vs prior filing year
Operating runway
780.6mo
months of highly liquid reserves at operating expense rate▲ +117% vs prior filing year
Surplus margin
+70%
revenue over expenses, this year▲ +11% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$2.6M
FY2024▲ +28%
Expenses
$793K
FY2024▲ +4%
Total assets
$30.1M
FY2024▲ +31%
Total liabilities
$95K
FY2024
Total revenue
$2.6M
Pt VIII · Ln 12
Total expenses
$793K
Pt IX · Ln 25
Net assets
$30.0M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$1.8M
Total assetsPt X · Ln 16$30.1M
Program-expense ratioPt IX · col B56%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CChickasaw Foundation
EINHdr · item D73-1069557
Principal addressHdr · item CAda, OK
WebsiteHdr · item Jwww.chickasawfoundation.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MOK
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFMay 1980

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a11
Independent voting membersPt VI · Ln 1b11
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Secretary Start: 3/2024
$0Pt VII · Sec A
Immediate Past Chair
$0Pt VII · Sec A
Treasurer End: 1/2024
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Secretary End: 2/2024
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer Start: 2/2024
$0Pt VII · Sec A
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

3 program services account for $443K of program spending, described in the organization's own filed words · FY2024.
01

Higher Education

Scholarships awarded to eligible Chickasaw students attending an accredited higher education institution.

$197Kprogram expense
02

The Disaster Relief & Recovery Fund was set up to help Chickasaw citizens and Chickasaw Nation employees who are affected by natural disasters.

$126Kprogram expense
03

General activities that help support the general welfare and culture of the citizens of the Chickasaw Nation.

$120Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$1.9M · 70%
Investment income$752K · 29%
Other revenue$30K · 1%
Contributions & grants70%$1.9M
Investment income29%$752K
Other revenue1%$30K
Total revenueLn 12$2.6M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.56 Management & general $0.30 Fundraising $0.15
Program services56%$443K
Management & general30%$235K
Fundraising15%$116K
Total functional expensesLn 25$793K

Balance Sheet

Part X · end of year
CashLn 1$14.4M
Total assetsLn 16$30.1M
Total liabilitiesLn 26$95K
Total net assetsLn 32$30.0M
Months of cash on handcomputed218.4

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $26.9M · Operating expenses (Pt IX) $793K · Less non-cash grants $379K · Cash operating expenses/yr $414K
780.6 months
Where the money goes
Program services
Program services $443K · Total expenses $793K
56%
Management & General
Management & general $235K · Total expenses $793K
30%
Fundraising
Fundraising $116K · Total expenses $793K
15%
Cost to raise $1
Fundraising expense (3-yr avg) $81K · Solicited contributions (3-yr avg) $1.0M
$0.08 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $1.9M · Total revenue $2.6M
70%
Government reliance
Government grants — · Total revenue $2.6M
Earned-income share
Program service revenue $0 · Total revenue $2.6M
0%
Investment reliance
Investment income $752K · Total revenue $2.6M
+29%
Program self-sufficiency
Program service revenue $0 · Total expenses $793K
0%
Growth & trend
Revenue growth (YoY)
This year $2.6M · Prior year $2.1M
+28%
Revenue CAGR
FY2020 $1.0M · FY2024 $2.6M
+27%
Net-asset trend (YoY)
End of year $30.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $2.6M · Expenses $793K
+70%
Liabilities-to-Assets
Total liabilities — · Total assets $30.1M
Net-asset ratio
Net assets $30.0M · Total assets $30.1M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $12.5M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $30.1M
42%
People & payroll
Highest Reported Total Compensation
Individual Debra Gee · Reported title SECRETARY START: 3/2024 · Highest reported compensation $0 · Total expenses $793K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $793K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 56%
Overhead ratio 30%
Fundraising cost ratio 6%
Revenue growth 28%
Accounting fee ratio 5%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 3 funders →
Grants paid · 12 grants · $1.0M · 2020–2024
Unitemized GrantFY2024$161,975
Unitemized GrantFY2024$91,986
Unitemized GrantFY2023$149,358
Unitemized GrantFY2023$149,358
Unitemized GrantFY2023$15,209
Unitemized GrantFY2023$15,209
Unitemized GrantFY2022$110,175
Unitemized GrantFY2022$11,593
Unitemized GrantFY2021$89,042
Unitemized GrantFY2021$68,874
Unitemized GrantFY2020$106,500
Unitemized GrantFY2020$78,932

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$2.6M revenue · viewing · ⤓ 990 PDF
FY2023$2.1M revenue · ⤓ 990 PDF
FY2022$1.4M revenue · ⤓ 990 PDF
FY2021$984K revenue · ⤓ 990 PDF
FY2020$1.0M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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