Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 73-1575885

METAFUND CORPORATION

Also known as OKLAHOMA META FUND CDC

Tax-exempt · EDMOND, OK 73013

Financials

$4.6M$3.3M2023$5.1M$3.6M2024
Revenue Expenses · by fiscal year end
Financials of METAFUND CORPORATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,097,647$3,615,394$1,482,253$38,719,754$21,513,804$17,205,950
December 31, 2023990$4,579,529$3,312,209$1,267,320$39,195,868$23,465,012$15,730,856
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$794,192
Program service revenue
$3,678,909
Investment income
$594,362
Other revenue
$30,184

Expenses

Grants and similar amounts paid
$25,502
Compensation of officers, directors and key employees
$1,389,954
Other salaries and wages
$659,823
Salaries, compensation and benefits (total)
$2,223,343
Professional fundraising fees
$0
Legal fees
$84,727
Accounting fees
$234,014
Occupancy
$68,780
Travel
$10,641
Depreciation
$6,758
Program services (functional)
$3,016,121
Management and general (functional)
$599,273

Balance sheet and other

Total assets, start of year
$39,195,868
Total assets, end of year
$38,719,754
Total liabilities, end of year
$21,513,804
Net assets, end of year
$17,205,950
Land, buildings and equipment
$8,561
Publicly traded securities
$232,100
Net assets without donor restrictions
$17,205,950
Gross receipts
$5,097,647
Employees
14
Volunteers
17
Year formed
1999
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
SARAH REEDCEO & PRESIDENT/VICE CHAIR
Trustee or director, Officer
31$323,959$65,271
BLAKE TRIPPETCHIEF NEW MARKETS OFFICER
Officer
24$275,823$59,922
ED LONGPRESIDENT OF IMPACT INVESTING COLLABORATIVE
Officer
31$189,919$31,535
A THOMAS LOYEXECUTIVE CHAIRMAN
Trustee or director, Officer
9$193,161$15,453
MAURIANNA ADAMSCHIEF COMMUNITY INVESTMENT
Officer
31$116,806$29,305
STEVEN HOLMESCONTROLLER
Highest-paid employee
31$124,616$21,075
SHARAYAH FOREVICE PRESIDENT OF IMPACT
Highest-paid employee
32$107,447$16,884
ROBERT DILGCHIEF RISK OFF & TREASURER
Officer
16$60,000$4,800
JANE HASKINBOARD MEMBER
Trustee or director
0.25$24,000$0
AMANDA EWINGBOARD MEMBER
Trustee or director
0.25$0$0
DESJEAN JONESBOARD MEMBER
Trustee or director
0.25$0$0
JAMES FINCHBOARD MEMBER
Trustee or director
0.25$0$0
CHARLES LEEBOARD MEMBER
Trustee or director
0.25$0$0
JILL CASTILLABOARD MEMBER
Trustee or director
0.25$0$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensationOther / benefits
A THOMAS LOYCHAIRMAN
Trustee or director, Officer
17$271,081$23,272
BLAKE TRIPPETCHIEF NEW MARKETS OFFICER
Officer
32$231,591$35,072
SARAH REEDCEO & PRESIDENT/VICE CHAIR
Trustee or director, Officer
31$196,345$33,268
ED LONGPRESIDENT OF OK IMPACT INVEST. COLLAB.
Officer
32$174,992$28,873
MAURIANNA ADAMSCHIEF COMMUNITY INVESTMENT
Officer
32$117,078$27,794
STEVEN HOLMESCONTROLLER
Highest-paid employee
31$117,632$7,593
SHARAYAH FOREVICE PRESIDENT OF IMPACT
Highest-paid employee
32$103,555$12,655
ROBERT DILGTREASURER & CHIEF RISK OFFICER
Officer
23$97,792$12,313
JANE HASKINBOARD MEMBER
Trustee or director
0.25$15,000$0
JILL CASTILLABOARD MEMBER
Trustee or director
0.25$0$0
JAMES FINCHBOARD MEMBER
Trustee or director
0.25$0$0
RAUL FONTBOARD MEMBER
Trustee or director
0.25$0$0
DEBORAH JENKINSBOARD MEMBER
Trustee or director
0.25$0$0
CHARLES LEEBOARD MEMBER
Trustee or director
0.25$0$0

Address and contacts

Address (IRS master file)
2545 S KELLY AVE STE F, EDMOND, OK 73013-3857
Principal officer (990 for 2024)
SARAH REED, 2545 S KELLY AVENUE SUITE F, EDMOND, OK 73013
Signed the 990
SARAH REED, PRESIDENT AND CEO
Phone
(405) 949-0001
Return prepared by
HOGANTAYLOR LLP

Mission

TO PROMOTE COMMUNITY, ECONOMIC, AND WORKFORCE DEVELOPMENT THROUGHOUT THE STATE OF OKLAHOMA AND THE UNITED STATES OF AMERICA.

990 for the year ended December 31, 2024

Program accomplishments

  • METAFUND CORPORATION'S BUSINESS DEVELOPMENT PROGRAMS PROMOTE SUSTAINABLE SOCIAL IMPACT BY PROVIDING ACCESS TO DIVERSE SOURCES OF CAPITAL, AS WELL AS STRATEGIC ADVICE, GENERATING CREATIVE SOLUTIONS THAT BENEFIT UNDER-RESOURCED COMMUNITIES AND BUSINESSES. OUR PROGRAM SOLUTIONS INCLUDE TAX-CREDIT ELIGIBLE INVESTMENTS, FLEXIBLE DIRECT LENDING AND CREDIT ENHANCEMENT INVESTMENTS FOR MISSION-BASED ORGANIZATIONS AND SMALL BUSINESSES IN QUALIFYING AREAS, LOW-INCOME HOUSING-RELATED MORTGAGE ACQUISITIONS, AND UP-FRONT FINANCING FOR PAY-FOR-SUCCESS OUTCOME-BASED REPAYMENT STRUCTURES FOR SERVICE PROVIDERS THAT CREATE MEASURABLE PUBLIC BENEFITS.
    Expenses $3,016,121 · grants $25,502 · revenue $3,709,093

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
73-1575885
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
2001
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$38,719,754
Income (IRS master file)
$5,097,647

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,097,647$3,615,394$38,719,754XML
990December 2023$4,579,529$3,312,209$39,195,868XML
990December 2022$4,117,417$2,822,891$36,688,819IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 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 73-1575885).

Questions about METAFUND CORPORATION

What is the EIN of METAFUND CORPORATION?
The employer identification number (EIN) of METAFUND CORPORATION is 73-1575885.
Is METAFUND CORPORATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to METAFUND CORPORATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does METAFUND CORPORATION 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 METAFUND CORPORATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did METAFUND CORPORATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of METAFUND CORPORATION?
The 990 for the year ended December 31, 2024 names SARAH REED.
Who are the officers and directors of METAFUND CORPORATION?
The 990 for the year ended December 31, 2024 lists 14 people; 9 received compensation from the organization, the highest $323,959 (SARAH REED, CEO & PRESIDENT/VICE CHAIR).
How much revenue does METAFUND CORPORATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,097,647, expenses of $3,615,394 and total assets of $38,719,754 at year end.

Other nonprofits in EDMOND

All nonprofits in EDMOND · Oklahoma · Community improvement and capacity building