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PeerBasis
Compensation Comparability Determination

Vogt Family Affiliated Fund Of The Okc

Executive Director / CEO

EIN 470969102
OK · NTEE T11
FY ending 2023-06-30
June 9, 2026

This analysis benchmarks the total compensation of Helen Stone, Executive Director / CEO ($25,864) against every comparable organization that fit the selection criteria — 18 in total — drawn systematically from IRS Form 990 filings, not a hand-picked subset.

Compensation sits at approximately the 72nd percentile of comparable organizationswithin the typical range

How comparable organizations were selected

18 organizations qualified on sector, size, and geography 18 within the band form the benchmarked peer set.

Distribution of comparable compensation

$913 total compensation of comparable organizations → $61,490 $25,864
$7,15110th
$7,68525th
$8,740Median
$30,65475th
$44,74790th
$25,864This org · 72nd
p10$7,151
p25$7,685
p50$8,740
p75$30,654
p90$44,747
$25,864

Comparable organizations

Each figure is Form 990 Part VII columns D + F (reportable pay plus other compensation and benefits; column F may include amounts from related organizations), normalized to OK cost of living (BEA RPP, 2023) and to its filing year (CPI-U); the reported amount is on each linked 990.

OrganizationStateTotal revenueTotal compSource
Nathalie & Theodore Jones CharitableMA $46,636$7,368 990
Lezah Stenger FoundationMO $43,227$33,331 990
Nathalie & Theodore Jones CharitableMA $49,309$7,529 990
Nathalie & Theodore Jones CharitableMA $42,944$6,825 990
Nathalie & Theodore Jones CharitableMA $42,445$7,290 990
Nathalie & Theodore Jones CharitableMA $52,285$8,437 990
Dentaquest Care Group IncMA $39,146$50,563 990
Nathalie & Theodore Jones CharitableMA $55,065$8,695 990
Ritter Charitable TrustNV $35,779$40,466 990
Nathalie & Theodore Jones CharitableMA $58,126$8,748 990
Nathalie & Theodore Jones CharitableMA $58,341$8,731 990
Wisdom Wonder ProjectCA $33,551$913 990
Lyn Stacie Getz Foundation IncMD $59,459$9,999 990
Tyler County Hospital FoundationTX $32,741$22,622 990
Nathalie & Theodore Jones CharitableMA $59,543$8,153 990
The Intercommunity Foundation IncCT $32,046$61,490 990
Heritage Fund Supporting Foundation IncIN $31,427$11,353 990
Thelma Pearl Howard FoundationCA $31,188$42,254 990

Methodology

Comparable organizations were drawn from electronically filed IRS Form 990 returns and matched on sector (NTEE code), budget (a size-adaptive revenue band that tightens as the organization grows), and geography (same-state first, broadening only when too few peers qualify); every organization within the band forms the peer set. To compare fairly across regions and years, peer compensation is normalized to OK cost of living (BEA Regional Price Parities, 2023) and to the subject's filing year (CPI-U). The figure benchmarked is Form 990 Part VII, Section A, columns D + F — reportable pay plus other compensation, benefits, and deferred amounts (column F may include amounts from related organizations) — with the chief executive matched by role. Related-organization amounts (column E) and institutional trustees are excluded. Full methodology: peerbasis.org/methodology.

Sample, role match & sensitivity

Sensitivity — the subject's percentile under alternative compensation definitions:

BasisSubject percentile
Total compensation (D + F), cost-of-living + inflation adjusted — the PeerBasis default72nd
Total compensation (D + F), as reported (no adjustments)72nd
Reportable pay only (column D), adjusted0th
All sources (D + E + F), adjusted67th

If the percentile moves materially across these definitions, the result is sensitive to methodology choices, and the board should weigh which basis best fits its facts.

Rebuttable presumption of reasonableness · 26 CFR 53.4958-6

Compensation paid by a tax-exempt organization is presumed reasonable — shifting the burden to the IRS — when three requirements are met. This report supplies the comparability data for the second. The board should record the following in its minutes concurrently with its decision:

Draft board minutes — executive compensation

  1. The compensation of the Executive Director / CEO (Helen Stone) was approved in advance by [the Board / Compensation Committee], composed of members with no conflict of interest with respect to the arrangement.
  2. Prior to its determination, the authorized body obtained and relied upon appropriate comparability data, namely the PeerBasis Compensation Comparability Determination dated June 9, 2026, comparing compensation against 18 similarly situated organizations (Same NTEE sector (T11), nationwide + budget 0.67–1.5× revenue).
  3. The authorized body determined that total compensation of $25,864 is reasonable (approximately the 72nd percentile of comparable organizations) and documented the basis for this determination concurrently, on [date], by a vote of [__ for / __ against].

Sources: IRS Form 990 e-file data (apps.irs.gov); IRS Business Master File (NTEE classification). This report is comparability data to support a board's good-faith determination under IRC 4958; it is not legal or tax advice. Generated by PeerBasis on June 9, 2026.