Civic Intelligence

Oklahoma Brain Tumor Foundation

EIN 02-0611725 • 501(c)3 • Oklahoma City, OK

Profile

Provide counseling, patient navigation, and supportive services, financial assistance, education and advocacy for family who have a family member with a brain tumor or a child with cancer

4024 N LincolnOklahoma City, OK 73105

www.okbtf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

2.11x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.27x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

24th percentile

-9.3%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

98th percentile

287%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

30th percentile

-5.2%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$88,001

Up $65,291 (+287%) from 2015

Liabilities

Up

$185,527

Up $129,083 (+229%) from 2015

Net Assets

Down

-$97,526

Down $63,792 (-189%) from 2015

Revenue

Down

$685,618

Down $37,389 (-5.2%) from 2015

Expenses

Up

$749,410

Up $14,316 (+1.9%) from 2015

Net Income

Down

-$63,792

Down $51,705 (-428%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$100K$0-$100KAssets 2010: $45,726Liabilities 2010: $42,851Net Assets 2010: $2,8752010Assets 2011: $39,177Liabilities 2011: $44,689Net Assets 2011: -$5,5122011Assets 2012: $15,141Liabilities 2012: $17,982Net Assets 2012: -$2,8412012Assets 2013: $19,322Liabilities 2013: $69,529Net Assets 2013: -$50,2072013Assets 2014: $28,840Liabilities 2014: $78,393Net Assets 2014: -$49,5532014Assets 2015: $22,710Liabilities 2015: $56,444Net Assets 2015: -$33,7342015Assets 2016: $88,001Liabilities 2016: $185,527Net Assets 2016: -$97,5262016

Highlighted filing

2016

Assets$88,001
Liabilities$185,527
Net Assets-$97,526

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $162,613Expenses 2010: $239,053Net Income 2010: -$76,4402010Revenue 2011: $198,791Expenses 2011: $207,178Net Income 2011: -$8,3872011Revenue 2012: $284,407Expenses 2012: $224,705Net Income 2012: $59,7022012Revenue 2013: $257,478Expenses 2013: $287,674Net Income 2013: -$30,1962013Revenue 2014: $324,575Expenses 2014: $321,676Net Income 2014: $2,8992014Revenue 2015: $723,007Expenses 2015: $735,094Net Income 2015: -$12,0872015Revenue 2016: $685,618Expenses 2016: $749,410Net Income 2016: -$63,7922016

Highlighted filing

2016

Revenue$685,618
Expenses$749,410
Net Income-$63,792

Filings

Latest Detailed Filing

The latest 2016 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 12, 2016
Return Version
2015v2.1
Gross Receipts
$723,007
Mission and Program Overview

Mission

Provide counseling, patient navigation, and supportive services, financial assistance, education and advocacy for family who have a family member with a brain tumor or a child with cancer

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$13,261$12,909▼ $352
Cash and Non-Interest-Bearing Accounts$15,579$9,801▼ $5,778
Rtn Earn Endowment Incm Other Fnds$-49,553$-33,734▲ $15,819
Total Assets$28,840$22,710▼ $6,130
Liabilities
Accounts Payable and Accrued Expenses$62,113$37,666▼ $24,447
Unsecured Notes Loans Payable$16,280$18,778▲ $2,498
Total Liabilities$78,393$56,444▼ $21,949
Net Assets / Fund Balance
Total Net Assets Fund Balance$-49,553$-33,734▲ $15,819
Total Liabilities and Net Assets / Fund Balance$28,840$22,710▼ $6,130

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$47,651$47,651
Compensation and Service Providers

Employees

NameTitleBaseTotal
Nancy S MillerFounder and President$50,000$50,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$166,017
Program Service Revenue
$556,990
Investment Income
$0
Other Revenue
$0
All Other Contributions
$17,631
Change in Net Assets
$-12,087
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$579,801
Salaries, Compensation, and Employee Benefits$155,293
Total Fundraising Expense$57,762
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$97,106$41,945$10,666$149,717
Other Expenses$1,622$137$42,325$44,084
Occupancy$29,397$9,637$1,573$40,607
Office Expenses$11,009$2,108$2,137$15,254
Fees for Services Management$11,846$1,400-$13,246
Insurance$6,384$3,636$316$10,336
Information Technology$5,420$1,924$268$7,612
Other Employee Benefits$3,327$2,050$199$5,576
Interest-$4,613-$4,613
Fees for Services Accounting$2,406$1,946$119$4,471
Travel$385$635$107$1,127
Advertising$367$218$18$603
Conferences and Meetings$64$12$3$79
Total Functional Expenses$604,478$72,854$57,762$735,094
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual----
Swing Hope----
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The board reviews the 990 at their meeting and approves the submission prior to signature and filing

Conflict of interest policy compliance Part VI line 12C

The board reviews this policy annually for an required updates or changes

CEO executive director top management comp Part VI line 15A

Any raises or changes to compensation for the top management must be submitted and approved by the board prior to giving raises or changing any benefits.

Other officer or key employee compensation Part VI line 15B

Compensation is dependent on duties, experience, and local economy as well as financial position of the foundation. Board sets the compensation packages for the employees.

Governing documents etc available to public Part VI line 19

A copy of the governing documents are available to the public upon request or on the website listed on page 1 of the return

Filing and Contact Details

Filer

Filer Name
Oklahoma Brain Tumor Foundation
EIN
02-0611725
Address
4024 N LINCOLN, OKLAHOMA CITY, OK 73105

Signing Officer

Name
Nancy S Miller
Title
President
Phone
4058434673
Signed
2016-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy S Miller
Formed
2002
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
6
Employees
5

Preparer

Firm
Linda S Woodruff CPA PC
Address
PO Box 721578, Oklahoma City, OK 73172
Preparer
Linda S Woodruff
Phone
4053731224
Supplemental Narrative

Financial Statement Notes

Other expenses not included on Form 990 (Part XII, line 2D)

PENALTIES

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0156387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0405919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01374
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01615
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01012
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04001
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0134106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0165679
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0115294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0165679
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0580768
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0566521
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0566521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01374
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01615
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04001
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03971
IRS990ScheduleA/OtherIncome509Grp/TotalAmt03971
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99490
IRS990ScheduleA/PublicSupportPY509Pct00.98000
IRS990ScheduleA/PublicSupportTotal509Amt01553208
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0723007
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0206182
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0255863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0211759
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0156397
IRS990ScheduleA/Total509Grp/TotalAmt01553208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0723007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0207556
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0257478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0212771
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0160368
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01561180
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt047651
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt047651
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PENALTIES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other expenses not included on Form 990 (Part XII, line 2d)
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SWING HOPE
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE 990 AT THEIR MEETING AND APPROVES THE SUBMISSION PRIOR TO SIGNATURE AND FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THIS POLICY ANNUALLY FOR AN REQUIRED UPDATES OR CHANGES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY RAISES OR CHANGES TO COMPENSATION FOR THE TOP MANAGEMENT MUST BE SUBMITTED AND APPROVED BY THE BOARD PRIOR TO GIVING RAISES OR CHANGING ANY BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS DEPENDENT ON DUTIES, EXPERIENCE, AND LOCAL ECONOMY AS WELL AS FINANCIAL POSITION OF THE FOUNDATION. BOARD SETS THE COMPENSATION PACKAGES FOR THE EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST OR ON THE WEBSITE LISTED ON PAGE 1 OF THE RETURN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt028840
IRS990/TotalAssetsEOYAmt022710
IRS990/TotalAssetsGrp/BOYAmt028840
IRS990/TotalAssetsGrp/EOYAmt022710
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0166017
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt057762
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt072854
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0604478
IRS990/TotalFunctionalExpensesGrp/TotalAmt0735094
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt078393
IRS990/TotalLiabilitiesEOYAmt056444
IRS990/TotalLiabilitiesGrp/BOYAmt078393
IRS990/TotalLiabilitiesGrp/EOYAmt056444
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-49553
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-33734
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0604478
IRS990/TotalProgramServiceRevenueAmt0556990
IRS990/TotalReportableCompFromOrgAmt050000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0556990
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0723007
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt028840
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022710
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt0107
IRS990/TravelGrp/ManagementAndGeneralAmt0635
IRS990/TravelGrp/ProgramServicesAmt0385
IRS990/TravelGrp/TotalAmt01127
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt016280

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