Civic Intelligence

Kourtis-Simmons Foundation

990PF • Fiscal year 2023 • EIN 20-8952713

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 03, 2024

12150 E 96th St N Suite 200Owasso, OK 74055

(918) 274-0406

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

48th percentile

1.1%

Higher net margin than 48% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

95th percentile

152%

Faster asset growth than 95% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

72%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$4,037

Up $2,433 (+152%) from 2022

Net Assets

Up

$4,037

Up $2,433 (+152%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$227,000

Up $95,000 (+72%) from 2022

Expenses

Up

$224,567

Up $93,143 (+71%) from 2022

Net Income

Up

$2,433

Up $1,857 (+322%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $1,040Liabilities 2011: $02011Assets 2012: $822Liabilities 2012: $02012Assets 2013: $182Liabilities 2013: $02013Assets 2014: $182Liabilities 2014: $02014Assets 2015: $368Liabilities 2015: $0Net Assets 2015: $3682015Assets 2016: $19,973Liabilities 2016: $0Net Assets 2016: $19,9732016Assets 2017: $75,554Liabilities 2017: $0Net Assets 2017: $75,5542017Assets 2018: $35,981Liabilities 2018: $0Net Assets 2018: $35,9812018Assets 2019: $3,880Liabilities 2019: $0Net Assets 2019: $3,8802019Assets 2020: $7,851Liabilities 2020: $0Net Assets 2020: $7,8512020Assets 2021: $1,028Liabilities 2021: $0Net Assets 2021: $1,0282021Assets 2022: $1,604Liabilities 2022: $0Net Assets 2022: $1,6042022Assets 2023: $4,037Liabilities 2023: $0Net Assets 2023: $4,0372023Assets 2024: $18,734Liabilities 2024: $0Net Assets 2024: $18,7342024

Highlighted filing

2023

Assets$4,037
Liabilities$0
Net Assets$4,037

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $11,400Expenses 2011: $11,601Net Income 2011: -$2012011Revenue 2012: $0Expenses 2012: $218Net Income 2012: -$2182012Revenue 2013: $5,000Expenses 2013: $5,640Net Income 2013: -$6402013Revenue 2014: $265Expenses 2014: $265Net Income 2014: $02014Revenue 2015: $370Expenses 2015: $184Net Income 2015: $1862015Revenue 2016: $20,000Expenses 2016: $395Net Income 2016: $19,6052016Revenue 2017: $60,000Expenses 2017: $4,419Net Income 2017: $55,5812017Revenue 2018: $60,000Expenses 2018: $99,573Net Income 2018: -$39,5732018Revenue 2019: $1,036,000Expenses 2019: $1,068,101Net Income 2019: -$32,1012019Revenue 2020: $785,250Expenses 2020: $781,279Net Income 2020: $3,9712020Revenue 2021: $210,000Expenses 2021: $216,823Net Income 2021: -$6,8232021Revenue 2022: $132,000Expenses 2022: $131,424Net Income 2022: $5762022Revenue 2023: $227,000Expenses 2023: $224,567Net Income 2023: $2,4332023Revenue 2024: $630,000Expenses 2024: $615,303Net Income 2024: $14,6972024

Highlighted filing

2023

Revenue$227,000
Expenses$224,567
Net Income$2,433
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 3, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg SimmonsCo-Chairman-$0--
E Robert BussSecretary-$0--
James P HoganTreasurer-$0--
Pete KourtisCo-Chairman-$0--
Shelley KourtisDirector-$0--
Patricia SimmonsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kourtis-simmons Foundation
EIN
20-8952713
Phone
9182740406
Address
12150 E 96TH ST N SUITE 200, OWASSO, OK 74055

Signing Officer

Name
Greg Simmons
Title
Director
Signed
2024-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Halley McDaniel & Cuite PLLC
Address
2727 E 21st Street Suite 102, Tulsa, OK 74114
Preparer
Jacey D Mcdaniel CPA
Phone
9184880809
Raw XML Appendix236 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Greg
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Simmons
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.63$0.62$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.23$0.22$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.13$0.13$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$0.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.79$0.78$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.04$1.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.06$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.06$0.00$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.02$0.00$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.01$0.01$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.01$0.01$0.00