Civic Intelligence

Oklahoma Partnership for School

EIN 30-0213815 • 501(c)3 • Oklahoma City, OK

Profile

To improve school readiness outcomes in oklahoma.

2915 N Classen Boulevard 400Oklahoma City, OK 73106

www.smartstartok.org

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.65x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.25x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

42nd percentile

1.6%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$183,881

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

8th percentile

-15%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

56%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,342,973

Up $2,548,234 (+91%) from 2022

Liabilities

Up

$3,472,790

Up $1,969,169 (+131%) from 2022

Net Assets

Up

$1,870,183

Up $579,065 (+45%) from 2022

Revenue

Up

$14,061,633

Up $12,265,877 (+683%) from 2022

Expenses

Up

$13,843,366

Up $12,404,604 (+862%) from 2022

Net Income

Down

$218,267

Down $138,727 (-39%) from 2022

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2015: $850,139Liabilities 2015: $19,943Net Assets 2015: $830,1962015Assets 2020: $678,738Liabilities 2020: $57,013Net Assets 2020: $621,7252020Assets 2021: $706,096Liabilities 2021: $56,047Net Assets 2021: $650,0492021Assets 2022: $2,794,739Liabilities 2022: $1,503,621Net Assets 2022: $1,291,1182022Assets 2024: $5,342,973Liabilities 2024: $3,472,790Net Assets 2024: $1,870,1832024

Highlighted filing

2024

Assets$5,342,973
Liabilities$3,472,790
Net Assets$1,870,183

Operations Trend

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

$15M$10M$5.0M$0Revenue 2015: $823,275Expenses 2015: $463,471Net Income 2015: $359,8042015Revenue 2020: $3,869,204Expenses 2020: $3,778,822Net Income 2020: $90,3822020Revenue 2021: $1,269,082Expenses 2021: $1,240,758Net Income 2021: $28,3242021Revenue 2022: $1,795,756Expenses 2022: $1,438,762Net Income 2022: $356,9942022Revenue 2024: $14,061,633Expenses 2024: $13,843,366Net Income 2024: $218,2672024

Highlighted filing

2024

Revenue$14,061,633
Expenses$13,843,366
Net Income$218,267

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$14,061,633
Mission and Program Overview

Mission

To improve school readiness outcomes in oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$3,513,595$4,120,067▲ $606,472
Cash and Non-Interest-Bearing Accounts$2,206,214$696,033▼ $1,510,181
Prepaid Expenses and Deferred Charges$44,008$67,478▲ $23,470
Pledges and Grants Receivable-$50,000-
Land, Buildings, and Equipment, Net$53,142$36,255▼ $16,887
Total Assets$6,277,198$5,342,973▼ $934,225
Other Assets Total$460,239$373,140▼ $87,099
Liabilities
Accounts Payable and Accrued Expenses$2,471,094$3,024,957▲ $553,863
Other Liabilities$460,239$373,140▼ $87,099
Deferred Revenue$1,693,949$50,000▼ $1,643,949
Unsecured Notes Loans Payable-$24,693-
Total Liabilities$4,625,282$3,472,790▼ $1,152,492
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$827,433$1,127,668▲ $300,235
Net Assets With Donor Restrictions$824,483$742,515▼ $81,968
Total Net Assets Fund Balance$1,651,916$1,870,183▲ $218,267
Total Liabilities and Net Assets / Fund Balance$6,277,198$5,342,973▼ $934,225

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,255$119,811$156,066
Other Assets Org$373,140--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carrie WilliamsExecutive DirectorFT$172,115$12,286$184,401
Stephanie LippertDirector of OperationsFT$122,296$3,778$126,074
Allison LoefflerDirector of Early Childhood SystemsFT$111,216$10,458$121,674
Daphne PeschlDirector of FinanceFT$103,012$7,854$110,866

Board Members and Trustees

NameTitle
Ginny Bass CarlPresident
Aj GriffinTrustee
Amy EmersonTrustee
Annie Koppel Van HankenTrustee
Collet ShepherdTrustee
Mike GibsonTrustee
Pam Gutel CampbellTrustee
Lucie DollTrustee Until May 2024
Suzanne ThompsonSecretary
Marsha SchmidtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,017,653
Program Service Revenue
$0
Investment Income
$35,101
Other Revenue
$8,879
All Other Contributions
$392,926
Change in Net Assets
$218,267

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,061,633
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$14,061,633
Total Revenue per Form 990
$14,061,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,097,538
Salaries, Compensation, and Employee Benefits$2,145,627
Grants and Similar Amounts Paid$1,600,201
Total Fundraising Expense$26,174
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$4,848,084$11,484$1,952$4,861,520
Grants to Domestic Orgs$1,600,201--$1,600,201
Other Salaries and Wages$1,244,297$65,718-$1,310,015
Other Expenses$768,387$2,976-$768,387
Current Officers, Directors, Trustees, and Key Employees$327,777$132,428$24,222$484,427
Office Expenses$417,372$42,035-$459,407
Other Employee Benefits$136,858$18,641-$155,499
Payroll Taxes$136,313$18,998-$155,311
Occupancy$102,743$35,590-$138,333
Travel$79,183$8,265-$87,448
Information Technology$61,399$8,239-$69,638
Conferences and Meetings$30,691$11,942-$42,633
Pension Plan Contributions$37,924$2,451-$40,375
All Other Expenses$18,041$17,219-$35,260
Fees for Services Accounting$3,953$29,880-$33,833
Depreciation Depletion-$16,886-$16,886
Insurance-$7,878-$7,878
Advertising$2,992--$2,992
Total Functional Expenses$13,386,562$430,630$26,174$13,843,366

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,843,366
Total Expenses per Audited Statements$13,843,366
Total Expenses per Form 990$13,843,366
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Reach Out & Read IncBoston, MA-Implementation of Ror in Medical Clinics in Oklahoma, Including Targeted Areas of Oklahoma County, Rural Communities of Stillwater, Enid, and Blanchard, and Tulsa County. Ror Is a Research-driven Intervention That Provides Children With Books During Pediatric Checkups.$900,000
Oklahoma Commission Children and YouthOklahoma City, OK-Oklahoma Commission on Children and Youth (occy) Will Provide Oklahoma Partnership for School Readiness (opsr) Staff Support and Expertise for Statewide and Local Implementation of the Preschool Development Grant Birth Through Five (pdgb5). Specifically, Occy Will Support Grant Efforts and Strategies in Family and Community Engagement Across All Pdgb5 Grant Activities by Hiring and Supervising a Full-time Staff Member Devoted to Pdgb5 Efforts in Family and Community Engagement.$450,000
Board of Regents of the University of Oklahoma Health Sciences CenterOklahoma City, OK-Opsrf Will Support the Scholars for Excellence in Child Care (scholars) Program, Administered by the Oklahoma State Regents for Higher Education (osrhe), to Cover Funding Deficits With the Technology Center Scholarship, the Child Development Assessment Scholarship, and the Community College Scholarship.$215,701
Oklahoma Association of Community Action AgenciesEdmond, OK501(c)(3)To Equip, Support and Train Providers From Head Start, Soonerstart (early Intervention), Child Care Directors and Teachers, and Public School Staff to Learn About Planning for Strong Early Childhood Transitions Into the Public School Setting. the Oklahoma Association of Community Action Agencies Will Lead the Coordination and Implementation of Two Transition Summits for Early Childhood Professionals.$25,000
Duncan Public School FoundationDuncan, OK501(c)(3)Expansion of Dolly Parton Imagination Library in Stephens County, Oklahoma$9,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$373,140
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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, Part VI, Section A, Line 8B

Oklahoma partnership for school readiness has no committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

Management and board members will review form 990 before it is filed.

Form 990, Part VI, Section B, Line 12C

The organization's document states that the board member is to make a prompt and full disclosure of any potential conflict with a pending contract or transaction and a vote is taken by the remaining members to determine whether the conflict exists by a margin of 75% of the votes entitled to vote. If a conflict exists, the person cannot participate in the discussion, deliberation, etc of said contract or transaction.

Form 990, Part VI, Section B, Line 15A

The executive director's salary is determined and approved by the board.

Form 990, Part VI, Section C, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Oklahoma Partnership for School
EIN
30-0213815
Phone
4054294219
Address
2915 N CLASSEN BOULEVARD 400, OKLAHOMA CITY, OK 73106

Signing Officer

Name
Carrie Williams
Title
Executive Director
Phone
4054294219
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie Williams
Formed
2003
Legal Domicile
Ok
Voting Board Members
9
Independent Board Members
9
Employees
25
Volunteers
25

Preparer

Firm
Eide Bailly Llp
Address
810 S CINCINNATI AVE STE 600, TULSA, OK 74119-1623
Preparer
Chandra Venable CPA
Phone
9187485000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees: program service expenses 4,848,084. Management and general expenses 11,484. Fundraising expenses 1,952. Total expenses 4,861,520.

Financial Statement Notes

PART X, LINE 2:

Management believes that the entity has appropriate support for any tax positions taken, affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE UNTIL MAY 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF EARLY CHILDHOOD SYSTEMS
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IRS990/MissionDesc0TO IMPROVE SCHOOL READINESS OUTCOMES IN OKLAHOMA.
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IRS990/PrincipalOfficerNm0CARRIE WILLIAMS
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IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY MOBILIZATION AND SUPPORT: OPSRF SUPPORTS COMMUNITY MOBILIZATION BY ENGAGING COMMUNITY LEADERS TO DEVELOP STRONGER LOCAL EARLY CHILDHOOD SYSTEMS. OPSRF PARTNERED WITH THE OKLAHOMA DEPARTMENT OF HUMAN SERVICES TO PROVIDE FINANCIAL SUPPORT FOR CATEGORICAL CHILD CARE TO THOSE WORKING IN LICENSED PROGRAMS. IN APRIL 2024, OPSRF HOSTED ITS THIRD ANNUAL INK DAY (INVEST N KIDS), BRINGING TOGETHER 165 EARLY CHILDHOOD PROFESSIONALS AND PEDIATRIC RESIDENTS FOR ADVOCACY TRAINING AND LEGISLATIVE VISITS AT THE OKLAHOMA STATE CAPITOL. PARTICIPANTS SHARED WITH LEGISLATORS THAT EARLY CHILDHOOD CARE AND EDUCATION IS AN ECONOMIC ISSUE AS A TOOL TO CREATE JOBS, SUPPORT PARENTS' SELF-SUFFICIENCY, AND IMPROVE OUTCOMES FOR OKLAHOMA'S CHILDREN.THE OKLAHOMA CLEARINGHOUSE FOR EARLY CHILDHOOD SUCCESS: THE CLEARINGHOUSE PROMOTES WELL-BEING FOR OKLAHOMA'S CHILDREN AND THEIR FAMILIES BY BUILDING AN EVOLVING DEFINITION OF QUALITY, FAST-TRACKING INNOVATION, IMPLEMENTING RESEARCH-INFORMED PRACTICES AND PRACTICE-INFORMED RESEARCH TO SUPPORT AND IMPROVE EARLY CHILDHOOD SYSTEMS AND MAXIMIZE PUBLIC-PRIVATE PARTNERSHIPS. IN FY24, 191 APPLICANTS FROM 55 OF THE 77 COUNTIES SUBMITTED PROPOSALS FOR THE CLEARINGHOUSE'S OUTDOOR LEARNING ENVIRONMENTS. THE DEMONSTRATED NEED ALLOWED FOR 29 OUTDOOR LEARNING ENVIRONMENTS TO BE INSTALLED ACROSS THE STATE, IMPACTING 2,352 CHILDREN. SUBMISSIONS ARE REVIEWED, AND THOSE HIGHLY RATED BY COMMITTEE MEMBERS ARE POSTED TO THE CLEARINGHOUSE WEBSITE AND PRESENTED TO THE PUBLIC-PRIVATE PARTNERSHIP COMMITTEE FOR CONSIDERATION OF IMPLEMENTATION SUPPORT. OPSRF SEEKS SUBMISSIONS THROUGH COMMUNITY MOBILIZATION AND IMPLEMENTATION WITHIN LOCAL COMMUNITIES. FOR ROUND 6'S CHILD DEVELOPMENT, FOUR SUBMISSIONS WERE ADDED TO THE CLEARINGHOUSE: LENA BUILDING BRAINS THROUGH EARLY TALK, ELQA: STARTING RIGHT, COGNITIVE TOYBOX, AND RESPECTFUL CAREGIVING.OKLAHOMA'S PRESCHOOL DEVELOPMENT GRANT (PDG) BIRTH THROUGH FIVE RENEWAL AIMS TO BUILD INFRASTRUCTURE, INCLUDING EARLY CHILDHOOD DATA SYSTEMS; ENHANCE FAMILIES' KNOWLEDGE ABOUT THE ECCE MIXED DELIVERY SYSTEM AND SUPPORT THEIR ACCESS TO PROGRAMS AND RESOURCES; EXPAND ACCESS TO HIGH-QUALITY ECCE PROGRAMS; SUPPORT A QUALIFIED, WELL-COMPENSATED, AND TRAINED ECCE WORKFORCE; EVALUATE EFFECTIVENESS OF GRANT ACTIVITIES; AND DISSEMINATE INFORMATION AND BEST PRACTICES TO ENHANCE AWARENESS AND PARTICIPATION IN B-5 SYSTEM IMPROVEMENTS. THESE OUTCOMES WILL BE ACHIEVED BY SCALING, SPREADING, AND ENHANCING RESEARCH-BASED AND PROMISING PROGRAMS WHILE ALSO INVESTING IN INNOVATIVE PILOTS AND INITIATIVES.PDG MADE INVESTMENTS IN FAMILY ENGAGEMENT IN COMMUNITIES THROUGH REACH OUT & READ, THE OKLAHOMA COMMISSION ON CHILDREN AND YOUTH, AND HOME VISITATION. THE TRUE COST OF CARE STUDY WAS COMPLETED AND SHARED WITH STAKEHOLDERS IN JUNE 2024.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03182036
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0475000
IRS990/ProgSrvcAccomActy3Grp/Desc0SYSTEMS AND POLICY DEVELOPMENT: OPSRF IS SUPPORTED TO CONDUCT ACTIVITIES THAT STRENGTHEN OKLAHOMA'S EARLY CHILDHOOD SYSTEM, RECOMMEND POLICIES THAT CREATE EFFICIENT AND EFFECTIVE USE OF STATE FUNDING, AND ENSURE FAMILIES OF YOUNG CHILDREN HAVE ACCESS TO HIGH-QUALITY EARLY CHILDHOOD PROGRAMS. LEGISLATIVE REPORTING RESPONSIBILITIES ARE MET BY SUBMITTING AN ANNUAL REPORT AND AN ANNUAL HOME VISITING OUTCOMES AND ACCOUNTABILITY REPORT TO THE GOVERNOR, STATE LEGISLATURE, AND THE OKLAHOMA COMMISSION ON CHILDREN AND YOUTH. THESE REPORTS PROVIDE A PERSPECTIVE ON THE STATUS OF EARLY CHILDHOOD PROGRAMS, SYSTEMS AND PROVIDE POLICY RECOMMENDATIONS. INK DAY 2024 FOCUSED ON ADVOCACY TO INCREASE THE CHILD CARE SUBSIDY PAYMENT RATES TO PROVIDERS, CONTINUE CATEGORICAL ELIGIBILITY, INNOVATIVE TAX CREDITS FOR CHILD CARE GROWTH OR EXPANSION, AND WAGE STIPENDS, TAX CREDITS, AND INCREASED EDUCATION FUNDING.OPSRF TRAINED 50 PEDIATRIC RESIDENTS ON EFFECTIVE EARLY CHILDHOOD ADVOCACY. MENTORED TWO INTERNS THROUGH GENEROUS FUNDING FROM THE STEPHENS FOUNDATION FOR THE PHIL DESSAUER FELLOWSHIP. POLICY BRIEFS WERE CREATED TO COMPARE AND CONTRAST A COORDINATED EARLY CHILDHOOD SYSTEM, LIKE OKLAHOMA CURRENTLY HAS, VERSUS AN OFFICE OF EARLY CHILDHOOD. LEGISLATIVE BIOS WERE CREATED FOR EACH LEGISLATOR.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES THAT THE ENTITY HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/CashGrantAmt4900000

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