Civic Intelligence

Oklahoma Partnership for School Readiness Foundation Inc.

990 • Fiscal year 2020 • EIN 30-0213815

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 22, 2021

421 NW 13th Street Suite 270Oklahoma City, OK 73103

(405) 429-4219

Siviq Scores

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

Liabilities / Assets

47th percentile

0.08x

Higher debt load relative to assets than 47% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

43rd percentile

2.3%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

59th percentile

$79,943

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

Down

$678,738

Down $171,401 (-20%) from 2015

Net Assets

Down

$621,725

Down $208,471 (-25%) from 2015

Liabilities

Up

$57,013

Up $37,070 (+186%) from 2015

Revenue

Up

$3,869,204

Up $3,045,929 (+370%) from 2015

Expenses

Up

$3,778,822

Up $3,315,351 (+715%) from 2015

Net Income

Down

$90,382

Down $269,422 (-75%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$678,738
Liabilities$57,013
Net Assets$621,725

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$3,869,204
Expenses$3,778,822
Net Income$90,382
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 22, 2021
Return Version
2019v5.0
Gross Receipts
$3,869,204
Mission and Program Overview

Mission

To improve school readiness outcomes in oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$481,514$546,421▲ $64,907
Accounts Receivable$234,086$106,023▼ $128,063
Land, Buildings, and Equipment, Net$10,733$20,496▲ $9,763
Prepaid Expenses and Deferred Charges$1,678$5,798▲ $4,120
Total Assets$728,011$678,738▼ $49,273
Liabilities
Accounts Payable and Accrued Expenses$196,668$57,013▼ $139,655
Total Liabilities$196,668$57,013▼ $139,655
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$207,660$407,395▲ $199,735
Net Assets With Donor Restrictions$323,683$214,330▼ $109,353
Total Net Assets Fund Balance$531,343$621,725▲ $90,382
Total Liabilities and Net Assets / Fund Balance$728,011$678,738▼ $49,273

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,496$10,733$31,229
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Debra AndersonPrior Exec DFT$79,943$79,943

Board Members and Trustees

NameTitle
Annie Koppel Van HankenPresident
Ashley GodwinBoard Direct
Caren CalhounBoard Direct
Jerry BurgerBoard Direct
Lindsay LairdBoard Direct
Liz MclaughlinBoard Direct
Phil DessauerBoard Direct
Robert HarbisonBoard Direct
Suzanne ThompsonBoard Direct
Amy EmersonExecutive Di
Ginny Bass CarlGovernance C
Janet MckenzieSecretary
Kathy CronemillerTreasurer
Carl EdwardsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,868,665
Program Service Revenue
$0
Investment Income
$539
Other Revenue
$0
All Other Contributions
$716,868
Change in Net Assets
$90,382

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$440,554Fair Market Value
Other Non Cash Contri Table3$307,722Fair Market Value
Other Non Cash Contri Table2$43,393Fair Market Value
Other Non Cash Contri Table4$39,517Fair Market Value
Total Noncash Contributions10$831,186-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,869,204
Total Revenue per Audited Statements
$3,869,204
Total Revenue per Form 990
$3,869,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,513,741
Salaries, Compensation, and Employee Benefits$236,081
Grants and Similar Amounts Paid$29,000
Total Fundraising Expense$1,745
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$125,582--$125,582
Conferences and Meetings$120,789$638-$121,427
Current Officers, Directors, Trustees, and Key Employees$79,943--$79,943
Fees for Services Accounting$61,238$13,160$29$74,427
Occupancy$33,462$1,288$16$34,766
Grants to Domestic Orgs$29,000--$29,000
Other Expenses$19,920$2,877$1,700$22,797
Information Technology$5,136$16,601-$21,737
Office Expenses$17,045$1,735-$18,780
Payroll Taxes$17,785--$17,785
Travel$11,347$1,903-$13,250
Other Employee Benefits$6,985$5,786-$12,771
Advertising$6,821$50-$6,871
All Other Expenses$2,678$2,330-$5,008
Depreciation Depletion-$3,578-$3,578
Insurance-$1,830-$1,830
Total Functional Expenses$3,656,341$120,736$1,745$3,778,822

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,778,822
Total Expenses per Audited Statements$3,778,822
Total Expenses per Form 990$3,778,822
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pioneer Library System FoundationNorman, OK501c3Comm Mobilization$24,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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, Page 6, Part VI, Line 11B

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

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 15A

The executive director's salary is determined by the university's pay grade and it is approved by the board.

Form 990, Page 6, Part VI, 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
421 NW 13TH STREET SUITE 270, OKLAHOMA CITY, OK 73103

Signing Officer

Name
Amy Emerson
Title
Executive Director
Phone
4052786978
Signed
2021-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Emerson
Formed
2003
Legal Domicile
Ok
Voting Board Members
13
Independent Board Members
13
Employees
6
Volunteers
18

Preparer

Firm
Bell & Rhodes Pc
Address
14220 BARBOUR AVE, OKLAHOMA CITY, OK 73134
Preparer
Michael L Rhodes
Phone
4053412863
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

Community mobilization and support opsrf supports community mobilization by engaging community leaders to develop stronger local early childhood systems. During the summer of 2019, opsr contracted with 11 community-based organizations to host community conversations to inform to a needs assessment and strategic plan to meet the requirements of the pdg b-5. Community partners invited community leaders, early childhood providers, parents, and other interested stakeholders to participate in a data walk and discussion on pressing needs in their community for young children and their families. Opsrf continued to engage with community leaders to complete a five-year early childhood strategic plan and support coordination through webinars and inclusion in state level planning and coordinating meetings. Opsrf partnered with the oklahoma department of human services to seek input into supporting the distinct developmental needs of young children in the child welfare system and created a plan to support grassroots advocacy efforts. Opsrf partnered with tribal health and early childhood programs to gather family stories through a project called hopeful futures to better understand barriers to access of health services during the prenatal period and first years of a childs life. The stories inform development of community driven solutions to reduce disparities in health outcomes for young children. Hopeful futures is supported by the project hope grant awarded by the nemours health foundation in 2018.

Form 990, Page 2, Part III, Line 4C

Systems and policy development: opsrf is supported to conduct activities that strengthen oklahomas early childhood system, recommend policies that create efficient and effective use of state funding, and ensure families of young children have access to affordable high-quality early childhood. Legislative reporting responsibilities are met by submitting an opsr annual report and an annual home visiting outcomes accountability report to the governor, state legislature and the oklahoma commission on children and youth. These reports provide a perspective on the status of the early childhood system and provide policy recommendations. Multiple cross-sector early childhood systems and policy workgroups are convened by opsr. Equity in early childhood policy is built through a state level equity focused cross-sector state stakeholder group. The pdg b-5 grant supports developing the capacity of families, communities, public agencies, and private organizations to provide children from birth through age 5 equitable and seamless access to the physical, emotional, and educational supports they need to thrive. Through this grant, a plan for systems improvement and policy development will be completed. Opsrf was granted a no-cost extension to complete these activities during fy20, and to continue systems coordination and development of policies to improve access to high quality early care and education services for all young children. During fy20, oklahoma joined 30 states in establishing a pyramid model state leadership team. The opsr board voted to officially establish the team under the auspices of the opsr board and its legislative duties. Personnel time to host and facilitate the team was funded by the pdg b5 and a grant from the potts family foundation. The team will utilize this research-based model to implement evidence-based practices that help infants and young children.

Form 990, Page 2, Part III, Line 4D

Data systems: since 2015, opsrf has actively sought funding to create an early childhood integrated data system. Funds have supported obtaining stakeholder feedback, working with state agency leadership and technology experts, participating in national technical assistance opportunities, and consulting with other states. Opsr collaborated with leaders from health and education to focus on integration of home visiting services with other early childhood program data. In 2019, the federal pdg b-5 grant supported a contract to create a technical plan for 1)identifying key early childhood data system elements, 2) integrating data across agencies and programs using the most current technology available and 3) governing the use of integrated data. Throughout fy2020, opsrf continued to support activities to coordinate with state leaders for the creation of systems to integrate data in order to better understand oklahomas investments in improving outcomes for young children. Early literacy: the foundation supports reading begins at home, a program that provides developmentally appropriate books and instructional literacy strategies to families participating in home-based parenting support programs. Funding for these programs has been made available through grants from aep/pso, kerr foundation and the kirkpatrick foundation.

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IRS990/InformationTechnologyGrp/ProgramServicesAmt05136
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IRS990/MissionDesc0TO IMPROVE SCHOOL READINESS OUTCOMES IN OKLAHOMA.
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IRS990/OtherExpensesGrp/Desc2PROFESSIONAL FEES
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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. DURING THE SUMMER OF 2019, OPSR CONTRACTED WITH 11 COMMUNITY-BASED ORGANIZATIONS TO HOST COMMUNITY CONVERSATIONS TO INFORM TO A NEEDS ASSESSMENT AND STRATEGIC PLAN TO MEET THE REQUIREMENTS OF THE PDG B-5. COMMUNITY PARTNERS INVITED COMMUNITY LEADERS, EARLY CHILDHOOD PROVIDERS, PARENTS, AND OTHER INTERESTED STAKEHOLDERS TO PARTICIPATE IN A DATA WALK AND DISCUSSION ON PRESSING NEEDS IN THEIR COMMUNITY FOR YOUNG CHILDREN AND THEIR FAMILIES. OPSRF CONTINUED TO ENGAGE WITH COMMUNITY LEADERS TO COMPLETE A FIVE-YEAR EARLY CHILDHOOD STRATEGIC PLAN AND SUPPORT COORDINATION THROUGH WEBINARS AND INCLUSION IN STATE LEVEL PLANNING AND COORDINATING MEETINGS. OPSRF PARTNERED WITH THE OKLAHOMA DEPARTMENT OF HUMAN SERVICES TO SEEK INPUT INTO SUPPORTING THE DISTINCT DEVELOPMENTAL NEEDS OF YOUNG CHILDREN IN THE CHILD WELFARE SYSTEM AND CREATED A PLAN TO SUPPORT GRASSROOTS ADVOCACY EFFORTS. OPSRF PARTNERED WITH TRIBAL HEALTH AND EARLY CHILDHOOD PROGRAMS TO GATHER FAMILY STORIES THROUGH A PROJECT CALLED HOPEFUL FUTURES TO BETTER UNDERSTAND BARRIERS TO ACCESS OF HEALTH SERVICES DURING THE PRENATAL PERIOD AND FIRST YEARS OF A CHILDS LIFE. THE STORIES INFORM DEVELOPMENT OF COMMUNITY DRIVEN SOLUTIONS TO REDUCE DISPARITIES IN HEALTH OUTCOMES FOR YOUNG CHILDREN. HOPEFUL FUTURES IS SUPPORTED BY THE PROJECT HOPE GRANT AWARDED BY THE NEMOURS HEALTH FOUNDATION IN 2018.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0399342
IRS990/ProgSrvcAccomActy3Grp/Desc0SYSTEMS AND POLICY DEVELOPMENT: OPSRF IS SUPPORTED TO CONDUCT ACTIVITIES THAT STRENGTHEN OKLAHOMAS EARLY CHILDHOOD SYSTEM, RECOMMEND POLICIES THAT CREATE EFFICIENT AND EFFECTIVE USE OF STATE FUNDING, AND ENSURE FAMILIES OF YOUNG CHILDREN HAVE ACCESS TO AFFORDABLE HIGH-QUALITY EARLY CHILDHOOD. LEGISLATIVE REPORTING RESPONSIBILITIES ARE MET BY SUBMITTING AN OPSR ANNUAL REPORT AND AN ANNUAL HOME VISITING OUTCOMES ACCOUNTABILITY REPORT TO THE GOVERNOR, STATE LEGISLATURE AND THE OKLAHOMA COMMISSION ON CHILDREN AND YOUTH. THESE REPORTS PROVIDE A PERSPECTIVE ON THE STATUS OF THE EARLY CHILDHOOD SYSTEM AND PROVIDE POLICY RECOMMENDATIONS. MULTIPLE CROSS-SECTOR EARLY CHILDHOOD SYSTEMS AND POLICY WORKGROUPS ARE CONVENED BY OPSR. EQUITY IN EARLY CHILDHOOD POLICY IS BUILT THROUGH A STATE LEVEL EQUITY FOCUSED CROSS-SECTOR STATE STAKEHOLDER GROUP. THE PDG B-5 GRANT SUPPORTS DEVELOPING THE CAPACITY OF FAMILIES, COMMUNITIES, PUBLIC AGENCIES, AND PRIVATE ORGANIZATIONS TO PROVIDE CHILDREN FROM BIRTH THROUGH AGE 5 EQUITABLE AND SEAMLESS ACCESS TO THE PHYSICAL, EMOTIONAL, AND EDUCATIONAL SUPPORTS THEY NEED TO THRIVE. THROUGH THIS GRANT, A PLAN FOR SYSTEMS IMPROVEMENT AND POLICY DEVELOPMENT WILL BE COMPLETED. OPSRF WAS GRANTED A NO-COST EXTENSION TO COMPLETE THESE ACTIVITIES DURING FY20, AND TO CONTINUE SYSTEMS COORDINATION AND DEVELOPMENT OF POLICIES TO IMPROVE ACCESS TO HIGH QUALITY EARLY CARE AND EDUCATION SERVICES FOR ALL YOUNG CHILDREN. DURING FY20, OKLAHOMA JOINED 30 STATES IN ESTABLISHING A PYRAMID MODEL STATE LEADERSHIP TEAM. THE OPSR BOARD VOTED TO OFFICIALLY ESTABLISH THE TEAM UNDER THE AUSPICES OF THE OPSR BOARD AND ITS LEGISLATIVE DUTIES. PERSONNEL TIME TO HOST AND FACILITATE THE TEAM WAS FUNDED BY THE PDG B5 AND A GRANT FROM THE POTTS FAMILY FOUNDATION. THE TEAM WILL UTILIZE THIS RESEARCH-BASED MODEL TO IMPLEMENT EVIDENCE-BASED PRACTICES THAT HELP INFANTS AND YOUNG CHILDREN.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01858546
IRS990/ProgSrvcAccomActyOtherGrp/Desc0DATA SYSTEMS: SINCE 2015, OPSRF HAS ACTIVELY SOUGHT FUNDING TO CREATE AN EARLY CHILDHOOD INTEGRATED DATA SYSTEM. FUNDS HAVE SUPPORTED OBTAINING STAKEHOLDER FEEDBACK, WORKING WITH STATE AGENCY LEADERSHIP AND TECHNOLOGY EXPERTS, PARTICIPATING IN NATIONAL TECHNICAL ASSISTANCE OPPORTUNITIES, AND CONSULTING WITH OTHER STATES. OPSR COLLABORATED WITH LEADERS FROM HEALTH AND EDUCATION TO FOCUS ON INTEGRATION OF HOME VISITING SERVICES WITH OTHER EARLY CHILDHOOD PROGRAM DATA. IN 2019, THE FEDERAL PDG B-5 GRANT SUPPORTED A CONTRACT TO CREATE A TECHNICAL PLAN FOR 1)IDENTIFYING KEY EARLY CHILDHOOD DATA SYSTEM ELEMENTS, 2) INTEGRATING DATA ACROSS AGENCIES AND PROGRAMS USING THE MOST CURRENT TECHNOLOGY AVAILABLE AND 3) GOVERNING THE USE OF INTEGRATED DATA. THROUGHOUT FY2020, OPSRF CONTINUED TO SUPPORT ACTIVITIES TO COORDINATE WITH STATE LEADERS FOR THE CREATION OF SYSTEMS TO INTEGRATE DATA IN ORDER TO BETTER UNDERSTAND OKLAHOMAS INVESTMENTS IN IMPROVING OUTCOMES FOR YOUNG CHILDREN. EARLY LITERACY: THE FOUNDATION SUPPORTS READING BEGINS AT HOME, A PROGRAM THAT PROVIDES DEVELOPMENTALLY APPROPRIATE BOOKS AND INSTRUCTIONAL LITERACY STRATEGIES TO FAMILIES PARTICIPATING IN HOME-BASED PARENTING SUPPORT PROGRAMS. FUNDING FOR THESE PROGRAMS HAS BEEN MADE AVAILABLE THROUGH GRANTS FROM AEP/PSO, KERR FOUNDATION AND THE KIRKPATRICK FOUNDATION.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0RESEARCH SYMPOSIUM 20,253
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMM MOBILIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PIONEER LIBRARY SYSTEM FOUNDATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 NORMAN CENTER COURT
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NORMAN
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE REVIEWED BY MANAGEMENT PRIOR TO AND DURING GRANTING.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0PROF. STAFFING
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1CONFERENCES
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2SUPPLIES
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc3EVALUATIONS
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
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