Civic Intelligence

The Forbes Foundation

990PF • Fiscal year 2016 • EIN 31-1581540

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
PO Box 843Tulsa, OK 74101-0843

(918) 742-5680

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

82nd percentile

25%

Higher net margin than 82% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

79th percentile

$3,214

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

3.3%

Faster asset growth than 56% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

36%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$315,894

Up $10,061 (+3.3%) from 2015

Net Assets

Up

$315,894

Up $10,061 (+3.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin82nd percentile

Revenue

Up

$39,025

Up $10,249 (+36%) from 2015

Expenses

Down

$29,162

Down $279 (-0.9%) from 2015

Net Income

Up

$9,863

Up $10,528 (+1583%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$400K$300K$200K$100K$0Assets 2015: $305,833Liabilities 2015: $0Net Assets 2015: $305,8332015Assets 2016: $315,894Liabilities 2016: $0Net Assets 2016: $315,8942016Assets 2020: $314,846Liabilities 2020: $0Net Assets 2020: $314,8462020Assets 2021: $318,755Liabilities 2021: $0Net Assets 2021: $318,7552021Assets 2022: $300,625Liabilities 2022: $0Net Assets 2022: $300,6252022Assets 2023: $293,289Liabilities 2023: $0Net Assets 2023: $293,2892023Assets 2024: $295,180Liabilities 2024: $0Net Assets 2024: $295,1802024

Highlighted filing

2016

Assets$315,894
Liabilities$0
Net Assets$315,894
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $28,776Expenses 2015: $29,441Net Income 2015: -$6652015Revenue 2016: $39,025Expenses 2016: $29,162Net Income 2016: $9,8632016Revenue 2020: $29,841Expenses 2020: $29,873Net Income 2020: -$322020Revenue 2021: $36,285Expenses 2021: $32,412Net Income 2021: $3,8732021Revenue 2022: $16,756Expenses 2022: $34,402Net Income 2022: -$17,6462022Revenue 2023: $27,262Expenses 2023: $34,963Net Income 2023: -$7,7012023Revenue 2024: $40,737Expenses 2024: $38,371Net Income 2024: $2,3662024

Highlighted filing

2016

Revenue$39,025
Expenses$29,162
Net Income$9,863
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM D ANDRESTrustee-$3,214-$3,214
ELIZABETH A FORBESTrustee-$1,072-$1,072
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOUTHMINISTER PRESBYTERIAN CHURCHGENERAL FUNDCHURCHTULSA, OK, US$7,000
Paid GrantUNIVERSITY OF TULSA COLLEGE OF LAWSUPPORT OF STUDENT SERVICES AND SCHOLARSHIPSUNIVERSITYTULSA, OK, US$2,500
Paid GrantST JOHN MEDICAL CENTER FOUNDATIONCARDIOVASCULAR DEPARTMENTPUBLICTULSA, OK, US$1,500
Paid GrantSALVATION ARMYGENERAL FUND FOR USE IN THE TULSA AREAPUBLICTULSA, OK, US$1,250
Paid GrantCATHOLIC CHARITIESGENERAL FUND FOR SERVICES IN THE TULSA AREAPUBLICTULSA, OK, US$1,000
Paid GrantMEALS ON WHEELS-TULSAGENERAL FUND FOR SERVICES IN THE TULSA AREAPUBLICTULSA, OK, US$1,000
Paid GrantCOMMUNITY FOOD BANK OF EASTERN OKLAHOMAGENERAL FUNDPUBLICTULSA, OK, US$750
Paid GrantAMERICAN RED CROSS-TULSA AREA CHAPTERCPR EDUCATION IN THE TULSA AREAPUBLICTULSA, OK, US$500
Paid GrantCRIME PREVENTION NETWORKCRIMESTOPPERS PROGRAMPUBLICTULSA, OK, US$500
Paid GrantHOLY FAMILY CATHEDRALOUTREACH FUNDCHURCHTULSA, OK, US$500
Paid GrantSPECIAL OLYMPICS-OKLAHOMASUPPORT OF OKLAHOMA SPECIAL OLYMPICS GAMESPUBLICTULSA, OK, US$500
Paid GrantUP WITH TREESTREE MAINTENANCE ON PUBLIC RIGHTS OF WAYPUBLICTULSA, OK, US$500
Paid GrantST DUNSTAN'S CHURCHFOR THE PRE-SCHOOL PROGRAMCHURCHTULSA, OK, US$500
Paid GrantZETA PSI EDUCATIONAL FOUNDATIONCOLLEGE SCHOLARSHIPSPUBLICPEARL RIVER, NY, US$200
Paid GrantNORMAN NORTH HIGH SCHOOLFOR THE STUDENTS PERFORMING UNSELFISH DEEDS PROGRAMSCHOOLNORMAN, OK, US$50
Filing and Contact Details

Filer

Filer Name
The Forbes Foundation
EIN
31-1581540
Phone
9187425680
Address
PO BOX 843, TULSA, OK 74101-0843

Signing Officer

Name
William D Andres
Title
Trustee
Phone
9187425680
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
810 S CINCINNATI AVE STE 600, TULSA, OK 74119-1623
Preparer
Dan Cunningham
Phone
9187485000
Raw XML AppendixShowing 400 of 445 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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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020989
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM D ANDRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH A FORBES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT OF OKLAHOMA SPECIAL OLYMPICS GAMES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10UP WITH TREES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11ZETA PSI EDUCATIONAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12SOUTHMINISTER PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13ST DUNSTAN'S CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14NORMAN NORTH HIGH SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21304 NORTH KENOSHA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32121 S COLUMBIA AVE LL8
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4122 WEST 8TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt512620 EAST 31ST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61616 SOUTH MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt76835 SOUTH CANTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81923 SOUTH UTICA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9800 TUCKER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101102 SOUTH BOSTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1115 SOUTH HENRY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt123500 S PEORIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt135635 E 71ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt141809 STUBBEMAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TULSA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6TULSA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11PEARL RIVER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10OK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd12741052522
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018250
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0459
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02863
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0459
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023393
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02404
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02863
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0459
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0198
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO BOOK BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04286
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt114
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$315,894
Liabilities
$0
Net assets
$315,894
Revenue
$39,025
Expenses
$29,162
Net income
$9,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.41$0.38$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.27$0.35$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.17$0.34$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.36$0.32$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.30$0.30$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.39$0.29$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.29$0.29$0.01