Civic Intelligence

The Alliance for Economic Development of Oklahoma City Inc

990 • Fiscal year 2017 • EIN 45-2034774

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 10, 2018

105 N Hudson No 101Oklahoma City, OK 73102

(405) 604-6780

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.00x

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

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Net Margin

32nd percentile

-0.5%

Higher net margin than 32% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

96th percentile

$302,593

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Asset Growth

3rd percentile

-34%

Faster asset growth than 3% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

5.0%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$15,146

Down $7,793 (-34%) from 2016

Net Assets

Down

$15,146

Down $7,793 (-34%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,422,957

Up $67,755 (+5.0%) from 2016

Expenses

Up

$1,430,750

Up $63,033 (+4.6%) from 2016

Net Income

Up

-$7,793

Up $4,722 (+38%) from 2016

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2011: $48,458Liabilities 2011: $14,797Net Assets 2011: $33,6612011Assets 2012: $284,438Liabilities 2012: $0Net Assets 2012: $284,4382012Assets 2013: $160,486Liabilities 2013: $0Net Assets 2013: $160,4862013Assets 2014: $91,518Liabilities 2014: $0Net Assets 2014: $91,5182014Assets 2015: $35,453Liabilities 2015: $0Net Assets 2015: $35,4532015Assets 2016: $22,939Liabilities 2016: $0Net Assets 2016: $22,9392016Assets 2017: $15,146Liabilities 2017: $0Net Assets 2017: $15,1462017Assets 2018: $7,151Liabilities 2018: $0Net Assets 2018: $7,1512018Assets 2019: $57,661Liabilities 2019: $0Net Assets 2019: $57,6612019Assets 2020: $68,540Liabilities 2020: $154,638Net Assets 2020: -$86,0982020Assets 2021: $832,261Liabilities 2021: $0Net Assets 2021: $832,2612021Assets 2022: $9,043,375Liabilities 2022: $0Net Assets 2022: $9,043,3752022Assets 2023: $15,486,207Liabilities 2023: $0Net Assets 2023: $15,486,2072023

Highlighted filing

2017

Assets$15,146
Liabilities$0
Net Assets$15,146

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $84,000Expenses 2011: $50,339Net Income 2011: $33,6612011Expenses 2012: $459,2742012Expenses 2013: $863,9722013Revenue 2014: $1,204,513Expenses 2014: $1,273,481Net Income 2014: -$68,9682014Revenue 2015: $1,316,253Expenses 2015: $1,372,318Net Income 2015: -$56,0652015Revenue 2016: $1,355,202Expenses 2016: $1,367,717Net Income 2016: -$12,5152016Revenue 2017: $1,422,957Expenses 2017: $1,430,750Net Income 2017: -$7,7932017Revenue 2018: $1,538,658Expenses 2018: $1,546,653Net Income 2018: -$7,9952018Revenue 2019: $1,576,489Expenses 2019: $1,525,979Net Income 2019: $50,5102019Revenue 2020: $1,756,997Expenses 2020: $1,900,756Net Income 2020: -$143,7592020Revenue 2021: $5,568,089Expenses 2021: $4,649,730Net Income 2021: $918,3592021Revenue 2022: $10,951,032Expenses 2022: $2,739,918Net Income 2022: $8,211,1142022Revenue 2023: $14,065,207Expenses 2023: $7,622,375Net Income 2023: $6,442,8322023

Highlighted filing

2017

Revenue$1,422,957
Expenses$1,430,750
Net Income-$7,793
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 10, 2018
Return Version
2016v3.0
Gross Receipts
$1,422,957
Mission and Program Overview

Mission

To foster economic development through private and public collaborations to create new job opportunities and bring about urban redevelopment by means of consolidated co-ordinated public agency economic development functions.

To foster economic development through private and public collaborations to create new job opportunities and bring about urban redevelopment by means of consolidated and co-ordinated public agency economic development functions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$20,226$12,336▼ $7,890
Cash and Non-Interest-Bearing Accounts$2,713$2,810▲ $97
Total Assets$22,939$15,146▼ $7,793
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$22,939$15,146▼ $7,793
Total Net Assets Fund Balance$22,939$15,146▼ $7,793
Total Liabilities and Net Assets / Fund Balance$22,939$15,146▼ $7,793

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,336$50,709$63,045
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE R O'CONNORPresidentFT$241,115$61,478$302,593
Geri HarlanCFOFT$133,065$35,961$169,026
Nicolle GoodmanVice PresidentFT$96,382$17,431$113,813

Board Members and Trustees

NameTitle
J Larry NicholsChair, Director
Christopher C TurnerDirector
Clayton I BennettDirector
David GreenwellDirector
Debra V HamptonDirector
James D CouchDirector
James R Tolbert IiiDirector
Michael Brooks-jiminezDirector
Rhonda HooperDirector
Ronald J NorickDirector
Tony TylerDirector
Roy H WilliamsSecretary, Director
Patrick J RyanTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,422,162
Investment Income
$0
Other Revenue
$795
Change in Net Assets
$-7,793

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,422,957
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$5,244
Total Revenue per Audited Statements
$1,428,201
Total Revenue per Form 990
$1,422,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,100,185
Other Expenses$330,565
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$609,642--$609,642
Other Salaries and Wages$380,094--$380,094
Fees for Services Other$73,995$10,384-$84,379
Advertising$65,818--$65,818
Payroll Taxes-$59,652-$59,652
Fees for Services Legal$53,296--$53,296
Other Employee Benefits$40,323--$40,323
Occupancy-$26,109-$26,109
Fees for Services Accounting-$20,600-$20,600
Office Expenses-$19,624-$19,624
Conferences and Meetings-$15,429-$15,429
Pension Plan Contributions$10,474--$10,474
Travel-$10,101-$10,101
Insurance-$9,850-$9,850
Depreciation Depletion-$9,201-$9,201
Other Expenses$2,562$9,412-$2,562
Total Functional Expenses$1,240,388$190,362$0$1,430,750

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,435,994
Expenses per Audited Statements$1,430,750
Total Expenses per Form 990$1,430,750
Expenses Not Reported on Form 990$5,244
Expenses Not Reported on Financial Statements$0
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
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
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
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 2

James d. Couch has a business relationship (city of oklahoma city) with patrick j. Ryan, rhonda hooper (ocedt board member), and pete white. Debra v. Hampton has a business relationship (united way of central oklahoma) with j. Larry nichols, polly nichols, and catherine r. O'connor. Roy h. Williams has a business relationship (greater oklahoma city chamber of commerce) with j. Larry nichols, clayton i. Bennett, james d. Couch, rhonda hooper, and ronald j. Norick. Rhonda hooper has a business relationship (okc chamber of commmerce chair) with roy williams.

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

Prior to transmission of form 990 to the irs, it is provided to the board of directors, and it is reviewed by legal counsel, the organization's president and the organization's accountants.

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

In determining the compensation to be paid to its president and chief executive, the organization compiled a written report summarizing chief executive compensation reported on form 990 for 11 local non-profit entities and for the following non-profit entities, which are engaged in similar economic development activities, milwaukee economic development corporation, economic development corporation of kansas city, inc.; downtown denver partnership; and san antonio economic development foundation. The board of directors delegated authority to make the compensation determination to its independent chair, who is the chairman emeritus of a fortune 500 company and has experience establishing executive compensation levels. In making such determination, the chair reviewed the report summarizing chief executive compensation at other non-profit entities, considered demonstrated capabilities in the president's former positions of responsibility which uniquely prepared her for her role in this organization and considered the president's past salary levels. The determination was contemporaneously documented by written agreement executed by the chair.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, consisting of its certificate of incorporation and bylaws, and its conflict of interest policy will be provided to the public upon request. The organization will provide its financial statements to the public upon request to the extent such are contained within form 1024 and form 990. The organization will also provide its financial statements to the public upon request to the extent that such financial statements are directly related to the scope of work set forth in its contracts with public entities.

Filing and Contact Details

Filer

Filer Name
The Alliance for Economic Development
EIN
45-2034774
Phone
4056046780
Address
105 N HUDSON NO 101, OKLAHOMA CITY, OK 73102

Signing Officer

Name
CATHERINE R O'CONNOR
Title
President
Phone
4056046780
Signed
2018-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
CATHERINE R O'CONNOR
Formed
2011
Legal Domicile
Ok
Voting Board Members
13
Independent Board Members
13
Employees
9
Volunteers
13

Preparer

Firm
Hogantaylor Llp
Address
11600 BROADWAY EXTENSION SUITE 300, OKLAHOMA CITY, OK 73114
Preparer
W Lyndel Lackey
Phone
4058482020
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

Other - modified cash basis

Financial Statement Notes

PART X, LINE 2:

Part iv, line 11f, the alliance is exempt from federal taxation pursuant to section 501(c)(4) of the internal revenue code (irc) and therefore no provision for income taxes has been made. However, limited events or interpretations of the irc could result in contingent income tax obligations to the alliance. At june 30, 2017 and 2016, no uncertain tax positions taken or expected to be taken have been identified by the alliance. As of june 30, 2017, the tax years ended june 30, 2014 through june 30, 2016 are open to examination by taxing authorities.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY, DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT
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IRS990/LandBldgEquipCostOrOtherBssAmt063045
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FOSTER ECONOMIC DEVELOPMENT THROUGH PRIVATE AND PUBLIC COLLABORATIONS TO CREATE NEW JOB OPPORTUNITIES AND BRING ABOUT URBAN REDEVELOPMENT BY MEANS OF CONSOLIDATED CO-ORDINATED PUBLIC AGENCY ECONOMIC DEVELOPMENT FUNCTIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022939
IRS990/NetAssetsOrFundBalancesEOYAmt015146
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt026109
IRS990/OccupancyGrp/TotalAmt026109
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019624
IRS990/OfficeExpensesGrp/TotalAmt019624
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt040323
IRS990/OtherEmployeeBenefitsGrp/TotalAmt040323
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2MEALS AND ENTERTAINMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09412
IRS990/OtherExpensesGrp/ProgramServicesAmt04184
IRS990/OtherExpensesGrp/ProgramServicesAmt12562
IRS990/OtherExpensesGrp/TotalAmt09412
IRS990/OtherExpensesGrp/TotalAmt14184
IRS990/OtherExpensesGrp/TotalAmt22562
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0795
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0795
IRS990/OtherRevenueTotalAmt0795
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0380094
IRS990/OtherSalariesAndWagesGrp/TotalAmt0380094
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt059652
IRS990/PayrollTaxesGrp/TotalAmt059652
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010474
IRS990/PensionPlanContributionsGrp/TotalAmt010474
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CATHERINE R O'CONNOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0OCURA SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1OKC/OCEDT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2OIA SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3CITY OF OKC/MAPS 3
IRS990/ProgramServiceRevenueGrp/Desc4INDUSTRIAL & CULTURAL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0672000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1300162
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2240000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3183750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt426250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0672000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1300162
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2240000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3183750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt426250
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVISION OF PROFESSIONAL ECONOMIC DEVELOPMENT MANAGEMENT AND ADVISORY SERVICES TO THE OKLAHOMA CITY URBAN RENEWAL AUTHORITY. AS PART OF THIS ARRANGEMENT, THIS ORGANIZATION'S PRESIDENT, CATHERINE O'CONNOR, ACTS AS EXECUTIVE DIRECTOR OF THE OKLAHOMA CITY URBAN RENEWAL AUTHORITY (CATHERINE O'CONNOR RECEIVES NO COMPENSATION FROM THE OKLAHOMA CITY URBAN RENEWAL AUTHORITY). POLICY-MAKING AUTHORITY REMAINS IN THE GOVERNING BODY OF THE ENTITY BEING SERVED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0586108
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0672000
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVISION OF PROFESSIONAL ECONOMIC DEVELOPMENT MANAGEMENT AND ADVISORY SERVICES TO THE OKLAHOMA INDUSTRIES AUTHORITY. AS PART OF THIS ARRANGEMENT, THIS ORGANIZATION'S PRESIDENT, CATHERINE O'CONNOR, ACTS AS GENERAL MANAGER OF THE OKLAHOMA INDUSTRIES AUTHORITY (CATHERINE O'CONNOR RECEIVES NO COMPENSATION FROM THE OKLAHOMA INDUSTRIES AUTHORITY). POLICY-MAKING AUTHORITY REMAINS IN THE GOVERNING BODY OF THE ENTITY BEING SERVED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0209324
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0240000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVISION OF PROFESSIONAL ECONOMIC DEVELOPMENT MANAGEMENT AND ADVISORY SERVICES TO THE OKLAHOMA CITY INDUSTRIAL AND CULTURAL FACILITIES TRUST. AS PART OF THIS ARRANGEMENT, THIS ORGANIZATION'S PRESIDENT, CATHERINE O'CONNOR, ACTS AS GENERAL MANAGER OF THE OKLAHOMA CITY INDUSTRIAL AND CULTURAL FACILITIES TRUST (CATHERINE O'CONNOR RECEIVES NO COMPENSATION FROM THE OKLAHOMA CITY INDUSTRIAL AND CULTURAL FACILITIES TRUST). POLICY-MAKING AUTHORITY REMAINS IN THE GOVERNING BODIES OF THE ENTITIES BEING SERVED.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt022896
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt026250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0390699
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01355202
IRS990/PYRevenuesLessExpensesAmt0-12515
IRS990/PYSalariesCompEmpBnftPaidAmt0977018
IRS990/PYTotalExpensesAmt01367717
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01355202
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-7793
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0484707
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt05244
IRS990ScheduleD/DonatedServicesUseFcltsAmt05244
IRS990ScheduleD/EquipmentGrp/BookValueAmt012336
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050709
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063045
IRS990ScheduleD/ExpensesNotReportedAmt05244
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01430750
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt05244
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01422957
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART IV, LINE 11F, THE ALLIANCE IS EXEMPT FROM FEDERAL TAXATION PURSUANT TO SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE (IRC) AND THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN MADE. HOWEVER, LIMITED EVENTS OR INTERPRETATIONS OF THE IRC COULD RESULT IN CONTINGENT INCOME TAX OBLIGATIONS TO THE ALLIANCE. AT JUNE 30, 2017 AND 2016, NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN HAVE BEEN IDENTIFIED BY THE ALLIANCE. AS OF JUNE 30, 2017, THE TAX YEARS ENDED JUNE 30, 2014 THROUGH JUNE 30, 2016 ARE OPEN TO EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012336
IRS990ScheduleD/TotalExpensesPerForm990Amt01430750
IRS990ScheduleD/TotalRevenuePerForm990Amt01422957
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01428201
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01435994
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0241115
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1133065
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount028000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount113000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt017354
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt17852
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt016124
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt115109
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CATHERINE R O'CONNOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GERI HARLAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0302593
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1169026
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE BOARD CHAIR DETERMINES CATHERINE R. O'CONNOR'S BONUS IN HER ANNUAL REVIEW AND GIVES APPROVAL FOR THE BONUS TO BE PAID. CATHERINE, THE EXECUTIVE DIRECTOR, DETERMINES THE BONUSES OF THE OTHER EMPLOYEES DURING THEIR ANNUAL REVIEW PROCESS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 7
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAMES D. COUCH HAS A BUSINESS RELATIONSHIP (CITY OF OKLAHOMA CITY) WITH PATRICK J. RYAN, RHONDA HOOPER (OCEDT BOARD MEMBER), AND PETE WHITE. DEBRA V. HAMPTON HAS A BUSINESS RELATIONSHIP (UNITED WAY OF CENTRAL OKLAHOMA) WITH J. LARRY NICHOLS, POLLY NICHOLS, AND CATHERINE R. O'CONNOR. ROY H. WILLIAMS HAS A BUSINESS RELATIONSHIP (GREATER OKLAHOMA CITY CHAMBER OF COMMERCE) WITH J. LARRY NICHOLS, CLAYTON I. BENNETT, JAMES D. COUCH, RHONDA HOOPER, AND RONALD J. NORICK. RHONDA HOOPER HAS A BUSINESS RELATIONSHIP (OKC CHAMBER OF COMMMERCE CHAIR) WITH ROY WILLIAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO TRANSMISSION OF FORM 990 TO THE IRS, IT IS PROVIDED TO THE BOARD OF DIRECTORS, AND IT IS REVIEWED BY LEGAL COUNSEL, THE ORGANIZATION'S PRESIDENT AND THE ORGANIZATION'S ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN DETERMINING THE COMPENSATION TO BE PAID TO ITS PRESIDENT AND CHIEF EXECUTIVE, THE ORGANIZATION COMPILED A WRITTEN REPORT SUMMARIZING CHIEF EXECUTIVE COMPENSATION REPORTED ON FORM 990 FOR 11 LOCAL NON-PROFIT ENTITIES AND FOR THE FOLLOWING NON-PROFIT ENTITIES, WHICH ARE ENGAGED IN SIMILAR ECONOMIC DEVELOPMENT ACTIVITIES, MILWAUKEE ECONOMIC DEVELOPMENT CORPORATION, ECONOMIC DEVELOPMENT CORPORATION OF KANSAS CITY, INC.; DOWNTOWN DENVER PARTNERSHIP; AND SAN ANTONIO ECONOMIC DEVELOPMENT FOUNDATION. THE BOARD OF DIRECTORS DELEGATED AUTHORITY TO MAKE THE COMPENSATION DETERMINATION TO ITS INDEPENDENT CHAIR, WHO IS THE CHAIRMAN EMERITUS OF A FORTUNE 500 COMPANY AND HAS EXPERIENCE ESTABLISHING EXECUTIVE COMPENSATION LEVELS. IN MAKING SUCH DETERMINATION, THE CHAIR REVIEWED THE REPORT SUMMARIZING CHIEF EXECUTIVE COMPENSATION AT OTHER NON-PROFIT ENTITIES, CONSIDERED DEMONSTRATED CAPABILITIES IN THE PRESIDENT'S FORMER POSITIONS OF RESPONSIBILITY WHICH UNIQUELY PREPARED HER FOR HER ROLE IN THIS ORGANIZATION AND CONSIDERED THE PRESIDENT'S PAST SALARY LEVELS. THE DETERMINATION WAS CONTEMPORANEOUSLY DOCUMENTED BY WRITTEN AGREEMENT EXECUTED BY THE CHAIR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONSISTING OF ITS CERTIFICATE OF INCORPORATION AND BYLAWS, AND ITS CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC UPON REQUEST. THE ORGANIZATION WILL PROVIDE ITS FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST TO THE EXTENT SUCH ARE CONTAINED WITHIN FORM 1024 AND FORM 990. THE ORGANIZATION WILL ALSO PROVIDE ITS FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST TO THE EXTENT THAT SUCH FINANCIAL STATEMENTS ARE DIRECTLY RELATED TO THE SCOPE OF WORK SET FORTH IN ITS CONTRACTS WITH PUBLIC ENTITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER - MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$15.5$0.00$15.5$14.1$7.62$6.44
2022Summary only. Only limited summary data is available for this year.$9.04$0.00$9.04$11.0$2.74$8.21
2021Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$5.57$4.65$0.92
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.15$0.09$1.76$1.90$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$1.58$1.53$0.05
2018Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$1.54$1.55$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.42$1.43$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.36$1.37$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$1.32$1.37$0.06
2014Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$1.20$1.27$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.46
2011Summary only. Only limited summary data is available for this year.$0.05$0.01$0.03$0.08$0.05$0.03