Civic Intelligence

Oklahoma Achieves Inc

990 • Fiscal year 2016 • EIN 46-3339694

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 13, 2017

Organization ProfileWWW.OKEWI.ORG
330 NE 10th StreetOklahoma City, OK 73104

(405) 235-3669

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

4th percentile

-114%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$131,931

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 200.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

4th percentile

-78%

Faster asset growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.8%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$20,880

Down $75,480 (-78%) from 2015

Net Assets

Down

$20,880

Down $75,480 (-78%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin4th percentile

Revenue

Up

$65,956

Up $522 (+0.8%) from 2015

Expenses

Down

$141,436

Down $16,613 (-11%) from 2015

Net Income

Up

-$75,480

Up $17,135 (+19%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$300K$200K$100K$0Assets 2014: $188,975Liabilities 2014: $0Net Assets 2014: $188,9752014Assets 2015: $96,360Liabilities 2015: $0Net Assets 2015: $96,3602015Assets 2016: $20,880Liabilities 2016: $0Net Assets 2016: $20,8802016Assets 2017: $4,315Liabilities 2017: $0Net Assets 2017: $4,3152017Assets 2018: $191,787Liabilities 2018: $7,500Net Assets 2018: $184,2872018Assets 2019: $234,714Liabilities 2019: $0Net Assets 2019: $234,7142019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2016

Assets$20,880
Liabilities$0
Net Assets$20,880
Open 2016 Filing

Operations Trend

Revenue Growth50th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2014: $255,274Expenses 2014: $66,299Net Income 2014: $188,9752014Revenue 2015: $65,434Expenses 2015: $158,049Net Income 2015: -$92,6152015Revenue 2016: $65,956Expenses 2016: $141,436Net Income 2016: -$75,4802016Revenue 2017: $73,144Expenses 2017: $89,709Net Income 2017: -$16,5652017Revenue 2018: $179,279Expenses 2018: $179,118Net Income 2018: $1612018Revenue 2019: $162,027Expenses 2019: $111,600Net Income 2019: $50,4272019Revenue 2020: $407Expenses 2020: $127,018Net Income 2020: -$126,6112020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021

Highlighted filing

2016

Revenue$65,956
Expenses$141,436
Net Income-$75,480
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 13, 2017
Return Version
2016v3.0
Gross Receipts
$65,956
Mission and Program Overview

Mission

To engage business leaders in the development of education policies that will match our K-12 education system to the needs of tomorrow's workforce.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$96,360$20,880▼ $75,480
Rtn Earn Endowment Incm Other Fnds$96,360$20,880▼ $75,480
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$96,360$20,880▼ $75,480
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$96,360$20,880▼ $75,480
Total Liabilities and Net Assets / Fund Balance$96,360$20,880▼ $75,480
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jennifer MoniesExecutive DirectorFT$131,931$131,931

Board Members and Trustees

NameTitle
Steve HendricksonChairman
Brent KislingBoard Member
Carl EdwardsBoard Member
Chuck MillsBoard Member
Craig ClemmonsBoard Member
Dana WeberBoard Member
Eddie MillerBoard Member
Fred MorganBoard Member
Hj ReedBoard Member
Jack SherryBoard Member
Kim NeeseBoard Member
Kristin PeckBoard Member
Michael MingBoard Member
Michael NealBoard Member
Renee PorterBoard Member
Robert RossBoard Member
Roy WilliamsBoard Member
Teresa RoseBoard Member
Tiffini JacksonBoard Member
William SchonacherBoard Member
Scott MeachamSecretary / Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,611
Program Service Revenue
$0
Investment Income
$345
Other Revenue
$0
All Other Contributions
$15,611
Change in Net Assets
$-75,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,436
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$132,786--$132,786
Fees for Services Legal-$2,560-$2,560
Other Expenses$2,500--$2,500
Office Expenses-$1,990-$1,990
Fees for Services Accounting-$1,600-$1,600
Total Functional Expenses$135,286$6,150$0$141,436
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“There are no committees with authority to act on behalf of the governing body.”

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

“The form 990 is reviewed by the executive director before submitting to the irs.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Education Excellence
EIN
46-3339694
Phone
4052353669
Address
330 NE 10TH STREET, OKLAHOMA CITY, OK 73104

Signing Officer

Name
Jennifer Monies
Title
Executive Director
Phone
4052353669
Signed
2017-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Monies
Formed
2013
Legal Domicile
Ok
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
22

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 III, Line 3

“The organization ceased conducting the program service for education report and tool kit.”

Form 990, Part IX, Line 11G

“Reimbursement of salaries paid by related organization: program service expenses 132,786. Management and general expenses 0. Fundraising expenses 0. Total expenses 132,786.”

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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt015909
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt065000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0434
IRS990/PYOtherExpensesAmt0158049
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-92615
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0158049
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt065434
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-75480
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt050000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt096360
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt020880
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065611
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0255089
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0385700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0345
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0434
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0185
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0964
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0291166
IRS990ScheduleA/SubstantialContributorsTotAmt094534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt065611
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt065000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0255089
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0385700
IRS990ScheduleA/TotalSupportAmt0386664
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CEASED CONDUCTING THE PROGRAM SERVICE FOR EDUCATION REPORT AND TOOL KIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REIMBURSEMENT OF SALARIES PAID BY RELATED ORGANIZATION: PROGRAM SERVICE EXPENSES 132,786. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 132,786.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OKLAHOMA STATE CHAMBER OF COMMERCE AND INDUSTRY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0731270209
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ECONOMIC AND COMMUNITY DEVELOPMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0330 NE 10TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073104
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt096360
IRS990/TotalAssetsEOYAmt020880
IRS990/TotalAssetsGrp/BOYAmt096360
IRS990/TotalAssetsGrp/EOYAmt020880
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt065611
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06150
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0135286
IRS990/TotalFunctionalExpensesGrp/TotalAmt0141436
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt096360

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$20,880
Liabilities
$0
Net assets
$20,880
Revenue
$65,956
Expenses
$141,436
Net income
-$75,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.27$1.27
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$1.62$1.12$0.50
2018Summary only. Only limited summary data is available for this year.$1.92$0.08$1.84$1.79$1.79$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$0.73$0.90$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.66$1.41$0.75
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.65$1.58$0.93
2014Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$2.55$0.66$1.89