Civic Intelligence

The Kaleo Foundation

990EZ • Fiscal year 2018 • EIN 47-4978469

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 08, 2019

Organization Profilethekaleofoundation.org
5830 NW ExpresswayOklahoma City, OK 73132

(405) 896-5613

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

$28,750

No earlier filing loaded for comparison.

Net Assets

$28,750

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin86th percentile

Revenue

$53,901

No earlier filing loaded for comparison.

Expenses

$35,442

No earlier filing loaded for comparison.

Net Income

$18,459

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2018: $28,750Liabilities 2018: $0Net Assets 2018: $28,7502018Assets 2019: $84,881Liabilities 2019: $0Net Assets 2019: $84,8812019Assets 2020: $157,326Liabilities 2020: $2,428Net Assets 2020: $154,8982020Assets 2021: $289,356Liabilities 2021: $1,068Net Assets 2021: $288,2882021Assets 2022: $279,434Liabilities 2022: $2,834Net Assets 2022: $276,6002022Assets 2023: $257,600Liabilities 2023: $0Net Assets 2023: $257,6002023Assets 2024: $503,075Liabilities 2024: $0Net Assets 2024: $503,0752024

Highlighted filing

2018

Assets$28,750
Liabilities$0
Net Assets$28,750
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2018: $53,901Expenses 2018: $35,442Net Income 2018: $18,4592018Revenue 2019: $2,612,777Expenses 2019: $2,556,647Net Income 2019: $56,1302019Revenue 2020: $6,015,093Expenses 2020: $5,945,076Net Income 2020: $70,0172020Revenue 2021: $10,074,414Expenses 2021: $9,941,024Net Income 2021: $133,3902021Revenue 2022: $8,631,293Expenses 2022: $8,644,481Net Income 2022: -$13,1882022Revenue 2023: $4,500,739Expenses 2023: $4,519,780Net Income 2023: -$19,0412023Revenue 2024: $6,602,242Expenses 2024: $6,399,943Net Income 2024: $202,2992024

Highlighted filing

2018

Revenue$53,901
Expenses$35,442
Net Income$18,459
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 8, 2019
Return Version
2018v3.1
Gross Receipts
$78,389
Mission and Program Overview

Mission

We distribute food and essentials to nee

Program Services

DescriptionGrantsExpenses
PROVIDE FOOD AND ESSENTIALS TO NEEDY INDIVIDUALS-$22,131
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL WALKERCEOFT$0--
PAMEAL WALKERVP Of Client ServicesFT$0--
RON COMINGDEERAttorney And Director-$0--
TOM ZIMMERDirectorPT$0--
WENDY ZIMMERDirectorPT$0--
NATHAN GWINDirectorPT$0--
TESSA GWINDirectorPT$0--
FRED EVANSDirector-$0--
DOUG STUMBLINGBEARDirector-$0--
MARI STUNMBLINGBEARDirector-$0--
DOUG REEVESDirector-$0--
MARILYN REEVESDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Kaleo Foundation
EIN
47-4978469
Address
5830 NW EXPRESSWAY, Oklahoma City, OK 73132

Signing Officer

Name
William Schroder
Title
Director
Phone
4058965613
Signed
2019-03-08
Discuss with paid preparer
Yes

Preparer

Firm
F&F Accounting & Tax Solutions PLLC
Address
3824 N MACARTHUR, WARR ACRES, OK 73122
Preparer
H William Frizzell CPA
Phone
4053843177
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBUSINESS REGISTRATION 425ADVERTISING 2,678AUTOMOBILE 4,750BANK CHARGES AND SUBSCRIPTIONS 231GIFTS 50MEALS 460OFFICE SUPPLIES 2,537VOLUNTEER EXPENSES 730INSURANCE 828TRAVEL 484”

Raw XML Appendix190 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMUEL WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAMEAL WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RON COMINGDEER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM ZIMMER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DOUG STUMBLINGBEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MARI STUNMBLINGBEAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DOUG REEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MARILYN REEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP OF CLIENT SERVICES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ATTORNEY AND DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherExpensesTotalAmt013173
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt02847
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022131
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IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02350
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt053901
IRS990EZ/TransactionWithControlEntInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070215
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Schroder
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04058965613
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KALEO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KALE
ReturnHeader/Filer/EIN0474978469
ReturnHeader/Filer/USAddress/AddressLine1Txt05830 NW EXPRESSWAY
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073132
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ReturnHeader/FilingSecurityInformation/IPDt02019-08-15
ReturnHeader/FilingSecurityInformation/IPTm016:27:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208665890
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0F&F Accounting & Tax Solutions PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03824 N MACARTHUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARR ACRES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073122
ReturnHeader/PreparerPersonGrp/PhoneNum04053843177
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H William Frizzell CPA
ReturnHeader/ReturnTs02019-08-15T16:26:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,750
Liabilities
$0
Net assets
$28,750
Revenue
$53,901
Expenses
$35,442
Net income
$18,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$6.60$6.40$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$4.50$4.52$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$8.63$8.64$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$10.1$9.94$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.15$6.02$5.95$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$2.61$2.56$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.05$0.04$0.02