Civic Intelligence

Oklahoma Grand Assembly Charitable & Educational Foundation

990EZ • Fiscal year 2017 • EIN 55-0887457

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization ProfileN/A
PO Box 1459Guthrie, OK 73044-1459

(405) 623-6365

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$150,971

Up $19,453 (+15%) from 2016

Net Assets

Up

$150,971

Up $19,453 (+15%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$69,630

Up $18,259 (+36%) from 2016

Expenses

Up

$50,177

Up $12,342 (+33%) from 2016

Net Income

Up

$19,453

Up $5,917 (+44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$200K$150K$100K$50K$0Assets 2011: $96,329Liabilities 2011: $02011Assets 2012: $103,037Liabilities 2012: $02012Assets 2013: $109,336Net Assets 2013: $109,3362013Assets 2014: $112,081Net Assets 2014: $112,0812014Assets 2015: $117,981Net Assets 2015: $117,9812015Assets 2016: $131,518Net Assets 2016: $131,5182016Assets 2017: $150,971Net Assets 2017: $150,9712017Assets 2018: $132,077Net Assets 2018: $132,0772018Assets 2019: $129,652Net Assets 2019: $129,6522019Assets 2020: $128,016Net Assets 2020: $128,0162020Assets 2021: $144,140Net Assets 2021: $144,1402021Assets 2022: $147,206Net Assets 2022: $147,2062022Assets 2023: $145,658Liabilities 2023: $02023Assets 2024: $171,739Net Assets 2024: $171,7392024

Highlighted filing

2017

Assets$150,971
Liabilities-
Net Assets$150,971
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $50,330Expenses 2011: $42,955Net Income 2011: $7,3752011Revenue 2012: $49,625Expenses 2012: $42,917Net Income 2012: $6,7082012Revenue 2013: $49,092Expenses 2013: $42,793Net Income 2013: $6,2992013Revenue 2014: $52,359Expenses 2014: $49,614Net Income 2014: $2,7452014Revenue 2015: $54,935Expenses 2015: $49,035Net Income 2015: $5,9002015Revenue 2016: $51,371Expenses 2016: $37,835Net Income 2016: $13,5362016Revenue 2017: $69,630Expenses 2017: $50,177Net Income 2017: $19,4532017Revenue 2018: $45,1432018Revenue 2019: $50,857Expenses 2019: $53,282Net Income 2019: -$2,4252019Revenue 2020: $40,200Expenses 2020: $41,836Net Income 2020: -$1,6362020Revenue 2021: $50,816Expenses 2021: $34,692Net Income 2021: $16,1242021Revenue 2022: $53,199Expenses 2022: $50,133Net Income 2022: $3,0662022Revenue 2023: $34,296Expenses 2023: $32,843Net Income 2023: $1,4532023Revenue 2024: $55,753Expenses 2024: $32,672Net Income 2024: $23,0812024

Highlighted filing

2017

Revenue$69,630
Expenses$50,177
Net Income$19,453
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.2
Gross Receipts
$73,396
Mission and Program Overview

Mission

CHARITY AND EDUCATION

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS GRANTED TO FURTHER THE EDUCATION 8 DIFFERENT SCHOLARSHIPS$28,838$23,400
SERVICE PROJECTS$15,226$26,410
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN PIERSONChairmanPT$0--
SHERRI STANLEYDirector-$0--
STEVE HANNADirector-$0--
FRANKLIN J KELL JRDirector-$0--
BETTY OUTHIER WILLIAMSSecretary-$0--
VICKIE RAPPTreasurer-$0--
LIZ PULLAMDirector-$0--
MARK HARPERDirector-$0--
MIKE RHODESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oklahoma Grand Assembly Charitable
EIN
55-0887457
Phone
4056236365
Address
PO BOX 1459, GUTHRIE, OK 73044-1459

Signing Officer

Name
Brian Pierson
Title
Chairman
Signed
2018-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Sharon a Triplett CPA Inc
Address
115 E OKLAHOMA AVE, GUTHRIE, OK 73044
Preparer
Sharon Triplett
Phone
4052827603
Supplemental Narrative

Additional Explanations

Part I Line 10

“Grants were scholarships and donations”

Raw XML Appendix159 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRIAN PIERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04052826936
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1459
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GUTHRIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073044
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0131518
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0150971
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt050556
IRS990EZ/CostOfGoodsSoldAmt01163
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019453
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0131518
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150971
IRS990EZ/GamingGrossIncomeAmt011620
IRS990EZ/GrantsAndSimilarAmountsPaidAmt049810
IRS990EZ/GrossProfitLossSlsOfInvntryAmt08561
IRS990EZ/GrossReceiptsAmt073396
IRS990EZ/GrossSalesOfInventoryAmt09724
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01496
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0131518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0150971
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0131518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0150971
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN PIERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERRI STANLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE HANNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANKLIN J KELL JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETTY OUTHIER WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VICKIE RAPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LIZ PULLAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARK HARPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MIKE RHODES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0367
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITY AND EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS GRANTED TO FURTHER THE EDUCATION 8 DIFFERENT SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SERVICE PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028838
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt115226
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt126410
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02603
IRS990EZ/SpecialEventsNetIncomeLossAmt09017
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050177
IRS990EZ/TotalProgramServiceExpensesAmt049810
IRS990EZ/TotalRevenueAmt069630
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt050556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0148092
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01496
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01247
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0770
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03513
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01496
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01247
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0770
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03513
IRS990ScheduleA/InvestmentIncomeCYPct00.02320
IRS990ScheduleA/InvestmentIncomePYPct00.02030
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97680
IRS990ScheduleA/PublicSupportPY509Pct00.97970
IRS990ScheduleA/PublicSupportTotal509Amt0148092
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050556
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047412
IRS990ScheduleA/Total509Grp/TotalAmt0148092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt051371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048182
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0151605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS WERE SCHOLARSHIPS AND DONATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN PIERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA GRAND ASSEMBLY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0550887457
ReturnHeader/Filer/PhoneNum04056236365
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1459
ReturnHeader/Filer/USAddress/CityNm0GUTHRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0730441459
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09B6583200E47C97BEEA5C9E6455A7F89506046AD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09B6583200E47C97BEEA5C9E6455A7F89506046AD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.182.94.190
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731479905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHARON A TRIPLETT CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 E OKLAHOMA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GUTHRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073044
ReturnHeader/PreparerPersonGrp/PhoneNum04052827603
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON TRIPLETT
ReturnHeader/ReturnTs02018-05-02T09:22:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,971
Liabilities
-
Net assets
$150,971
Revenue
$69,630
Expenses
$50,177
Net income
$19,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$1.72$0.56$0.33$0.23
2023Summary only. Only limited summary data is available for this year.$1.46$0.00$0.34$0.33$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$1.47$0.53$0.50$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$1.44$0.51$0.35$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$1.28$0.40$0.42$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$1.30$0.51$0.53$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$1.32$0.45
2017Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.70$0.50$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$1.32$0.51$0.38$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.55$0.49$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.52$0.50$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.49$0.43$0.06
2012Summary only. Only limited summary data is available for this year.$1.03$0.00$0.50$0.43$0.07
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.50$0.43$0.07