Civic Intelligence

Oklahoma Grand Assembly Charitable & Educational Foundation

990EZ • Fiscal year 2018 • EIN 55-0887457

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 29, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

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

27th percentile

-13%

Faster asset growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$132,077

Down $18,894 (-13%) from 2017

Net Assets

Down

$132,077

Down $18,894 (-13%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$45,143

Down $24,487 (-35%) from 2017

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2018

Assets$132,077
Liabilities-
Net Assets$132,077

Operations Trend

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

2018

Revenue$45,143
Expenses-
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 29, 2019
Return Version
2018v3.0
Gross Receipts
$50,840
Mission and Program Overview

Mission

CHARITY AND EDUCATION

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS GRANTED TO FURTHER THE EDUCATION 8 DIFFERENT SCHOLARSHIPS-$24,400
SERVICE PROJECTS-$12,753
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN PIERSONChairmanPT$0--
SHANA BENCHTreasurer-$0--
DENNIS HANNAHDirector-$0--
FRANKLIN J KELL JRDirector-$0--
BETTY OUTHIER WILLIAMSSecretaryPT$0--
ELIZABETH JOHNSONDirector-$0--
WILLIAM WISEDirector-$0--
TERRI BROWNDirector-$0--
KEVIN TEAGUEDirector-$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
2019-03-29
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 III Line 10

Grants were scholarships and donations

Raw XML Appendix157 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/BOYAmt0150971
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0132077
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038978
IRS990EZ/CostOfGoodsSoldAmt05697
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt045143
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0150971
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0132077
IRS990EZ/GrossProfitLossSlsOfInvntryAmt04234
IRS990EZ/GrossReceiptsAmt050840
IRS990EZ/GrossSalesOfInventoryAmt09931
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt01931
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0150971
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0196114
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0150971
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0132077
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
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/PersonNm1SHANA BENCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENNIS HANNAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANKLIN J KELL JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETTY OUTHIER WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WILLIAM WISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TERRI BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KEVIN TEAGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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/ProgramServiceExpensesAmt024400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112753
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalProgramServiceExpensesAmt037153
IRS990EZ/TotalRevenueAmt045143
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038978
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047412
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0187070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01931
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01496
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01247
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0770
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05444
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01931
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01496
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01247
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0770
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05444
IRS990ScheduleA/InvestmentIncomeCYPct00.02830
IRS990ScheduleA/InvestmentIncomePYPct00.02320
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97170
IRS990ScheduleA/PublicSupportPY509Pct00.97680
IRS990ScheduleA/PublicSupportTotal509Amt0187070
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050556
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047412
IRS990ScheduleA/Total509Grp/TotalAmt0187070
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt052052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt051371
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048182
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0192514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS WERE SCHOLARSHIPS AND DONATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III LINE 10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN PIERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-29
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/AtSubmissionFilingDeviceId0A2DB2ACBAF81823F4844408658863900849900CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07305202019092i001196
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.182.94.185
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/PreparationDt02019-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON TRIPLETT
ReturnHeader/ReturnTs02019-04-03T14:58:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2018Detailed filing. Detailed filing data is available for this year.$1.32$1.32$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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