Civic Intelligence

Oklahoma Grand Assembly Charitable & Educational Foundation

990EZ • Fiscal year 2020 • EIN 55-0887457

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 15, 2021

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

(405) 282-6936

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

34th percentile

-4.1%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

-1.3%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-21%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$128,016

Down $1,636 (-1.3%) from 2019

Net Assets

Down

$128,016

Down $1,636 (-1.3%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Down

$40,200

Down $10,657 (-21%) from 2019

Expenses

Down

$41,836

Down $11,446 (-21%) from 2019

Net Income

Up

-$1,636

Up $789 (+33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2020

Assets$128,016
Liabilities-
Net Assets$128,016
Open 2020 Filing

Operations Trend

Revenue Growth43rd 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

2020

Revenue$40,200
Expenses$41,836
Net Income-$1,636
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 15, 2021
Return Version
2020v4.0
Gross Receipts
$99,920
Mission and Program Overview

Mission

CHARITY AND EDUCATION

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS GRANTED TO FURTHER THE EDUCATION 8 DIFFERENT SCHOLARSHIPS-$21,750
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN PIERSONChairmanPT$0--
SHANA BENCHTreasurerPT$0--
DENNIS HANNAHDirectorPT$0--
STUART LOUGHDirectorPT$0--
BETTY OUTHIER LAMERDirectorPT$0--
ELIZABETH JOHNSONDirectorPT$0--
WILLIAM WISEDirectorPT$0--
TERRI BROWNDirectorPT$0--
KEVIN TEAGUEDirectorPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Brian Pierson
Title
Chairman
Signed
2021-03-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Part I Line 10

“Scholarships $21,750 donations $19,376”

Part I Line 16

“Accounting $150 gifts $100 service project $300”

Raw XML Appendix172 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/BOYAmt0129652
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0128016
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030466
IRS990EZ/CostOfGoodsSoldAmt05659
IRS990EZ/CostOrOtherBasisExpenseSaleAmt054061
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1636
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0129652
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0128016
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03973
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041126
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0665
IRS990EZ/GrossReceiptsAmt099920
IRS990EZ/GrossSalesOfInventoryAmt06324
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03559
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0129652
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0128016
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0129652
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0128016
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85
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/PersonNm3STUART LOUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETTY OUTHIER LAMER
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/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0550
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITY AND EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt0160
IRS990EZ/ProgramServiceRevenueAmt01537
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS GRANTED TO FURTHER THE EDUCATION 8 DIFFERENT SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021750
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt058034
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041836
IRS990EZ/TotalProgramServiceExpensesAmt021750
IRS990EZ/TotalRevenueAmt040200
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt038978
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt050556
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0202804
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03559
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02002
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01931
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01496
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01247
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010235
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06175
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt015615
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt012745
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt012745
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03559
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02002
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01931
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01496
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01247
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010235
IRS990ScheduleA/InvestmentIncomeCYPct00.04240
IRS990ScheduleA/InvestmentIncomePYPct00.02990
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95760
IRS990ScheduleA/PublicSupportPY509Pct00.97010
IRS990ScheduleA/PublicSupportTotal509Amt0231164
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt036641
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054865
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038978
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050556
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050124
IRS990ScheduleA/Total509Grp/TotalAmt0231164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051371
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0241399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS $21,750 DONATIONS $19,376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING $150 GIFTS $100 SERVICE PROJECT $300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN PIERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA GRAND ASSEMBLY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0550887457
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1459
ReturnHeader/Filer/USAddress/CityNm0GUTHRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0730441459
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/PreparationDt02021-03-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON A TRIPLETT
ReturnHeader/ReturnTs02021-03-16T19:31:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PIERSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$128,016
Liabilities
-
Net assets
$128,016
Revenue
$40,200
Expenses
$41,836
Net income
-$1,636
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
2020Detailed filing. Detailed filing data is available for this year.$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
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