Civic Intelligence

Oklahoma Grand Assembly Charitable & Educational Foundation

990EZ • Fiscal year 2023 • EIN 55-0887457

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 16, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

52nd percentile

4.2%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-1.1%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-36%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$145,658

Flat from 2023

Net Assets

$145,658

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Flat

$34,296

Flat from 2023

Expenses

Flat

$32,843

Flat from 2023

Net Income

Flat

$1,453

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th 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: $145,658Net Assets 2023: $145,6582023Assets 2023: $145,658Liabilities 2023: $02023Assets 2024: $171,739Net Assets 2024: $171,7392024

Highlighted filing

2023

Assets$145,658
Liabilities-
Net Assets$145,658
Open 2023 Filing

Operations Trend

Revenue Growth16th 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 2023: $34,296Expenses 2023: $32,843Net Income 2023: $1,4532023Revenue 2024: $55,753Expenses 2024: $32,672Net Income 2024: $23,0812024

Highlighted filing

2023

Revenue$34,296
Expenses$32,843
Net Income$1,453
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 16, 2024
Return Version
2023v5.0
Gross Receipts
$43,030
Mission and Program Overview

Mission

CHARITY AND EDUCATION

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS GRANTED TO FURTHER THE EDUCATION 12 DIFFERENT SCHOLARSHIPS-$14,315
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN PIERSONChairmanPT$0--
SHANA BENCHTreasurer-$0--
DENNIS HANNAHDirector-$0--
STUART LOUGHDirector-$0--
BETTY OUTHIER LAMERDirector-$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
Address
PO BOX 1459, GUTHRIE, OK 73044-1459

Signing Officer

Name
Brian Pierson
Title
CEO
Phone
4052826936
Signed
2024-04-16
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

“Memorial 22-23 725.00 memorial 23-22 900.00 alumni 900.00 rainbow dads 352.00 md jirous 8000.00 endowment 3438.00”

Part I Line 16

“Donations less than 1000 2719.00 ok grand assembly 2473.00 tulsa community fund 12000.00 postage 43.00 supplies 15.00 jewelry 213.00 investment fees 869.00”

Raw XML Appendix179 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04052826936
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1459
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GUTHRIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073044
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt066943
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IRS990EZ/ContributionsGiftsGrantsEtcAmt029589
IRS990EZ/CostOfGoodsSoldAmt08734
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01453
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IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt014315
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-831
IRS990EZ/GrossReceiptsAmt043030
IRS990EZ/GrossSalesOfInventoryAmt07903
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0147206
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0148659
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0147206
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
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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/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/OtherAssetsTotalDetail/BOYAmt080263
IRS990EZ/OtherAssetsTotalDetail/EOYAmt079394
IRS990EZ/OtherExpensesTotalAmt018332
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITY AND EDUCATION
IRS990EZ/ProgramServiceRevenueAmt05538
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS GRANTED TO FURTHER THE EDUCATION 12 DIFFERENT SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014315
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032843
IRS990EZ/TotalProgramServiceExpensesAmt014315
IRS990EZ/TotalRevenueAmt034296
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032931
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030466
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0155592
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02873
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05491
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03559
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02002
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013925
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0-831
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08751
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt08236
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06175
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt09440
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt031771
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt05538
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt09421
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt04237
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt012745
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt031941
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02873
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03559
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02002
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013925
IRS990ScheduleA/InvestmentIncomeCYPct00.05970
IRS990ScheduleA/InvestmentIncomePYPct00.06610
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94030
IRS990ScheduleA/PublicSupportPY509Pct00.93390
IRS990ScheduleA/PublicSupportTotal509Amt0219304
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048098
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045404
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036641
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054865
IRS990ScheduleA/Total509Grp/TotalAmt0219304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt050895
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056867
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0233229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMORIAL 22-23 725.00 MEMORIAL 23-22 900.00 ALUMNI 900.00 RAINBOW DADS 352.00 MD JIROUS 8000.00 ENDOWMENT 3438.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATIONS LESS THAN 1000 2719.00 OK GRAND ASSEMBLY 2473.00 TULSA COMMUNITY FUND 12000.00 POSTAGE 43.00 SUPPLIES 15.00 JEWELRY 213.00 INVESTMENT FEES 869.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN PIERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04052826936
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-16
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON A TRIPLETT
ReturnHeader/ReturnTs02024-04-16T16:22:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PEARSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,658
Liabilities
-
Net assets
$145,658
Revenue
$34,296
Expenses
$32,843
Net income
$1,453
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
2023Detailed filing. Detailed filing data is available for this year.$1.46$1.46$0.34$0.33$0.01
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
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