Civic Intelligence

Jane Phillips Society Bartlesville

990EZ • Fiscal year 2016 • EIN 73-0400197

Mar 01, 2015 to Feb 29, 2016 • Filed on Jul 21, 2016

Organization ProfileNA
PO Box 2425Bartlesville, OK 74005

(917) 766-4608

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

16th percentile

-11%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2016 filings • 501(c)7 • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-3.1%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-5.9%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)7 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$226,300

Flat from 2016

Net Assets

$226,300

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Flat

$64,316

Flat from 2016

Expenses

Flat

$71,479

Flat from 2016

Net Income

Flat

-$7,163

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$300K$200K$100K$0Assets 2012: $237,897Net Assets 2012: $237,8972012Assets 2013: $233,105Liabilities 2013: $02013Assets 2014: $230,471Net Assets 2014: $230,4712014Assets 2015: $233,462Net Assets 2015: $233,4622015Assets 2016: $226,300Net Assets 2016: $226,3002016Assets 2016: $226,300Liabilities 2016: $02016Assets 2017: $212,423Net Assets 2017: $212,4232017Assets 2018: $208,850Net Assets 2018: $208,8502018Assets 2019: $202,275Net Assets 2019: $202,2752019Assets 2020: $201,703Net Assets 2020: $201,7032020Assets 2021: $201,438Net Assets 2021: $201,4382021Assets 2022: $206,263Liabilities 2022: $02022Assets 2023: $177,667Net Assets 2023: $177,6672023Assets 2024: $165,732Liabilities 2024: $02024Assets 2025: $150,370Net Assets 2025: $150,3702025

Highlighted filing

2016

Assets$226,300
Liabilities-
Net Assets$226,300
Open 2016 Filing

Operations Trend

Revenue Growth33rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $55,309Expenses 2012: $54,693Net Income 2012: $6162012Revenue 2013: $72,750Expenses 2013: $77,542Net Income 2013: -$4,7922013Revenue 2014: $75,730Expenses 2014: $78,363Net Income 2014: -$2,6332014Revenue 2015: $68,355Expenses 2015: $65,365Net Income 2015: $2,9902015Revenue 2016: $64,316Expenses 2016: $71,479Net Income 2016: -$7,1632016Revenue 2016: $64,316Expenses 2016: $71,479Net Income 2016: -$7,1632016Revenue 2017: $45,014Expenses 2017: $58,891Net Income 2017: -$13,8772017Revenue 2018: $40,770Expenses 2018: $44,343Net Income 2018: -$3,5732018Revenue 2019: $42,604Expenses 2019: $49,180Net Income 2019: -$6,5762019Revenue 2020: $49,152Expenses 2020: $49,724Net Income 2020: -$5722020Revenue 2021: $49,855Expenses 2021: $50,120Net Income 2021: -$2652021Revenue 2022: $56,539Expenses 2022: $51,714Net Income 2022: $4,8252022Revenue 2023: $106,483Expenses 2023: $135,079Net Income 2023: -$28,5962023Revenue 2024: $86,512Expenses 2024: $98,447Net Income 2024: -$11,9352024Revenue 2025: $77,857Expenses 2025: $93,219Net Income 2025: -$15,3622025

Highlighted filing

2016

Revenue$64,316
Expenses$71,479
Net Income-$7,163
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2015 to Feb 29, 2016
Signed
Jul 21, 2016
Return Version
2015v2.1
Gross Receipts
$67,579
Mission and Program Overview

Mission

Charitable and social activites

Program Services

DescriptionGrantsExpenses
CHARITABLE ACTIVITIES-PROVIDED SUPPORT FOR PROGRAMS FOR THE ELDERLY AND HANDICAPPED, YOUTH AND CHILDREN, MEDICAL ASSISTANCE AND COMMUNITY AND CIVIC ACTIVITIES.$62,253$62,253
CHAPTER ACTIVITIES - PROVIDED FACILITIES AND OPPORTUNITIES FOR SOCIAL INTERACTION AMONG EMPLOYEES OF CONOCOPHILLIPS COMPANY-$9,226
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRISH HARRISVice-Pres-$0--
MICHELLE SWANEYTreasurer-$0--
MARY JANE WYATTPresident-$0--
CHARLOTTE HOPPESecretary-$0--
MARIE ULLRICHDirector-$0--
JAN BRADYDirector-$0--
PATTIE SHIPPDirector-$0--
KATHY HUMPRIESDirector-$0--
GROVER SHELTSDirector-$0--
GAIL BARNETTDirector-$0--
KATHY SHELTSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jane Phillips Society Bartlesville
EIN
73-0400197
Phone
9177664608
Address
PO BOX 2425, BARTLESVILLE, OK 74005

Signing Officer

Name
Michelle Swaney
Title
Treasurer
Phone
9187664608
Signed
2016-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Stotts Archambo Mueggenborg & Barclay Pc
Address
302 SE OSAGE AVE, BARTLESVILLE, OK 74003-3931
Preparer
Deborah E Mueggenborg
Phone
9183360008
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cottages of bartlesville bartlsville bartlesville, ok 74003 6,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses chapter activities 3,891 national dues 130 annual payment 651 gifts & flower for member 256 misc 495 tax prep fee 350 sales tax 218 credit card fees 32 restoration aunt jane por 3,203 total 9,226”

Form 990-ez, Part I, Line 20

“Misc prior period adjustment 0”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 13,647 10,384 total 13,647 10,384”

Raw XML Appendix143 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/PersonNm0SANDY MASON
IRS990EZ/BooksInCareOfDetail/PhoneNum02812932190
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0164 ADAMS BUILDING
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0164 ADAMS BUILDING
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BARTLESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074004
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0219816
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0215916
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt03263
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7163
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0233463
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0226300
IRS990EZ/GrantsAndSimilarAmountsPaidAmt062253
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-636
IRS990EZ/GrossReceiptsAmt067579
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt02627
IRS990EZ/GroupExemptionNum00428
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt056606
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0615
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0233463
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0226300
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0233463
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0226300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRISH HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE SWANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY JANE WYATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHARLOTTE HOPPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIE ULLRICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAN BRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PATTIE SHIPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATHY HUMPRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GROVER SHELTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GAIL BARNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KATHY SHELTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE-PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013647
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010384
IRS990EZ/OtherExpensesTotalAmt09226
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE AND SOCIAL ACTIVITES
IRS990EZ/ProgramServiceRevenueAmt07731
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE ACTIVITIES-PROVIDED SUPPORT FOR PROGRAMS FOR THE ELDERLY AND HANDICAPPED, YOUTH AND CHILDREN, MEDICAL ASSISTANCE AND COMMUNITY AND CIVIC ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHAPTER ACTIVITIES - PROVIDED FACILITIES AND OPPORTUNITIES FOR SOCIAL INTERACTION AMONG EMPLOYEES OF CONOCOPHILLIPS COMPANY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt062253
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt062253
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19226
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071479
IRS990EZ/TotalProgramServiceExpensesAmt071479
IRS990EZ/TotalRevenueAmt064316
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COTTAGES OF BARTLESVILLE BARTLSVILLE BARTLESVILLE, OK 74003 6,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CHAPTER ACTIVITIES 3,891 NATIONAL DUES 130 ANNUAL PAYMENT 651 GIFTS & FLOWER FOR MEMBER 256 MISC 495 TAX PREP FEE 350 SALES TAX 218 CREDIT CARD FEES 32 RESTORATION AUNT JANE POR 3,203 TOTAL 9,226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISC PRIOR PERIOD ADJUSTMENT 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVENTORIES FOR SALE OR USE 13,647 10,384 TOTAL 13,647 10,384
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE SWANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09187664608
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JANE PHILLIPS SOCIETY BARTLESVILLE
ReturnHeader/Filer/BusinessNameControlTxt0JANE
ReturnHeader/Filer/EIN0730400197
ReturnHeader/Filer/PhoneNum09177664608
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2425
ReturnHeader/Filer/USAddress/CityNm0BARTLESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471209122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOTTS ARCHAMBO MUEGGENBORG & BARCLAY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 SE OSAGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARTLESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0740033931
ReturnHeader/PreparerPersonGrp/PhoneNum09183360008
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH E MUEGGENBORG
ReturnHeader/ReturnTs02016-08-31T13:36:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-03-01
ReturnHeader/TaxPeriodEndDt02016-02-29
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,300
Liabilities
-
Net assets
$226,300
Revenue
$64,316
Expenses
$71,479
Net income
-$7,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.50$1.50$0.78$0.93$0.15
2024Summary only. Only limited summary data is available for this year.$1.66$0.00$0.87$0.98$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$1.78$1.06$1.35$0.29
2022Summary only. Only limited summary data is available for this year.$2.06$0.00$0.57$0.52$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$2.01$0.50$0.50$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.49$0.50$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$2.02$0.43$0.49$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.09$2.09$0.41$0.44$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$2.12$0.45$0.59$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.26$2.26$0.64$0.71$0.07
2016Summary only. Only limited summary data is available for this year.$2.26$0.00$0.64$0.71$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.33$2.33$0.68$0.65$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.30$2.30$0.76$0.78$0.03
2013Summary only. Only limited summary data is available for this year.$2.33$0.00$0.73$0.78$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$2.38$0.55$0.55$0.01