Civic Intelligence

Jane Phillips Society Bartlesville

990EZ • Fiscal year 2021 • EIN 73-0400197

Mar 01, 2020 to Feb 28, 2021 • Filed on Jun 02, 2021

Organization ProfileNA
PO Box 2425Bartlesville, OK 74005

(918) 850-3764

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

36th percentile

-0.5%

Higher net margin than 36% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • 501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

41st percentile

-0.1%

Faster asset growth than 41% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

1.4%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • 501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$201,438

Down $265 (-0.1%) from 2020

Net Assets

Down

$201,438

Down $265 (-0.1%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin36th percentile

Revenue

Up

$49,855

Up $703 (+1.4%) from 2020

Expenses

Up

$50,120

Up $396 (+0.8%) from 2020

Net Income

Up

-$265

Up $307 (+54%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st 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: $226,300Liabilities 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

2021

Assets$201,438
Liabilities-
Net Assets$201,438
Open 2021 Filing

Operations Trend

Revenue Growth45th 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 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

2021

Revenue$49,855
Expenses$50,120
Net Income-$265
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2020 to Feb 28, 2021
Signed
Jun 2, 2021
Return Version
2020v4.0
Gross Receipts
$51,868
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.$47,702$47,702
CHAPTER ACTIVITIES - PROVIDED FACILITIES AND OPPORTUNITIES FOR SOCIAL INTERACTION AMONG EMPLOYEES OF CONOCOPHILLIPS COMPANY-$2,418
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUTRICIA HARRISPresident-$0--
LISA KINGVice Preside-$0--
GAIL BARNETTSecretary-$0--
DEBBIE LAROCHETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Jane Phillips Society Bartlesville
EIN
73-0400197
Phone
9188503764
Address
PO BOX 2425, BARTLESVILLE, OK 74005

Signing Officer

Name
Debbie Laroche
Title
Treasurer
Phone
9188503764
Signed
2021-06-02
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 16

“Expenses chapter activities 491 national dues 75 annual payment 253 gifts & flower for member 41 tax prep fee 520 bank fees 96 postage 31 website fees 527 box rentals 304 insurance - bonding 80 total 2,418”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 9,042 8,757 total 9,042 8,757”

Raw XML Appendix117 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LUTRICIA HARRIS
CompensationExplanation/CompensationExplanationGrp/PersonNm1LISA KING
CompensationExplanation/CompensationExplanationGrp/PersonNm2GAIL BARNETT
CompensationExplanation/CompensationExplanationGrp/PersonNm3DEBBIE LAROCHE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DEBBIE LAROCHE
IRS990EZ/BooksInCareOfDetail/PhoneNum09188503764
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0221 STAATS DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BARTLESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074006
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0192661
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0192681
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100
IRS990EZ/CostOfGoodsSoldAmt02013
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-265
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0201703
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0201438
IRS990EZ/GrantsAndSimilarAmountsPaidAmt047702
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0271
IRS990EZ/GrossReceiptsAmt051868
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt02284
IRS990EZ/GroupExemptionNum00428
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0408
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0300
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0201703
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0201438
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0201703
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0201438
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LUTRICIA HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LISA KING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GAIL BARNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBBIE LAROCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09042
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08757
IRS990EZ/OtherExpensesTotalAmt02418
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE AND SOCIAL ACTIVITES
IRS990EZ/ProgramServiceRevenueAmt048776
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/GrantsAndAllocationsAmt047702
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047702
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12418
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050120
IRS990EZ/TotalProgramServiceExpensesAmt050120
IRS990EZ/TotalRevenueAmt049855
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHAPTER ACTIVITIES 491 NATIONAL DUES 75 ANNUAL PAYMENT 253 GIFTS & FLOWER FOR MEMBER 41 TAX PREP FEE 520 BANK FEES 96 POSTAGE 31 WEBSITE FEES 527 BOX RENTALS 304 INSURANCE - BONDING 80 TOTAL 2,418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 9,042 8,757 TOTAL 9,042 8,757
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE LAROCHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09188503764
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JANE PHILLIPS SOCIETY BARTLESVILLE
ReturnHeader/Filer/BusinessNameControlTxt0JANE
ReturnHeader/Filer/EIN0730400197
ReturnHeader/Filer/PhoneNum09188503764
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/PreparationDt02021-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH E MUEGGENBORG
ReturnHeader/ReturnTs02021-08-11T10:28:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBBIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAROCHE
ReturnHeader/TaxPeriodBeginDt02020-03-01
ReturnHeader/TaxPeriodEndDt02021-02-28
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$201,438
Liabilities
-
Net assets
$201,438
Revenue
$49,855
Expenses
$50,120
Net income
-$265
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
2021Detailed filing. Detailed filing data is available for this year.$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
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