Civic Intelligence

Jane Phillips Society Bartlesville

990EZ • Fiscal year 2025 • EIN 73-0400197

Mar 01, 2024 to Feb 28, 2025 • Filed on May 29, 2025

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

11th percentile

-20%

Higher net margin than 11% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2025 filings • 501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

25th percentile

-9.3%

Faster asset growth than 25% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-10%

Faster revenue growth than 24% of similar nonprofits.

2025 filings • 501(c)7 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$150,370

Down $15,362 (-9.3%) from 2024

Net Assets

$150,370

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Down

$77,857

Down $8,655 (-10%) from 2024

Expenses

Down

$93,219

Down $5,228 (-5.3%) from 2024

Net Income

Down

-$15,362

Down $3,427 (-29%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2025

Assets$150,370
Liabilities-
Net Assets$150,370
Open 2025 Filing

Operations Trend

Revenue Growth24th 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

2025

Revenue$77,857
Expenses$93,219
Net Income-$15,362
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
May 29, 2025
Return Version
2024v5.0
Gross Receipts
$78,483
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.$86,817$86,817
CHAPTER ACTIVITIES - PROVIDED FACILITIES AND OPPORTUNITIES FOR SOCIAL INTERACTION AMONG EMPLOYEES OF CONOCOPHILLIPS COMPANY-$6,402
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL BARNETTPresident-$0--
DARLA HARRIMANVice Preside-$0--
TISH HARRISSecretary-$0--
GREG SWANEYTreasurer-$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
Greg Swaney
Title
Treasurer
Phone
9188503764
Signed
2025-05-29
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

“Name: friends of frank phillips home address: 1107 se cherokee bartlesville, ok 74003 cash contribution: 26,200 name: lighthouse outreach center address: 1411 sw hensley blvd bartlesville, ok 74003 cash contribution: 5,250”

Form 990-ez, Part I, Line 16

“Expenses chapter activities 1,724 national dues 70 annual payment 100 gifts & flower for member 150 tax prep fee 595 bank fees 121 website fees 36 box rentals 444 insurance - bonding 161 national convention fund 1,422 storage unit 1,260 checks 319 total 6,402”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 7,515 6,894 total 7,515 6,894”

Raw XML Appendix114 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/PersonNm0GREG SWANEY
IRS990EZ/BooksInCareOfDetail/PhoneNum09188503764
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2425
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BARTLESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074006
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0158217
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0143476
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0200
IRS990EZ/CostOfGoodsSoldAmt0626
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15362
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0165732
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150370
IRS990EZ/GrantsAndSimilarAmountsPaidAmt086817
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0261
IRS990EZ/GrossReceiptsAmt078483
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt0887
IRS990EZ/GroupExemptionNum00428
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01332
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0405
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0165732
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0150370
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0165732
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0150370
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
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/PersonNm0GAIL BARNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DARLA HARRIMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TISH HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREG SWANEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07515
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06894
IRS990EZ/OtherExpensesTotalAmt06402
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE AND SOCIAL ACTIVITES
IRS990EZ/ProgramServiceRevenueAmt075659
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/GrantsAndAllocationsAmt086817
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt086817
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16402
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093219
IRS990EZ/TotalProgramServiceExpensesAmt093219
IRS990EZ/TotalRevenueAmt077857
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: FRIENDS OF FRANK PHILLIPS HOME ADDRESS: 1107 SE CHEROKEE BARTLESVILLE, OK 74003 CASH CONTRIBUTION: 26,200 NAME: LIGHTHOUSE OUTREACH CENTER ADDRESS: 1411 SW HENSLEY BLVD BARTLESVILLE, OK 74003 CASH CONTRIBUTION: 5,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CHAPTER ACTIVITIES 1,724 NATIONAL DUES 70 ANNUAL PAYMENT 100 GIFTS & FLOWER FOR MEMBER 150 TAX PREP FEE 595 BANK FEES 121 WEBSITE FEES 36 BOX RENTALS 444 INSURANCE - BONDING 161 NATIONAL CONVENTION FUND 1,422 STORAGE UNIT 1,260 CHECKS 319 TOTAL 6,402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 7,515 6,894 TOTAL 7,515 6,894
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG SWANEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09188503764
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-29
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH E MUEGGENBORG
ReturnHeader/ReturnTs02025-06-10T12:01:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-02-28
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,370
Liabilities
-
Net assets
$150,370
Revenue
$77,857
Expenses
$93,219
Net income
-$15,362
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)7 • <$500k nonprofits