Civic Intelligence

Newview Oklahoma Inc

EIN 73-0592386 • 501(c)3 • Oklahoma City, OK

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Profile

Newview oklahoma empowers people who are blind or vision impaired to achieve their maximum level of independence through rehabilitation, employment and community programs.

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501 N Douglas AveOklahoma City, OK 73106

www.newviewoklahoma.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.13x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

32nd percentile

0.14x

Higher debt load relative to revenue than 32% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

29th percentile

-1.6%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

62nd percentile

$316,792

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

46th percentile

4.1%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-26%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$22,675,134

Down $2,060,354 (-8.3%) from 2022

Liabilities

Up

$2,990,493

Up $392,517 (+15%) from 2022

Net Assets

Down

$19,684,641

Down $2,452,871 (-11%) from 2022

Operations
Liabilities / Revenue32nd percentileNet Margin29th percentile

Revenue

Down

$27,355,957

Down $10,952,421 (-29%) from 2022

Expenses

Down

$29,274,806

Down $7,233,842 (-20%) from 2022

Net Income

Down

-$1,918,849

Down $3,718,579 (-207%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $3,866,514Liabilities 2011: $1,247,618Net Assets 2011: $2,618,8962011Assets 2012: $4,524,858Liabilities 2012: $1,762,083Net Assets 2012: $2,762,7752012Assets 2013: $6,644,445Liabilities 2013: $2,228,643Net Assets 2013: $4,415,8022013Assets 2014: $7,070,192Liabilities 2014: $1,914,070Net Assets 2014: $5,156,1222014Assets 2015: $8,017,486Liabilities 2015: $2,105,837Net Assets 2015: $5,911,6492015Assets 2016: $13,676,280Liabilities 2016: $3,680,204Net Assets 2016: $9,996,0762016Assets 2017: $14,249,680Liabilities 2017: $3,489,286Net Assets 2017: $10,760,3942017Assets 2018: $18,771,814Liabilities 2018: $6,814,629Net Assets 2018: $11,957,1852018Assets 2019: $17,740,805Liabilities 2019: $3,912,861Net Assets 2019: $13,827,9442019Assets 2020: $22,381,111Liabilities 2020: $8,385,572Net Assets 2020: $13,995,5392020Assets 2021: $24,973,797Liabilities 2021: $5,185,649Net Assets 2021: $19,788,1482021Assets 2022: $24,735,488Liabilities 2022: $2,597,976Net Assets 2022: $22,137,5122022Assets 2023: $22,675,134Liabilities 2023: $2,990,493Net Assets 2023: $19,684,6412023

Highlighted filing

2023

Assets$22,675,134
Liabilities$2,990,493
Net Assets$19,684,641
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $1,812,8362011Expenses 2012: $10,905,7592012Revenue 2013: $20,932,085Expenses 2013: $19,405,257Net Income 2013: $1,526,8282013Revenue 2014: $19,888,632Expenses 2014: $19,277,674Net Income 2014: $610,9582014Revenue 2015: $21,463,241Expenses 2015: $20,907,077Net Income 2015: $556,1642015Revenue 2016: $34,251,478Expenses 2016: $29,647,812Net Income 2016: $4,603,6662016Revenue 2017: $24,019,280Expenses 2017: $23,440,877Net Income 2017: $578,4032017Revenue 2018: $25,328,898Expenses 2018: $24,317,232Net Income 2018: $1,011,6662018Revenue 2019: $26,797,084Expenses 2019: $25,037,012Net Income 2019: $1,760,0722019Revenue 2020: $32,285,576Expenses 2020: $32,295,007Net Income 2020: -$9,4312020Revenue 2021: $42,068,654Expenses 2021: $37,188,234Net Income 2021: $4,880,4202021Revenue 2022: $38,308,378Expenses 2022: $36,508,648Net Income 2022: $1,799,7302022Revenue 2023: $27,355,957Expenses 2023: $29,274,806Net Income 2023: -$1,918,8492023

Highlighted filing

2023

Revenue$27,355,957
Expenses$29,274,806
Net Income-$1,918,849
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$22,675,134
Liabilities
$2,990,493
Net assets
$19,684,641
Revenue
$27,355,957
Expenses
$29,274,806
Net income
-$1,918,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$22.7$2.99$19.7$27.4$29.3$1.92
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.7$2.60$22.1$38.3$36.5$1.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.0$5.19$19.8$42.1$37.2$4.88
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$8.39$14.0$32.3$32.3$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$3.91$13.8$26.8$25.0$1.76
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$6.81$12.0$25.3$24.3$1.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$3.49$10.8$24.0$23.4$0.58
2016Detailed filing. Detailed filing data is available for this year.$13.7$3.68$10.00$34.3$29.6$4.60
2015Detailed filing. Detailed filing data is available for this year.$8.02$2.11$5.91$21.5$20.9$0.56
2014Detailed filing. Detailed filing data is available for this year.$7.07$1.91$5.16$19.9$19.3$0.61
2013Summary only. Only limited summary data is available for this year.$6.64$2.23$4.42$20.9$19.4$1.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$1.76$2.76$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$1.25$2.62$1.81
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jun 19, 2017
Return Version
2015v3.0
Gross Receipts
$34,369,927
Mission and Program Overview

Mission

Newview oklahoma empowers people who are blind or vision impaired to achieve their maximum level of independence through rehabilitation, employment and community programs.

Newview oklahoma empowers people who are blind or vision impaired to achieve their maximum level of independence. We help them where they live, learn, work and play.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$983,377$5,171,418▲ $4,188,041
Accounts Receivable$1,731,296$2,290,461▲ $559,165
Cash and Non-Interest-Bearing Accounts$1,893,097$1,757,703▼ $135,394
Inventories for Sale or Use$707,177$1,039,649▲ $332,472
Savings and Temporary Cash Investments$207,140$988,409▲ $781,269
Pledges and Grants Receivable$270,435$669,945▲ $399,510
Prepaid Expenses and Deferred Charges$21,697$83,332▲ $61,635
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$8,017,486$13,676,280▲ $5,658,794
Other Assets Total$2,203,267$1,675,363▼ $527,904
Liabilities
Accounts Payable and Accrued Expenses$2,066,058$2,192,724▲ $126,666
Mortgage Notes Payable Secured by Investment Property$39,779$1,487,480▲ $1,447,701
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,105,837$3,680,204▲ $1,574,367
Net Assets / Fund Balance
Unrestricted Net Assets$3,400,399$7,623,121▲ $4,222,722
Permanently Rstr Net Assets$1,532,807$1,616,883▲ $84,076
Temporarily Rstr Net Assets$978,443$756,072▼ $222,371
Total Net Assets Fund Balance$5,911,649$9,996,076▲ $4,084,427
Total Liabilities and Net Assets / Fund Balance$8,017,486$13,676,280▲ $5,658,794

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,017,090$1,919,298$3,936,388
Equipment$410,912$589,647$1,000,559
Leasehold Improvements$35,347$119,010$154,357
Land$382,500-$100,500
Other Land Buildings$2,325,569$0$95,331
Other Assets Org$1,675,363--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,203,267$34,657▲ $2,620,883$3,183,443$1,675,364
2014$1,995,444$8,739▲ $824,014$624,930$2,203,267
2013$1,842,845$22,925▲ $954,475$824,801$1,995,444
2012$1,709,464$7,182▲ $600,527$474,328$1,842,845
2011$1,530,823-▲ $358,825$180,184$1,709,464
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren BranchPresident and CEOFT$163,078$35,923$199,001
John WilsonCFOFT$101,869$10,065$111,934
Randy HearnCOOFT$86,088$3,352$89,440

Board Members and Trustees

NameTitle
Pat RooneyChairman
Ben RobinsonDirector
Brennan DolenDirector
Dan BalesDirector
Darren ListerDirector
David LewerenzDirector
Dawn HolstedDirector
Dr Nabil SroujiDirector
Gus PekaraDirector
Hossein FarzanehDirector
Jim RobertsonDirector
Joanne DavisDirector
Kim EscovedoDirector
Kim ReigerDirector
Lisa MclaughlinDirector
Mary Blankenship PointerDirector
Mitchell FrankfurtDirector
Tyler JohnsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$4,240,145
Program Service Revenue
$29,884,833
Investment Income
$-58,847
Other Revenue
$185,347
All Other Contributions
$4,101,823
Change in Net Assets
$4,603,666

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$2,230,238Valuation by Petro
Real Estate Other1$282,000SALE Price
Total Noncash Contributions2$2,512,238-

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,251,478
Revenue Not Reported on Form 990
$519,239
Total Revenue per Audited Statements
$34,770,717
Total Revenue per Form 990
$34,251,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,028,609
Salaries, Compensation, and Employee Benefits$2,617,903
Total Fundraising Expense$414,110
Grants and Similar Amounts Paid$1,300
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,226,538$379,763$108,740$1,715,041
Occupancy$440,689$136,447$39,070$616,206
Fees for Services Other$358,465$110,988$31,780$501,233
Current Officers, Directors, Trustees, and Key Employees$271,073$83,929$24,032$379,034
All Other Expenses$236,632$73,266$20,978$330,877
Other Employee Benefits$229,019$70,909$20,304$320,232
Travel$204,723$63,387$18,150$286,260
Other Expenses$173,582$53,745$15,389$242,716
Depreciation Depletion$154,728$47,907$13,718$216,353
Payroll Taxes$119,267$36,928$10,574$166,769
Advertising$63,983$19,810$5,672$89,465
Insurance$62,573$19,374$5,547$87,494
Information Technology$60,466$18,722$5,361$84,548
Fees for Services Accounting-$50,879-$50,879
Conferences and Meetings$34,102$10,559$3,023$47,684
Interest$30,186$9,346$2,676$42,209
Pension Plan Contributions$26,337$8,155$2,335$36,827
Office Expenses$21,052$6,518$1,866$29,436
Fees for Services Legal-$25,892-$25,892
Grants to Domestic Orgs$1,300--$1,300
Total Functional Expenses$27,710,693$1,523,009$414,110$29,647,812

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$29,647,812
Total Expenses per Audited Statements$29,647,812
Total Expenses per Form 990$29,647,812
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,081
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tulsa Luncheon$77,441-$3,722-
Okc Luncheon$60,881-$2,828-
Total Events$138,322-$21,081$-21,081
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is prepared by an outside accounting firm. It is reviewed by management and finance committee prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“Board members and officers required to disclose annually. Disclosed conflicts, if any, are reviewed by executive committee”

Form 990, Part VI, Section B, Line 15A & 15B

“2017, a compensation committee composed of ceo, cfo, and dir. Hr use various independent and other information to determine the compensation level for all positions. The ceo's compensation is reviewed and set by the board executive committee.”

Form 990, Part VI, Section C, Line 19

“Governing documents are not made available.”

Filing and Contact Details

Filer

Filer Name
Newview Oklahoma Inc
EIN
73-0592386
In Care Of
% NEWVIEW OKLAHOMA INC
Phone
4052324644
Address
501 N DOUGLAS AVE, OKLAHOMA CITY, OK 73106

Signing Officer

Name
Lauren Branch
Title
CEO
Signed
2017-06-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren Branch
Formed
1949
Legal Domicile
Ok
Voting Board Members
15
Independent Board Members
15
Employees
157
Volunteers
100

Preparer

Firm
Bkd Llp
Address
6120 S Yale 1400, Tulsa, OK 74136-4223
Preparer
Amy M Catcher
Phone
9185842900
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in Beneficial Interest in Assets: -$519,232”

Financial Statement Notes

Schedule D, Part V, Line 4

“The organization's endowments consist of the beneficial interest in assets held by others. The endowments were created through donor-restricted endowment funds.”

Schedule D, Part X, Line 2

“The Organization is exempt from income taxes under section 501 of the Internal Revenue Code (IRC) and a similar provision of state law. However, the organization is subject to federal income tax on any unrelated business taxable income. The Organization files tax returns in the U.S. federal jurisdiction.”

Schedule D, Part XI, Line 2D

“Change in Beneficial Interest In Assets $519,232.”

Raw XML AppendixShowing 400 of 821 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.

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IRS990/ActivityOrMissionDesc0NEWVIEW OKLAHOMA EMPOWERS PEOPLE WHO ARE BLIND OR VISION IMPAIRED TO ACHIEVE THEIR MAXIMUM LEVEL OF INDEPENDENCE. WE HELP THEM WHERE THEY LIVE, LEARN, WORK AND PLAY.
IRS990/AdvertisingGrp/FundraisingAmt05672
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IRS990/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMOA CITY
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IRS990/Desc0EMPLOYMENT - NEWVIEW SUPPLIES HIGH QUALITY PRODUCTS AND SERVICES TO FEDERAL AND STATE GOVERNMENTS, PRIVATE COMPANIES AND COMMERCIAL INDUSTRIES, WHILE PROVIDING A VARIETY OF JOBS FOR PEOPLE WHO ARE BLIND OR VISION IMPAIRED. IT IS ESTIMATED THAT ONLY 26% OF VISUALLY IMPAIRED OKLAHOMANS ARE EMPLOYED. CAPABILITIES INCLUDE PACKAGING, ASSEMBLY, CNC MACHINING, POSTAL SERVICES, SWITCHBOARD OPERATIONS, WAREHOUSING AND INVENTORY CONTROL, AND WHOLESALE DISTRIBUTION. NEWVIEW IS THE LARGEST EMPLOYER OF PEOPLE WHO ARE BLIND AND VISION IMPAIRED IN THE STATE, AND EMPLOYED 157. NEWVIEW OKLAHOMA HAS BEEN A RESPECTED MEMBER OF THE OKLAHOMA BUSINESS COMMUNITY SINCE 1949. WE ARE A NATIONAL INDUSTRIES FOR THE BLIND (NIB) AFFILIATED AGENCY AND AN ABILITYONE MEMBER AGENCY.
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