Civic Intelligence

5207 Western Foundation

990 • Fiscal year 2015 • EIN 73-0974021

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization Profile
5207 N Western AveOklahoma City, OK 73118

(405) 613-1183

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

77th percentile

31%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$303,669

Up $71,022 (+31%) from 2014

Net Assets

$303,669

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin100th percentile

Revenue

Up

$225,909

Up $56,211 (+33%) from 2014

Expenses

Down

$0

Down $126,864 (-100%) from 2014

Net Income

Up

$225,909

Up $183,075 (+427%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$600K$400K$200K$0Assets 2011: $176,036Liabilities 2011: $11,952Net Assets 2011: $164,0842011Assets 2012: $161,615Liabilities 2012: $2,402Net Assets 2012: $159,2132012Assets 2013: $194,285Liabilities 2013: $4,4722013Assets 2014: $232,647Liabilities 2014: $02014Assets 2015: $303,669Liabilities 2015: $0Net Assets 2015: $303,6692015Assets 2016: $313,192Liabilities 2016: $1,282Net Assets 2016: $311,9102016Assets 2017: $330,379Liabilities 2017: $1,277Net Assets 2017: $329,1022017Assets 2018: $362,301Liabilities 2018: $1,237Net Assets 2018: $361,0642018Assets 2019: $387,406Liabilities 2019: $1,147Net Assets 2019: $386,2592019Assets 2020: $382,801Liabilities 2020: $1,149Net Assets 2020: $381,6522020Assets 2021: $383,406Liabilities 2021: $1,422Net Assets 2021: $381,9842021Assets 2022: $396,738Liabilities 2022: $2,059Net Assets 2022: $394,6792022Assets 2023: $455,748Liabilities 2023: $1,893Net Assets 2023: $453,8552023Assets 2024: $468,719Liabilities 2024: $1,799Net Assets 2024: $466,9202024

Highlighted filing

2015

Assets$303,669
Liabilities$0
Net Assets$303,669
Open 2015 Filing

Operations Trend

Revenue Growth80th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $149,935Expenses 2011: $111,990Net Income 2011: $37,9452011Revenue 2012: $123,577Expenses 2012: $128,448Net Income 2012: -$4,8712012Revenue 2013: $154,404Expenses 2013: $123,804Net Income 2013: $30,6002013Revenue 2014: $169,698Expenses 2014: $126,864Net Income 2014: $42,8342014Revenue 2015: $225,909Expenses 2015: $0Net Income 2015: $225,9092015Revenue 2016: $152,346Expenses 2016: $139,261Net Income 2016: $13,0852016Revenue 2017: $161,748Expenses 2017: $144,442Net Income 2017: $17,3062017Revenue 2018: $201,801Expenses 2018: $169,836Net Income 2018: $31,9652018Revenue 2019: $158,897Expenses 2019: $133,703Net Income 2019: $25,1942019Revenue 2020: $114,162Expenses 2020: $127,895Net Income 2020: -$13,7332020Revenue 2021: $135,942Expenses 2021: $144,737Net Income 2021: -$8,7952021Revenue 2022: $171,840Expenses 2022: $159,143Net Income 2022: $12,6972022Revenue 2023: $215,989Expenses 2023: $156,962Net Income 2023: $59,0272023Revenue 2024: $194,625Expenses 2024: $181,973Net Income 2024: $12,6522024

Highlighted filing

2015

Revenue$225,909
Expenses$0
Net Income$225,909
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.1
Gross Receipts
$225,909
Mission and Program Overview

Mission

Host meetings of alcoholics anonymous and alanon

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$109,038$180,292▲ $71,254
Land, Buildings, and Equipment, Net$123,377$123,377→ $0
Total Assets$232,647$303,669▲ $71,022
Other Assets Total$232--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$109,270$180,292▲ $71,022
Permanently Rstr Net Assets$123,377$123,377→ $0
Total Net Assets Fund Balance$232,647$303,669▲ $71,022
Total Liabilities and Net Assets / Fund Balance$232,647$303,669▲ $71,022

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$123,377--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Sally GilbertChair Person
Debbie RankinVice Chair
Brad HoltTreasury
Revenue and Support

Revenue Composition

Contributions and Grants
$225,909
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$225,909
Change in Net Assets
$225,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
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
Filing and Contact Details

Filer

Filer Name
5207 Western Foundation
EIN
73-0974021
Phone
4056131183
Address
5207 N WESTERN AVE, OKLAHOMA CITY, OK 73118

Signing Officer

Name
Brad Holt
Title
Secretary
Signed
2016-05-16
Discuss with paid preparer
No

Organization Details

Principal Officer
Sally Gilbert
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Spectrum Financial Inc
Address
3545 NW 58th St Ste 725, Oklahoma City, OK 73112
Preparer
Warren Simpson
Phone
4059478800
Supplemental Narrative

Additional Explanations

990 EZ Pg 1 Ln 16

“Coffee 7643 supplies 3755 donations 1871 auto 280 ins 7306 misc 9892 special events 10517 janitorial 26928”

Raw XML Appendix269 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/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0225909
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt00
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IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt0232
IRS990/PartialLiquidationInd0false
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SALLY GILBERT
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IRS990/PYContributionsGrantsAmt0148375
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0RECEIVED INSURANCE REIMBURSEMENT FOR ROOF REPLACEMENT $70551
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III LINE 12
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COFFEE 7643 SUPPLIES 3755 DONATIONS 1871 AUTO 280 INS 7306 MISC 9892 SPECIAL EVENTS 10517 JANITORIAL 26928
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ PG 1 LN 16
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ReturnHeader/Filer/EIN0730974021
ReturnHeader/Filer/PhoneNum04056131183
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ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03545 NW 58th St Ste 725
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073112
ReturnHeader/PreparerPersonGrp/PhoneNum04059478800
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Warren Simpson
ReturnHeader/ReturnTs02016-09-20T13:46:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$303,669
Liabilities
$0
Net assets
$303,669
Revenue
$225,909
Expenses
$0
Net income
$225,909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.69$0.02$4.67$1.95$1.82$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.56$0.02$4.54$2.16$1.57$0.59
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.02$3.95$1.72$1.59$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.01$3.82$1.36$1.45$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.01$3.82$1.14$1.28$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.87$0.01$3.86$1.59$1.34$0.25
2018Detailed filing. Detailed filing data is available for this year.$3.62$0.01$3.61$2.02$1.70$0.32
2017Detailed filing. Detailed filing data is available for this year.$3.30$0.01$3.29$1.62$1.44$0.17
2016Summary only. Only limited summary data is available for this year.$3.13$0.01$3.12$1.52$1.39$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$2.26$0.00$2.26
2014Summary only. Only limited summary data is available for this year.$2.33$0.00$1.70$1.27$0.43
2013Summary only. Only limited summary data is available for this year.$1.94$0.04$1.54$1.24$0.31
2012Summary only. Only limited summary data is available for this year.$1.62$0.02$1.59$1.24$1.28$0.05
2011Summary only. Only limited summary data is available for this year.$1.76$0.12$1.64$1.50$1.12$0.38