Civic Intelligence

5207 Western Foundation

990 • Fiscal year 2018 • EIN 73-0974021

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

Organization Profile
5207 N Western AveOklahoma City, OK 73118

(405) 202-9023

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

85th percentile

$25,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

63rd percentile

9.7%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$362,301

Up $31,922 (+9.7%) from 2017

Net Assets

Up

$361,064

Up $31,962 (+9.7%) from 2017

Liabilities

Down

$1,237

Down $40 (-3.1%) from 2017

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin71st percentile

Revenue

Up

$201,801

Up $40,053 (+25%) from 2017

Expenses

Up

$169,836

Up $25,394 (+18%) from 2017

Net Income

Up

$31,965

Up $14,659 (+85%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2018

Assets$362,301
Liabilities$1,237
Net Assets$361,064
Open 2018 Filing

Operations Trend

Revenue Growth76th 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

2018

Revenue$201,801
Expenses$169,836
Net Income$31,965
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.0
Gross Receipts
$201,801
Mission and Program Overview

Mission

Host meetings of alcoholics anonymous and alanon

Host meetings of alcoholics anonymous al-anon and other recovery groups

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$208,422$205,115▼ $3,307
Cash and Non-Interest-Bearing Accounts$121,957$157,186▲ $35,229
Total Assets$330,379$362,301▲ $31,922
Liabilities
Accounts Payable and Accrued Expenses$1,277$1,237▼ $40
Total Liabilities$1,277$1,237▼ $40
Net Assets / Fund Balance
Unrestricted Net Assets$329,102$361,064▲ $31,962
Total Net Assets Fund Balance$329,102$361,064▲ $31,962
Total Liabilities and Net Assets / Fund Balance$330,379$362,301▲ $31,922

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$205,115$9,230-
Other Land Buildings-$861-
Equipment-$1,966-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David GausdenEmployeePT$25,000$25,000
Dorsey GlazeneEmployeePT$17,000$17,000

Board Members and Trustees

NameTitle
Michael GrewelChair
Sean PattonVice Chair/tre
Ben BucklandTrustee
Charles FreedeTrustee
Debbie RankinTrustee
Ginger SpearTrustee
Jeff WilderTrustee
Tony CraigTrustee
Kathleen OliveSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$140,253
Program Service Revenue
$0
Investment Income
$290
Other Revenue
$61,258
All Other Contributions
$88,673
Change in Net Assets
$31,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,078
Salaries, Compensation, and Employee Benefits$46,758
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$30,181$45,247-$75,428
Current Officers, Directors, Trustees, and Key Employees$42,000--$42,000
Insurance-$6,207-$6,207
Depreciation Depletion-$5,273-$5,273
Fees for Services Accounting-$4,500-$4,500
Other Expenses---$4,000
Payroll Taxes$3,408--$3,408
Office Expenses-$1,531-$1,531
Other Salaries and Wages$1,350--$1,350
Travel$641--$641
Advertising$200--$200
Total Functional Expenses$81,780$88,056$0$169,836
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
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
No
Other officer compensation reviewed
No
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 A Line 6 & 7A

“They have members who elect the members of the governing board”

Form 990 Part VI Section B Line 11B

“990 will be signed by the vice chair/treasurer & reviewed & approved at the monthly board of trustee meeting before filing”

Form 990 Part VI Section C Line 19

“Documents made available to the public at open monthly meetings of the board of trustees & at the annual membership meetings”

Filing and Contact Details

Filer

Filer Name
5207 Western Foundation
EIN
73-0974021
Phone
4052029023
Address
5207 N WESTERN AVE, OKLAHOMA CITY, OK 73118

Signing Officer

Name
Sean Patton
Title
Vice Chair/treasurer
Signed
2019-05-06
Discuss with paid preparer
No

Organization Details

Principal Officer
Michael Grewell
Voting Board Members
9
Independent Board Members
9
Employees
3

Preparer

Firm
Spectrum Financial Inc
Address
3545 NW 58th Ste 725, Oklahoma City, OK 73112
Preparer
Melissa Hancock
Phone
4059478800
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0290
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt073026
IRS990ScheduleA/OtherIncome509Grp/TotalAmt073026
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92390
IRS990ScheduleA/PublicSupportPY509Pct00.89750
IRS990ScheduleA/PublicSupportTotal509Amt0889888
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0201510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0161748
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0152346
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0225909
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0148375
IRS990ScheduleA/Total509Grp/TotalAmt0889888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0201800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0161748
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0152346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0298935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt021324
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0963204
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0205115
IRS990ScheduleD/BuildingsGrp/DepreciationAmt09230
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0214345
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01966
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01966
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0861
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0861
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0205115
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THEY HAVE MEMBERS WHO ELECT THE MEMBERS OF THE GOVERNING BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 WILL BE SIGNED BY THE VICE CHAIR/TREASURER & REVIEWED & APPROVED AT THE MONTHLY BOARD OF TRUSTEE MEETING BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS MADE AVAILABLE TO THE PUBLIC AT OPEN MONTHLY MEETINGS OF THE BOARD OF TRUSTEES & AT THE ANNUAL MEMBERSHIP MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI SECTION A LINE 6 & 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART VI SECTION B LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI SECTION C LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0330379
IRS990/TotalAssetsEOYAmt0362301
IRS990/TotalAssetsGrp/BOYAmt0330379
IRS990/TotalAssetsGrp/EOYAmt0362301
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0140253
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088056
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081780
IRS990/TotalFunctionalExpensesGrp/TotalAmt0169836
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01277
IRS990/TotalLiabilitiesEOYAmt01237
IRS990/TotalLiabilitiesGrp/BOYAmt01277
IRS990/TotalLiabilitiesGrp/EOYAmt01237
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0329102
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0361064
IRS990/TotalProgramServiceExpensesAmt0169837
IRS990/TotalReportableCompFromOrgAmt042000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt061548
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0201801
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0330379
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0362301
IRS990/TravelGrp/ProgramServicesAmt0641
IRS990/TravelGrp/TotalAmt0641
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0329102
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0361064
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05207 N WESTERN AVE
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073118
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN PATTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIR/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt05207 WESTERN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WESTERN CLUB
ReturnHeader/Filer/BusinessNameControlTxt05207
ReturnHeader/Filer/EIN0730974021
ReturnHeader/Filer/PhoneNum04052029023
ReturnHeader/Filer/USAddress/AddressLine1Txt05207 N WESTERN AVE
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073118
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0684764CB7F4D88733D177F4D50D7955A737F4941
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BEC0A7268CBC195400617EA9A7DC88AF333F1AE8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07371832019133i003639
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.15.97.93
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201069055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Spectrum Financial Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03545 NW 58th Ste 725
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073112
ReturnHeader/PreparerPersonGrp/PhoneNum04059478800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA HANCOCK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-21T16:04:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$362,301
Liabilities
$1,237
Net assets
$361,064
Revenue
$201,801
Expenses
$169,836
Net income
$31,965
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