Civic Intelligence

5207 Western Foundation

990 • Fiscal year 2023 • EIN 73-0974021

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 22, 2024

Organization Profile
5207 N Western AveOklahoma City, OK 73118

(405) 843-4630

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

90th percentile

$41,538

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

26%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$455,748

Up $59,010 (+15%) from 2022

Net Assets

Up

$453,855

Up $59,176 (+15%) from 2022

Liabilities

Down

$1,893

Down $166 (-8.1%) from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin80th percentile

Revenue

Up

$215,989

Up $44,149 (+26%) from 2022

Expenses

Down

$156,962

Down $2,181 (-1.4%) from 2022

Net Income

Up

$59,027

Up $46,330 (+365%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2023

Assets$455,748
Liabilities$1,893
Net Assets$453,855
Open 2023 Filing

Operations Trend

Revenue Growth69th 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

2023

Revenue$215,989
Expenses$156,962
Net Income$59,027
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 22, 2024
Return Version
2023v5.0
Gross Receipts
$215,989
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
Cap Stk Tr Prin Current Funds$303,669$303,669→ $0
Land, Buildings, and Equipment, Net$191,887$252,088▲ $60,201
Savings and Temporary Cash Investments$177,704$189,244▲ $11,540
Rtn Earn Endowment Incm Other Fnds$73,483$132,510▲ $59,027
Pd in Cap Srpls Land Bldg Eqp Fund$17,527$17,678▲ $151
Cash and Non-Interest-Bearing Accounts$27,147$14,416▼ $12,731
Total Assets$396,738$455,748▲ $59,010
Liabilities
Accounts Payable and Accrued Expenses$2,059$1,893▼ $166
Total Liabilities$2,059$1,893▼ $166
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$394,679$453,855▲ $59,176
Total Net Assets Fund Balance$394,679$453,855▲ $59,176
Total Liabilities and Net Assets / Fund Balance$396,738$455,748▲ $59,010

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$215,190$26,298-
Other Land Buildings$36,898$11,940-
Equipment-$1,966-
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bruce MillerEmployeeFT$41,538$41,538
Robert CostEmployeePT$2,600$2,600

Board Members and Trustees

NameTitle
Chris MountforChair
David FayTrustee
Elvin Lane JrTrustee
Michael GrewelTrustee
Steve WaldenTrustee
Tom PaceTrustee
Valerie WiseTrustee
Heather StrangSecretary
Ken LawsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$190,427
Program Service Revenue
$0
Investment Income
$915
Other Revenue
$24,647
All Other Contributions
$137,586
Change in Net Assets
$59,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,447
Salaries, Compensation, and Employee Benefits$47,515
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$44,138--$44,138
All Other Expenses$20,249$3,051-$23,300
Depreciation Depletion-$9,992-$9,992
Other Expenses$8,074$27,101-$8,074
Insurance-$6,769-$6,769
Fees for Services Accounting-$4,531-$4,531
Payroll Taxes$3,377--$3,377
Office Expenses-$1,227-$1,227
Travel$835--$835
Total Functional Expenses$76,673$80,289$0$156,962
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
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
Management duties delegated
No

Governance Explanations

Form 990 Part VI Section A Line 6 & 7A

“Members elect the governing board”

Form 990 Part VI Section B Line 11B

“990 will be signed by a trustee & reviewed & approved at the monthly board of trustee meeting before filing”

Form 990 Part VI Section C Line 18 & 19

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

Filing and Contact Details

Filer

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

Signing Officer

Name
Chris Mountford
Title
Chair
Phone
4058434630
Signed
2024-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Mountford
Voting Board Members
9
Independent Board Members
0
Employees
2

Preparer

Firm
Spectrum Financial Inc
Address
3545 NW 58TH STE 725, OKLAHOMA CITY, OK 73112
Preparer
Melissa Hancock
Phone
4059478800
Supplemental Narrative

Additional Explanations

Form 990 Part 1X 24 E Other Expenses

“Bank charges-$341, donations-$140, license-$17, outside services-$2,710, postage-$252, supplies-$13,460 coffee supplies-$6,380”

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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0189244
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0190427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0147957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0112917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt092002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0137367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0680670
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0462
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0462
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0462
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0462
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00110
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99890
IRS990ScheduleA/PublicSupportTotal509Amt0701738
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0190427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0147957
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0112917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092002
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0158435
IRS990ScheduleA/Total509Grp/TotalAmt0701738
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0190427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0147957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt092002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0158897
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0702200
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0215190
IRS990ScheduleD/BuildingsGrp/DepreciationAmt026298
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0241488
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01966
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01966
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt036898
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt011940
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt048838
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0252088
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ELECT THE GOVERNING BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 WILL BE SIGNED BY A TRUSTEE & 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 MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES-$341, DONATIONS-$140, LICENSE-$17, OUTSIDE SERVICES-$2,710, POSTAGE-$252, SUPPLIES-$13,460 COFFEE SUPPLIES-$6,380
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 18 & 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART 1X 24 E OTHER EXPENSES
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0396738
IRS990/TotalAssetsEOYAmt0455748
IRS990/TotalAssetsGrp/BOYAmt0396738
IRS990/TotalAssetsGrp/EOYAmt0455748
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0190427
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080289
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt076673
IRS990/TotalFunctionalExpensesGrp/TotalAmt0156962
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02059
IRS990/TotalLiabilitiesEOYAmt01893
IRS990/TotalLiabilitiesGrp/BOYAmt02059
IRS990/TotalLiabilitiesGrp/EOYAmt01893
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0394679
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0453855
IRS990/TotalProgramServiceExpensesAmt0156962
IRS990/TotalReportableCompFromOrgAmt044138
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025562
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0215989
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0396738
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0455748
IRS990/TravelGrp/ProgramServicesAmt0835
IRS990/TravelGrp/TotalAmt0835
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt05207 N WESTERN AVE
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073118
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS MOUNTFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04058434630
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt05207 WESTERN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WESTERN CLUB
ReturnHeader/Filer/BusinessNameControlTxt05207
ReturnHeader/Filer/EIN0730974021
ReturnHeader/Filer/USAddress/AddressLine1Txt05207 N WESTERN AVE
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$455,748
Liabilities
$1,893
Net assets
$453,855
Revenue
$215,989
Expenses
$156,962
Net income
$59,027
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