Civic Intelligence

5207 Western Foundation

990 • Fiscal year 2024 • EIN 73-0974021

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 12, 2025

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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.01x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

56th percentile

6.5%

Higher net margin than 56% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$43,462

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

2.8%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-9.9%

Faster revenue growth than 34% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$468,719

Up $12,971 (+2.8%) from 2023

Net Assets

Up

$466,920

Up $13,065 (+2.9%) from 2023

Liabilities

Down

$1,799

Down $94 (-5.0%) from 2023

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin56th percentile

Revenue

Down

$194,625

Down $21,364 (-9.9%) from 2023

Expenses

Up

$181,973

Up $25,011 (+16%) from 2023

Net Income

Down

$12,652

Down $46,375 (-79%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2024

Assets$468,719
Liabilities$1,799
Net Assets$466,920
Open 2024 Filing

Operations Trend

Revenue Growth34th 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

2024

Revenue$194,625
Expenses$181,973
Net Income$12,652
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 12, 2025
Return Version
2024v5.0
Gross Receipts
$194,625
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$252,088$237,543▼ $14,545
Savings and Temporary Cash Investments$189,244$224,284▲ $35,040
Rtn Earn Endowment Incm Other Fnds$132,510$145,574▲ $13,064
Pd in Cap Srpls Land Bldg Eqp Fund$17,678$17,678→ $0
Cash and Non-Interest-Bearing Accounts$14,416$6,892▼ $7,524
Total Assets$455,748$468,719▲ $12,971
Liabilities
Accounts Payable and Accrued Expenses$1,893$1,799▼ $94
Total Liabilities$1,893$1,799▼ $94
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$453,855$466,920▲ $13,065
Total Net Assets Fund Balance$453,855$466,920▲ $13,065
Total Liabilities and Net Assets / Fund Balance$455,748$468,719▲ $12,971
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bruce MillerEmployeeFT$43,462$43,462
Robert CostEmployeePT$2,400$2,400

Board Members and Trustees

NameTitle
Chris MountforChair
David FayTrustee
Ken LawsonTrustee
Steve WaldenTrustee
Todd RiddlesTrustee
Tom PaceTrustee
Valorie WiseTrustee
Joe McferronSecretary
Nichael GrewelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$166,036
Program Service Revenue
$0
Investment Income
$2,956
Other Revenue
$25,633
All Other Contributions
$122,970
Change in Net Assets
$12,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$132,603
Salaries, Compensation, and Employee Benefits$49,370
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$45,862--$45,862
All Other Expenses$22,339$4,817-$27,156
Depreciation Depletion-$14,545-$14,545
Other Expenses$12,406$25,429-$12,406
Insurance-$11,395-$11,395
Fees for Services Accounting-$6,464-$6,464
Payroll Taxes$3,508--$3,508
Office Expenses-$2,395-$2,395
Occupancy$580--$580
Advertising$349--$349
Total Functional Expenses$85,044$96,929$0$181,973
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 & 7

“Members elect the governing board”

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”

Form 990 Part VI Section B 11B

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

Filing and Contact Details

Filer

Filer Name
5207 Western Foundation
EIN
73-0974021
Phone
4058434630
Address
5207 N WESTERN AVE, OKLAHOMA CITY, OK 73118

Signing Officer

Name
Chris Mountford
Title
Chair
Phone
4058434630
Signed
2025-04-12
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 IX 24E Other Expenses

“Bank charges-$247, donations-$140, license-$17, workbooks-$1,736, outside services-$4430, supplies-$10,137, coffee supplies-$10,449”

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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/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0132510
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0145574
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0189244
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0224284
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0166035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0190427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0147957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0112917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt092002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0709338
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt028589
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028589
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt028589
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028589
IRS990ScheduleA/InvestmentIncomeCYPct00.03870
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96130
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0709338
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0166035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0190427
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0112917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092002
IRS990ScheduleA/Total509Grp/TotalAmt0709338
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0194624
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0190427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0147957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0112917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt092002
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0737927
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ELECT THE GOVERNING BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS MADE AVAILABLE TO THE PUBLIC AT OPEN MONTHLY MEETINGS OF THE BOARD OF TRUSTEES & AT THE ANNUAL MEMBERSHIP MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 WILL BE SIGNED BY A TRUSTEE & REVIEWED & APPROVED AT THE MONTHLY BOARD OF TRUSTEE MEETING BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES-$247, DONATIONS-$140, LICENSE-$17, WORKBOOKS-$1,736, OUTSIDE SERVICES-$4430, SUPPLIES-$10,137, COFFEE SUPPLIES-$10,449
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI SECTION A LINE 6 & 7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART VI SECTION C LINE 18 & 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI SECTION B 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART IX 24E OTHER EXPENSES
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0455748
IRS990/TotalAssetsEOYAmt0468719
IRS990/TotalAssetsGrp/BOYAmt0455748
IRS990/TotalAssetsGrp/EOYAmt0468719
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0166036
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt096929
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt085044
IRS990/TotalFunctionalExpensesGrp/TotalAmt0181973
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01893
IRS990/TotalLiabilitiesEOYAmt01799
IRS990/TotalLiabilitiesGrp/BOYAmt01893
IRS990/TotalLiabilitiesGrp/EOYAmt01799
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0453855
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0466920
IRS990/TotalProgramServiceExpensesAmt0181973
IRS990/TotalReportableCompFromOrgAmt045862
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028589
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0194625
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0455748
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0468719
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS MOUNTFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04058434630
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt05207 WESTERN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WESTERN CLUB
ReturnHeader/Filer/BusinessNameControlTxt05207
ReturnHeader/Filer/EIN0730974021
ReturnHeader/Filer/PhoneNum04058434630
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073112
ReturnHeader/PreparerPersonGrp/PhoneNum04059478800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA HANCOCK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-04T09:48:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$468,719
Liabilities
$1,799
Net assets
$466,920
Revenue
$194,625
Expenses
$181,973
Net income
$12,652
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