Civic Intelligence

Ability Resources Inc

990 • Fiscal year 2023 • EIN 73-1000572

Oct 01, 2022 to Sep 30, 2023 • Filed on Jun 12, 2024

110 W 7th Street Suite 200Tulsa, OK 74119

(918) 592-1235

Siviq Scores

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

Liabilities / Assets

68th percentile

0.21x

Higher debt load relative to assets than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.15x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

58th percentile

8.2%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$108,012

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

84th percentile

32%

Faster asset growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

8.4%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,090,830

Up $267,511 (+32%) from 2022

Net Assets

Up

$864,696

Up $121,577 (+16%) from 2022

Liabilities

Up

$226,134

Up $145,934 (+182%) from 2022

Revenue

Up

$1,478,926

Up $114,637 (+8.4%) from 2022

Expenses

Up

$1,357,349

Up $47,844 (+3.7%) from 2022

Net Income

Up

$121,577

Up $66,793 (+122%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $628,704Liabilities 2011: $54,898Net Assets 2011: $573,8062011Assets 2012: $577,222Liabilities 2012: $55,935Net Assets 2012: $521,2872012Assets 2013: $509,290Liabilities 2013: $71,219Net Assets 2013: $438,0712013Assets 2014: $494,555Liabilities 2014: $71,163Net Assets 2014: $423,3922014Assets 2015: $542,450Liabilities 2015: $87,439Net Assets 2015: $455,0112015Assets 2016: $630,600Liabilities 2016: $89,032Net Assets 2016: $541,5682016Assets 2017: $635,847Liabilities 2017: $84,815Net Assets 2017: $551,0322017Assets 2018: $538,212Liabilities 2018: $54,916Net Assets 2018: $483,2962018Assets 2019: $605,066Liabilities 2019: $68,206Net Assets 2019: $536,8602019Assets 2020: $636,778Liabilities 2020: $58,899Net Assets 2020: $577,8792020Assets 2021: $775,779Liabilities 2021: $87,444Net Assets 2021: $688,3352021Assets 2022: $823,319Liabilities 2022: $80,200Net Assets 2022: $743,1192022Assets 2023: $1,090,830Liabilities 2023: $226,134Net Assets 2023: $864,6962023Assets 2024: $1,182,011Liabilities 2024: $227,878Net Assets 2024: $954,1332024Assets 2025: $1,392,309Liabilities 2025: $297,428Net Assets 2025: $1,094,8812025

Highlighted filing

2023

Assets$1,090,830
Liabilities$226,134
Net Assets$864,696

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,322,721Expenses 2011: $1,340,148Net Income 2011: -$17,4272011Revenue 2012: $1,274,192Expenses 2012: $1,326,727Net Income 2012: -$52,5352012Revenue 2013: $1,300,894Expenses 2013: $1,384,128Net Income 2013: -$83,2342013Revenue 2014: $1,327,160Expenses 2014: $1,341,858Net Income 2014: -$14,6982014Revenue 2015: $1,528,671Expenses 2015: $1,497,066Net Income 2015: $31,6052015Revenue 2016: $1,570,048Expenses 2016: $1,483,506Net Income 2016: $86,5422016Revenue 2017: $1,466,414Expenses 2017: $1,456,579Net Income 2017: $9,8352017Revenue 2018: $1,187,585Expenses 2018: $1,255,164Net Income 2018: -$67,5792018Revenue 2019: $1,285,209Expenses 2019: $1,225,806Net Income 2019: $59,4032019Revenue 2020: $1,223,411Expenses 2020: $1,182,392Net Income 2020: $41,0192020Revenue 2021: $1,291,521Expenses 2021: $1,181,065Net Income 2021: $110,4562021Revenue 2022: $1,364,289Expenses 2022: $1,309,505Net Income 2022: $54,7842022Revenue 2023: $1,478,926Expenses 2023: $1,357,349Net Income 2023: $121,5772023Revenue 2024: $1,717,786Expenses 2024: $1,628,349Net Income 2024: $89,4372024Revenue 2025: $2,108,284Expenses 2025: $1,967,536Net Income 2025: $140,7482025

Highlighted filing

2023

Revenue$1,478,926
Expenses$1,357,349
Net Income$121,577
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jun 12, 2024
Return Version
2022v5.0
Gross Receipts
$1,484,908
Mission and Program Overview

Mission

To assist people with disabilities in attaining and maintaining their personal independence through advocacy, education, and service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$522,431$662,118▲ $139,687
Savings and Temporary Cash Investments$219,229$192,157▼ $27,072
Accounts Receivable$69,823$114,290▲ $44,467
Prepaid Expenses and Deferred Charges$5,028$11,117▲ $6,089
Land, Buildings, and Equipment, Net$6,808$2,220▼ $4,588
Total Assets$823,319$1,090,830▲ $267,511
Other Assets Total-$108,928-
Liabilities
Accounts Payable and Accrued Expenses$80,200$117,206▲ $37,006
Other Liabilities-$108,928-
Total Liabilities$80,200$226,134▲ $145,934
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$743,119$864,696▲ $121,577
Total Net Assets Fund Balance$743,119$864,696▲ $121,577
Total Liabilities and Net Assets / Fund Balance$823,319$1,090,830▲ $267,511

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,220$35,226$37,446
Other Assets Org$108,928--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carlotta LawsonExecutive DiFT$105,626$2,386$108,012

Board Members and Trustees

NameTitle
Matt GrahamPresident
Matt RogersPresident-el
Anita VandendoolDirector
Beth VenusDirector
Chris DavisDirector
David BallardDirector
Jarrett MetzlerDirector
Leslie LivingstonDirector
Mark HamernikDirector
Ted BakamjianDirector
Jennifer StoweSecretary
Warren SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$628,060
Program Service Revenue
$828,543
Investment Income
$17,552
Other Revenue
$4,771
All Other Contributions
$69,961
Change in Net Assets
$121,577

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,478,926
Revenue Not Reported on Form 990
$3,421
Total Revenue per Audited Statements
$1,482,347
Total Revenue per Form 990
$1,478,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$685,615
Salaries, Compensation, and Employee Benefits$668,354
Total Fundraising Expense$20,702
Grants and Similar Amounts Paid$3,380
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$540,820$3,513$84$544,417
Other Salaries and Wages$417,949$83,582$3,349$504,880
Current Officers, Directors, Trustees, and Key Employees$28,838$53,831$13,458$96,127
Occupancy$49,066$24,554$1,757$75,377
Payroll Taxes$33,842$10,409$1,273$45,524
Office Expenses$28,880$4,707-$33,587
Other Employee Benefits$16,224$4,989$610$21,823
Fees for Services Accounting$9,394$3,131-$12,525
Other Expenses$3,884$1,657$171$5,712
Travel$5,231$10-$5,241
Grants to Domestic Individuals$3,380--$3,380
Depreciation Depletion-$2,028-$2,028
Total Functional Expenses$1,144,017$192,630$20,702$1,357,349

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,360,770
Expenses per Audited Statements$1,357,349
Total Expenses per Form 990$1,357,349
Expenses Not Reported on Form 990$3,421
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,100
Fundraising Direct Expenses$3,421
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$20,525$8,100$717$7,383
Total Events$20,525$8,100$3,282$4,818
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Rou Liabilities$108,928
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 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
Yes
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, Page 6, Part VI, Line 11B

Electronic copies of the form 990 are sent to the finance committee for review and presented to the full board of directors at the next regular meeting.

Form 990, Page 6, Part VI, Line 12C

All board members, staff and volunteers are required to review and sign the conflict of interest policy on a fiscal year basis. All board member conflicts of interest must be immediately disclosed to the executive committee of the board of directors who shall determine whether a conflict of interest exists. If a conflict of interest exists, the board shall vote to authorize or reject the transaction or take any other actions deemed necessary to address the conflict and protect the best interest of ability resources, inc.

Form 990, Page 6, Part VI, Line 15A

The executive committee of the board of directors or board president conducts an annual performance appraisal of the executive director. The executive committee determines whether to award an increase in salary and the percentage of the increase. The percentage is determined by the constraints of the budget. The board president signs off on the executive director's increase. The most recent performance appraisal of the executive director was conducted on january 17, 2023.

Form 990, Page 6, Part VI, Line 19

Board members receive copies of the bylaws and conflict of interest policy during board orientation. Board members receive monthly financial statements prior to regularly scheduled board meetings. All governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Ability Resources Inc
EIN
73-1000572
Phone
9185921235
Address
110 W 7TH STREET SUITE 200, TULSA, OK 74119

Signing Officer

Name
Carlotta Lawson
Title
Executive Director
Phone
9185921235
Signed
2024-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carlotta Lawson
Formed
1976
Legal Domicile
Ok
Voting Board Members
11
Independent Board Members
11
Employees
11
Volunteers
109

Preparer

Firm
HEATHERINGTON & FIELDS CPA'S
Address
8905 S YALE AVE STE 200, TULSA, OK 74137-3553
Preparer
Suzanne M Carolla CPA
Phone
9184961248
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4B

Independent living (il) services - il services help individuals gain effective control and direction in their lives. Services include information and referral, peer counseling, individual and system advocacy, skills training, diabetes education program, tai chi for arthritis for fall prevention, bingocize, donations of used durable medical equipment, health and wellness education, and help with accessing health care services including covid-19 vaccines. We responded to 2,426 requests for information and referral, donated durable medical equipment to 108 individuals and provided hygiene products to 24 individuals. We provided holiday meals to 11 families. Three hundred ninety-seven seniors participated in at least one health promotion workshop, and 91 completed 16 hours of tai chi training and reported improved balance and muscle strength to reduce falls. We had 26 participants in our diabetes empowerment and education program. Sixteen participants completed five or more of the six diabetes classes and reported they gained practical skills in managing diabetes, increased their knowledge of diabetes and its risk factors, increased self-monitoring skills, and learned how to use medications appropriately. Bingocize (the familiar game of bingo combined with exercise and health nutrition) had 88 participants. Nineteen participants completed 16 hours or more of the bingocize training.

Form 990, Part IX, Line 11G

Case management services 522,652 0 0 consulting 14,266 0 0 data processing/payroll srvs 0 2,332 0 it services 2,952 1,181 84 hpdp quarterly meetings 950 0 0 total 540,820 3,513 84

Form 990, Part XI, Line 9

Fundraising expenses 3,421 fundraising expenses -3,421

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses 3,421

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses 3,421

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IRS990/MissionDesc0TO ASSIST PEOPLE WITH DISABILITIES IN ATTAINING AND MAINTAINING THEIR PERSONAL INDEPENDENCE THROUGH ADVOCACY, EDUCATION, AND SERVICE.
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IRS990/OccupancyGrp/ManagementAndGeneralAmt024554
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IRS990/OccupancyGrp/TotalAmt075377
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04707
IRS990/OfficeExpensesGrp/ProgramServicesAmt028880
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0610
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IRS990/OtherExpensesGrp/ProgramServicesAmt13884
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IRS990/ProgSrvcAccomActy2Grp/Desc0INDEPENDENT LIVING (IL) SERVICES - IL SERVICES HELP INDIVIDUALS GAIN EFFECTIVE CONTROL AND DIRECTION IN THEIR LIVES. SERVICES INCLUDE INFORMATION AND REFERRAL, PEER COUNSELING, INDIVIDUAL AND SYSTEM ADVOCACY, SKILLS TRAINING, DIABETES EDUCATION PROGRAM, TAI CHI FOR ARTHRITIS FOR FALL PREVENTION, BINGOCIZE, DONATIONS OF USED DURABLE MEDICAL EQUIPMENT, HEALTH AND WELLNESS EDUCATION, AND HELP WITH ACCESSING HEALTH CARE SERVICES INCLUDING COVID-19 VACCINES. WE RESPONDED TO 2,426 REQUESTS FOR INFORMATION AND REFERRAL, DONATED DURABLE MEDICAL EQUIPMENT TO 108 INDIVIDUALS AND PROVIDED HYGIENE PRODUCTS TO 24 INDIVIDUALS. WE PROVIDED HOLIDAY MEALS TO 11 FAMILIES. THREE HUNDRED NINETY-SEVEN SENIORS PARTICIPATED IN AT LEAST ONE HEALTH PROMOTION WORKSHOP, AND 91 COMPLETED 16 HOURS OF TAI CHI TRAINING AND REPORTED IMPROVED BALANCE AND MUSCLE STRENGTH TO REDUCE FALLS. WE HAD 26 PARTICIPANTS IN OUR DIABETES EMPOWERMENT AND EDUCATION PROGRAM. SIXTEEN PARTICIPANTS COMPLETED FIVE OR MORE OF THE SIX DIABETES CLASSES AND REPORTED THEY GAINED PRACTICAL SKILLS IN MANAGING DIABETES, INCREASED THEIR KNOWLEDGE OF DIABETES AND ITS RISK FACTORS, INCREASED SELF-MONITORING SKILLS, AND LEARNED HOW TO USE MEDICATIONS APPROPRIATELY. BINGOCIZE (THE FAMILIAR GAME OF BINGO COMBINED WITH EXERCISE AND HEALTH NUTRITION) HAD 88 PARTICIPANTS. NINETEEN PARTICIPANTS COMPLETED 16 HOURS OR MORE OF THE BINGOCIZE TRAINING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0301508
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01048
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IRS990/PYTotalExpensesAmt01309505
IRS990/PYTotalRevenueAmt01364289
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0192157
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FUNDRAISING EVENT 22,800 OTHER INCOME 92
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0577104
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0627604
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0670868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03141013
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03092
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 3,421
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDEPENDENT LIVING (IL) SERVICES - IL SERVICES HELP INDIVIDUALS GAIN EFFECTIVE CONTROL AND DIRECTION IN THEIR LIVES. SERVICES INCLUDE INFORMATION AND REFERRAL, PEER COUNSELING, INDIVIDUAL AND SYSTEM ADVOCACY, SKILLS TRAINING, DIABETES EDUCATION PROGRAM, TAI CHI FOR ARTHRITIS FOR FALL PREVENTION, BINGOCIZE, DONATIONS OF USED DURABLE MEDICAL EQUIPMENT, HEALTH AND WELLNESS EDUCATION, AND HELP WITH ACCESSING HEALTH CARE SERVICES INCLUDING COVID-19 VACCINES. WE RESPONDED TO 2,426 REQUESTS FOR INFORMATION AND REFERRAL, DONATED DURABLE MEDICAL EQUIPMENT TO 108 INDIVIDUALS AND PROVIDED HYGIENE PRODUCTS TO 24 INDIVIDUALS. WE PROVIDED HOLIDAY MEALS TO 11 FAMILIES. THREE HUNDRED NINETY-SEVEN SENIORS PARTICIPATED IN AT LEAST ONE HEALTH PROMOTION WORKSHOP, AND 91 COMPLETED 16 HOURS OF TAI CHI TRAINING AND REPORTED IMPROVED BALANCE AND MUSCLE STRENGTH TO REDUCE FALLS. WE HAD 26 PARTICIPANTS IN OUR DIABETES EMPOWERMENT AND EDUCATION PROGRAM. SIXTEEN PARTICIPANTS COMPLETED FIVE OR MORE OF THE SIX DIABETES CLASSES AND REPORTED THEY GAINED PRACTICAL SKILLS IN MANAGING DIABETES, INCREASED THEIR KNOWLEDGE OF DIABETES AND ITS RISK FACTORS, INCREASED SELF-MONITORING SKILLS, AND LEARNED HOW TO USE MEDICATIONS APPROPRIATELY. BINGOCIZE (THE FAMILIAR GAME OF BINGO COMBINED WITH EXERCISE AND HEALTH NUTRITION) HAD 88 PARTICIPANTS. NINETEEN PARTICIPANTS COMPLETED 16 HOURS OR MORE OF THE BINGOCIZE TRAINING.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.39$0.30$1.09$2.11$1.97$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.23$0.95$1.72$1.63$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.23$0.86$1.48$1.36$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.08$0.74$1.36$1.31$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.09$0.69$1.29$1.18$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.06$0.58$1.22$1.18$0.04
2019Summary only. Only limited summary data is available for this year.$0.61$0.07$0.54$1.29$1.23$0.06
2018Summary only. Only limited summary data is available for this year.$0.54$0.05$0.48$1.19$1.26$0.07
2017Summary only. Only limited summary data is available for this year.$0.64$0.08$0.55$1.47$1.46$0.01
2016Summary only. Only limited summary data is available for this year.$0.63$0.09$0.54$1.57$1.48$0.09
2015Summary only. Only limited summary data is available for this year.$0.54$0.09$0.46$1.53$1.50$0.03
2014Summary only. Only limited summary data is available for this year.$0.49$0.07$0.42$1.33$1.34$0.01
2013Summary only. Only limited summary data is available for this year.$0.51$0.07$0.44$1.30$1.38$0.08
2012Summary only. Only limited summary data is available for this year.$0.58$0.06$0.52$1.27$1.33$0.05
2011Summary only. Only limited summary data is available for this year.$0.63$0.05$0.57$1.32$1.34$0.02