Civic Intelligence

Marlow Alumni Association Inc.

990 • Fiscal year 2021 • EIN 73-1201115

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
P O Box 5Marlow, OK 73055

(580) 721-0530

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

5.0%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

499%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$118,126

Up $5,664 (+5.0%) from 2020

Net Assets

Up

$118,126

Up $5,664 (+5.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin93rd percentile

Revenue

Up

$8,260

Up $6,881 (+499%) from 2020

Expenses

Down

$2,596

Down $862 (-25%) from 2020

Net Income

Up

$5,664

Up $7,743 (+372%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$200K$150K$100K$50K$0Assets 2011: $106,380Liabilities 2011: $0Net Assets 2011: $106,3802011Assets 2012: $109,364Liabilities 2012: $0Net Assets 2012: $109,3642012Assets 2013: $107,944Liabilities 2013: $0Net Assets 2013: $107,9442013Assets 2014: $107,941Liabilities 2014: $0Net Assets 2014: $107,9412014Assets 2015: $112,106Liabilities 2015: $0Net Assets 2015: $112,1062015Assets 2016: $111,987Liabilities 2016: $0Net Assets 2016: $111,9872016Assets 2017: $111,900Liabilities 2017: $0Net Assets 2017: $111,9002017Assets 2018: $113,846Liabilities 2018: $0Net Assets 2018: $113,8462018Assets 2019: $114,083Liabilities 2019: $0Net Assets 2019: $114,0832019Assets 2020: $112,462Liabilities 2020: $0Net Assets 2020: $112,4622020Assets 2021: $118,126Liabilities 2021: $0Net Assets 2021: $118,1262021Assets 2022: $138,377Liabilities 2022: $0Net Assets 2022: $138,3772022Assets 2023: $146,375Liabilities 2023: $0Net Assets 2023: $146,3752023Assets 2024: $150,262Liabilities 2024: $0Net Assets 2024: $150,2622024

Highlighted filing

2021

Assets$118,126
Liabilities$0
Net Assets$118,126
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$30K$20K$10K$0-$10KExpenses 2011: $3,3612011Revenue 2012: $9,344Expenses 2012: $6,360Net Income 2012: $2,9842012Revenue 2013: $2,227Expenses 2013: $3,589Net Income 2013: -$1,3622013Revenue 2014: $1,954Expenses 2014: $1,957Net Income 2014: -$32014Revenue 2015: $10,204Expenses 2015: $6,039Net Income 2015: $4,1652015Revenue 2016: $1,591Expenses 2016: $1,710Net Income 2016: -$1192016Revenue 2017: $2,336Expenses 2017: $2,389Net Income 2017: -$532017Revenue 2018: $6,493Expenses 2018: $4,425Net Income 2018: $2,0682018Revenue 2019: $2,981Expenses 2019: $2,744Net Income 2019: $2372019Revenue 2020: $1,379Expenses 2020: $3,458Net Income 2020: -$2,0792020Revenue 2021: $8,260Expenses 2021: $2,596Net Income 2021: $5,6642021Revenue 2022: $17,929Expenses 2022: $8,179Net Income 2022: $9,7502022Revenue 2023: $20,520Expenses 2023: $12,522Net Income 2023: $7,9982023Revenue 2024: $10,072Expenses 2024: $6,185Net Income 2024: $3,8872024

Highlighted filing

2021

Revenue$8,260
Expenses$2,596
Net Income$5,664
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Gross Receipts
$8,260
Mission and Program Overview

Mission

Provide scholarships for students who have graduated from marlow high school, marlow, ok

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$109,000$114,522▲ $5,522
Cash and Non-Interest-Bearing Accounts$3,462$3,604▲ $142
Total Assets$112,462$118,126▲ $5,664
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$112,462$118,126▲ $5,664
Total Net Assets Fund Balance$112,462$118,126▲ $5,664
Total Liabilities and Net Assets / Fund Balance$112,462$118,126▲ $5,664
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jerry MontgomeryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,133
Investment Income
$2,127
Other Revenue
$0
Change in Net Assets
$5,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,596
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$250--$250
All Other Expenses$107--$107
Total Functional Expenses$2,596$0$0$2,596
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
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Copy of return was provided to the organizations treasurer.”

Governing documents etc available to public Part VI line 19

“The minutes of the governing borad are submitted to the entire association.ther governing body reviews all the transactions at the end of the year.”

Filing and Contact Details

Filer

Filer Name
Marlow Alumni Association Inc
EIN
73-1201115
Address
P O BOX 5, Marlow, OK 73055

Signing Officer

Name
Jerry Montgomery
Title
Treasurer
Signed
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry Montgomery
Formed
2000
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Nunleys Bookkeeping and Tax Service
Address
1908 W Walnut, Duncan, OK 73533
Preparer
Jerry D Nunley
Phone
5804670812
Raw XML Appendix281 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/NetAssetsOrFundBalancesBOYAmt0112462
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IRS990/PYInvestmentIncomeAmt0859
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARLOW ALUMNI ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MARL
ReturnHeader/Filer/EIN0731201115
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 5
ReturnHeader/Filer/USAddress/CityNm0Marlow
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ReturnHeader/Filer/USAddress/ZIPCd073055
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01908 W Walnut
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073533
ReturnHeader/PreparerPersonGrp/PhoneNum05804670812
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry D Nunley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-06T11:26:37-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTGOMERY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,126
Liabilities
$0
Net assets
$118,126
Revenue
$8,260
Expenses
$2,596
Net income
$5,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.10$0.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.21$0.13$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.18$0.08$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.08$0.03$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.01$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02$0.02$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.10$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.02$0.02$0.00
2013Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.02$0.04$0.01
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.09$0.06$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.03