Civic Intelligence

Eagle Ridge Institute Inc

EIN 73-1250829 • 501(c)3 • Guthrie, OK

Profile

Provide services to communities in the area of prevention intervention and treatment of substance abuse and its contributing problems and to participate in activities that promote alcohol and drug prevention.

1916 E Perkins AveGuthrie, OK 73044

www.eagleridgeinstitute.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $706,587 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $706,587 (-100%) from 2019

Revenue

Down

$0

Down $73,382 (-100%) from 2019

Expenses

Down

$0

Down $39,448 (-100%) from 2019

Net Income

Down

$0

Down $33,934 (-100%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,498,756Liabilities 2011: $1,096,471Net Assets 2011: $1,402,2852011Assets 2012: $2,447,986Liabilities 2012: $945,338Net Assets 2012: $1,502,6482012Assets 2013: $2,330,210Liabilities 2013: $867,950Net Assets 2013: $1,462,2602013Assets 2014: $1,964,853Liabilities 2014: $566,748Net Assets 2014: $1,398,1052014Assets 2015: $1,780,231Liabilities 2015: $506,101Net Assets 2015: $1,274,1302015Assets 2016: $1,413,521Liabilities 2016: $361,712Net Assets 2016: $1,051,8092016Assets 2017: $1,219,624Liabilities 2017: $254,801Net Assets 2017: $964,8232017Assets 2018: $1,002,785Liabilities 2018: $330,132Net Assets 2018: $672,6532018Assets 2019: $706,587Liabilities 2019: $0Net Assets 2019: $706,5872019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,272,219Expenses 2011: $5,079,475Net Income 2011: $192,7442011Revenue 2012: $4,452,370Expenses 2012: $4,352,007Net Income 2012: $100,3632012Revenue 2013: $3,995,878Expenses 2013: $4,036,266Net Income 2013: -$40,3882013Revenue 2014: $3,443,358Expenses 2014: $3,507,513Net Income 2014: -$64,1552014Revenue 2015: $2,339,069Expenses 2015: $2,463,044Net Income 2015: -$123,9752015Revenue 2016: $1,598,490Expenses 2016: $1,820,811Net Income 2016: -$222,3212016Revenue 2017: $1,493,925Expenses 2017: $1,580,911Net Income 2017: -$86,9862017Revenue 2018: $1,292,858Expenses 2018: $1,585,028Net Income 2018: -$292,1702018Revenue 2019: $73,382Expenses 2019: $39,448Net Income 2019: $33,9342019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020

Highlighted filing

2020

Revenue$0
Expenses$0
Net Income$0

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 17, 2021
Return Version
2019v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

Provide services to communities in the area of prevention intervention and treatment of substance abuse and its contributing problems and to participate in activities that promote alcohol and drug prevention.

Eagle ridge has been serving oklahomans for more than 25 years. We believe substance abuse is at the heart of many issues we face in our state.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$706,587$0▼ $706,587
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$706,587$0▼ $706,587
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$706,587$0▼ $706,587
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$706,587$0▼ $706,587
Total Liabilities and Net Assets / Fund Balance$706,587$0▼ $706,587
Compensation and Service Providers

Board Members and Trustees

NameTitle
William LockhartPresident
Shawn RogersVice President
Carol AsinDirector
Clifton ThomasDirector
Doli MathewsDirector
Jane FerrellDirector
Jered DavidsonDirector
Rebecca DennyDirector
William JamesSecretary
Paul PorterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

990 is presented by the director of finance to the board, reviewed and approved.

Form 990, Part VI, Section C, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Eagle Ridge Institute Inc
EIN
73-1250829
In Care Of
% LONNIE RICE CFO
Phone
4052828232
Address
1916 E PERKINS AVE, GUTHRIE, OK 73044

Signing Officer

Name
Lonnie Rice
Title
Officer
Signed
2021-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randy Tate
Formed
1985
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Bkd Llp
Address
110 N Elgin Ave Suite 400, Tulsa, OK 74120-1490
Phone
9185842900
Supplemental Narrative

Additional Explanations

Form 990 XI, Line 9

During 2019 the services performed by eagle ridge institute, inc were transitioned to north oklahoma county mental health center. In 2020, eagle ridge transferred title of all remaining assets to the center. Total value of assets transfereed: $706,587

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IRS990/PYRevenuesLessExpensesAmt033934
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IRS990/PYTotalExpensesAmt039448
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt073382
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IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023904
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01553939
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04300198
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY509Pct00.99978
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1BUILDINGS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-05-20
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12020-05-20
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1731134098
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt1666587
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0NORTH OKLAHOMA COUNTY MENTAL HEALTH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm1NORTH OKLAHOMA COUNTY MENTAL HEALTH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt02617 GENERAL PERSHING BLVD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt12617 GERNERAL PERSHING BLVD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1OKLAHOMA CITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0OK
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1OK
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd073107
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd173107
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IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER IS A RELATED ENTITY THAT IS RECEIVING THE TRANSFERRED ASSETS FROM EAGLE RIDGE INSTITUTE INC. ALL DIRECTORS OF EAGLE RIDGE INSTITUTE ARE ALSO DIRECTORS OF NORTH OKLAHOMA COUNTY MENTAL HEALTH.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2A
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS PRESENTED BY THE DIRECTOR OF FINANCE TO THE BOARD, REVIEWED AND APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DURING 2019 THE SERVICES PERFORMED BY EAGLE RIDGE INSTITUTE, INC WERE TRANSITIONED TO NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER. IN 2020, EAGLE RIDGE TRANSFERRED TITLE OF ALL REMAINING ASSETS TO THE CENTER. TOTAL VALUE OF ASSETS TRANSFEREED: $706,587
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false

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