Civic Intelligence

Oklahoma Academy for State Goals

990 • Fiscal year 2015 • EIN 73-1255400

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profilewww.okacademy.org
401 West MainNorman, OK 73069

(405) 307-0986

Siviq Scores

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

Liabilities / Assets

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

40th percentile

0.07x

Higher debt load relative to revenue than 40% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

85th percentile

30%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

84th percentile

$155,671

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

37th percentile

-2.0%

Faster asset growth than 37% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$1,617,223

Down $32,876 (-2.0%) from 2014

Net Assets

Down

$1,561,246

Down $12,685 (-0.8%) from 2014

Liabilities

Down

$55,977

Down $20,191 (-27%) from 2014

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin85th percentile

Revenue

Up

$847,470

Up $114,126 (+16%) from 2014

Expenses

Up

$595,161

Up $15,939 (+2.8%) from 2014

Net Income

Up

$252,309

Up $98,187 (+64%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $676,872Liabilities 2010: $135,324Net Assets 2010: $541,5482010Assets 2011: $602,608Liabilities 2011: $72,182Net Assets 2011: $530,4262011Assets 2012: $799,390Liabilities 2012: $93,501Net Assets 2012: $705,8892012Assets 2013: $1,497,925Liabilities 2013: $78,116Net Assets 2013: $1,419,8092013Assets 2014: $1,650,099Liabilities 2014: $76,168Net Assets 2014: $1,573,9312014Assets 2015: $1,617,223Liabilities 2015: $55,977Net Assets 2015: $1,561,2462015Assets 2016: $1,667,054Liabilities 2016: $79,885Net Assets 2016: $1,587,1692016Assets 2017: $1,695,431Liabilities 2017: $62,667Net Assets 2017: $1,632,7642017Assets 2018: $1,515,862Liabilities 2018: $55,735Net Assets 2018: $1,460,1272018Assets 2019: $1,658,554Liabilities 2019: $86,034Net Assets 2019: $1,572,5202019Assets 2020: $1,776,375Liabilities 2020: $55,556Net Assets 2020: $1,720,8192020Assets 2021: $1,835,830Liabilities 2021: $25,669Net Assets 2021: $1,810,1612021Assets 2022: $1,520,342Liabilities 2022: $81,292Net Assets 2022: $1,439,0502022Assets 2023: $1,715,025Liabilities 2023: $100,399Net Assets 2023: $1,614,6262023Assets 2024: $1,691,567Liabilities 2024: $90,307Net Assets 2024: $1,601,2602024

Highlighted filing

2015

Assets$1,617,223
Liabilities$55,977
Net Assets$1,561,246
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $702,0652010Revenue 2011: $586,059Expenses 2011: $597,181Net Income 2011: -$11,1222011Revenue 2012: $870,894Expenses 2012: $690,360Net Income 2012: $180,5342012Revenue 2013: $1,315,140Expenses 2013: $601,220Net Income 2013: $713,9202013Revenue 2014: $733,344Expenses 2014: $579,222Net Income 2014: $154,1222014Revenue 2015: $847,470Expenses 2015: $595,161Net Income 2015: $252,3092015Revenue 2016: $480,886Expenses 2016: $556,346Net Income 2016: -$75,4602016Revenue 2017: $559,825Expenses 2017: $641,985Net Income 2017: -$82,1602017Revenue 2018: $567,645Expenses 2018: $621,069Net Income 2018: -$53,4242018Revenue 2019: $632,884Expenses 2019: $698,974Net Income 2019: -$66,0902019Revenue 2020: $426,255Expenses 2020: $401,454Net Income 2020: $24,8012020Revenue 2021: $714,961Expenses 2021: $660,402Net Income 2021: $54,5592021Revenue 2022: $593,575Expenses 2022: $738,903Net Income 2022: -$145,3282022Revenue 2023: $790,142Expenses 2023: $740,227Net Income 2023: $49,9152023Revenue 2024: $831,483Expenses 2024: $883,410Net Income 2024: -$51,9272024

Highlighted filing

2015

Revenue$847,470
Expenses$595,161
Net Income$252,309
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$847,470
Mission and Program Overview

Mission

To Provide information to citizens. Encourages the utilization and developement of the State of Oklahmas resources.

To provide information to citizens. Encourage the utilization and development of the state's resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$170,329$267,065▲ $96,736
Land, Buildings, and Equipment, Net$5,450$4,516▼ $934
Investments in Publicly Traded Securities-$3,314-
Accounts Receivable$15,017$3,000▼ $12,017
Cash and Non-Interest-Bearing Accounts$-1,184$1,758▲ $2,942
Total Assets$1,650,099$1,617,223▼ $32,876
Other Assets Total$1,460,487$1,337,570▼ $122,917
Liabilities
Other Liabilities$74,708$55,416▼ $19,292
Accounts Payable and Accrued Expenses$1,460$561▼ $899
Total Liabilities$76,168$55,977▼ $20,191
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,421,767$1,336,834▼ $84,933
Unrestricted Net Assets$152,164$224,412▲ $72,248
Total Net Assets Fund Balance$1,573,931$1,561,246▼ $12,685
Total Liabilities and Net Assets / Fund Balance$1,650,099$1,617,223▼ $32,876

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,516$28,703-
Other Assets Org$1,336,834--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,421,767$20,000▼ $35,370$69,563$1,336,834
2014$1,333,960$77,500▲ $68,811$58,504$1,421,767
2013$693,655$462,500▲ $176,728$-1,077$1,333,960
2012$404,520$290,000▲ $58,360$59,225$693,655
2011$431,318-▼ $5,780$21,018$404,520
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie J KnutsonExecutive DirectorFT$155,671-$155,671
Julie J Knutson--$144,690$10,981$155,671

Board Members and Trustees

NameTitle
Greg MainChairman
Douglas BranchFinance Chair
Revenue and Support

Revenue Composition

Contributions and Grants
$275,119
Program Service Revenue
$352,698
Investment Income
$219,653
Other Revenue
$0
All Other Contributions
$138,231
Change in Net Assets
$252,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$297,896
Other Expenses$297,265
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$103,781$51,890$0$155,671
Other Salaries and Wages$59,083$29,541$0$88,624
All Other Expenses$30,387$11,193$0$41,580
Other Employee Benefits$16,626$8,313$0$24,939
Travel$12,113$6,057$0$18,170
Payroll Taxes$10,965$5,482$0$16,447
Fees for Service Investment Mgmnt Fees$0$14,065$0$14,065
Occupancy$8,800$4,400$0$13,200
Conferences and Meetings$12,643$0$0$12,643
Pension Plan Contributions$8,143$4,072$0$12,215
Office Expenses$7,709$3,854$0$11,563
Other Expenses$8,872$0$0$8,872
Information Technology$4,158$2,079$0$6,237
Fees for Services Accounting$0$3,515$0$3,515
Depreciation Depletion$0$1,562$0$1,562
Insurance$0$52$0$52
Advertising$0$9$0$9
Total Functional Expenses$449,077$146,084$0$595,161
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Membership Revenue$51,875
Accrued Payroll$2,183
Deferred Income$1,358
Payroll Taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Oklahoma Academy for State Goals
EIN
73-1255400
Phone
4053070986
Address
401 West Main, Norman, OK 73069

Signing Officer

Name
Julie J Knutson
Title
Executive Director
Phone
4053070986
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie J Knutson
Formed
1967
Legal Domicile
Ok
Voting Board Members
52
Independent Board Members
52
Employees
4
Volunteers
0

Preparer

Firm
Larry Pace & Co Pc
Address
1225 W MAIN ST 124, NORMAN, OK 73069
Preparer
Larry Pace
Phone
4053213026
Supplemental Narrative

Additional Explanations

Pt XI

“Investments that do not belong to The Oklahoma Academy”

Pt XI

“For State Goals in the amount of $25,565 were inadvertently”

Pt XI

“included in the unrestricted net assets.”

Pt VI, Line 6

“The members pay voluntary dues annually.”

Pt VI, Line 11B

“Form 990 is made available to the Board of Directors before”

Pt VI, Line 11B

“it is filed with the Internal Revenue Service.”

Pt VI, Line 12C

“The executive committee meets annually to review and discuss”

Pt VI, Line 12C

“potential conflicts of interest that may exist with its”

Pt VI, Line 12C

“members.”

Pt VI, Line 15A

“The executive committee annually reviews and determines”

Pt VI, Line 15A

“the executive directors compensation package.”

Pt VI, Line 15B

“The executive committee and the executive director determine”

Pt VI, Line 15B

“the compensation for the staff employees.”

Pt VI, Line 19

“The organization makes various items avaiable on it's website. All other inquires are directed to submit a written document request.”

Form 990, Part IX, Line 24E

“Directory of Memberships 8000. 8000. 0. 0.”

Form 990, Part IX, Line 24E

“Bank Charges 373. 249. 124. 0.”

Form 990, Part IX, Line 24E

“Contract Labor 1470. 980. 490. 0.”

Form 990, Part IX, Line 24E

“Credit Card Fees 3214. 2143. 1071. 0.”

Form 990, Part IX, Line 24E

“Dues & Subscriptions 4560. 3040. 1520. 0.”

Form 990, Part IX, Line 24E

“Equipment Lease 13453. 8969. 4484. 0.”

Form 990, Part IX, Line 24E

“Misc 2135. 1423. 712. 0.”

Form 990, Part IX, Line 24E

“Postage & Delivery 3781. 2521. 1260. 0.”

Form 990, Part IX, Line 24E

“Rent - Storage 323. 215. 108. 0.”

Form 990, Part IX, Line 24E

“Telephone 4271. 2847. 1424. 0.”

Raw XML AppendixShowing 400 of 503 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/ReportOtherAssetsInd0true
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Reimbursements 2011: 190. 2012: 240. 2013: 1921. 2014: 1554. 2015: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JULIE J KNUTSON
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Investments that do not belong to The Oklahoma Academy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1For State Goals in the amount of $25,565 were inadvertently
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2included in the unrestricted net assets.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The members pay voluntary dues annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 is made available to the Board of Directors before
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5it is filed with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The executive committee meets annually to review and discuss
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7potential conflicts of interest that may exist with its
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9The executive committee annually reviews and determines
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10the executive directors compensation package.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11The executive committee and the executive director determine
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12the compensation for the staff employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13The organization makes various items avaiable on it's website. All other inquires are directed to submit a written document request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Directory of Memberships 8000. 8000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Bank Charges 373. 249. 124. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Contract Labor 1470. 980. 490. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Credit Card Fees 3214. 2143. 1071. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Dues & Subscriptions 4560. 3040. 1520. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Equipment Lease 13453. 8969. 4484. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Misc 2135. 1423. 712. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Postage & Delivery 3781. 2521. 1260. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Rent - Storage 323. 215. 108. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Telephone 4271. 2847. 1424. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 6

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,617,223
Liabilities
$55,977
Net assets
$1,561,246
Revenue
$847,470
Expenses
$595,161
Net income
$252,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.09$1.60$0.83$0.88$0.05
2023Summary only. Only limited summary data is available for this year.$1.72$0.10$1.61$0.79$0.74$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.08$1.44$0.59$0.74$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.03$1.81$0.71$0.66$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.06$1.72$0.43$0.40$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.09$1.57$0.63$0.70$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.06$1.46$0.57$0.62$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.06$1.63$0.56$0.64$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.08$1.59$0.48$0.56$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.06$1.56$0.85$0.60$0.25
2014Summary only. Only limited summary data is available for this year.$1.65$0.08$1.57$0.73$0.58$0.15
2013Summary only. Only limited summary data is available for this year.$1.50$0.08$1.42$1.32$0.60$0.71
2012Summary only. Only limited summary data is available for this year.$0.80$0.09$0.71$0.87$0.69$0.18
2011Summary only. Only limited summary data is available for this year.$0.60$0.07$0.53$0.59$0.60$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.14$0.54$0.70