Civic Intelligence

Oklahoma Academy for State Goals

990 • Fiscal year 2020 • EIN 73-1255400

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

PO Box 968Norman, OK 73070

(405) 307-0986

Siviq Scores

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

Liabilities / Assets

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

49th percentile

0.13x

Higher debt load relative to revenue than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

51st percentile

5.8%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

85th percentile

$157,590

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 37.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

53rd percentile

7.1%

Faster asset growth than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,776,375

Up $117,821 (+7.1%) from 2019

Net Assets

Up

$1,720,819

Up $148,299 (+9.4%) from 2019

Liabilities

Down

$55,556

Down $30,478 (-35%) from 2019

Revenue

Down

$426,255

Down $206,629 (-33%) from 2019

Expenses

Down

$401,454

Down $297,520 (-43%) from 2019

Net Income

Up

$24,801

Up $90,891 (+138%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$1,776,375
Liabilities$55,556
Net Assets$1,720,819

Operations Trend

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

2020

Revenue$426,255
Expenses$401,454
Net Income$24,801
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$426,255
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$132,028$200,446▲ $68,418
Cash and Non-Interest-Bearing Accounts$47,236$2,955▼ $44,281
Prepaid Expenses and Deferred Charges$1,524--
Investments in Publicly Traded Securities$1,296$1,231▼ $65
Total Assets$1,658,554$1,776,375▲ $117,821
Other Assets Total$1,476,470$1,571,743▲ $95,273
Liabilities
Other Liabilities$86,034$53,983▼ $32,051
Accounts Payable and Accrued Expenses-$1,573-
Total Liabilities$86,034$55,556▼ $30,478
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,572,520$1,720,819▲ $148,299
Total Net Assets Fund Balance$1,572,520$1,720,819▲ $148,299
Total Liabilities and Net Assets / Fund Balance$1,658,554$1,776,375▲ $117,821

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$33,219-
Other Assets Org$1,571,008--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie J KnutsonExecutive DirectorFT$148,186$9,404$157,590

Board Members and Trustees

NameTitle
Roger BlaisBoard Governance Chair
Susan WinchesterBoard Governance Chair
Clayton TaylorChairman of the Board
Howard Barnett JrChairman-Elect
Rachel HutchingsImmediate Past Chair
Lee DennyVice Chair
Michael GordonMembership Vice President
Revenue and Support

Revenue Composition

Contributions and Grants
$191,600
Program Service Revenue
$178,070
Investment Income
$55,610
Other Revenue
$975
All Other Contributions
$66,434
Change in Net Assets
$24,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$244,179
Other Expenses$157,275
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$97,457$48,729-$146,186
Other Salaries and Wages$46,077$23,038-$69,115
Conferences and Meetings$50,446--$50,446
Occupancy$13,205$6,602-$19,807
Insurance$12,752$6,376-$19,128
Payroll Taxes$10,667$5,333-$16,000
Travel$9,159$4,580-$13,739
Fees for Service Investment Mgmnt Fees-$13,162-$13,162
Pension Plan Contributions$8,585$4,293-$12,878
Office Expenses$5,407$2,704-$8,111
All Other Expenses-$4,964-$4,964
Fees for Services Accounting-$1,603-$1,603
Advertising$1,379--$1,379
Information Technology$873$467-$1,340
Other Expenses$787$2,799-$787
Total Functional Expenses$270,167$131,287$0$401,454
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Forgivable PPP Loan$47,300
Deferred Membership Revenue$4,500
Accrued Payroll$2,183
Governance and Compliance

Governance Checklist

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

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The company is an Oklahoma-Not-For Profit Corporation.

Form 990 governing body review Part VI line 11

Form 990 is made available to the board before it is filed.

Conflict of interest policy compliance Part VI line 12C

Potential conflicts of interest are discussed at regularly scheduled board meetings.

CEO executive director top management comp Part VI line 15A

The Executive Directors compensation is determined by the board.

Other officer or key employee compensation Part VI line 15B

All employees compensation is determined by the board.

Governing documents etc available to public Part VI line 19

All public governing documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Oklahoma Academy for State Goals
EIN
73-1255400
Address
PO Box 968, Norman, OK 73070

Signing Officer

Name
Julie J Knutson
Title
Executive Direc
Phone
4053070986
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie J Knutson
Formed
1967
Legal Domicile
Ok
Voting Board Members
57
Independent Board Members
57
Employees
3

Preparer

Firm
Larry Pace & Co PC
Address
1225 W Main Suite 124, Norman, OK 73069
Preparer
Larry Pace
Phone
4053213026
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Annual Conference
IRS990/ProgramServiceRevenueGrp/Desc1Salute
IRS990/ProgramServiceRevenueGrp/Desc2Legislative
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024450
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1133250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt220370
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1133250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt220370
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0188988
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt069244
IRS990/PYOtherExpensesAmt0388089
IRS990/PYOtherRevenueAmt01017
IRS990/PYProgramServiceRevenueAmt0373635
IRS990/PYRevenuesLessExpensesAmt0-66090
IRS990/PYSalariesCompEmpBnftPaidAmt0310885
IRS990/PYTotalExpensesAmt0698974
IRS990/PYTotalRevenueAmt0632884
IRS990/QuidProQuoContributionsInd0false
IRS990/ReconcilationRevenueExpnssAmt024801
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0132028
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0191599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0186569
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt068802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt086080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0195471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0728521
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029557
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt036607
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt033968
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt030645
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029342
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0160119
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75320
IRS990ScheduleA/PublicSupportPY170Pct00.78050
IRS990ScheduleA/PublicSupportTotal170Amt0669313
IRS990ScheduleA/SubstantialContributorsTotAmt059208
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0191599
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0186569
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt068802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt086080
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0195471
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0728521
IRS990ScheduleA/TotalSupportAmt0888640
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033219
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt033219
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0735
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11571008
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Deposit
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Oklahoma Communities Foundation
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12183
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt247300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Deferred Membership Revenue
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued Payroll
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Forgivable PPP Loan
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01571743
IRS990ScheduleD/TotalLiabilityAmt053983
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0148186
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt09404
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Julie J Knutson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0157590
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The company is an Oklahoma-Not-For Profit Corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is made available to the board before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Potential conflicts of interest are discussed at regularly scheduled board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Executive Directors compensation is determined by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All employees compensation is determined by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All public governing documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01658554
IRS990/TotalAssetsEOYAmt01776375
IRS990/TotalAssetsGrp/BOYAmt01658554
IRS990/TotalAssetsGrp/EOYAmt01776375
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt0191600
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0131287
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0270167
IRS990/TotalFunctionalExpensesGrp/TotalAmt0401454
IRS990/TotalGrossUBIAmt029557
IRS990/TotalLiabilitiesBOYAmt086034
IRS990/TotalLiabilitiesEOYAmt055556
IRS990/TotalLiabilitiesGrp/BOYAmt086034
IRS990/TotalLiabilitiesGrp/EOYAmt055556
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01572520
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01720819

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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