Civic Intelligence

Oakdale School Foundation

EIN 73-1275159 • 501(c)3 • Edmond, OK

Profile

To better provide the charitable and educational needs of the oakdale school (dependent school district no. 29 of oklahoma county, oklahoma) and its student body by providing a continuing and permanent entity through which monies or other property by gift, devise, or bequest can be dedicated to charitable or educational purposes.

10901 N Sooner RdEdmond, OK 73013

www.oakdale.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$317,058

Up $70,105 (+28%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$317,058

Up $70,105 (+28%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin76th percentile

Revenue

Up

$324,057

Up $54,416 (+20%) from 2023

Expenses

Down

$253,952

Down $25,037 (-9.0%) from 2023

Net Income

Up

$70,105

Up $79,453 (+850%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$400K$300K$200K$100K$0Assets 2012: $257,531Liabilities 2012: $02012Assets 2013: $271,889Liabilities 2013: $02013Assets 2014: $281,010Liabilities 2014: $02014Assets 2015: $262,747Liabilities 2015: $02015Assets 2016: $291,777Liabilities 2016: $1,500Net Assets 2016: $290,2772016Assets 2017: $243,989Liabilities 2017: $20,222Net Assets 2017: $223,7672017Assets 2018: $239,596Liabilities 2018: $0Net Assets 2018: $239,5962018Assets 2019: $256,497Liabilities 2019: $0Net Assets 2019: $256,4972019Assets 2020: $257,601Liabilities 2020: $0Net Assets 2020: $257,6012020Assets 2021: $185,286Liabilities 2021: $0Net Assets 2021: $185,2862021Assets 2022: $256,301Liabilities 2022: $0Net Assets 2022: $256,3012022Assets 2023: $246,953Liabilities 2023: $0Net Assets 2023: $246,9532023Assets 2024: $317,058Liabilities 2024: $0Net Assets 2024: $317,0582024

Highlighted filing

2024

Assets$317,058
Liabilities$0
Net Assets$317,058
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $149,250Expenses 2012: $130,820Net Income 2012: $18,4302012Revenue 2013: $155,334Expenses 2013: $140,975Net Income 2013: $14,3592013Revenue 2014: $170,396Expenses 2014: $161,275Net Income 2014: $9,1212014Revenue 2015: $140,675Expenses 2015: $158,939Net Income 2015: -$18,2642015Revenue 2016: $174,668Expenses 2016: $147,137Net Income 2016: $27,5312016Revenue 2017: $183,240Expenses 2017: $249,750Net Income 2017: -$66,5102017Revenue 2018: $204,500Expenses 2018: $188,671Net Income 2018: $15,8292018Revenue 2019: $187,672Expenses 2019: $170,771Net Income 2019: $16,9012019Revenue 2020: $156,436Expenses 2020: $155,332Net Income 2020: $1,1042020Revenue 2021: $125,600Expenses 2021: $197,915Net Income 2021: -$72,3152021Revenue 2022: $245,670Expenses 2022: $174,655Net Income 2022: $71,0152022Revenue 2023: $269,641Expenses 2023: $278,989Net Income 2023: -$9,3482023Revenue 2024: $324,057Expenses 2024: $253,952Net Income 2024: $70,1052024

Highlighted filing

2024

Revenue$324,057
Expenses$253,952
Net Income$70,105
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$317,058
Liabilities
$0
Net assets
$317,058
Revenue
$324,057
Expenses
$253,952
Net income
$70,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$3.17$0.00$3.17$3.24$2.54$0.70
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.00$2.47$2.70$2.79$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.00$2.56$2.46$1.75$0.71
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$1.26$1.98$0.72
2020Summary only. Only limited summary data is available for this year.$2.58$0.00$2.58$1.56$1.55$0.01
2019Summary only. Only limited summary data is available for this year.$2.56$0.00$2.56$1.88$1.71$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$2.05$1.89$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.20$2.24$1.83$2.50$0.67
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.02$2.90$1.75$1.47$0.28
2015Summary only. Only limited summary data is available for this year.$2.63$0.00$1.41$1.59$0.18
2014Summary only. Only limited summary data is available for this year.$2.81$0.00$1.70$1.61$0.09
2013Summary only. Only limited summary data is available for this year.$2.72$0.00$1.55$1.41$0.14
2012Summary only. Only limited summary data is available for this year.$2.58$0.00$1.49$1.31$0.18
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 19, 2023
Return Version
2022v5.0
Gross Receipts
$269,641
Mission and Program Overview

Mission

To better provide the charitable and educational needs of the oakdale school (dependent school district no. 29 of oklahoma county, oklahoma) and its student body by providing a continuing and permanent entity through which monies or other property by gift, devise, or bequest can be dedicated to charitable or educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$256,301$246,953▼ $9,348
Savings and Temporary Cash Investments$163,464$167,524▲ $4,060
Cash and Non-Interest-Bearing Accounts$92,837$79,429▼ $13,408
Total Assets$256,301$246,953▼ $9,348
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$256,301$246,953▼ $9,348
Total Liabilities and Net Assets / Fund Balance$256,301$246,953▼ $9,348
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jessica HillPresident
Amber CrosbyBoard
Christi McgahanBoard
Joanna MccoolBoard
Jodi HieptasBoard
Kari CottonBoard
Leslie WilkersonMember at La
Janna BlockTreasurer
Terra MyersVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$122,939
Program Service Revenue
$142,642
Investment Income
$4,060
Other Revenue
$0
All Other Contributions
$122,939
Change in Net Assets
$-9,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$278,989
Total Fundraising Expense$12,512
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$49,981$8,530$12,512$8,530
Total Functional Expenses$257,947$8,530$12,512$278,989
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Oakdale School Foundation
EIN
73-1275159
Phone
4054122576
Address
10901 N SOONER RD, EDMOND, OK 73013

Signing Officer

Name
Janna Block
Title
Treasurer
Phone
2144174921
Signed
2023-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Hill
Formed
1996
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Hale & Company CPA Pc
Address
1300 E 15TH ST STE 150, EDMOND, OK 73013
Preparer
James R Hale
Phone
4053306000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To better provide the charitable and educational needs of the oakdale school (dependent school district no. 29 of oklahoma county, oklahoma) and its student body by providing a continuing and permanent entity through which monies or other property by gift, devise, or bequest can be dedicated to charitable or educational purposes.”

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

“To better provide the charitable and educational needs of the oakdale school (dependent school district no. 29 of oklahoma county, oklahoma) and its student body by providing a continuing and permanent entity through which monies or other property by gift, devise, or bequest can be dedicated to charitable or educational purposes.”

Raw XML Appendix324 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER AT LA
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
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IRS990/GrantsToIndividualsInd0false
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/OtherExpensesGrp/Desc2ROCKET RUN EXPENSES
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0125437
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0154891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0185009
IRS990ScheduleA/Total509Grp/TotalAmt0976339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0269641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0245670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0125600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0156436
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0187672
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0985019
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO BETTER PROVIDE THE CHARITABLE AND EDUCATIONAL NEEDS OF THE OAKDALE SCHOOL (DEPENDENT SCHOOL DISTRICT NO. 29 OF OKLAHOMA COUNTY, OKLAHOMA) AND ITS STUDENT BODY BY PROVIDING A CONTINUING AND PERMANENT ENTITY THROUGH WHICH MONIES OR OTHER PROPERTY BY GIFT, DEVISE, OR BEQUEST CAN BE DEDICATED TO CHARITABLE OR EDUCATIONAL PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO BETTER PROVIDE THE CHARITABLE AND EDUCATIONAL NEEDS OF THE OAKDALE SCHOOL (DEPENDENT SCHOOL DISTRICT NO. 29 OF OKLAHOMA COUNTY, OKLAHOMA) AND ITS STUDENT BODY BY PROVIDING A CONTINUING AND PERMANENT ENTITY THROUGH WHICH MONIES OR OTHER PROPERTY BY GIFT, DEVISE, OR BEQUEST CAN BE DEDICATED TO CHARITABLE OR EDUCATIONAL PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0256301
IRS990/TotalAssetsEOYAmt0246953
IRS990/TotalAssetsGrp/BOYAmt0256301
IRS990/TotalAssetsGrp/EOYAmt0246953
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0122939
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012512
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08530
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0257947
IRS990/TotalFunctionalExpensesGrp/TotalAmt0278989
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0256301
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0246953
IRS990/TotalProgramServiceExpensesAmt0257947
IRS990/TotalProgramServiceRevenueAmt0142642
IRS990/TotalRevenueGrp/ExclusionAmt0146702
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0269641
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0256301
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0246953
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt010901 N SOONER RD
IRS990/USAddress/CityNm0EDMOND
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073013
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.OAKDALE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANNA BLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02144174921
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKDALE SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKD
ReturnHeader/Filer/EIN0731275159
ReturnHeader/Filer/PhoneNum04054122576
ReturnHeader/Filer/USAddress/AddressLine1Txt010901 N SOONER RD
ReturnHeader/Filer/USAddress/CityNm0EDMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073013
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALE & COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 E 15TH ST STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04053306000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02023-11-08T12:17:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLOCK
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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