Civic Intelligence

Oakdale School Foundation Inc.

990EZ • Fiscal year 2017 • EIN 73-1275159

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 17, 2017

Organization ProfileWWW.OAKDALE.ORG
10901 N Sooner RdEdmond, OK 73013

(405) 412-2576

Siviq Scores

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

Liabilities / Assets

76th percentile

0.08x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-36%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

4.9%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$243,989

Down $47,788 (-16%) from 2016

Net Assets

Down

$223,767

Down $66,510 (-23%) from 2016

Liabilities

Up

$20,222

Up $18,722 (+1248%) from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin10th percentile

Revenue

Up

$183,240

Up $8,572 (+4.9%) from 2016

Expenses

Up

$249,750

Up $102,613 (+70%) from 2016

Net Income

Down

-$66,510

Down $94,041 (-342%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$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

2017

Assets$243,989
Liabilities$20,222
Net Assets$223,767
Open 2017 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$183,240
Expenses$249,750
Net Income-$66,510
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 17, 2017
Return Version
2016v3.0
Gross Receipts
$183,240
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.

Program Services

DescriptionGrantsExpenses
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.-$240,627
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.-$4,634
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN SKARDAVice Preside-$0--
KATHY G CULLENPresident-$0--
CARLY RICHARDSONPresident El-$0--
ERIN HULSEYBoard-$0--
PHOEBE DAVISBoard-$0--
LEE CHARLTONBoard-$0--
JOANNA MCCOOLBoard-$0--
TINA ADAMSTreasurer-$0--
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
Kathy G Cullen
Title
President
Signed
2017-07-17
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Rocket run cost of goods sold 4,634 expenses school grants 218,431 osf operating expense 4,489 rocket celebrati expenses 19,286 sweetheart dance expenses 1,275 miscellaneous expenses 1,635 total 249,750”

Form 990-ez, Part II, Line 24

“Accounts receivable 250 6,160 total 250 6,160”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,500 20,222”

Form 990-ez, Part III

“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-ez, Part III, Line 28

“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-ez, Part III, Line 31

“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 Appendix179 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EDMOND
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN SKARDA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt06160
IRS990EZ/OtherExpensesTotalAmt0249750
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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.
IRS990EZ/ProgramServiceRevenueAmt087966
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14634
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020222
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0249750
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OAKDALE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt094562
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0217274
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0712
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0632
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0169897
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0154702
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0824313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROCKET RUN COST OF GOODS SOLD 4,634 EXPENSES SCHOOL GRANTS 218,431 OSF OPERATING EXPENSE 4,489 ROCKET CELEBRATI EXPENSES 19,286 SWEETHEART DANCE EXPENSES 1,275 MISCELLANEOUS EXPENSES 1,635 TOTAL 249,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 250 6,160 TOTAL 250 6,160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,500 20,222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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/ExplanationTxt4TO 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/ExplanationTxt5TO 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY G CULLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-17
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
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D222FC9E62A7D2120ECA42C97CCA8EC5662CEDB2
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486189
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALE & COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 EAST 15TH ST SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04053306000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R HALE
ReturnHeader/ReturnTs02017-08-16T09:04:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,989
Liabilities
$20,222
Net assets
$223,767
Revenue
$183,240
Expenses
$249,750
Net income
-$66,510
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits