Civic Intelligence

Ok2Grow Foundation Formerly White House Conf on Small Bus

990EZ • Fiscal year 2015 • EIN 73-1281151

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

Organization ProfileN/A
1924 S Utica AveTulsa, OK 74104

(918) 743-8900

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.23x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

0.40x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

85th percentile

57%

Faster asset growth than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$115,295

Up $41,778 (+57%) from 2014

Net Assets

Up

$88,875

Up $15,358 (+21%) from 2014

Liabilities

$26,420

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin79th percentile

Revenue

Up

$66,091

Up $18,840 (+40%) from 2014

Expenses

Up

$50,733

Up $23,247 (+85%) from 2014

Net Income

Down

$15,358

Down $4,407 (-22%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$150K$100K$50K$0Assets 2010: $8,650Liabilities 2010: $02010Assets 2011: $43,534Liabilities 2011: $02011Assets 2012: $41,481Net Assets 2012: $41,4812012Assets 2013: $53,752Net Assets 2013: $53,7522013Assets 2014: $73,517Net Assets 2014: $73,5172014Assets 2015: $115,295Liabilities 2015: $26,420Net Assets 2015: $88,8752015Assets 2016: $94,396Liabilities 2016: $14,989Net Assets 2016: $79,4072016Assets 2017: $129,641Liabilities 2017: $8,312Net Assets 2017: $121,3292017Assets 2018: $82,320Liabilities 2018: $11,855Net Assets 2018: $70,4652018Assets 2019: $88,132Liabilities 2019: $658Net Assets 2019: $87,4742019Assets 2020: $38,429Liabilities 2020: $705Net Assets 2020: $37,7242020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2015

Assets$115,295
Liabilities$26,420
Net Assets$88,875
Open 2015 Filing

Operations Trend

Revenue Growth83rd percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2010: $9,258Expenses 2010: $3,366Net Income 2010: $5,8922010Revenue 2011: $109,705Expenses 2011: $74,821Net Income 2011: $34,8842011Revenue 2012: $3,046Expenses 2012: $5,099Net Income 2012: -$2,0532012Revenue 2013: $12,2712013Revenue 2014: $47,251Expenses 2014: $27,486Net Income 2014: $19,7652014Revenue 2015: $66,091Expenses 2015: $50,733Net Income 2015: $15,3582015Revenue 2016: $71,237Expenses 2016: $80,705Net Income 2016: -$9,4682016Revenue 2017: $148,332Expenses 2017: $106,410Net Income 2017: $41,9222017Revenue 2018: $82,219Expenses 2018: $133,083Net Income 2018: -$50,8642018Revenue 2019: $128,117Expenses 2019: $111,108Net Income 2019: $17,0092019Revenue 2020: $61,155Expenses 2020: $110,905Net Income 2020: -$49,7502020Revenue 2021: $3,280Expenses 2021: $41,004Net Income 2021: -$37,7242021

Highlighted filing

2015

Revenue$66,091
Expenses$50,733
Net Income$15,358
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Gross Receipts
$77,296
Mission and Program Overview

Mission

Presenting conferences for the education and benefit of local small business owners.

Program Services

DescriptionGrantsExpenses
RECOGNIZE EXCELLENCE IN EMERGING MANUFACTURING EMPLOYERS AND LEADERS.$17,901-
AWARD SCHOLARSHIPS TO STUDENTS & ASSIST IN EDUCATIONAL SUPPORT.$10,477-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY HOLDERPresident-$0--
STEPHANIE CAMERONExecutive Director-$0--
JAN SLATERSecretary-$0--
LINDA WINGOTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ok2grow Foundation
EIN
73-1281151
Phone
9187438900
Address
1924 S UTICA AVE, TULSA, OK 74104

Signing Officer

Name
Linda Wingo
Title
Treasurer
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Lohrey & Associates PLLC
Address
1924 S Utica 900, Tulsa, OK 74104
Preparer
Jay Stallsmith
Phone
9187438900
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $17901”

Other Expenses.1009

“Depreciation $6925”

Other Expenses.1012

“Insurance $1510”

Other Expenses.1

“Educational programs $10477”

Other Expenses.2

“OUTSIDE SERVICES $5896”

Other Expenses.3

“SPONSORSHIPS $2900”

Other Expenses.4

“LICENSES & FEES $1236”

Other Expenses.5

“INTEREST $1038”

Other Expenses.6

“BANK CHARGES $367”

Other Expenses.7

“Meals and entertainment $158”

Other Expenses.9

“WEBSITE $96”

Other Assets.1001

“Automobiles - Beginning $0 Automobiles - Ending $27699”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $26420”

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0WILLIAM D LOHREY
IRS990EZ/BooksInCareOfDetail/PhoneNum09187438900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01924 SOUTH UTICA SUITE 900
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074114
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073517
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087596
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt068225
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015358
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02129
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073517
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0115295
IRS990EZ/FundraisingGrossIncomeAmt09071
IRS990EZ/GrossReceiptsAmt077296
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073517
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088875
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073517
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088875
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JERRY HOLDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE CAMERON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAN SLATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA WINGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt027699
IRS990EZ/OtherExpensesTotalAmt048504
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESENTING CONFERENCES FOR THE EDUCATION AND BENEFIT OF LOCAL SMALL BUSINESS OWNERS.
IRS990EZ/PrintingPublicationsPostageAmt0100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARD SCHOLARSHIPS TO STUDENTS & ASSIST IN EDUCATIONAL SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RECOGNIZE EXCELLENCE IN EMERGING MANUFACTURING EMPLOYERS AND LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010477
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt117901
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011205
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2134
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt026420
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050733
IRS990EZ/TotalProgramServiceExpensesAmt028378
IRS990EZ/TotalRevenueAmt066091
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt068225
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047251
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012271
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03046
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0109705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0240498
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09071
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0249569
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03046
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0109705
IRS990ScheduleA/Total509Grp/TotalAmt0249569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt077296
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012271
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0109705
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0249569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $17901
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $6925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATIONAL PROGRAMS $10477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE SERVICES $5896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPONSORSHIPS $2900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSES & FEES $1236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INTEREST $1038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK CHARGES $367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEALS AND ENTERTAINMENT $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WEBSITE $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Automobiles - Beginning $0 Automobiles - Ending $27699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Unsecured Notes and Loans Payable - Beginning $0 Unsecured Notes and Loans Payable - Ending $26420
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1008
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WINGO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OK2GROW FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FORMERLY WHITE HOUSE CONF ON SMALL BUS
ReturnHeader/Filer/BusinessNameControlTxt0OK2G
ReturnHeader/Filer/EIN0731281151
ReturnHeader/Filer/PhoneNum09187438900
ReturnHeader/Filer/USAddress/AddressLine1Txt01924 S UTICA AVE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lohrey & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01924 S Utica 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074104
ReturnHeader/PreparerPersonGrp/PhoneNum09187438900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY STALLSMITH
ReturnHeader/ReturnTs02016-11-15T07:29:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$115,295
Liabilities
$26,420
Net assets
$88,875
Revenue
$66,091
Expenses
$50,733
Net income
$15,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.03$0.41$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.01$0.38$0.61$1.11$0.50
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$1.28$1.11$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.12$0.70$0.82$1.33$0.51
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.08$1.21$1.48$1.06$0.42
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.15$0.79$0.71$0.81$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.26$0.89$0.66$0.51$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.47$0.27$0.20
2013Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$0.03$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$0.44$0.00$1.10$0.75$0.35
2010Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$0.03$0.06