Civic Intelligence

Ok2Grow Foundation Formerly White House Conf on Small Bus

990EZ • Fiscal year 2017 • EIN 73-1281151

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

83rd percentile

28%

Higher net margin than 83% 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

80th percentile

37%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

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

Assets

Up

$129,641

Up $35,245 (+37%) from 2016

Net Assets

Up

$121,329

Up $41,922 (+53%) from 2016

Liabilities

Down

$8,312

Down $6,677 (-45%) from 2016

Revenue

Up

$148,332

Up $77,095 (+108%) from 2016

Expenses

Up

$106,410

Up $25,705 (+32%) from 2016

Net Income

Up

$41,922

Up $51,390 (+543%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$129,641
Liabilities$8,312
Net Assets$121,329

Operations Trend

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

2017

Revenue$148,332
Expenses$106,410
Net Income$41,922
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$159,034
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROVIDE MANUFACTURING CURRICULUM IN HIGH SCHOOLS.$40,332-
RECOGNIZE EXCELLENCE IN EMERGING MANUFACTURING EMPLOYERS AND LEADERS.$20,505-
AWARD SCHOLARSHIPS TO STUDENTS & ASSIST IN EDUCATIONAL SUPPORT.$5,256-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY HOLDERPresident-$0--
STEPHANIE CAMERONExecutive Director-$0--
JAN SLATERSecretary-$0--
LINDA WINGOTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Redbud Celebration$25,535-$10,702-
Total Events$25,535-$10,702$-10,702
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
2018-11-14
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 Revenue.1

MERCHANDISE SALES $11999

Other Revenue.2

Miscellaneous income $500

Other Expenses.1001

Advertising and Promotion $18605

Other Expenses.1002

Office Expenses $52

Other Expenses.1009

Depreciation $6648

Other Expenses.1012

Insurance $3272

Other Expenses.1

Technician training $39506

Other Expenses.2

T-SHIRT EXPENSES $12489

Other Expenses.3

OUTSIDE SERVICES $8994

Other Expenses.4

SCHOLARSHIPS $3000

Other Expenses.5

AUTO EXPENSE $2519

Other Expenses.6

Dues & subscriptions $2281

Other Expenses.7

STUDENT SUPPORT $2256

Other Expenses.8

SPONSORSHIPS $1900

Other Expenses.9

MEETINGS $1023

Other Expenses.10

WORKSHOPS $826

Other Expenses.11

Meals and entertainment $542

Other Expenses.12

BANK CHARGES $465

Other Expenses.13

INTEREST $341

Other Expenses.15

WEBSITE $312

Other Assets.1001

Automobiles - Beginning $16619 Automobiles - Ending $9971

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $8312

Total Liabilities.1008

Unsecured Notes and Loans Payable - Beginning $14989 Unsecured Notes and Loans Payable - Ending $0

Raw XML Appendix209 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TULSA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Dir.
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherRevenueTotalAmt012499
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESENTING CONFERENCES FOR THE EDUCATION AND BENEFIT OF LOCAL SMALL BUSINESS OWNERS.
IRS990EZ/PrintingPublicationsPostageAmt0330
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARD SCHOLARSHIPS TO STUDENTS & ASSIST IN EDUCATIONAL SUPPORT.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDE MANUFACTURING CURRICULUM IN HIGH SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05256
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt120505
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-10702
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014989
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0338532
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0366807
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt025535
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt025535
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010702
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0REDBUD CELEBRATION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025535
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025535
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10702
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010702
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010702
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MERCHANDISE SALES $11999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS INCOME $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $18605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation $6648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $3272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TECHNICIAN TRAINING $39506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7T-SHIRT EXPENSES $12489
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OUTSIDE SERVICES $8994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SCHOLARSHIPS $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AUTO EXPENSE $2519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DUES & SUBSCRIPTIONS $2281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STUDENT SUPPORT $2256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SPONSORSHIPS $1900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MEETINGS $1023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15WORKSHOPS $826
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MEALS AND ENTERTAINMENT $542
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17BANK CHARGES $465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18INTEREST $341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19WEBSITE $312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Automobiles - Beginning $16619 Automobiles - Ending $9971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $8312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Unsecured Notes and Loans Payable - Beginning $14989 Unsecured Notes and Loans Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Assets.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Total Liabilities.1008
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WINGO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
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/PreparerFirmEIN0731013505
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/ReturnTs02018-11-14T12:23:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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