Civic Intelligence

Ok2Grow Foundation Formerly White House Conf on Small Bus

990EZ • Fiscal year 2020 • EIN 73-1281151

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 09, 2021

2333 W WichitaBroken Arrow, OK 74012

(918) 743-8900

Siviq Scores

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

Liabilities / Assets

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-81%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-52%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$38,429

Down $49,703 (-56%) from 2019

Net Assets

Down

$37,724

Down $49,750 (-57%) from 2019

Liabilities

Up

$705

Up $47 (+7.1%) from 2019

Revenue

Down

$61,155

Down $66,962 (-52%) from 2019

Expenses

Down

$110,905

Down $203 (-0.2%) from 2019

Net Income

Down

-$49,750

Down $66,759 (-392%) from 2019

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

2020

Assets$38,429
Liabilities$705
Net Assets$37,724

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

2020

Revenue$61,155
Expenses$110,905
Net Income-$49,750
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 9, 2021
Return Version
2020v4.0
Gross Receipts
$75,883
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
AWARD SCHOLARSHIPS TO STUDENTS & ASSIST IN EDUCATIONAL SUPPORT.$50,000-
RECOGNIZE EXCELLENCE IN EMERGING MANUFACTURING EMPLOYERS AND LEADERS.$12,856-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY HOLDERTreasurer-$0--
TOM TRIPLETTExecutive Director-$0--
SHEILA SHOOKPresident-$0--
SHANE NELSONVice President-$0--
ANGIE GOTTRONSecretary-$0--
LINDA WINGOTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Redbud Celebration$53,837-$2,507-
Total Events$53,837-$2,507$-2,507
Filing and Contact Details

Filer

Filer Name
Ok2grow Foundation
EIN
73-1281151
Phone
9187438900
Address
2333 W WICHITA, BROKEN ARROW, OK 74012

Signing Officer

Name
Jerry Holder
Title
Treasurer
Signed
2021-04-09
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

OTHER INCOME $1000

Other Expenses.1001

Advertising and Promotion $12856

Other Expenses.1002

Office Expenses $258

Other Expenses.1009

Depreciation $997

Other Expenses.1012

Insurance $3201

Other Expenses.1

EDUCATION SUPPORT $50000

Other Expenses.2

Credit card merchant fees $2934

Other Expenses.4

OUTSIDE SERVICES $304

Other Expenses.5

AUTO EXPENSE $275

Other Expenses.6

COMPUTER EXPENSE $150

Other Expenses.8

Meals and entertainment $86

Other Expenses.9

BANK CHARGES $32

Other Expenses.10

FEES $8

Other Assets.1001

Automobiles - Beginning $1993 Automobiles - Ending $0

Other Assets.1

DEPOSITS - Beginning $1875 DEPOSITS - Ending $2651

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $658 Accounts Payable and Accrued Expenses - Ending $705

Raw XML Appendix219 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/CityNm0TULSA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHEILA SHOOK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt02651
IRS990EZ/OtherExpensesTotalAmt071101
IRS990EZ/OtherRevenueTotalAmt01000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESENTING CONFERENCES FOR THE EDUCATION AND BENEFIT OF LOCAL SMALL BUSINESS OWNERS.
IRS990EZ/PrintingPublicationsPostageAmt0604
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AWARD SCHOLARSHIPS TO STUDENTS & ASSIST IN EDUCATIONAL SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RECOGNIZE EXCELLENCE IN EMERGING MANUFACTURING EMPLOYERS AND LEADERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt112856
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt019000
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012407
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10361
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0658
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0705
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalRevenueAmt061155
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt053837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0129191
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt093429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0146535
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt064250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0487242
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063886
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0551128
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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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
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt053837
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt053837
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0REDBUD CELEBRATION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053837
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2507
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02507
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $12856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $997
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $3201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EDUCATION SUPPORT $50000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CREDIT CARD MERCHANT FEES $2934
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OUTSIDE SERVICES $304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AUTO EXPENSE $275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COMPUTER EXPENSE $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MEALS AND ENTERTAINMENT $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BANK CHARGES $32
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FEES $8
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Automobiles - Beginning $1993 Automobiles - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DEPOSITS - Beginning $1875 DEPOSITS - Ending $2651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable and Accrued Expenses - Beginning $658 Accounts Payable and Accrued Expenses - Ending $705
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY HOLDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-09
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/AddressLine1Txt02333 W WICHITA
ReturnHeader/Filer/USAddress/CityNm0BROKEN ARROW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074012
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/ReturnTs02021-04-09T05:23:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLDER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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