Civic Intelligence

Southern Oklahoma Memorial Foundation Inc.

990PF • Fiscal year 2016 • EIN 73-1300662

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 20, 2016

Organization Profile
PO Box 1409Ardmore, OK 73402-1409

(580) 226-0700

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • $50M-$100M nonprofits • Source year 2016

Net Margin

3rd percentile

-106%

Higher net margin than 3% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

25th percentile

$159,193

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2016 filings • $50M-$100M nonprofits • Source year 2016

Asset Growth

6th percentile

-11%

Faster asset growth than 6% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-70%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$91,577,594

Down $11,263,378 (-11%) from 2015

Net Assets

Down

$91,577,594

Down $11,263,378 (-11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin3rd percentile

Revenue

Down

$3,063,559

Down $6,993,489 (-70%) from 2015

Expenses

Up

$6,316,857

Up $94,809 (+1.5%) from 2015

Net Income

Down

-$3,253,298

Down $7,088,298 (-185%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$150M$100M$50M$0Assets 2011: $96,326,990Liabilities 2011: $0Net Assets 2011: $96,326,9902011Assets 2012: $89,221,117Liabilities 2012: $12012Assets 2013: $95,097,332Liabilities 2013: $0Net Assets 2013: $95,097,3322013Assets 2014: $106,071,052Liabilities 2014: $0Net Assets 2014: $106,071,0522014Assets 2015: $102,840,972Liabilities 2015: $0Net Assets 2015: $102,840,9722015Assets 2016: $91,577,594Liabilities 2016: $0Net Assets 2016: $91,577,5942016Assets 2018: $104,425,243Liabilities 2018: $0Net Assets 2018: $104,425,2432018Assets 2019: $99,116,192Liabilities 2019: $0Net Assets 2019: $99,116,1922019Assets 2020: $98,158,493Liabilities 2020: $0Net Assets 2020: $98,158,4932020Assets 2021: $102,007,584Liabilities 2021: $0Net Assets 2021: $102,007,5842021Assets 2022: $106,106,910Liabilities 2022: $0Net Assets 2022: $106,106,9102022Assets 2023: $106,799,617Liabilities 2023: $0Net Assets 2023: $106,799,6172023Assets 2024: $103,244,967Liabilities 2024: $0Net Assets 2024: $103,244,9672024Assets 2025: $105,723,600Liabilities 2025: $0Net Assets 2025: $105,723,6002025

Highlighted filing

2016

Assets$91,577,594
Liabilities$0
Net Assets$91,577,594
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $5,022,8802011Revenue 2012: $5,973,964Expenses 2012: $5,232,975Net Income 2012: $740,9892012Expenses 2013: $5,390,2032013Revenue 2014: $12,735,963Expenses 2014: $5,881,245Net Income 2014: $6,854,7182014Revenue 2015: $10,057,048Expenses 2015: $6,222,048Net Income 2015: $3,835,0002015Revenue 2016: $3,063,559Expenses 2016: $6,316,857Net Income 2016: -$3,253,2982016Revenue 2018: $8,050,917Expenses 2018: $5,768,580Net Income 2018: $2,282,3372018Revenue 2019: $8,920,497Expenses 2019: $6,007,780Net Income 2019: $2,912,7172019Revenue 2020: $5,357,476Expenses 2020: $6,315,175Net Income 2020: -$957,6992020Revenue 2021: $10,492,735Expenses 2021: $6,643,644Net Income 2021: $3,849,0912021Revenue 2022: $11,493,167Expenses 2022: $7,393,841Net Income 2022: $4,099,3262022Revenue 2023: $8,664,144Expenses 2023: $7,971,437Net Income 2023: $692,7072023Revenue 2024: $4,458,525Expenses 2024: $8,013,175Net Income 2024: -$3,554,6502024Revenue 2025: $9,868,916Expenses 2025: $7,390,283Net Income 2025: $2,478,6332025

Highlighted filing

2016

Revenue$3,063,559
Expenses$6,316,857
Net Income-$3,253,298
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 20, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY PULLIAMPresidentPT$157,695$1,498$159,193
DON CHAFFINDirector-$0--
MIKE MORDYDirector-$0--
RON CROSBYDirector-$0--
G BRIDGER COXDirector-$0--
PHIL MCANALLYDirector-$0--
HENRY ROBERTSDirector-$0--
RON GRAVESDirector-$0--
BILL GODDARDDirector-$0--
SALLIE WALKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southern Oklahoma Memorial Foundation
EIN
73-1300662
Phone
5802260700
Address
PO BOX 1409, ARDMORE, OK 73402-1409

Signing Officer

Name
Larry Pulliam
Title
President
Phone
5802260700
Signed
2016-12-20
Discuss with paid preparer
Yes

Preparer

Firm
Smith Carney & Co Pc
Address
5 S COMMERCE SUITE 33, ARDMORE, OK 73401
Preparer
Kevin D Howard
Phone
5802261227
Raw XML AppendixShowing 400 of 1,725 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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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13266
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt14119
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1551
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt16224
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt171698
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt181679
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt194700
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt203351
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt21167
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt226480
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt236995
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt24415
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt255557
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt263290
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2750
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt282950
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt29822
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt301463
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31573
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt321793
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt33389
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt34191
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt35917
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3648
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt37289
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt38653
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3946
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0MEDICAL OFFICE BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1IMPROVEMENTS - UROLOGY CENTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2IMPROVEMENTS - HEART & VASCULAR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3IMPROVEMENTS - OLIVR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4IMPROVEMENTS - SUNGA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5IMPROVEMENTS - PAPIN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6IMPROVEMENTS - GILMORE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7IMPROVEMENTS - ARDMORE SURGICAL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8IMPROVEMENTS - TENANT X
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9IMPROVEMENTS - MELTON
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10IMPROVEMENTS - BENSON
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11TELEPHONE SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12ADDITIONAL LINES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13LOCKING FILE CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14METAL SHELVING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15USED COMPUTER TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16LOCKING FILE CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc174 FILE SHELVES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18AVAYA ACS UNIT & 18 DISPLAY SET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19OFFICE FURNITURE - ACCOUNTANT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20OFFICE FURNITURE - RECEPTIONIST
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21OFFICE FURNITURE - RECEPTIONIST CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2216 HON BOARD ROOM CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23PAOLI EXECUTIVE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24HON EXEC HIGHBACK CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25PAOLI 16' CONFERENCE TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26PAOLI BUFFET CREDENZA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27HON KEYBOARD TRAY
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28WORK ROOM CABINETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29HON STORAGE CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30PROJECTOR & SCREEN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31HP LASER PRINTER 2420D
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32DELL OPTIX 780 COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33HP COLOR LASER JET CP2025 PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34REFRIGERATOR W/ ICEMAKER 14CU
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35DELL OPTIPLEX 790 MINITOWER COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36HON EXEC HIGHBACK CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37SAVIN MP2501SP B/W COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc38IPAD AIR2 QTY 11
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39IPAD AIR2
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40IMPROVEMENTS - SAVAGE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41MEDICAL CLINIC BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42MEDICAL CLINIC LAND
DepreciationSchedule/DepreciationPropertyGrp/Rt00.000000000000
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0OWNERSHIP OF ENTITIES WITH CERTAIN FOREIGN REPORTING REQUIREMENTS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION OWNS AN INTEREST IN THE FOLLOWING PASSTHROUGH ENTITIES WITH CERTAIN FOREIGN REPORTING REQUIREMENTS:LEXINGTON CAPITAL PARTNERS VI-A, LP (EIN 34-2047994)IP IV AIV LP (EIN 61-1734218)PORTFOLIO ADVISORS PRIVATE EQUITY FUND V LP (EIN 01-0895788)EACH OF THESE ENTITIES HAS MADE A TIMELY QUALIFIED ELECTING FUND ("QEF") ELECTION WITH RESPECT TO ITS INVESTMENT IN UNDERLYING PASSIVE FOREIGN INVESTMENT COMPANIES ("PFIC"), EFFECTIVE FOR EACH YEAR OF OWNERSHIP, AND HAS FILED THE REQUIRED FORMS 8621. ACCORDINGLY, THE FOUNDATION HAS NOT FURTHER REPORTED THE FOREIGN ACTIVITIES FROM THESE INVESTMENTS ON AN ADDITIONAL FORM 8621, AS IT DOES NOT BELIEVE IT TO BE NECESSARY.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS & CERTIFICATES OF DEPOSIT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt07266053
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt07266053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt075573287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt075573287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01356850
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01356850
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt01071986
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1283991
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt274826
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt3136191
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt4104288
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt564308
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt6119806
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt7298151
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt84754
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt9369513
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1083804
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt11142266
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt120
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt130
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt04208890
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt10
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt20
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt30
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt40
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt50
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt60
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt70
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt818431
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt90
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1039696
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt111052772
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt12224965
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt13873375
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0MEDICAL OFFICE BUILDING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1IMPROVEMENTS - UROLOGY CENTER
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2IMPROVEMENTS - HEART & VASCULAR
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3IMPROVEMENTS - OLIVR
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt4IMPROVEMENTS - SUNGA
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt5IMPROVEMENTS - PAPIN
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt6IMPROVEMENTS - GILMORE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt7IMPROVEMENTS - ARDMORE SURGICAL
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt8IMPROVEMENTS - TENANT X
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt9IMPROVEMENTS - MELTON
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt10IMPROVEMENTS - BENSON
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt11IMPROVEMENTS - SAVAGE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt12MEDICAL CLINIC BUILDING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt13MEDICAL CLINIC LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt05280876
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1283991
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt274826

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,577,594
Liabilities
$0
Net assets
$91,577,594
Revenue
$3,063,559
Expenses
$6,316,857
Net income
-$3,253,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$106$0.00$106$9.87$7.39$2.48
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$0.00$103$4.46$8.01$3.55
2023Detailed filing. Detailed filing data is available for this year.$107$0.00$107$8.66$7.97$0.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$106$0.00$106$11.5$7.39$4.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$0.00$102$10.5$6.64$3.85
2020Detailed filing. Detailed filing data is available for this year.$98.2$0.00$98.2$5.36$6.32$0.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.1$0.00$99.1$8.92$6.01$2.91
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$0.00$104$8.05$5.77$2.28
2016Detailed filing. Detailed filing data is available for this year.$91.6$0.00$91.6$3.06$6.32$3.25
2015Detailed filing. Detailed filing data is available for this year.$103$0.00$103$10.1$6.22$3.84
2014Detailed filing. Detailed filing data is available for this year.$106$0.00$106$12.7$5.88$6.85
2013Detailed filing. Detailed filing data is available for this year.$95.1$0.00$95.1$5.39
2012Summary only. Only limited summary data is available for this year.$89.2$0.00$5.97$5.23$0.74
2011Detailed filing. Detailed filing data is available for this year.$96.3$0.00$96.3$5.02