Civic Intelligence

The Wj Jones Family Foundation

EIN 73-1314764 • Oklahoma City, OK

Pub. 78 Eligible
1001 NW 71st Street Suite 1Oklahoma City, OK 73116
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

48th percentile

4.6%

Higher net margin than 48% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

58th percentile

5.9%

Faster asset growth than 58% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

193%

Faster revenue growth than 92% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$6,129,272

Up $343,994 (+5.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$6,129,272

Up $343,994 (+5.9%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin48th percentile

Revenue

Up

$400,894

Up $264,162 (+193%) from 2023

Expenses

Up

$382,436

Up $32,515 (+9.3%) from 2023

Net Income

Up

$18,458

Up $231,647 (+109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,673,809Liabilities 2011: $02011Assets 2012: $2,663,911Liabilities 2012: $02012Assets 2013: $2,542,209Liabilities 2013: $02013Assets 2014: $2,647,449Liabilities 2014: $02014Assets 2015: $2,613,041Liabilities 2015: $02015Assets 2019: $5,078,921Liabilities 2019: $02019Assets 2020: $5,524,148Liabilities 2020: $1Net Assets 2020: $5,524,1482020Assets 2021: $6,210,651Liabilities 2021: $1Net Assets 2021: $6,210,6512021Assets 2022: $5,322,116Liabilities 2022: $1Net Assets 2022: $5,322,1162022Assets 2023: $5,785,278Liabilities 2023: $1Net Assets 2023: $5,785,2782023Assets 2024: $6,129,272Liabilities 2024: $0Net Assets 2024: $6,129,2722024

Latest loaded filing

2024

Assets$6,129,272
Liabilities$0
Net Assets$6,129,272
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $44,435Expenses 2011: $162,299Net Income 2011: -$117,8642011Revenue 2012: $74,348Expenses 2012: $153,373Net Income 2012: -$79,0252012Revenue 2013: $69,466Expenses 2013: $191,591Net Income 2013: -$122,1252013Revenue 2014: $78,473Expenses 2014: $190,438Net Income 2014: -$111,9652014Revenue 2015: $79,942Expenses 2015: $200,472Net Income 2015: -$120,5302015Revenue 2019: $125,286Expenses 2019: $23,274Net Income 2019: $102,0122019Revenue 2020: $191,600Expenses 2020: $265,799Net Income 2020: -$74,1992020Revenue 2021: $165,750Expenses 2021: $397,732Net Income 2021: -$231,9822021Revenue 2022: $1,041,924Expenses 2022: $319,972Net Income 2022: $721,9522022Revenue 2023: $136,732Expenses 2023: $349,921Net Income 2023: -$213,1892023Revenue 2024: $400,894Expenses 2024: $382,436Net Income 2024: $18,4582024

Latest loaded filing

2024

Revenue$400,894
Expenses$382,436
Net Income$18,458
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.40$0.38$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.14$0.35$0.21
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$1.04$0.32$0.72
2021Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.17$0.40$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.19$0.27$0.07
2019Summary only. Only limited summary data is available for this year.$5.08$0.00$0.13$0.02$0.10
2015Summary only. Only limited summary data is available for this year.$2.61$0.00$0.08$0.20$0.12
2014Summary only. Only limited summary data is available for this year.$2.65$0.00$0.08$0.19$0.11
2013Summary only. Only limited summary data is available for this year.$2.54$0.00$0.07$0.19$0.12
2012Summary only. Only limited summary data is available for this year.$2.66$0.00$0.07$0.15$0.08
2011Summary only. Only limited summary data is available for this year.$2.67$0.00$0.04$0.16$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 5, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NIKKI KUHNTrustee-$0--
TAMI SPAULDINGTrustee-$0--
PATRICIA CAREYTrustee-$0--
BRIAN MITCHELLTrustee-$0--
AMANDA SWAINTrustee-$0--
JASON SAWVELLTrustee-$0--
CANDACE PAHLTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHILDREN'S HEALTH FOUNDATIONSUPPORT OF CHARITABLE MISSION-OKLAHOMA CITY, OK, US$90,000
Paid GrantCITIZENS CARING FOR CHILDRENSUPPORT OF CHARITABLE MISSION-EDMOND, OK, US$50,000
Paid GrantREGIONAL FOOD BANK OF OKLAHOMASUPPORT OF CHARITABLE MISSION-OKLAHOMA CITY, OK, US$50,000
Paid GrantPOSITIVE TOMORROWSSUPPORT OF CHARITABLE MISSION-OKLAHOMA CITY, OK, US$40,000
Paid GrantTENACIOUSLY TEALSUPPORT OF CHARITABLE MISSION-OKLAHOMA CITY, OK, US$35,000
Paid GrantDIABETES SOLUTIONS OF OKLAHOMASUPPORT OF CHARITABLE MISSIONS-OKLAHOMA CITY, OK, US$25,000
Paid GrantA CHANCE TO CHANGESUPPORT OF CHARITABLE MISSION-OKLAHOMA CITY, OK, US$15,000
Paid GrantST LUKES METHODIST CHURCH MEALS ON WHEELSSUPPORT OF CHARITABLE MISSIONS-OKLAHOMA CITY, OK, US$10,000
Filing and Contact Details

Filer

Filer Name
The Wj Jones Family Foundation
EIN
73-1314764
Phone
4052725711
Address
1001 NW 71ST STREET SUITE 1, OKLAHOMA CITY, OK 73116

Signing Officer

Name
Amanda Swain
Title
Trustee
Phone
4057010798
Signed
2026-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Luton & Co Pllc
Address
2615 KELLEY POINTE PKWY, EDMOND, OK 73013
Preparer
Bruce L Van Huisen
Phone
4058487313
Raw XML Appendix394 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DIRECT CHARITABLE GRANTS. SEE PART XV FOR DETAILED GIFT INFORMATION.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT OF CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT OF CHARITABLE MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT OF CHARITABLE MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SUPPORT OF CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CITIZENS CARING FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHILDREN'S HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2REGIONAL FOOD BANK OF OKLAHOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3POSITIVE TOMORROWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TENACIOUSLY TEAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5DIABETES SOLUTIONS OF OKLAHOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ST LUKES METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7A CHANCE TO CHANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0MEALS ON WHEELS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0730 W WILSHIRE CREEK BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11001 NW 63RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23355 S PURDUE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 61190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4720 W WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53333 NW 63RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6222 NW 15TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72113 W BRITTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 111
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OKLAHOMA CITY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0302997
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0302997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022419
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt052180
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt052180
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0115371
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056136
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022419
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036816
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0359133
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056136
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0167551
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111415
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES-SWAIN T&E LAW PLLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt039840
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt039840
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TRUSTEE GIFTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01190
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01190
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1143
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0353109
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGES IN FMV
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt069578
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1651
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES - WELLS FARGO
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADR FEES-WELLS FARGO
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt069578
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1651
TaxesSchedule/TaxesDetail/Amt04671
TaxesSchedule/TaxesDetail/Amt18019
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04671
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt18019
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA SWAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04057010798
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WJ JONES FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WJJO
ReturnHeader/Filer/EIN0731314764
ReturnHeader/Filer/PhoneNum04052725711
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 NW 71ST STREET SUITE 1
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731331618
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTON & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02615 KELLEY POINTE PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04058487313
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE L VAN HUISEN
ReturnHeader/ReturnTs02026-03-09T17:42:16-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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