Civic Intelligence

Oklahoma Business Roundtable Inc

990 • Fiscal year 2014 • EIN 73-1377268

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 21, 2014

Organization ProfileWWW.OKBUSINESSROUNDTABLE.COM
655 Research ParkwayRoom/Suite 42073104

(405) 235-3787

Siviq Scores

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

Liabilities / Assets

48th percentile

0.17x

Higher debt load relative to assets than 48% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

54th percentile

0.21x

Higher debt load relative to revenue than 54% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Net Margin

79th percentile

13%

Higher net margin than 79% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

27th percentile

$73,600

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2014

Asset Growth

89th percentile

27%

Faster asset growth than 89% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

32nd percentile

-0.5%

Faster revenue growth than 32% of similar nonprofits.

2014 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$1,103,436

Up $232,983 (+27%) from 2013

Net Assets

Up

$915,771

Up $111,803 (+14%) from 2013

Liabilities

Up

$187,665

Up $121,180 (+182%) from 2013

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin79th percentile

Revenue

$889,241

No earlier filing loaded for comparison.

Expenses

Down

$777,438

Down $141,363 (-15%) from 2013

Net Income

$111,803

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $912,859Liabilities 2011: $62,621Net Assets 2011: $850,2382011Assets 2012: $1,029,072Liabilities 2012: $154,976Net Assets 2012: $874,0962012Assets 2013: $870,453Liabilities 2013: $66,485Net Assets 2013: $803,9682013Assets 2014: $1,103,436Liabilities 2014: $187,665Net Assets 2014: $915,7712014Assets 2015: $1,214,861Liabilities 2015: $226,043Net Assets 2015: $988,8182015Assets 2016: $1,222,643Liabilities 2016: $183,558Net Assets 2016: $1,039,0852016Assets 2017: $1,395,868Liabilities 2017: $369,817Net Assets 2017: $1,026,0512017Assets 2018: $1,174,809Liabilities 2018: $251,104Net Assets 2018: $923,7052018Assets 2019: $1,036,824Liabilities 2019: $213,373Net Assets 2019: $823,4512019Assets 2020: $914,084Liabilities 2020: $70,042Net Assets 2020: $844,0422020Assets 2021: $1,222,545Liabilities 2021: $383,604Net Assets 2021: $838,9412021Assets 2022: $938,873Liabilities 2022: $44,236Net Assets 2022: $894,6372022Assets 2023: $1,150,638Liabilities 2023: $226,019Net Assets 2023: $924,6192023Assets 2024: $837,063Liabilities 2024: $59,310Net Assets 2024: $777,7532024

Highlighted filing

2014

Assets$1,103,436
Liabilities$187,665
Net Assets$915,771
Open 2014 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $903,300Expenses 2011: $599,902Net Income 2011: $303,3982011Expenses 2012: $788,7522012Expenses 2013: $918,8012013Revenue 2014: $889,241Expenses 2014: $777,438Net Income 2014: $111,8032014Revenue 2015: $875,769Expenses 2015: $802,722Net Income 2015: $73,0472015Revenue 2016: $848,154Expenses 2016: $797,888Net Income 2016: $50,2662016Revenue 2017: $816,203Expenses 2017: $829,237Net Income 2017: -$13,0342017Revenue 2018: $799,066Expenses 2018: $901,410Net Income 2018: -$102,3442018Revenue 2019: $789,147Expenses 2019: $889,401Net Income 2019: -$100,2542019Revenue 2020: $813,649Expenses 2020: $793,058Net Income 2020: $20,5912020Revenue 2021: $772,157Expenses 2021: $777,256Net Income 2021: -$5,0992021Revenue 2022: $821,794Expenses 2022: $766,098Net Income 2022: $55,6962022Revenue 2023: $878,791Expenses 2023: $848,809Net Income 2023: $29,9822023Revenue 2024: $807,440Expenses 2024: $954,306Net Income 2024: -$146,8662024

Highlighted filing

2014

Revenue$889,241
Expenses$777,438
Net Income$111,803
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 21, 2014
Return Version
2013v3.1
Gross Receipts
$889,241
Mission and Program Overview

Mission

Serve as the state's primary economic development support organization providing vital funding to assist business start-up, retention, expansion and recruitment.

Promote economic development and help create and retain jobs in oklahoma and to aid the oklahoma dept of commerce through activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$534,106$886,786▲ $352,680
Savings and Temporary Cash Investments$300,000$200,000▼ $100,000
Land, Buildings, and Equipment, Net$13,540$11,130▼ $2,410
Prepaid Expenses and Deferred Charges$16,307$4,270▼ $12,037
Accounts Receivable$6,500$1,250▼ $5,250
Total Assets$870,453$1,103,436▲ $232,983
Liabilities
Other Liabilities$29,737$161,375▲ $131,638
Accounts Payable and Accrued Expenses$36,748$26,290▼ $10,458
Total Liabilities$66,485$187,665▲ $121,180
Net Assets / Fund Balance
Unrestricted Net Assets$752,743$915,771▲ $163,028
Temporarily Rstr Net Assets$51,225--
Total Net Assets Fund Balance$803,968$915,771▲ $111,803
Total Liabilities and Net Assets / Fund Balance$870,453$1,103,436▲ $232,983

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,130$5,953$17,083
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Carl EdwardsPresidentPT$73,600$73,600

Board Members and Trustees

NameTitle
Bill BurgessChairman
Rhonda HooperVice Chairma
Michael S NealEx Officio
Bill AnoatubbyMember
Bryan GontermanMember
Dana WeberMember
Fred MorganMember
Lew WardMember
Lou KerrMember
Renee PorterMember
Rick ArmstrongMember
Roy WilliamsMember
Ted HaynesMember
Tom ClarkSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$886,255
Investment Income
$2,986
Other Revenue
$0
Change in Net Assets
$111,803

Audited Revenue Reconciliation

Revenue per Audited Statements
$889,241
Total Revenue per Audited Statements
$889,241
Total Revenue per Form 990
$889,241
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$621,400
Salaries, Compensation, and Employee Benefits$156,038
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$165,905$8,372-$174,277
Other Salaries and Wages-$79,600-$79,600
Current Officers, Directors, Trustees, and Key Employees$73,600--$73,600
Other Expenses$66,679--$66,679
Occupancy-$25,166-$25,166
Fees for Services Accounting-$15,700-$15,700
Office Expenses-$11,311-$11,311
Payroll Taxes-$2,838-$2,838
Depreciation Depletion-$2,410-$2,410
Travel-$2,048-$2,048
Conferences and Meetings-$1,592-$1,592
Total Functional Expenses$628,401$149,037$0$777,438

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$777,438
Total Expenses per Audited Statements$777,438
Total Expenses per Form 990$777,438
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Amounts Held for Others$112,375
Unearned Revenue$49,000
Health Reimbursement Plan-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“It is previewed by the executive director prior to filing.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

EIN
73-1377268
Phone
4052353787

Signing Officer

Name
Carl Edwards
Title
President
Phone
4052353787
Signed
2014-11-21

Organization Details

Principal Officer
Carl Edwards
Formed
1991
Legal Domicile
Ok
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
14

Preparer

Preparer
Ellan Wright
Phone
4052397961
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Centennial fund 51,226 0 0 bio associaton 30,000 0 0 lt. Gov fund 29,337 0 0 marketing & member servic 27,354 0 0 promo items & gifts 21,399 0 0 it support 6,589 0 0 health benefits 0 3,600 0 telephone expense 0 2,207 0 miscellaneous expense 0 1,503 0 entertainment 0 690 0 maintenance 0 372 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“The roundtable follows asc 740, which addresses the accounting for uncertainty in income taxes. Management has evaluated the roundtables tax positions and concluded that the roundtable has taken no uncertain tax positions that require adjustment to, or disclosure in, the financial statements to comply with the provisions of this guidance. With few exceptions, the roundtable is not subject to examination by any tax jurisdiction for years prior to 2011.”

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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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IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0886255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0886255
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt03488
IRS990/PYOtherExpensesAmt0821518
IRS990/PYProgramServiceRevenueAmt0845185
IRS990/PYRevenuesLessExpensesAmt0-70128
IRS990/PYSalariesCompEmpBnftPaidAmt097283
IRS990/PYTotalExpensesAmt0918801
IRS990/PYTotalRevenueAmt0848673
IRS990/ReconcilationRevenueExpnssAmt0111803
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0300000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0200000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt011130
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05953
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017083
IRS990ScheduleD/ExpensesSubtotalAmt0777438
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0112375
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt149000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AMOUNTS HELD FOR OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1UNEARNED REVENUE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2HEALTH REIMBURSEMENT PLAN
IRS990ScheduleD/RevenueSubtotalAmt0889241
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ROUNDTABLE FOLLOWS ASC 740, WHICH ADDRESSES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ROUNDTABLES TAX POSITIONS AND CONCLUDED THAT THE ROUNDTABLE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO, OR DISCLOSURE IN, THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ROUNDTABLE IS NOT SUBJECT TO EXAMINATION BY ANY TAX JURISDICTION FOR YEARS PRIOR TO 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011130
IRS990ScheduleD/TotalExpensesPerForm990Amt0777438
IRS990ScheduleD/TotalLiabilityAmt0161375
IRS990ScheduleD/TotalRevenuePerForm990Amt0889241
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0889241
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0777438
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IT IS PREVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CENTENNIAL FUND 51,226 0 0 BIO ASSOCIATON 30,000 0 0 LT. GOV FUND 29,337 0 0 MARKETING & MEMBER SERVIC 27,354 0 0 PROMO ITEMS & GIFTS 21,399 0 0 IT SUPPORT 6,589 0 0 HEALTH BENEFITS 0 3,600 0 TELEPHONE EXPENSE 0 2,207 0 MISCELLANEOUS EXPENSE 0 1,503 0 ENTERTAINMENT 0 690 0 MAINTENANCE 0 372 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt051225
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0870453
IRS990/TotalAssetsEOYAmt01103436
IRS990/TotalAssetsGrp/BOYAmt0870453
IRS990/TotalAssetsGrp/EOYAmt01103436
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0149037
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0628401
IRS990/TotalFunctionalExpensesGrp/TotalAmt0777438
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt066485
IRS990/TotalLiabilitiesEOYAmt0187665
IRS990/TotalLiabilitiesGrp/BOYAmt066485
IRS990/TotalLiabilitiesGrp/EOYAmt0187665
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0803968
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0915771
IRS990/TotalProgramServiceExpensesAmt0628401
IRS990/TotalProgramServiceRevenueAmt0886255
IRS990/TotalReportableCompFromOrgAmt073600
IRS990/TotalRevenueGrp/ExclusionAmt02986
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0886255
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0889241
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0870453
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01103436
IRS990/TravelGrp/ManagementAndGeneralAmt02048
IRS990/TravelGrp/TotalAmt02048
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0752743
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0915771
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10655 RESEARCH PARKWAY STE 420
IRS990/USAddress/City0OKLAHOMA CITY
IRS990/USAddress/State0OK
IRS990/USAddress/ZIPCode073104
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.OKBUSINESSROUNDTABLE.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04052353787
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10OKLAHOMA BUSINESS ROUNDTABLE INC
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731377268
ReturnHeader/Filer/PhoneNum04052353787
ReturnHeader/Filer/USAddress/AddressLine10655 RESEARCH PARKWAY
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 420
ReturnHeader/Filer/USAddress/City0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode073104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10531 COUCH DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0731022251
ReturnHeader/PreparerPersonGrp/PhoneNum04052397961
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLAN WRIGHT
ReturnHeader/ReturnTs02014-12-10T12:27:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,103,436
Liabilities
$187,665
Net assets
$915,771
Revenue
$889,241
Expenses
$777,438
Net income
$111,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.06$0.78$0.81$0.95$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.23$0.92$0.88$0.85$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.04$0.89$0.82$0.77$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.38$0.84$0.77$0.78$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.07$0.84$0.81$0.79$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.21$0.82$0.79$0.89$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.25$0.92$0.80$0.90$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.37$1.03$0.82$0.83$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.18$1.04$0.85$0.80$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.23$0.99$0.88$0.80$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.19$0.92$0.89$0.78$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.07$0.80$0.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.15$0.87$0.79
2011Summary only. Only limited summary data is available for this year.$0.91$0.06$0.85$0.90$0.60$0.30