Civic Intelligence

Oklahoma Grocers Education Foundation

990 • Fiscal year 2013 • EIN 73-1377411

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 16, 2014

25 NE 52nd Street73105

(405) 525-9419

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$480,226

Down $8,954 (-1.8%) from 2012

Net Assets

Down

$480,226

Down $8,954 (-1.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$80,795

No earlier filing loaded for comparison.

Expenses

Up

$89,749

Up $27,732 (+45%) from 2012

Net Income

-$8,954

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $430,974Liabilities 2010: $0Net Assets 2010: $430,9742010Assets 2011: $462,668Liabilities 2011: $0Net Assets 2011: $462,6682011Assets 2012: $489,180Liabilities 2012: $0Net Assets 2012: $489,1802012Assets 2013: $480,226Liabilities 2013: $0Net Assets 2013: $480,2262013Assets 2014: $482,552Liabilities 2014: $0Net Assets 2014: $482,5522014Assets 2015: $578,226Liabilities 2015: $0Net Assets 2015: $578,2262015Assets 2016: $663,479Liabilities 2016: $0Net Assets 2016: $663,4792016Assets 2017: $645,425Liabilities 2017: $0Net Assets 2017: $645,4252017Assets 2018: $678,631Liabilities 2018: $0Net Assets 2018: $678,6312018Assets 2019: $703,010Liabilities 2019: $0Net Assets 2019: $703,0102019Assets 2020: $756,827Liabilities 2020: $0Net Assets 2020: $756,8272020Assets 2021: $845,513Liabilities 2021: $0Net Assets 2021: $845,5132021Assets 2022: $889,454Liabilities 2022: $0Net Assets 2022: $889,4542022Assets 2023: $926,445Liabilities 2023: $0Net Assets 2023: $926,4452023Assets 2024: $1,152,018Liabilities 2024: $0Net Assets 2024: $1,152,0182024

Highlighted filing

2013

Assets$480,226
Liabilities$0
Net Assets$480,226

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $68,0952010Expenses 2011: $62,7242011Expenses 2012: $62,0172012Revenue 2013: $80,795Expenses 2013: $89,749Net Income 2013: -$8,9542013Revenue 2014: $71,796Expenses 2014: $69,470Net Income 2014: $2,3262014Revenue 2015: $81,943Expenses 2015: $60,469Net Income 2015: $21,4742015Revenue 2016: $158,162Expenses 2016: $72,909Net Income 2016: $85,2532016Revenue 2017: $48,244Expenses 2017: $66,298Net Income 2017: -$18,0542017Revenue 2018: $97,712Expenses 2018: $64,506Net Income 2018: $33,2062018Revenue 2019: $96,549Expenses 2019: $72,170Net Income 2019: $24,3792019Revenue 2020: $113,573Expenses 2020: $59,756Net Income 2020: $53,8172020Revenue 2021: $136,031Expenses 2021: $47,345Net Income 2021: $88,6862021Revenue 2022: $86,803Expenses 2022: $42,862Net Income 2022: $43,9412022Revenue 2023: $79,812Expenses 2023: $42,821Net Income 2023: $36,9912023Revenue 2024: $118,125Expenses 2024: $45,581Net Income 2024: $72,5442024

Highlighted filing

2013

Revenue$80,795
Expenses$89,749
Net Income-$8,954
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 16, 2014
Return Version
2013v3.1
Gross Receipts
$141,300
Mission and Program Overview

Mission

Promoting education for food industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$465,988$463,502▼ $2,486
Cash and Non-Interest-Bearing Accounts$23,192$16,724▼ $6,468
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$489,180$480,226▼ $8,954
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$489,180$480,226▼ $8,954
Total Net Assets Fund Balance$489,180$480,226▼ $8,954
Total Liabilities and Net Assets / Fund Balance$489,180$480,226▼ $8,954
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bobby MillsChairman
Allen MillsTrustee
Bruce HailTrustee
Dale ThompsonTrustee
Danny BoyleTrustee
Danny LaneTrustee
Dave MisiaszTrustee
Gary McintoshTrustee
Jim BrownTrustee
Keith KinnamonTrustee
Kirk HenleyTrustee
Scott BoyleTrustee
Ron EdgmonAdministrator
Revenue and Support

Revenue Composition

Contributions and Grants
$40,000
Program Service Revenue
$0
Investment Income
$40,795
Other Revenue
$0
All Other Contributions
$15,740
Change in Net Assets
$-8,954

Audited Revenue Reconciliation

Revenue per Audited Statements
$71,995
Revenue Not Reported on Financial Statements
$8,800
Revenue Not Reported on Form 990
$24,656
Other Revenue Adjustments
$8,800
Total Revenue per Audited Statements
$96,651
Total Revenue per Form 990
$80,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,750
Other Expenses$21,999
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$67,750--$67,750
Fees for Service Investment Mgmnt Fees-$8,800-$8,800
Conferences and Meetings$6,000--$6,000
Fees for Services Accounting-$4,000-$4,000
Other Expenses-$-1-$-1
Total Functional Expenses$73,750$15,999$0$89,749

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$105,605
Total Expenses per Form 990$89,749
Expenses per Audited Statements$80,949
Expenses Not Reported on Form 990$24,656
Expenses Not Reported on Financial Statements$8,800
Other Expense Adjustments$8,800
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$24,656
Fundraising Gross Income$24,656
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$48,916$24,656$24,656$0
Total Events$48,916$24,656$24,656-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

Danny Boyle and Scott Boyle have a family relationship.

Form 990, Part VI, Line 11B: Form 990 Review Process

Due to time limits on filing the Form 990 was not reviewed by the Board prior to filing. Form 990 will be reviewed after filing and amended if considered necessary.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Forms 990 and 1023 available upon request.

Filing and Contact Details

Filer

EIN
73-1377411
Phone
4055259419

Signing Officer

Name
Ron Edgmon
Title
Administrator
Signed
2014-07-16
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Preparer
Bret Curtis
Phone
9134511882
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Golf Fundraiser Expenses $24656

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Investment fees netted against Revenue $8800

Part XII, Line 2D: Other expenses and losses per audited F/S

Golf Fundraiser Expenses $24656

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Investment fees netted against Revenue $8800

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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSE
IRS990/OtherExpensesGrp/Desc1Rounding
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-1
IRS990/OtherExpensesGrp/TotalAmt03200
IRS990/OtherExpensesGrp/TotalAmt1-1
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt074017
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt051500
IRS990/PYInvestmentIncomeAmt014512
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt010517
IRS990/PYRevenuesLessExpensesAmt026512
IRS990/PYTotalExpensesAmt062017
IRS990/PYTotalRevenueAmt088529
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-8954
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt012950
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt011130
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt010450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt034530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt092801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt080743
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0357729
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt013521
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011719
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011492
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011758
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08634
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt057124
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt013521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011719
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011758
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08634
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt057124
IRS990ScheduleA/InvestmentIncomeCYPct00.13770
IRS990ScheduleA/InvestmentIncomePYPct00.11690
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.76830
IRS990ScheduleA/PublicSupportPY509Pct00.78760
IRS990ScheduleA/PublicSupportTotal509Amt0318749
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt04450
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt012950
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt011130
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt010450
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt038980
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt04450
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt04450
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092801
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080743
IRS990ScheduleA/Total509Grp/TotalAmt0357729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt085736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0104559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089377
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0414853
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotReportedAmt024656
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt08800
IRS990ScheduleD/ExpensesSubtotalAmt080949
IRS990ScheduleD/OtherExpensesIncludedAmt024656
IRS990ScheduleD/OtherExpensesNotIncludedAmt08800
IRS990ScheduleD/OtherRevenueAmt024656
IRS990ScheduleD/OtherRevenuesNotIncludedAmt08800
IRS990ScheduleD/RevenueNotReportedAmt024656
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08800
IRS990ScheduleD/RevenueSubtotalAmt071995
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Golf Fundraiser Expenses $24656
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Investment fees netted against Revenue $8800
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Golf Fundraiser Expenses $24656
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Investment fees netted against Revenue $8800
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt089749
IRS990ScheduleD/TotalRevenuePerForm990Amt080795

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12$0.05$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.08$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.09$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.14$0.05$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.11$0.06$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.10$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.10$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.05$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.16$0.07$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.08$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.08$0.09$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.07