Civic Intelligence

Oklahoma Grocers Education Foundation

990 • Fiscal year 2014 • EIN 73-1377411

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 15, 2015

25 NE 52nd StreetOklahoma City, OK 73105

(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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

47th percentile

0.5%

Faster asset growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

31st percentile

-11%

Faster revenue growth than 31% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$482,552

Up $2,326 (+0.5%) from 2013

Net Assets

Up

$482,552

Up $2,326 (+0.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$71,796

Down $8,999 (-11%) from 2013

Expenses

Down

$69,470

Down $20,279 (-23%) from 2013

Net Income

Up

$2,326

Up $11,280 (+126%) from 2013

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

2014

Assets$482,552
Liabilities$0
Net Assets$482,552

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

2014

Revenue$71,796
Expenses$69,470
Net Income$2,326
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 15, 2015
Return Version
2014v5.0
Gross Receipts
$95,256
Mission and Program Overview

Mission

Promoting education for food industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$463,502$462,118▼ $1,384
Cash and Non-Interest-Bearing Accounts$16,724$20,434▲ $3,710
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$480,226$482,552▲ $2,326
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$480,226$482,552▲ $2,326
Total Net Assets Fund Balance$480,226$482,552▲ $2,326
Total Liabilities and Net Assets / Fund Balance$480,226$482,552▲ $2,326
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$64,705
Program Service Revenue
$0
Investment Income
$7,091
Other Revenue
$0
All Other Contributions
$48,635
Change in Net Assets
$2,326

Audited Revenue Reconciliation

Revenue per Audited Statements
$71,796
Total Revenue per Audited Statements
$71,796
Total Revenue per Form 990
$71,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,125
Other Expenses$16,345
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$53,125--$53,125
Fees for Service Investment Mgmnt Fees-$8,475-$8,475
Fees for Services Accounting-$4,500-$4,500
Other Expenses-$3,370-$3,370
Total Functional Expenses$53,125$16,345$0$69,470

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$69,470
Total Expenses per Audited Statements$69,470
Total Expenses per Form 990$69,470
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$23,460
Fundraising Gross Income$23,460
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$39,530$23,460$174$23,286
Total Events$39,530$23,460$23,460-
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
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

Filer Name
Oklahoma Grocers Education Foundation
EIN
73-1377411
Phone
4055259419
Address
25 NE 52ND STREET, OKLAHOMA CITY, OK 73105

Signing Officer

Name
Ron Edgmon
Title
Administrator
Signed
2015-11-15
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Mize Houser & Company PA
Address
7101 College Blvd Ste 900, Overland Park, KS 66210-1984
Preparer
Bret Curtis
Phone
9134511882
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt067750
IRS990/PYInvestmentIncomeAmt040795
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt021999
IRS990/PYRevenuesLessExpensesAmt0-8954
IRS990/PYTotalExpensesAmt089749
IRS990/PYTotalRevenueAmt080795
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02326
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/CurrentTaxYearAmt026830
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt014450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt014450
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt012950
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt011130
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt079810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt064705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt040000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt074017
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt092801
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0341691
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07091
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013521
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt011719
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011492
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt011758
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt055581
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07091
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013521
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt011719
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt011758
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt055581
IRS990ScheduleA/InvestmentIncomeCYPct00.13990
IRS990ScheduleA/InvestmentIncomePYPct00.13770
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.63130
IRS990ScheduleA/PublicSupportPY509Pct00.76830
IRS990ScheduleA/PublicSupportTotal509Amt0250801
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt036510
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt014450
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt015850
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt012950
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt011130
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt090890
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt09680
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt01400
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt011080
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064705
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt074017
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070168
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt092801
IRS990ScheduleA/Total509Grp/TotalAmt0341691
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt053521
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt081660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104559
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0397272
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/ExpensesSubtotalAmt069470
IRS990ScheduleD/RevenueSubtotalAmt071796
IRS990ScheduleD/TotalExpensesPerForm990Amt069470
IRS990ScheduleD/TotalRevenuePerForm990Amt071796
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt071796
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt069470
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt016070
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt016070
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023460
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0156
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0156
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023460
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0174
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0174
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt023130
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt023130
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt053125
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt072
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Cash
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The scholarship funds are restricted to use at scholar's educational institution and made payable to such institution.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Danny Boyle and Scott Boyle have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Due 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.

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