Civic Intelligence

Great Expectations Foundation Inc

990 • Fiscal year 2018 • EIN 73-1399319

May 01, 2017 to Apr 30, 2018 • Filed on Jan 16, 2019

PO Box 1710Tahlequah, OK 74465

(918) 444-3732

Siviq Scores

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

Liabilities / Assets

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

64th percentile

8.8%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

72nd percentile

10%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

6.2%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,466,685

Up $134,660 (+10%) from 2017

Net Assets

Up

$1,421,850

Up $155,408 (+12%) from 2017

Liabilities

Down

$44,835

Down $20,748 (-32%) from 2017

Revenue

Up

$1,773,123

Up $103,113 (+6.2%) from 2017

Expenses

Down

$1,617,715

Down $289,626 (-15%) from 2017

Net Income

Up

$155,408

Up $392,739 (+165%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,296,200Liabilities 2011: $335,456Net Assets 2011: $960,7442011Assets 2012: $1,435,008Liabilities 2012: $66,235Net Assets 2012: $1,368,7732012Assets 2013: $1,951,427Liabilities 2013: $56,264Net Assets 2013: $1,895,1632013Assets 2014: $2,065,117Liabilities 2014: $45,555Net Assets 2014: $2,019,5622014Assets 2015: $1,949,397Liabilities 2015: $56,213Net Assets 2015: $1,893,1842015Assets 2016: $1,560,447Liabilities 2016: $56,674Net Assets 2016: $1,503,7732016Assets 2017: $1,332,025Liabilities 2017: $65,583Net Assets 2017: $1,266,4422017Assets 2018: $1,466,685Liabilities 2018: $44,835Net Assets 2018: $1,421,8502018Assets 2019: $1,370,416Liabilities 2019: $39,895Net Assets 2019: $1,330,5212019Assets 2020: $1,431,095Liabilities 2020: $36,247Net Assets 2020: $1,394,8482020Assets 2021: $1,157,612Liabilities 2021: $31,247Net Assets 2021: $1,126,3652021Assets 2022: $1,139,247Liabilities 2022: $36,347Net Assets 2022: $1,102,9002022Assets 2023: $1,225,600Liabilities 2023: $38,745Net Assets 2023: $1,186,8552023Assets 2024: $1,312,273Liabilities 2024: $34,870Net Assets 2024: $1,277,4032024Assets 2025: $1,254,450Liabilities 2025: $33,595Net Assets 2025: $1,220,8552025

Highlighted filing

2018

Assets$1,466,685
Liabilities$44,835
Net Assets$1,421,850

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,438,1182011Expenses 2012: $2,310,3762012Expenses 2013: $2,420,1112013Revenue 2014: $2,820,092Expenses 2014: $2,695,693Net Income 2014: $124,3992014Revenue 2015: $2,799,476Expenses 2015: $2,925,854Net Income 2015: -$126,3782015Revenue 2016: $2,343,902Expenses 2016: $2,733,313Net Income 2016: -$389,4112016Revenue 2017: $1,670,010Expenses 2017: $1,907,341Net Income 2017: -$237,3312017Revenue 2018: $1,773,123Expenses 2018: $1,617,715Net Income 2018: $155,4082018Revenue 2019: $1,628,165Expenses 2019: $1,719,494Net Income 2019: -$91,3292019Revenue 2020: $1,667,252Expenses 2020: $1,602,925Net Income 2020: $64,3272020Revenue 2021: $1,060,280Expenses 2021: $1,328,763Net Income 2021: -$268,4832021Revenue 2022: $1,437,073Expenses 2022: $1,460,538Net Income 2022: -$23,4652022Revenue 2023: $1,533,680Expenses 2023: $1,449,725Net Income 2023: $83,9552023Revenue 2024: $1,654,477Expenses 2024: $1,611,081Net Income 2024: $43,3962024Revenue 2025: $1,447,747Expenses 2025: $1,548,753Net Income 2025: -$101,0062025

Highlighted filing

2018

Revenue$1,773,123
Expenses$1,617,715
Net Income$155,408
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Jan 16, 2019
Return Version
2017v2.3
Gross Receipts
$1,773,123
Mission and Program Overview

Mission

To provide teachers and administrators with the skills needed to create harmony and excitement within the school atmosphere, elements that are basic for inspiring students to pursue academic excellence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,219,531$1,353,325▲ $133,794
Inventories for Sale or Use$63,380$72,779▲ $9,399
Accounts Receivable$42,746$35,980▼ $6,766
Land, Buildings, and Equipment, Net$6,368$4,601▼ $1,767
Total Assets$1,332,025$1,466,685▲ $134,660
Liabilities
Deferred Revenue$27,760$32,710▲ $4,950
Other Liabilities$37,823$12,125▼ $25,698
Total Liabilities$65,583$44,835▼ $20,748
Net Assets / Fund Balance
Unrestricted Net Assets$1,256,969$1,372,302▲ $115,333
Temporarily Rstr Net Assets$9,473$49,548▲ $40,075
Total Net Assets Fund Balance$1,266,442$1,421,850▲ $155,408
Total Liabilities and Net Assets / Fund Balance$1,332,025$1,466,685▲ $134,660

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,601$-19,923$24,524
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$815,095
Program Service Revenue
$948,495
Investment Income
$9,533
Other Revenue
$0
All Other Contributions
$331,073
Change in Net Assets
$155,408
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,045,577
Other Expenses$572,138
Total Fundraising Expense$12,626
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$578,305$55,452$2,559$636,316
Travel$167,041$1,803$538$169,382
Pension Plan Contributions$128,869$26,456$589$155,914
Current Officers, Directors, Trustees, and Key Employees$62,500$62,500-$125,000
Other Employee Benefits$61,493$13,198$335$75,026
Payroll Taxes$44,277$8,893$151$53,321
Occupancy$30,193$5,374$2,447$38,014
Office Expenses$6,817$9,914$459$17,190
Information Technology$11,786$1,072$790$13,648
Fees for Services Accounting-$7,315-$7,315
Insurance-$6,846-$6,846
Other Expenses$1,186$2,705$88$3,891
Depreciation Depletion$2,966--$2,966
All Other Expenses$-19,000--$-19,000
Total Functional Expenses$1,363,398$241,691$12,626$1,617,715
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$12,125
Prepaid Registrations-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the member of the governing body signing the return and then made available to all of the governing body at the next board meeting.

Form 990, Part VI, Section C, Line 19

The governing documents are available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
Great Expectations Foundation Inc
EIN
73-1399319
Address
PO Box 1710, Tahlequah, OK 74465

Signing Officer

Name
JP Fitzgerald
Title
Treasurer
Signed
2019-01-16
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Ok
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Ober & Associates Inc PC
Address
22 South Adair St, Pryor, OK 74361
Preparer
Christie Littlefield
Phone
9185424401
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09914
IRS990/OfficeExpensesGrp/ProgramServicesAmt06817
IRS990/OfficeExpensesGrp/TotalAmt017190
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0335
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013198
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt061493
IRS990/OtherEmployeeBenefitsGrp/TotalAmt075026
IRS990/OtherExpensesGrp/Desc0Contract and temporary labor
IRS990/OtherExpensesGrp/Desc1Meeting Room and Program Expenses
IRS990/OtherExpensesGrp/Desc2NSU Admin fees
IRS990/OtherExpensesGrp/Desc3Bank Fees
IRS990/OtherExpensesGrp/FundraisingAmt04670
IRS990/OtherExpensesGrp/FundraisingAmt188
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035998
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14165
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22705
IRS990/OtherExpensesGrp/ProgramServicesAmt0124329
IRS990/OtherExpensesGrp/ProgramServicesAmt1141659
IRS990/OtherExpensesGrp/ProgramServicesAmt220977
IRS990/OtherExpensesGrp/ProgramServicesAmt31186
IRS990/OtherExpensesGrp/TotalAmt0164997
IRS990/OtherExpensesGrp/TotalAmt1141659
IRS990/OtherExpensesGrp/TotalAmt225230
IRS990/OtherExpensesGrp/TotalAmt33891
IRS990/OtherLiabilitiesGrp/BOYAmt037823
IRS990/OtherLiabilitiesGrp/EOYAmt012125
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02559
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt055452
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0578305
IRS990/OtherSalariesAndWagesGrp/TotalAmt0636316
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0151
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08893
IRS990/PayrollTaxesGrp/ProgramServicesAmt044277
IRS990/PayrollTaxesGrp/TotalAmt053321
IRS990/PensionPlanContributionsGrp/FundraisingAmt0589
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt026456
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0128869
IRS990/PensionPlanContributionsGrp/TotalAmt0155914
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0JP Fitzgerald
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Registration Fees
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0948495
IRS990/ProgSrvcAccomActy2Grp/Desc0School Year Seminars Contracts consist of regional meetings, onsite training, presentations, and follow up services that are customized to meet the specific training needs and schedules of educators.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0314146
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0405679
IRS990/ProgSrvcAccomActy3Grp/Desc0Coaching- work individually with schools to help them implement Great Expectations methodology into their classrooms. Mentors are the ambassadors to spreading Great Expectations methodology throughout Oklahoma and the Nation.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0449768
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0633750
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0825554
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0965
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0438773
IRS990/PYProgramServiceRevenueAmt0843491
IRS990/PYRevenuesLessExpensesAmt0-237331
IRS990/PYSalariesCompEmpBnftPaidAmt01468568
IRS990/PYTotalExpensesAmt01907341
IRS990/PYTotalRevenueAmt01670010
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0155408
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0732515
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0815095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0826519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01159650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01067943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0916932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04786139
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09533
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0965
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0165
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0188
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0165
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011016
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0948495
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0843491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01184087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01730365
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01901085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06607523
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09533
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0965
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0165
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0188
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0165
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011016
IRS990ScheduleA/InvestmentIncomeCYPct00.00100
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0980
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01910
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02890
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt011393662
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01763590
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01670010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02343737
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02798308
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02818017
IRS990ScheduleA/Total509Grp/TotalAmt011393662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01773123
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01670975
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02343902
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02799476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02820092
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011407568
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt04601
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0-19923
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024524
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012125
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Prepaid Registrations

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.25$0.03$1.22$1.45$1.55$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.03$1.28$1.65$1.61$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.04$1.19$1.53$1.45$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.04$1.10$1.44$1.46$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.03$1.13$1.06$1.33$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.04$1.39$1.67$1.60$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.04$1.33$1.63$1.72$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.04$1.42$1.77$1.62$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.07$1.27$1.67$1.91$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.06$1.50$2.34$2.73$0.39
2015Detailed filing. Detailed filing data is available for this year.$1.95$0.06$1.89$2.80$2.93$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.05$2.02$2.82$2.70$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.06$1.90$2.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.07$1.37$2.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.34$0.96$2.44