Civic Intelligence

Oklahoma Alliance for Manufacturing Excellence Inc.

990 • Fiscal year 2017 • EIN 73-1408751

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

Organization ProfileWWW.OKALLIANCE.COM

View Organization Page

525 S Main Street No 210Tulsa, OK 74103-4503

(918) 592-0722

Siviq Scores

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

Liabilities / Assets

48th percentile

0.08x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.07x

Higher debt load relative to revenue than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

31st percentile

-2.8%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

90th percentile

$203,234

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

12th percentile

-10%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

15th percentile

-16%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$2,230,612

Down $248,920 (-10%) from 2016

Net Assets

Down

$2,048,747

Down $77,969 (-3.7%) from 2016

Liabilities

Down

$181,865

Down $170,951 (-48%) from 2016

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin31st percentile

Revenue

Down

$2,695,574

Down $500,155 (-16%) from 2016

Expenses

Down

$2,772,023

Down $429,393 (-13%) from 2016

Net Income

Down

-$76,449

Down $70,762 (-1244%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,516,942Liabilities 2011: $334,487Net Assets 2011: $2,182,4552011Assets 2012: $2,441,075Liabilities 2012: $351,293Net Assets 2012: $2,089,7822012Assets 2013: $2,248,623Liabilities 2013: $230,968Net Assets 2013: $2,017,6552013Assets 2014: $2,388,054Liabilities 2014: $286,070Net Assets 2014: $2,101,9842014Assets 2015: $2,393,171Liabilities 2015: $260,809Net Assets 2015: $2,132,3622015Assets 2016: $2,479,532Liabilities 2016: $352,816Net Assets 2016: $2,126,7162016Assets 2017: $2,230,612Liabilities 2017: $181,865Net Assets 2017: $2,048,7472017Assets 2018: $2,334,486Liabilities 2018: $203,717Net Assets 2018: $2,130,7692018Assets 2019: $2,482,141Liabilities 2019: $183,247Net Assets 2019: $2,298,8942019Assets 2020: $2,710,665Liabilities 2020: $369,670Net Assets 2020: $2,340,9952020Assets 2021: $2,792,871Liabilities 2021: $357,969Net Assets 2021: $2,434,9022021Assets 2022: $2,755,561Liabilities 2022: $361,679Net Assets 2022: $2,393,8822022Assets 2023: $3,238,396Liabilities 2023: $771,720Net Assets 2023: $2,466,6762023Assets 2024: $3,511,332Liabilities 2024: $860,048Net Assets 2024: $2,651,2842024

Highlighted filing

2017

Assets$2,230,612
Liabilities$181,865
Net Assets$2,048,747
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,122,461Expenses 2011: $3,340,261Net Income 2011: -$217,8002011Revenue 2012: $3,337,135Expenses 2012: $3,429,520Net Income 2012: -$92,3852012Revenue 2013: $3,912,854Expenses 2013: $3,984,840Net Income 2013: -$71,9862013Revenue 2014: $3,342,914Expenses 2014: $3,258,345Net Income 2014: $84,5692014Revenue 2015: $3,092,267Expenses 2015: $3,062,887Net Income 2015: $29,3802015Revenue 2016: $3,195,729Expenses 2016: $3,201,416Net Income 2016: -$5,6872016Revenue 2017: $2,695,574Expenses 2017: $2,772,023Net Income 2017: -$76,4492017Revenue 2018: $3,157,101Expenses 2018: $3,065,610Net Income 2018: $91,4912018Revenue 2019: $2,625,833Expenses 2019: $2,471,716Net Income 2019: $154,1172019Revenue 2020: $2,812,900Expenses 2020: $2,778,817Net Income 2020: $34,0832020Revenue 2021: $3,651,596Expenses 2021: $3,560,249Net Income 2021: $91,3472021Revenue 2022: $3,618,947Expenses 2022: $3,621,876Net Income 2022: -$2,9292022Revenue 2023: $4,069,578Expenses 2023: $3,999,352Net Income 2023: $70,2262023Revenue 2024: $4,693,091Expenses 2024: $4,514,185Net Income 2024: $178,9062024

Highlighted filing

2017

Revenue$2,695,574
Expenses$2,772,023
Net Income-$76,449
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$2,695,574
Mission and Program Overview

Mission

To help oklahoma manufacturers achieve their potential by delivering comprehensive, proven solutions.

To work strategically with manufacturers to create wealth and grow oklahoma's economy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,322,788$1,224,644▼ $98,144
Pledges and Grants Receivable$921,959$599,062▼ $322,897
Cash and Non-Interest-Bearing Accounts$162,544$377,117▲ $214,573
Accounts Receivable$55,372$22,997▼ $32,375
Land, Buildings, and Equipment, Net$16,869$6,792▼ $10,077
Total Assets$2,479,532$2,230,612▼ $248,920
Liabilities
Accounts Payable and Accrued Expenses$249,600$181,865▼ $67,735
Other Liabilities$103,216$0▼ $103,216
Total Liabilities$352,816$181,865▼ $170,951
Net Assets / Fund Balance
Unrestricted Net Assets$2,126,716$2,048,747▼ $77,969
Total Net Assets Fund Balance$2,126,716$2,048,747▼ $77,969
Total Liabilities and Net Assets / Fund Balance$2,479,532$2,230,612▼ $248,920

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$33,719$33,719
Equipment$6,792$25,121$31,913
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dave RowlandPresident/CEOFT$167,200$36,034$203,234
Joe GenetVice PresidentFT$121,146$9,509$130,655
Jerry IsaacsFormer Director of FinanceFT$101,618$8,129$109,747
Adam NicholasDirector of FinanceFT$39,596$1,517$41,113

Board Members and Trustees

NameTitle
Stuart PowellChairman
Richard CornelisonVice Chairman
Connie LakeDirector
Kenneth StattonDirector
Lee EslickerDirector
Marcie MackDirector
Martin RobertsDirector
Michael CarolinaDirector
Mike MitchellDirector
Ramin ZarrabiDirector
Scott RitzDirector
Stephania GroberDirector
Dennis ColvardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,596,396
Program Service Revenue
$89,384
Investment Income
$7,006
Other Revenue
$2,788
All Other Contributions
$16,972
Change in Net Assets
$-76,449

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,695,574
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,184,553
Total Revenue per Audited Statements
$3,880,127
Total Revenue per Form 990
$2,695,574
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,961,133
Other Expenses$810,890
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,056,267$58,524-$1,114,791
Current Officers, Directors, Trustees, and Key Employees$381,052$86,025-$467,077
Other Employee Benefits$304,245$8,480-$312,725
Fees for Services Other$162,602$47,510-$210,112
Office Expenses$132,548$31,749-$164,297
Occupancy$49,847$58,863-$108,710
Travel$88,598$6,434-$95,032
Advertising$41,210$7,953-$49,163
Payroll Taxes$38,912$9,917-$48,829
Fees for Services Lobbying-$29,923-$29,923
Information Technology$18,996$3,774-$22,770
Fees for Services Accounting-$22,000-$22,000
Pension Plan Contributions$17,231$480-$17,711
Insurance-$12,475-$12,475
Depreciation Depletion-$10,078-$10,078
Conferences and Meetings$7,890--$7,890
Other Expenses$5,964$279-$6,243
Fees for Services Legal$4,297$1,432-$5,729
Total Functional Expenses$2,376,127$395,896$0$2,772,023

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,958,096
Expenses per Audited Statements$2,772,023
Total Expenses per Form 990$2,772,023
Expenses Not Reported on Form 990$1,186,073
Expenses Not Reported on Financial Statements$0
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
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 A, Line 6

“The organization has members with voting rights.”

Form 990, Part VI, Section A, Line 7A

“Members of the organization elect the class s and class l members to the board.”

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

“The director of finance submits the 990 to the president for review, questions, clarifications and signature. The board has adopted a policy which requires that a copy of the form 990 for fiscal ending june 30, 2017 will be provided to all members of the governing body before it is filed.”

Form 990, Part VI, Section B, Line 12C

“There is no formal compliance procedure for monitoring the conflict of interest policy; however, when a conflict is found, it is immediately addressed. Potential conflicts of interest are determined when board members are proposed or considered.”

Form 990, Part VI, Section B, Line 15A

“For the ceo, board executive committee requests and reviews compensation data for comparable organizations and establishes compensation. For the other central office staff, the ceo requests and reviews compensation data for comparable organizations and establishes compensation.”

Form 990, Part VI, Section C, Line 19

“The organization makes its financial statements and governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Alliance for Manufacturing
EIN
73-1408751
Phone
9185920722
Address
525 S MAIN STREET NO 210, TULSA, OK 74103-4503

Signing Officer

Name
David a Rowland
Title
President
Phone
9185920722
Signed
2017-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David a Rowland
Formed
1992
Legal Domicile
Ok
Voting Board Members
13
Independent Board Members
13
Employees
8
Volunteers
16

Preparer

Firm
Hogantaylor Llp
Address
2222 S UTICA PL SUITE 200, TULSA, OK 74114-7002
Preparer
W Lyndel Lackey
Phone
9187452333
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt16FORMER DIRECTOR OF FINANCE
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IRS990/MembersOrStockholdersInd01
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO WORK STRATEGICALLY WITH MANUFACTURERS TO CREATE WEALTH AND GROW OKLAHOMA'S ECONOMY.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/TotalAmt0108710
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031749
IRS990/OfficeExpensesGrp/ProgramServicesAmt0132548
IRS990/OfficeExpensesGrp/TotalAmt0164297
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08480
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0304245
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0312725
IRS990/OtherExpensesGrp/Desc0EXTERNAL TRAINING
IRS990/OtherExpensesGrp/Desc1INTERNAL TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0279
IRS990/OtherExpensesGrp/ProgramServicesAmt066468
IRS990/OtherExpensesGrp/ProgramServicesAmt15964
IRS990/OtherExpensesGrp/TotalAmt066468
IRS990/OtherExpensesGrp/TotalAmt16243
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IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1500
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1500
IRS990/OtherRevenueTotalAmt02788
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09917
IRS990/PayrollTaxesGrp/ProgramServicesAmt038912
IRS990/PayrollTaxesGrp/TotalAmt048829
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0480
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt017231
IRS990/PensionPlanContributionsGrp/TotalAmt017711
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0599062
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID A ROWLAND
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0511190
IRS990/ProgSrvcAccomActy3Grp/Desc0TO PROVIDE SERVICES, RESOURCES, AND SOLUTION FOR OKLAHOMA MANUFACTURERS BY PROVIDING PERSONNEL TRAINING SERVICES FOR 46 COMPANIES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt068944
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt092172
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02843331
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06869
IRS990/PYOtherExpensesAmt01104641
IRS990/PYOtherRevenueAmt042495
IRS990/PYProgramServiceRevenueAmt0303034
IRS990/PYRevenuesLessExpensesAmt0-5687
IRS990/PYSalariesCompEmpBnftPaidAmt02096775
IRS990/PYTotalExpensesAmt03201416
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03195729
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-76449
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01322788
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01224644
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02596396
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02843331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02745654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02913095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03162798
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07006
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05280
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06696
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt066301
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0209516
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IRS990ScheduleA/PublicSupportPY170Pct00.98190
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IRS990ScheduleC/MediaAdvertisementsInd00
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IRS990ScheduleC/OtherActivitiesInd00
IRS990ScheduleC/PaidStaffOrManagementInd00
IRS990ScheduleC/PublicationsOrBroadcastInd00
IRS990ScheduleC/RalliesDemonstrationsInd00
IRS990ScheduleC/TotalLobbyingExpendituresAmt029923
IRS990ScheduleC/VolunteersInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt01186073
IRS990ScheduleD/DonatedServicesUseFcltsAmt01186073
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt025121
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt031913
IRS990ScheduleD/ExpensesNotReportedAmt01186073
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02772023
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,230,612
Liabilities
$181,865
Net assets
$2,048,747
Revenue
$2,695,574
Expenses
$2,772,023
Net income
-$76,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.86$2.65$4.69$4.51$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.77$2.47$4.07$4.00$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.36$2.39$3.62$3.62$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.36$2.43$3.65$3.56$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.37$2.34$2.81$2.78$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.48$0.18$2.30$2.63$2.47$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.20$2.13$3.16$3.07$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.18$2.05$2.70$2.77$0.08
2016Summary only. Only limited summary data is available for this year.$2.48$0.35$2.13$3.20$3.20$0.01
2015Summary only. Only limited summary data is available for this year.$2.39$0.26$2.13$3.09$3.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.29$2.10$3.34$3.26$0.08
2013Summary only. Only limited summary data is available for this year.$2.25$0.23$2.02$3.91$3.98$0.07
2012Summary only. Only limited summary data is available for this year.$2.44$0.35$2.09$3.34$3.43$0.09
2011Summary only. Only limited summary data is available for this year.$2.52$0.33$2.18$3.12$3.34$0.22