Civic Intelligence

Oklahoma State Quality Award Foundation Inc.

990EZ • Fiscal year 2014 • EIN 73-1437273

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization ProfileWWW.OKLAHOMAQUALITY.COM
PO Box 26980Oklahoma City, OK 73126-0980

(405) 815-5295

Siviq Scores

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

Liabilities / Assets

80th percentile

0.17x

Higher debt load relative to assets than 80% of similar nonprofits.

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

Liabilities / Revenue

83rd percentile

0.13x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

98th percentile

$86,858

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 50.7% of source-year revenue.

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

Asset Growth

35th percentile

-4.7%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

60th percentile

8.3%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$132,252

Down $6,545 (-4.7%) from 2013

Net Assets

$109,730

No earlier filing loaded for comparison.

Liabilities

Up

$22,522

Up $22,522 from 2013

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin17th percentile

Revenue

Up

$171,424

Up $13,099 (+8.3%) from 2013

Expenses

Up

$200,491

Up $40,783 (+26%) from 2013

Net Income

Down

-$29,067

Down $27,684 (-2002%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$150K$100K$50K$0Assets 2011: $144,610Liabilities 2011: $02011Assets 2012: $140,180Liabilities 2012: $02012Assets 2013: $138,797Liabilities 2013: $02013Assets 2014: $132,252Liabilities 2014: $22,522Net Assets 2014: $109,7302014Assets 2015: $145,454Liabilities 2015: $46,303Net Assets 2015: $99,1512015Assets 2016: $94,511Liabilities 2016: $0Net Assets 2016: $94,5112016Assets 2017: $106,483Liabilities 2017: $0Net Assets 2017: $106,4832017Assets 2018: $108,508Liabilities 2018: $0Net Assets 2018: $108,5082018Assets 2019: $111,353Liabilities 2019: $3,6002019

Highlighted filing

2014

Assets$132,252
Liabilities$22,522
Net Assets$109,730
Open 2014 Filing

Operations Trend

Revenue Growth60th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $84,228Expenses 2011: $133,324Net Income 2011: -$49,0962011Revenue 2012: $146,634Expenses 2012: $151,064Net Income 2012: -$4,4302012Revenue 2013: $158,325Expenses 2013: $159,708Net Income 2013: -$1,3832013Revenue 2014: $171,424Expenses 2014: $200,491Net Income 2014: -$29,0672014Revenue 2015: $195,155Expenses 2015: $205,734Net Income 2015: -$10,5792015Revenue 2016: $50,067Expenses 2016: $54,707Net Income 2016: -$4,6402016Revenue 2017: $70,099Expenses 2017: $58,127Net Income 2017: $11,9722017Revenue 2018: $88,527Expenses 2018: $86,502Net Income 2018: $2,0252018Revenue 2019: $94,491Expenses 2019: $95,246Net Income 2019: -$7552019

Highlighted filing

2014

Revenue$171,424
Expenses$200,491
Net Income-$29,067
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$171,424
Mission and Program Overview

Mission

Promote quality in oklahoma businesses.

Program Services

DescriptionGrantsExpenses
THE OKLAHOMA QUALITY AWARD AND EXAMINER TRAINING PROGRAM INCLUDES SITE VISITS, TRAINING, ADVICE, AND ASSISTANCE IN PREPARING FOR AN APPLICATION FOR THE OKLAHOMA QUALITY AWARD. IT ALSO INCLUDES ASSISTANCE IN THE BALDRIDGE-BASED APPLICATION PROCESS, AS WELL AS REVIEW OF THE APPLICATIONS, AND FINALLY THE PRESENTATION OF THE AWARDS-$109,707
THE SHARING OF BEST PRACTICES SERIES (SOBPS) AND THE OKLAHOMA CITY AND TULSA CONVENTIONS BRING IN FORMER MALCOLM BALDRIGE AWARD RECIPIENTS TO TEACH INTERESTED PARTIES ABOUT QUALITY AND THE BALDRIGE CRITERIA FOR PERFORMANCE EXCELLENCE. 3 TO 4 SERIES ARE HELD EACH YEAR.-$69,849
MARKETING EXPENSES TO RECRUIT VOLUNTEER EXAMINERS FOR THE OKLAHOMA QUALITY AWARD PROCESS, AS WELL AS EXPENSES ASSOCIATED WITH MAKING THE PUBLIC AWARE OF THE OQAF AND WHAT IT CAN DO FOR OKLAHOMA BUSINESSES.-$3,252
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER GRISWOLDExecutive DirectorFT$75,584$11,274$86,858
TERRY MAYFormer Chairman-$0--
RACHEL ANDERSON-HILLDirector-$0--
JERRY HALEDirector-$0--
SARAH SEAGRAVESBoard Marketing Co-Chair-$0--
CHRIS HAMMESDirector-$0--
LARONDA MOLINADirector-$0--
JENNIFER PUCKETTTraining Chair-$0--
BERTHA ROBINSONDirector-$0--
CONNIE SCHLITTLERDirector-$0--
DAVE SMITH JRBoard Chair-$0--
STEVE SOULEDirector-$0--
TAMMIE STROBELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oklahoma State Quality Award Foundation
EIN
73-1437273
In Care Of
% CARY HILL
Phone
4058155295
Address
PO BOX 26980, OKLAHOMA CITY, OK 73126-0980

Signing Officer

Name
Cary Hill
Title
Director
Phone
4058155295
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Finley & Cook PLLC
Address
1421 E 45th Street, Shawnee, OK 74804
Preparer
Jonathan Gauss
Phone
4058787300
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:OTHER PAYROLL CHARGES Amount:1576”

Form 990EZ Part I Line 16

“Description:BANK CHARGES Amount:327”

Form 990EZ Part I Line 16

“Description:SUBSCRIPTIONS Amount:684”

Form 990EZ Part I Line 16

“Description:AWARDS PROGRAM Amount:24703”

Form 990EZ Part I Line 16

“Description:CONFERENCES/SOBPS PROGRAM Amount:40321”

Form 990EZ Part I Line 16

“Description:MARKETING Amount:3252”

Form 990EZ Part I Line 16

“Description:TRAINING & SERVICES Amount:25949”

Form 990EZ Part I Line 16

“Description:ADMINISTRATION EXPENSE Amount:556”

Form 990EZ Part I Line 16

“Description:OTHER PROFESSIONAL FEES Amount:2100”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:2047”

Raw XML Appendix242 raw XML fields

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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERRY MAY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARAH SEAGRAVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS HAMMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LARONDA MOLINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HEATHER GRISWOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER PUCKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BERTHA ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CONNIE SCHLITTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DAVE SMITH JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11STEVE SOULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12TAMMIE STROBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FORMER CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MARKETING CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRAINING CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016334
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01131
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0106570
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE QUALITY IN OKLAHOMA BUSINESSES.
IRS990EZ/ProgramServiceRevenueAmt091279
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE OKLAHOMA QUALITY AWARD AND EXAMINER TRAINING PROGRAM INCLUDES SITE VISITS, TRAINING, ADVICE, AND ASSISTANCE IN PREPARING FOR AN APPLICATION FOR THE OKLAHOMA QUALITY AWARD. IT ALSO INCLUDES ASSISTANCE IN THE BALDRIDGE-BASED APPLICATION PROCESS, AS WELL AS REVIEW OF THE APPLICATIONS, AND FINALLY THE PRESENTATION OF THE AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE SHARING OF BEST PRACTICES SERIES (SOBPS) AND THE OKLAHOMA CITY AND TULSA CONVENTIONS BRING IN FORMER MALCOLM BALDRIGE AWARD RECIPIENTS TO TEACH INTERESTED PARTIES ABOUT QUALITY AND THE BALDRIGE CRITERIA FOR PERFORMANCE EXCELLENCE. 3 TO 4 SERIES ARE HELD EACH YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MARKETING EXPENSES TO RECRUIT VOLUNTEER EXAMINERS FOR THE OKLAHOMA QUALITY AWARD PROCESS, AS WELL AS EXPENSES ASSOCIATED WITH MAKING THE PUBLIC AWARE OF THE OQAF AND WHAT IT CAN DO FOR OKLAHOMA BUSINESSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0109707
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt169849
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23252
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OKLAHOMAQUALITY.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt080000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt078074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt074600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt027625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt019600
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:OTHER PAYROLL CHARGES Amount:1576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:BANK CHARGES Amount:327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:SUBSCRIPTIONS Amount:684
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:AWARDS PROGRAM Amount:24703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:CONFERENCES/SOBPS PROGRAM Amount:40321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:MARKETING Amount:3252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:TRAINING & SERVICES Amount:25949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:ADMINISTRATION EXPENSE Amount:556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:OTHER PROFESSIONAL FEES Amount:2100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:INSURANCE Amount:2047
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARY HILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04058155295
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKLAHOMA STATE QUALITY AWARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OKLA
ReturnHeader/Filer/EIN0731437273
ReturnHeader/Filer/InCareOfNm0% CARY HILL
ReturnHeader/Filer/PhoneNum04058155295
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 26980
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0731260980
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Finley & Cook PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01421 E 45th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Shawnee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074804
ReturnHeader/PreparerPersonGrp/PhoneNum04058787300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan Gauss
ReturnHeader/ReturnTs02015-11-11T10:45:43-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$132,252
Liabilities
$22,522
Net assets
$109,730
Revenue
$171,424
Expenses
$200,491
Net income
-$29,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$1.11$0.04$0.94$0.95$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.89$0.87$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.70$0.58$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.50$0.55$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.46$0.99$1.95$2.06$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.23$1.10$1.71$2.00$0.29
2013Summary only. Only limited summary data is available for this year.$1.39$0.00$1.58$1.60$0.01
2012Summary only. Only limited summary data is available for this year.$1.40$0.00$1.47$1.51$0.04
2011Summary only. Only limited summary data is available for this year.$1.45$0.00$0.84$1.33$0.49