Civic Intelligence

Oklahoma State Quality Award Foundation Inc.

990EZ • Fiscal year 2015 • EIN 73-1437273

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 29, 2016

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

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

88th percentile

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

29th percentile

-5.4%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$24,399

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

63rd percentile

10.0%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$145,454

Up $13,202 (+10.0%) from 2014

Net Assets

Down

$99,151

Down $10,579 (-9.6%) from 2014

Liabilities

Up

$46,303

Up $23,781 (+106%) from 2014

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin29th percentile

Revenue

Up

$195,155

Up $23,731 (+14%) from 2014

Expenses

Up

$205,734

Up $5,243 (+2.6%) from 2014

Net Income

Up

-$10,579

Up $18,488 (+64%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2015

Assets$145,454
Liabilities$46,303
Net Assets$99,151
Open 2015 Filing

Operations Trend

Revenue Growth67th 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

2015

Revenue$195,155
Expenses$205,734
Net Income-$10,579
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 29, 2016
Return Version
2015v2.1
Gross Receipts
$195,155
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-$163,378
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.-$28,237
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.-$1,952
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER GRISWOLDExecutive DirectorPT$20,708$3,691$24,399
RACHEL ANDERSON-HILLDirector-$0--
JERRY HALEDirector-$0--
SARAH SEAGRAVESDirector-$0--
CHRIS HAMMESDirector-$0--
LARONDA MOLINADirector-$0--
JENNIFER PUCKETTDirector-$0--
BERTHA ROBINSONDirector-$0--
DAVE SMITH JRChairman-$0--
TAMMIE STROBELChairman Elect-$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
2016-10-29
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:1373”

Form 990EZ Part I Line 16

“Description:BANK CHARGES Amount:382”

Form 990EZ Part I Line 16

“Description:SUBSCRIPTIONS Amount:391”

Form 990EZ Part I Line 16

“Description:AWARDS PROGRAM Amount:14448”

Form 990EZ Part I Line 16

“Description:CONFERENCES/SOBPS PROGRAM Amount:20269”

Form 990EZ Part I Line 16

“Description:MARKETING Amount:1953”

Form 990EZ Part I Line 16

“Description:TRAINING & SERVICES Amount:5518”

Form 990EZ Part I Line 16

“Description:ADMINISTRATION EXPENSE Amount:2522”

Form 990EZ Part I Line 16

“Description:OTHER PROFESSIONAL FEES Amount:3811”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:2122”

Form 990EZ Part I Line 16

“Description:ASSESSMENTS Amount:125727”

Raw XML Appendix226 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/PersonNm9TAMMIE STROBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CHAIRMAN ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01131
IRS990EZ/OtherAssetsTotalDetail/EOYAmt045730
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0179351
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE QUALITY IN OKLAHOMA BUSINESSES.
IRS990EZ/ProgramServiceRevenueAmt055679
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/ProgramServiceExpensesAmt0163378
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt128237
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21952
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt025983
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
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IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt022522
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt046303
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0205734
IRS990EZ/TotalProgramServiceExpensesAmt0193567
IRS990EZ/TotalRevenueAmt0195155
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OKLAHOMAQUALITY.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0137898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt080000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt078074
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt074600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027625
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0688
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0628
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03555
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0329014
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60110
IRS990ScheduleA/PublicSupportPY170Pct00.51500
IRS990ScheduleA/PublicSupportTotal170Amt0241491
IRS990ScheduleA/SubstantialContributorsTotAmt0156706
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027625
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0398197
IRS990ScheduleA/TotalSupportAmt0401752
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:OTHER PAYROLL CHARGES Amount:1373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:BANK CHARGES Amount:382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:SUBSCRIPTIONS Amount:391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:AWARDS PROGRAM Amount:14448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:CONFERENCES/SOBPS PROGRAM Amount:20269
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:MARKETING Amount:1953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:TRAINING & SERVICES Amount:5518
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:ADMINISTRATION EXPENSE Amount:2522
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:OTHER PROFESSIONAL FEES Amount:3811
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:INSURANCE Amount:2122
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:ASSESSMENTS Amount:125727
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARY HILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04058155295
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-29
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/ReturnTs02016-11-07T12:01:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,454
Liabilities
$46,303
Net assets
$99,151
Revenue
$195,155
Expenses
$205,734
Net income
-$10,579
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