Civic Intelligence

Oklahoma State Quality Award Foundation Inc.

990EZ • Fiscal year 2018 • EIN 73-1437273

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization ProfileWWW.OKLAHOMAQUALITY.COM
8210 South 72nd East AvenueTulsa, OK 74133

(405) 815-5295

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

1.9%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$108,508

Up $2,025 (+1.9%) from 2017

Net Assets

Up

$108,508

Up $2,025 (+1.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin48th percentile

Revenue

Up

$88,527

Up $18,428 (+26%) from 2017

Expenses

Up

$86,502

Up $28,375 (+49%) from 2017

Net Income

Down

$2,025

Down $9,947 (-83%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2018

Assets$108,508
Liabilities$0
Net Assets$108,508
Open 2018 Filing

Operations Trend

Revenue Growth76th 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

2018

Revenue$88,527
Expenses$86,502
Net Income$2,025
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$88,527
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-$26,698
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.-$23,767
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.-$1,325
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATH WRIGHTDirector-$0--
JERRY HALEDirector-$0--
CHRIS HAMMESDirector-$0--
DR KARLA MARSHALLDirector-$0--
BERTHA ROBINSONDirector-$0--
DAVE SMITH JRDirector-$0--
ROBYN SUNDAY-ALLENDirector-$0--
ALLISON WALDENDirector-$0--
Dr TAMMIE STROBELBoard Chair-$0--
Filing and Contact Details

Filer

Filer Name
Oklahoma State Quality Award Foundation
EIN
73-1437273
In Care Of
% CARY HILL
Phone
4058155295
Address
8210 SOUTH 72ND EAST AVENUE, TULSA, OK 74133

Signing Officer

Name
Cary Hill
Title
Director
Phone
4058155295
Signed
2019-11-11
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:BANK CHARGES Amount:630”

Form 990EZ Part I Line 16

“Description:AWARDS PROGRAM Amount:21194”

Form 990EZ Part I Line 16

“Description:CONFERENCES/SOBPS PROGRAM Amount:23698”

Form 990EZ Part I Line 16

“Description:MARKETING Amount:1325”

Form 990EZ Part I Line 16

“Description:TRAINING & SERVICES Amount:5366”

Form 990EZ Part I Line 16

“Description:OTHER PROFESSIONAL FEES Amount:30227”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:1559”

Raw XML Appendix211 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/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0731260980
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATH WRIGHT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS HAMMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR KARLA MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BERTHA ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVE SMITH JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBYN SUNDAY-ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALLISON WALDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Dr TAMMIE STROBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06635
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07648
IRS990EZ/OtherExpensesTotalAmt085317
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE QUALITY IN OKLAHOMA BUSINESSES.
IRS990EZ/ProgramServiceRevenueAmt059352
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/ProgramServiceExpensesAmt026698
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt123767
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21325
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086502
IRS990EZ/TotalProgramServiceExpensesAmt051790
IRS990EZ/TotalRevenueAmt088527
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OKLAHOMAQUALITY.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0137898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt080000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0292673
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01578
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0145
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01863
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0280736
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59280
IRS990ScheduleA/PublicSupportPY170Pct00.56541
IRS990ScheduleA/PublicSupportTotal170Amt0174602
IRS990ScheduleA/SubstantialContributorsTotAmt0118071
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0137898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt080000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0292673
IRS990ScheduleA/TotalSupportAmt0294536
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:BANK CHARGES Amount:630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:AWARDS PROGRAM Amount:21194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:CONFERENCES/SOBPS PROGRAM Amount:23698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:MARKETING Amount:1325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:TRAINING & SERVICES Amount:5366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:OTHER PROFESSIONAL FEES Amount:30227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:INSURANCE Amount:1559
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
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARY HILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04058155295
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
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/AddressLine1Txt08210 SOUTH 72ND EAST AVENUE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074133
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0340E668D7BD265485F972DC80EF53607D7197B5F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0340E668D7BD265485F972DC80EF53607D7197B5F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId073361420193195000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.19.100.158
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/PreparationDt02019-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan Gauss
ReturnHeader/ReturnTs02019-11-15T08:34:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,508
Liabilities
$0
Net assets
$108,508
Revenue
$88,527
Expenses
$86,502
Net income
$2,025
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