Civic Intelligence

Okmulgee Education Foundation

990EZ • Fiscal year 2015 • EIN 73-1439808

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 22, 2016

P O Box 1347Okmulgee, OK 74447

(918) 549-7232

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

11th percentile

-31%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

Up

$304,785

Up $74,290 (+32%) from 2011

Net Assets

$304,785

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$66,295

Up $37,254 (+128%) from 2011

Expenses

Up

$86,886

Up $60,201 (+226%) from 2011

Net Income

Down

-$20,591

Down $22,947 (-974%) from 2011

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $230,495Liabilities 2011: $02011Assets 2015: $304,785Net Assets 2015: $304,7852015Assets 2016: $277,390Net Assets 2016: $277,3902016Assets 2017: $279,100Liabilities 2017: $02017Assets 2018: $271,280Net Assets 2018: $271,2802018Assets 2019: $266,822Net Assets 2019: $266,8222019Assets 2020: $244,088Net Assets 2020: $244,0882020Assets 2021: $265,002Net Assets 2021: $265,0022021Assets 2022: $255,538Net Assets 2022: $255,5382022Assets 2023: $262,333Liabilities 2023: $02023Assets 2024: $291,441Net Assets 2024: $291,4412024Assets 2025: $271,414Net Assets 2025: $271,4142025

Highlighted filing

2015

Assets$304,785
Liabilities-
Net Assets$304,785

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $29,041Expenses 2011: $26,685Net Income 2011: $2,3562011Revenue 2015: $66,295Expenses 2015: $86,886Net Income 2015: -$20,5912015Revenue 2016: $50,227Expenses 2016: $77,622Net Income 2016: -$27,3952016Revenue 2017: $55,876Expenses 2017: $54,166Net Income 2017: $1,7102017Revenue 2018: $52,919Expenses 2018: $60,739Net Income 2018: -$7,8202018Revenue 2019: $56,117Expenses 2019: $60,575Net Income 2019: -$4,4582019Revenue 2020: $26,329Expenses 2020: $49,063Net Income 2020: -$22,7342020Revenue 2021: $40,702Expenses 2021: $19,788Net Income 2021: $20,9142021Revenue 2022: $43,921Expenses 2022: $53,385Net Income 2022: -$9,4642022Revenue 2023: $54,623Expenses 2023: $47,828Net Income 2023: $6,7952023Revenue 2024: $84,961Expenses 2024: $55,853Net Income 2024: $29,1082024Revenue 2025: $46,716Expenses 2025: $66,743Net Income 2025: -$20,0272025

Highlighted filing

2015

Revenue$66,295
Expenses$86,886
Net Income-$20,591
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 22, 2016
Return Version
2014v6.0
Gross Receipts
$66,934
Mission and Program Overview

Mission

Provide Resources to Public Schools

Program Services

DescriptionGrantsExpenses
We continue to send 40 high school students to each Broadway performance at the Tulsa Performing Arts Center, thanks to a grant from the Viersen Foundation. We sent classes of elementary students to live performances with the PAC's Young at Arts series. We also paid for all transportation costs for these bus trips.$17,613$22,600
Okmulgee Education Foundation continues to award classroom grants to teachers in the Spring and Fall, totaling approximately $10,000 annually.$6,223$10,000
Dwight Wilson Scholarship: This is a separate fund set up to provide scholarship funds for students of Okmulgee Public Schools. This year it provided one $500 semester grant for tuition costs.$500$1,150
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret HessPresident-$0--
Carolyn BrownVice President-$0--
Debbie GardenhireSecretary-$0--
David W GrimmettTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Brochure Mailing$15,191$15,191$639$14,552
Total Events$15,191$15,191$639$14,552
Filing and Contact Details

Filer

Filer Name
Okmulgee Education Foundation
EIN
73-1439808
Phone
9185497232
Address
P O BOX 1347, OKMULGEE, OK 74447

Signing Officer

Name
David W Grimmett
Title
Treasurer
Signed
2016-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Greg Marriott CPA
Address
215 East 8th, Okmulgee, OK 74447
Preparer
Greg Marriott CPA
Phone
9187569180
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Cash Amount Given: $78106

Other Expenses.1

Misc-Discretionary $8197

Other Expenses.2

Misc-Bulldog Wearhouse $298

Other Expenses.3

Misc-Dugout/Yearbook $285

Raw XML Appendix170 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Okmulgee Education Foundation continues to award classroom grants to teachers in the Spring and Fall, totaling approximately $10,000 annually.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1We continue to send 40 high school students to each Broadway performance at the Tulsa Performing Arts Center, thanks to a grant from the Viersen Foundation. We sent classes of elementary students to live performances with the PAC's Young at Arts series. We also paid for all transportation costs for these bus trips.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Dwight Wilson Scholarship: This is a separate fund set up to provide scholarship funds for students of Okmulgee Public Schools. This year it provided one $500 semester grant for tuition costs.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21150
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $78106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Misc-Discretionary $8197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Misc-Bulldog Wearhouse $298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Misc-Dugout/Yearbook $285
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David W Grimmett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKMULGEE EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OKMU
ReturnHeader/Filer/EIN0731439808
ReturnHeader/Filer/PhoneNum09185497232
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1347
ReturnHeader/Filer/USAddress/CityNm0OKMULGEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074447
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Greg Marriott CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 East 8th
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Okmulgee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074447
ReturnHeader/PreparerPersonGrp/PhoneNum09187569180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Greg Marriott CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-01-22T12:57:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits