Civic Intelligence

Okmulgee Education Foundation

990EZ • Fiscal year 2017 • EIN 73-1439808

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 09, 2018

Organization ProfileN/A
P O Box 464Okmulgee, OK 74447

(918) 549-7222

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

49th percentile

3.1%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

0.6%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$279,100

Flat from 2017

Net Assets

$279,100

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Flat

$55,876

Flat from 2017

Expenses

Flat

$54,166

Flat from 2017

Net Income

Flat

$1,710

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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: $279,100Net Assets 2017: $279,1002017Assets 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

2017

Assets$279,100
Liabilities-
Net Assets$279,100
Open 2017 Filing

Operations Trend

Revenue Growth64th percentile

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 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

2017

Revenue$55,876
Expenses$54,166
Net Income$1,710
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 9, 2018
Return Version
2016v3.0
Gross Receipts
$67,306
Mission and Program Overview

Mission

Provide Resources to Public Schools

Program Services

DescriptionGrantsExpenses
We are able to send high school and middle school students to the Young at Art series at the Tulsa Performing Arts Center thanks to a grant from the Viersen Foundation. This funding allowed the students to be exposed to many cultural events. This funding also paid for all transportation costs for these bus trips.$20,600$16,500
Throughout the 2016-17 academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and its teachers.$14,207-
The Education Foundation provided the funding for a Lego Robotics camp on the campus of Oklahoma State University-IT in Okmulgee.$6,197-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary LewellenPresident-$0--
Paula BrydgesVice President-$0--
Pat WilsonSecretary-$0--
David GrimmettTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Brochure Mailing$15,281$15,281$1,244$14,037
Total Events$15,281$15,281$1,244$14,037
Filing and Contact Details

Filer

Filer Name
Okmulgee Education Foundation
EIN
73-1439808
Phone
9185497222
Address
P O BOX 464, OKMULGEE, OK 74447

Signing Officer

Name
David Grimmett
Title
Treasurer
Signed
2018-01-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Revenue.1

“Other Income $4”

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

“| Cash Amount Given: $35307”

Other Expenses.1

“Misc-Discretionary $10388”

Other Expenses.2

“Misc-Scholarships $7000”

Other Expenses.3

“Misc-Bulldog Wearhouse $1416”

Other Expenses.4

“Letter O Banquet $55”

Raw XML Appendix172 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID GRIMMETT
IRS990EZ/BooksInCareOfDetail/PhoneNum09185497222
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKMULGEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074447
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0277390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0279100
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IRS990EZ/ContributionsGiftsGrantsEtcAmt020720
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt010186
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01710
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0277390
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IRS990EZ/FundraisingGrossIncomeAmt015281
IRS990EZ/GainOrLossFromSaleOfAssetsAmt015832
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035307
IRS990EZ/GrossReceiptsAmt067306
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05283
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0277390
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0279100
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0277390
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0279100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mary Lewellen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Paula Brydges
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Pat Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Grimmett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018859
IRS990EZ/OtherRevenueTotalAmt04
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide Resources to Public Schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We are able to send high school and middle school students to the Young at Art series at the Tulsa Performing Arts Center thanks to a grant from the Viersen Foundation. This funding allowed the students to be exposed to many cultural events. This funding also paid for all transportation costs for these bus trips.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Throughout the 2016-17 academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and its teachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Education Foundation provided the funding for a Lego Robotics camp on the campus of Oklahoma State University-IT in Okmulgee.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020600
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt114207
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26197
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt026018
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01244
IRS990EZ/SpecialEventsNetIncomeLossAmt014037
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054166
IRS990EZ/TotalProgramServiceExpensesAmt041004
IRS990EZ/TotalRevenueAmt055876
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt078411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0192642
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05284
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05221
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05077
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026642
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87850
IRS990ScheduleA/PublicSupportTotal170Amt0192642
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020720
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt078411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018461
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0192642
IRS990ScheduleA/TotalSupportAmt0219288
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01244
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Brochure Mailing
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015281
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014037
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01244
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Income $4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Cash Amount Given: $35307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Misc-Discretionary $10388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Misc-Scholarships $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Misc-Bulldog Wearhouse $1416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Letter O Banquet $55
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Grimmett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKMULGEE EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OKMU
ReturnHeader/Filer/EIN0731439808
ReturnHeader/Filer/PhoneNum09185497222
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 464
ReturnHeader/Filer/USAddress/CityNm0OKMULGEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074447
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Greg Marriott CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 East 8th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Okmulgee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074447
ReturnHeader/PreparerPersonGrp/PhoneNum09187569180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Greg Marriott CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-09T13:04:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$279,100
Liabilities
-
Net assets
$279,100
Revenue
$55,876
Expenses
$54,166
Net income
$1,710
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.71$2.71$0.47$0.67$0.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$2.91$0.85$0.56$0.29
2023Summary only. Only limited summary data is available for this year.$2.62$0.00$0.55$0.48$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.56$2.56$0.44$0.53$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$2.65$0.41$0.20$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$2.44$0.26$0.49$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.67$2.67$0.56$0.61$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.71$2.71$0.53$0.61$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.79$2.79$0.56$0.54$0.02
2017Summary only. Only limited summary data is available for this year.$2.79$0.00$0.56$0.54$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.77$2.77$0.50$0.78$0.27
2015Detailed filing. Detailed filing data is available for this year.$3.05$3.05$0.66$0.87$0.21
2011Summary only. Only limited summary data is available for this year.$2.30$0.00$0.29$0.27$0.02