Civic Intelligence

Okmulgee Education Foundation

990EZ • Fiscal year 2018 • EIN 73-1439808

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 28, 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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

19th percentile

-15%

Higher net margin than 19% 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

40th percentile

-2.8%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

40th percentile

-5.3%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$271,280

Down $7,820 (-2.8%) from 2017

Net Assets

$271,280

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$52,919

Down $2,957 (-5.3%) from 2017

Expenses

Up

$60,739

Up $6,573 (+12%) from 2017

Net Income

Down

-$7,820

Down $9,530 (-557%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th 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: $279,100Liabilities 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

2018

Assets$271,280
Liabilities-
Net Assets$271,280
Open 2018 Filing

Operations Trend

Revenue Growth40th 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 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

2018

Revenue$52,919
Expenses$60,739
Net Income-$7,820
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 28, 2018
Return Version
2017v2.2
Gross Receipts
$53,721
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.$17,346$16,500
Throughout the academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and it's teachers. During the 2017-18 school year, the Okmulgee Education Foundation spent over $7,993.39 in the funding of classroom grants.$7,993-
The Education Foundation also provided funding for a career day at the middle school which allowed middle school students to see what local business offer the Okmulgee community. In addition, we funded a Lego Robotics Camp held at OSUIT. The cost to the Okmulgee Education Foundation was $5,459.29.$5,459-
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$10,645$10,645$189$10,456
Osu Foundation$10,337$10,337-$10,337
Total Events$20,982$20,982$189$20,793
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
Margaret Hess
Title
President
Signed
2018-11-28
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

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

“| Cash Amount Given: $49899”

Other Expenses.1

“MISC-SCHOLARSHIPS $6000”

Other Expenses.2

“MISC-DISCRETIONARY $3744”

Other Expenses.3

“LETTER O BANQUET $688”

Other Expenses.4

“DISCRETIONARY $408”

Raw XML Appendix164 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/USAddress/ZIPCd074447
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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/OtherExpensesTotalAmt010840
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 academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and it's teachers. During the 2017-18 school year, the Okmulgee Education Foundation spent over $7,993.39 in the funding of classroom grants.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Education Foundation also provided funding for a career day at the middle school which allowed middle school students to see what local business offer the Okmulgee community. In addition, we funded a Lego Robotics Camp held at OSUIT. The cost to the Okmulgee Education Foundation was $5,459.29.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017346
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17993
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25459
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt05674
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0189
IRS990EZ/SpecialEventsNetIncomeLossAmt020793
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060739
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IRS990EZ/TotalRevenueAmt052919
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt029500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt078411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0195731
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05515
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05284
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05530
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05221
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt027080
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87850
IRS990ScheduleA/PublicSupportTotal170Amt0195731
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021550
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt029500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt078411
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0195731
IRS990ScheduleA/TotalSupportAmt0222811
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0189
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BROCHURE MAILING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OSU FOUNDATION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010645
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010337
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010645
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0189
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $49899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISC-SCHOLARSHIPS $6000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISC-DISCRETIONARY $3744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LETTER O BANQUET $688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISCRETIONARY $408
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret Hess
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-28
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/PreparerFirmEIN0471209742
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/ReturnTs02018-11-28T12:41:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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
$271,280
Liabilities
-
Net assets
$271,280
Revenue
$52,919
Expenses
$60,739
Net income
-$7,820
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits