Civic Intelligence

Okmulgee Education Foundation

990EZ • Fiscal year 2021 • EIN 73-1439808

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 02, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

8.6%

Faster asset growth than 54% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

55%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$265,002

Up $20,914 (+8.6%) from 2020

Net Assets

Up

$265,002

Up $20,914 (+8.6%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$40,702

Up $14,373 (+55%) from 2020

Expenses

Down

$19,788

Down $29,275 (-60%) from 2020

Net Income

Up

$20,914

Up $43,648 (+192%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2021

Assets$265,002
Liabilities-
Net Assets$265,002
Open 2021 Filing

Operations Trend

Revenue Growth77th 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

2021

Revenue$40,702
Expenses$19,788
Net Income$20,914
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 2, 2021
Return Version
2020v4.0
Gross Receipts
$41,188
Mission and Program Overview

Mission

Provide Resources to Public Schools

Program Services

DescriptionGrantsExpenses
Throughout the academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and it's teachers. During the 2020-21 school year, the Okmulgee Education Foundation spent over $7,503.11 in the funding of classroom grants.$7,503-
One individual was awarded a $1,000 scholarship from the Dwight Wilson Scholarship fund.$1,000-
The Education Foundation also participated in Dog Days of Service. This program was started by a group of alumni in an effort to give back to the schools. $3,594.90 was raised and donated to provide supplies to help clean up different areas at each school site.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret HessVice President-$0--
Julie RoberdsSecretary-$0--
Heather KimbleyPresident-$0--
David GrimmettTreasurer-$0--
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
Heather Kimbley
Title
President
Signed
2021-12-02
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: $16503”

Other Expenses.1

“MISC-DISCRETIONARY $1981”

Other Expenses.2

“LETTER O BANQUET $1222”

Other Expenses.3

“BANK SERVICE CHARGES $82”

Raw XML Appendix162 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/OfficerDirectorTrusteeEmplGrp/PersonNm0Margaret Hess
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Julie Roberds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Heather Kimbley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Grimmett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03285
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide Resources to Public Schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0One individual was awarded a $1,000 scholarship from the Dwight Wilson Scholarship fund.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Throughout the academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and it's teachers. During the 2020-21 school year, the Okmulgee Education Foundation spent over $7,503.11 in the funding of classroom grants.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Education Foundation also participated in Dog Days of Service. This program was started by a group of alumni in an effort to give back to the schools. $3,594.90 was raised and donated to provide supplies to help clean up different areas at each school site.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17503
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt013
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0486
IRS990EZ/SpecialEventsNetIncomeLossAmt013284
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019788
IRS990EZ/TotalProgramServiceExpensesAmt08503
IRS990EZ/TotalRevenueAmt040702
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt097679
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06749
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07537
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06944
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05515
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05284
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt032029
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75310
IRS990ScheduleA/PublicSupportTotal170Amt097679
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020720
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt097679
IRS990ScheduleA/TotalSupportAmt0129708
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/ExplanationTxt0| Cash Amount Given: $16503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISC-DISCRETIONARY $1981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LETTER O BANQUET $1222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SERVICE CHARGES $82
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Heather Kimbley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-02
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/ReturnTs02021-12-02T09:43:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Heather
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kimbley
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$265,002
Liabilities
-
Net assets
$265,002
Revenue
$40,702
Expenses
$19,788
Net income
$20,914
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
2021Detailed filing. Detailed filing data is available for this year.$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. 2021 filings • 501(c)3 • <$500k nonprofits