Civic Intelligence

Okmulgee Education Foundation

990EZ • Fiscal year 2024 • EIN 73-1439808

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 04, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

56%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$291,441

Up $29,108 (+11%) from 2023

Net Assets

$291,441

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Up

$84,961

Up $30,338 (+56%) from 2023

Expenses

Up

$55,853

Up $8,025 (+17%) from 2023

Net Income

Up

$29,108

Up $22,313 (+328%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2024

Assets$291,441
Liabilities-
Net Assets$291,441
Open 2024 Filing

Operations Trend

Revenue Growth85th 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

2024

Revenue$84,961
Expenses$55,853
Net Income$29,108
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 4, 2025
Return Version
2023v6.0
Gross Receipts
$85,175
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.$22,000$14,888
Throughout the academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and it's teachers. During the 2023-24 school year, the Okmulgee Education Foundation spent over $21,457.65 in the funding of classroom grants.-$21,458
The Education Foundation partnered with Neals's Furniture for their annual Dodgebrawl fundraiser. The event raised $7,225.84, all of which was disbursed as grants for Okmulgee Public Schools classroom teachers.-$7,226
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret HessVice President-$0--
Heather KimbleyPresident-$0--
Julie RoberdsSecretary-$0--
David GrimmettTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Brochure Mailing$13,699$13,699$214$13,485
Dodgebrawl$7,226$7,226-$7,226
Total Events$20,925$20,925$214$20,711
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
2025-03-04
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: $48626”

Other Expenses.1

“MISC-DISCRETIONARY $4865”

Other Expenses.2

“BMI GRANT $2362”

Raw XML Appendix169 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/PersonNm0Margaret Hess
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Julie Roberds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Grimmett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07227
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 2023-24 school year, the Okmulgee Education Foundation spent over $21,457.65 in the funding of classroom grants.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Education Foundation partnered with Neals's Furniture for their annual Dodgebrawl fundraiser. The event raised $7,225.84, all of which was disbursed as grants for Okmulgee Public Schools classroom teachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt022000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014888
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121458
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt27226
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt031
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0214
IRS990EZ/SpecialEventsNetIncomeLossAmt020711
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt055853
IRS990EZ/TotalProgramServiceExpensesAmt043572
IRS990EZ/TotalRevenueAmt084961
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt053915
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027840
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0144100
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010335
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07376
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07239
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt039236
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78600
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06855
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0144100
IRS990ScheduleA/TotalSupportAmt0183336
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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
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BROCHURE MAILING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DODGEBRAWL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013699
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt07226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013699
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0214
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $48626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISC-DISCRETIONARY $4865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BMI GRANT $2362
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Grimmett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-04
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-03-04T12:35:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$291,441
Liabilities
-
Net assets
$291,441
Revenue
$84,961
Expenses
$55,853
Net income
$29,108
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
2024Detailed filing. Detailed filing data is available for this year.$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