Civic Intelligence

Alpha Philucy Finnerty Educational Fund

EIN 73-1440348 • Norman, OK

PO Box 720985Norman, OK 73070
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

13th percentile

-82%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-5.5%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$426,088

Down $24,827 (-5.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$426,088

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin13th percentile

Revenue

Up

$29,879

Up $4,034 (+16%) from 2023

Expenses

Up

$54,403

Up $2,168 (+4.2%) from 2023

Net Income

Up

-$24,524

Up $1,866 (+7.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $637,066Liabilities 2010: $02010Assets 2011: $660,404Liabilities 2011: $02011Assets 2012: $668,091Liabilities 2012: $02012Assets 2013: $734,403Liabilities 2013: $02013Assets 2014: $740,518Liabilities 2014: $10,0002014Assets 2015: $713,014Liabilities 2015: $02015Assets 2016: $678,406Liabilities 2016: $0Net Assets 2016: $678,4062016Assets 2019: $560,654Liabilities 2019: $02019Assets 2020: $533,047Liabilities 2020: $0Net Assets 2020: $533,0472020Assets 2021: $504,029Liabilities 2021: $0Net Assets 2021: $504,0292021Assets 2022: $477,585Liabilities 2022: $0Net Assets 2022: $477,5852022Assets 2023: $450,915Liabilities 2023: $12023Assets 2024: $426,088Liabilities 2024: $0Net Assets 2024: $426,0882024

Highlighted filing

2024

Assets$426,088
Liabilities$0
Net Assets$426,088
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $16,375Expenses 2010: $8,352Net Income 2010: $8,0232010Revenue 2011: $23,578Expenses 2011: $207Net Income 2011: $23,3712011Revenue 2012: $22,898Expenses 2012: $13,972Net Income 2012: $8,9262012Revenue 2013: $42,512Expenses 2013: $1,530Net Income 2013: $40,9822013Revenue 2014: $15,946Expenses 2014: $2,837Net Income 2014: $13,1092014Revenue 2015: $29,387Expenses 2015: $46,891Net Income 2015: -$17,5042015Revenue 2016: $19,114Expenses 2016: $52,039Net Income 2016: -$32,9252016Revenue 2019: $22,232Expenses 2019: $41,373Net Income 2019: -$19,1412019Revenue 2020: $22,004Expenses 2020: $48,799Net Income 2020: -$26,7952020Revenue 2021: $22,885Expenses 2021: $51,623Net Income 2021: -$28,7382021Revenue 2022: $26,419Expenses 2022: $51,404Net Income 2022: -$24,9852022Revenue 2023: $25,845Expenses 2023: $52,235Net Income 2023: -$26,3902023Revenue 2024: $29,879Expenses 2024: $54,403Net Income 2024: -$24,5242024

Highlighted filing

2024

Revenue$29,879
Expenses$54,403
Net Income-$24,524
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$426,088
Liabilities
$0
Net assets
$426,088
Revenue
$29,879
Expenses
$54,403
Net income
-$24,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.30$0.54$0.25
2023Summary only. Only limited summary data is available for this year.$4.51$0.00$0.26$0.52$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.26$0.51$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.00$5.04$0.23$0.52$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.33$0.00$5.33$0.22$0.49$0.27
2019Summary only. Only limited summary data is available for this year.$5.61$0.00$0.22$0.41$0.19
2016Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.19$0.52$0.33
2015Summary only. Only limited summary data is available for this year.$7.13$0.00$0.29$0.47$0.18
2014Summary only. Only limited summary data is available for this year.$7.41$0.10$0.16$0.03$0.13
2013Summary only. Only limited summary data is available for this year.$7.34$0.00$0.43$0.02$0.41
2012Summary only. Only limited summary data is available for this year.$6.68$0.00$0.23$0.14$0.09
2011Summary only. Only limited summary data is available for this year.$6.60$0.00$0.24$0.00$0.23
2010Summary only. Only limited summary data is available for this year.$6.37$0.00$0.16$0.08$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 18, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHNNIE MARGARET MCCONNELLPresident-$0--
DIANA HARTLEYSecretary-$0--
MICHELE TABORTrustee-$0--
RUTH HENSONTrustee-$0--
JANA SHOOKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alpha Philucy Finnerty Educational
EIN
73-1440348
Phone
4053602485
Address
PO BOX 720985, NORMAN, OK 73070

Signing Officer

Name
Diana Hartley
Title
Secretary
Phone
4056130420
Signed
2025-11-18

Preparer

Firm
Castleberry & Associates Pc
Address
540 MERCHANT DR, NORMAN, OK 73069-4414
Preparer
Robert M Castleberry CPA
Phone
4053645830
Raw XML Appendix285 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALPHA PHI - PHI CHAPTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ALPHA PHI - PHI CHAPTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01401 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt01401 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073069
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt048000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037942
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt050000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029969
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0108096
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010058
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt050000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt029969
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010058
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0108096
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098038
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0303
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON-DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EDUCATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENET ACCOUNT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03628
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1739
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt295
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3475
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03628
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1739
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt295
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3475
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4130
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0260
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SUBURAN PROPANE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0260
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA HARTLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04056130420
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALPHA PHILUCY FINNERTY EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0731440348
ReturnHeader/Filer/PhoneNum04053602485
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 720985
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731620854
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CASTLEBERRY & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0540 MERCHANT DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0730694414
ReturnHeader/PreparerPersonGrp/PhoneNum04053645830
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M CASTLEBERRY CPA
ReturnHeader/ReturnTs02025-11-18T17:20:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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