Civic Intelligence

Catoosa Education Foundation Inc.

990EZ • Fiscal year 2015 • EIN 73-1456738

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

2738 East 51st StreetTulsa, OK 74105

(918) 749-0921

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

51st percentile

2.2%

Faster asset growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$122,357

Up $2,604 (+2.2%) from 2014

Net Assets

$122,357

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$12,046

Down $3,698 (-23%) from 2014

Expenses

Up

$9,442

Up $3,101 (+49%) from 2014

Net Income

Down

$2,604

Down $6,799 (-72%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $89,107Liabilities 2011: $02011Assets 2012: $100,118Liabilities 2012: $02012Assets 2013: $110,350Liabilities 2013: $02013Assets 2014: $119,753Liabilities 2014: $02014Assets 2015: $122,357Net Assets 2015: $122,3572015Assets 2016: $130,970Net Assets 2016: $130,9702016Assets 2017: $137,388Net Assets 2017: $137,3882017Assets 2018: $142,967Net Assets 2018: $142,9672018Assets 2019: $145,470Net Assets 2019: $145,4702019Assets 2020: $146,420Net Assets 2020: $146,4202020Assets 2021: $136,037Net Assets 2021: $136,0372021Assets 2022: $154,437Net Assets 2022: $154,4372022Assets 2023: $154,412Net Assets 2023: $154,4122023Assets 2024: $153,799Net Assets 2024: $153,7992024Assets 2025: $156,355Net Assets 2025: $156,3552025

Highlighted filing

2015

Assets$122,357
Liabilities-
Net Assets$122,357

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2011: $16,793Expenses 2011: $8,800Net Income 2011: $7,9932011Revenue 2012: $18,555Expenses 2012: $7,544Net Income 2012: $11,0112012Revenue 2013: $22,611Expenses 2013: $12,379Net Income 2013: $10,2322013Revenue 2014: $15,744Expenses 2014: $6,341Net Income 2014: $9,4032014Revenue 2015: $12,046Expenses 2015: $9,442Net Income 2015: $2,6042015Revenue 2016: $17,574Expenses 2016: $8,961Net Income 2016: $8,6132016Revenue 2017: $17,991Expenses 2017: $11,573Net Income 2017: $6,4182017Revenue 2018: $17,007Expenses 2018: $11,428Net Income 2018: $5,5792018Revenue 2019: $19,173Expenses 2019: $16,670Net Income 2019: $2,5032019Revenue 2020: $14,984Expenses 2020: $14,034Net Income 2020: $9502020Revenue 2021: $2,479Expenses 2021: $12,862Net Income 2021: -$10,3832021Revenue 2022: $18,4002022Revenue 2023: $14,057Expenses 2023: $13,548Net Income 2023: $5092023Revenue 2024: $14,025Expenses 2024: $14,638Net Income 2024: -$6132024Revenue 2025: $15,006Expenses 2025: $12,450Net Income 2025: $2,5562025

Highlighted filing

2015

Revenue$12,046
Expenses$9,442
Net Income$2,604
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$15,606
Mission and Program Overview

Mission

Support of Catoosa Public Schools Catoosa, OK

Program Services

DescriptionGrantsExpenses
Grants awarded to teachers within the school district, amounts awarded based on assessed benefits to the student population.$9,442$9,442
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Penny ChambersPresident-$0--
W Jeff ConklinTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Catoosa Education Foundation Inc
EIN
73-1456738
Phone
9187490921
Address
2738 East 51st Street, Tulsa, OK 74105

Signing Officer

Name
W Jeff Conklin
Title
Treasurer
Signed
2015-11-16
Supplemental Narrative

Additional Explanations

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

Class of Activity: Education | Donee's Name: Catoosa Public Schools | Donee's Address: 2000 South Cherokee Street Catoosa, OK 74015 | Relationship of Donee: Supported Organization | Cash Amount Given: $9442

Raw XML Appendix123 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/PersonNm0Same
IRS990EZ/BooksInCareOfDetail/PhoneNum09187490921
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02738 East 51st Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tulsa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0119753
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122357
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01869
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02604
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt012535
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Penny Chambers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1W Jeff Conklin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants awarded to teachers within the school district, amounts awarded based on assessed benefits to the student population.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09442
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09442
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03560
IRS990EZ/SpecialEventsNetIncomeLossAmt08975
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09442
IRS990EZ/TotalProgramServiceExpensesAmt09442
IRS990EZ/TotalRevenueAmt012046
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01019
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06688
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09779
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01202
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01111
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02393
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03452
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03023
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011181
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46660
IRS990ScheduleA/PublicSupportPY170Pct00.60000
IRS990ScheduleA/PublicSupportTotal170Amt09779
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06688
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0103
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09779
IRS990ScheduleA/TotalSupportAmt020960
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Education | Donee's Name: Catoosa Public Schools | Donee's Address: 2000 South Cherokee Street Catoosa, OK 74015 | Relationship of Donee: Supported Organization | Cash Amount Given: $9442
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0W Jeff Conklin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Catoosa Education Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CATO
ReturnHeader/Filer/EIN0731456738
ReturnHeader/Filer/PhoneNum09187490921
ReturnHeader/Filer/USAddress/AddressLine1Txt02738 East 51st Street
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074105
ReturnHeader/ReturnTs02015-11-16T10:03:34-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.15$0.12$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.14$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.14$0.14$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.36$1.36$0.02$0.13$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.46$1.46$0.15$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.45$1.45$0.19$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.43$1.43$0.17$0.11$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.37$1.37$0.18$0.12$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.18$0.09$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.12$0.09$0.03
2014Summary only. Only limited summary data is available for this year.$1.20$0.00$0.16$0.06$0.09
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$0.23$0.12$0.10
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$0.19$0.08$0.11
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.17$0.09$0.08