Civic Intelligence

Catoosa Education Foundation Inc.

990EZ • Fiscal year 2018 • EIN 73-1456738

Jul 01, 2017 to Jun 30, 2018 • Filed on May 20, 2019

Organization ProfileN/A
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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

85th percentile

33%

Higher net margin than 85% 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

55th percentile

4.1%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

40th percentile

-5.5%

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

Up

$142,967

Up $5,579 (+4.1%) from 2017

Net Assets

Up

$142,967

Up $5,579 (+4.1%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Down

$17,007

Down $984 (-5.5%) from 2017

Expenses

Down

$11,428

Down $145 (-1.3%) from 2017

Net Income

Down

$5,579

Down $839 (-13%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2018

Assets$142,967
Liabilities-
Net Assets$142,967
Open 2018 Filing

Operations Trend

Revenue Growth40th percentile

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

2018

Revenue$17,007
Expenses$11,428
Net Income$5,579
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 20, 2019
Return Version
2017v2.2
Gross Receipts
$18,812
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.$11,296$11,296
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Penny ChambersPresident-$0--
W Jeff ConklinTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament, Other$17,840$17,840$805$17,035
Total Events$17,840$17,840$1,805$16,035
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
2019-05-20
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: $11296”

Other Expenses.1

“Expense Reimbursements $132”

Raw XML Appendix133 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0W Jeff Conklin
IRS990EZ/BooksInCareOfDetail/PhoneNum09187490921
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02738 East 51st Street Ste 370
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tulsa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0137388
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0142967
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05579
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0137388
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0142967
IRS990EZ/FundraisingGrossIncomeAmt017840
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011296
IRS990EZ/GrossReceiptsAmt018812
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0972
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0137388
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0142967
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0137388
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0142967
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Penny Chambers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1W Jeff Conklin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0132
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support of Catoosa Public Schools Catoosa, OK
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants awarded to teachers within the school district, amounts awarded based on assessed benefits to the student population.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011296
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011296
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01805
IRS990EZ/SpecialEventsNetIncomeLossAmt016035
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011428
IRS990EZ/TotalProgramServiceExpensesAmt011296
IRS990EZ/TotalRevenueAmt017007
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01869
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01019
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07044
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0972
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01128
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01202
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01111
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05659
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55450
IRS990ScheduleA/PublicSupportPY170Pct00.65980
IRS990ScheduleA/PublicSupportTotal170Amt07044
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01019
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07044
IRS990ScheduleA/TotalSupportAmt012703
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01805
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament, Other
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017840
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017840
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016035
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0805
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0805
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: $11296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Expense Reimbursements $132
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0W Jeff Conklin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-20
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/ReturnTs02019-05-20T14:55:53-07:00
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
$142,967
Liabilities
-
Net assets
$142,967
Revenue
$17,007
Expenses
$11,428
Net income
$5,579
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