Civic Intelligence

Enid Community Foundation for Excellence DBA Cherokee Strip Community Foundation

990 • Fiscal year 2016 • EIN 73-1547637

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 20, 2017

Organization Profilewww.cherokeestripcf.com
P O Box 263Enid, OK 73702

(580) 234-3988

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

49th percentile

0.22x

Higher debt load relative to assets than 49% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

1.71x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

74th percentile

9.3%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

82%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$16,903,173

Up $1,439,794 (+9.3%) from 2015

Net Assets

Up

$13,127,878

Up $1,210,626 (+10%) from 2015

Liabilities

Up

$3,775,295

Up $229,168 (+6.5%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin89th percentile

Revenue

Up

$2,204,900

Up $994,854 (+82%) from 2015

Expenses

Up

$1,325,997

Up $478,367 (+56%) from 2015

Net Income

Up

$878,903

Up $516,487 (+143%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$40M$30M$20M$10M$0Assets 2010: $11,481,419Liabilities 2010: $2,780,024Net Assets 2010: $8,701,3952010Assets 2011: $11,581,604Liabilities 2011: $2,391,167Net Assets 2011: $9,190,4372011Assets 2012: $12,553,203Liabilities 2012: $2,620,457Net Assets 2012: $9,932,7462012Assets 2013: $14,753,301Liabilities 2013: $3,272,272Net Assets 2013: $11,481,0292013Assets 2014: $15,348,585Liabilities 2014: $3,421,707Net Assets 2014: $11,926,8782014Assets 2015: $15,463,379Liabilities 2015: $3,546,127Net Assets 2015: $11,917,2522015Assets 2016: $16,903,173Liabilities 2016: $3,775,295Net Assets 2016: $13,127,8782016Assets 2017: $22,500,979Liabilities 2017: $4,195,266Net Assets 2017: $18,305,7132017Assets 2018: $23,501,208Liabilities 2018: $4,507,816Net Assets 2018: $18,993,3922018Assets 2019: $28,832,044Liabilities 2019: $5,062,348Net Assets 2019: $23,769,6962019Assets 2020: $31,068,671Liabilities 2020: $5,719,908Net Assets 2020: $25,348,7632020Assets 2021: $32,321,752Liabilities 2021: $6,191,309Net Assets 2021: $26,130,4432021Assets 2022: $26,497,901Liabilities 2022: $5,192,280Net Assets 2022: $21,305,6212022Assets 2023: $29,140,229Liabilities 2023: $5,627,782Net Assets 2023: $23,512,4472023Assets 2024: $29,482,562Liabilities 2024: $5,223,864Net Assets 2024: $24,258,6982024

Highlighted filing

2016

Assets$16,903,173
Liabilities$3,775,295
Net Assets$13,127,878
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $357,9242010Expenses 2011: $596,1842011Expenses 2012: $500,8492012Revenue 2013: $979,745Expenses 2013: $482,898Net Income 2013: $496,8472013Revenue 2014: $1,619,934Expenses 2014: $734,278Net Income 2014: $885,6562014Revenue 2015: $1,210,046Expenses 2015: $847,630Net Income 2015: $362,4162015Revenue 2016: $2,204,900Expenses 2016: $1,325,997Net Income 2016: $878,9032016Revenue 2017: $5,290,855Expenses 2017: $1,543,391Net Income 2017: $3,747,4642017Revenue 2018: $4,533,950Expenses 2018: $1,114,056Net Income 2018: $3,419,8942018Revenue 2019: $3,976,360Expenses 2019: $1,333,380Net Income 2019: $2,642,9802019Revenue 2020: $2,836,592Expenses 2020: $2,072,374Net Income 2020: $764,2182020Revenue 2021: $9,292,511Expenses 2021: $3,795,334Net Income 2021: $5,497,1772021Revenue 2022: $3,966,515Expenses 2022: $1,774,121Net Income 2022: $2,192,3942022Revenue 2023: $1,211,673Expenses 2023: $1,544,650Net Income 2023: -$332,9772023Revenue 2024: $2,498,667Expenses 2024: $1,795,443Net Income 2024: $703,2242024

Highlighted filing

2016

Revenue$2,204,900
Expenses$1,325,997
Net Income$878,903
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 20, 2017
Return Version
2016v3.0
Gross Receipts
$2,204,900
Mission and Program Overview

Mission

Administration of endowments and other funds with the goal of enhancing value.

To function as a way for Donor's to endow money for the future benefit of charitable goals. To invest and safeguard the endowed funds for the future benefit of designated other IRC 501(c)(3) organizations and identified charitable field of interest.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,831,405$16,218,988▲ $1,387,583
Savings and Temporary Cash Investments$325,556$424,461▲ $98,905
Cash and Non-Interest-Bearing Accounts$202,698$151,305▼ $51,393
Land, Buildings, and Equipment, Net$32,394$32,901▲ $507
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$15,463,379$16,903,173▲ $1,439,794
Other Assets Total$71,326$75,518▲ $4,192
Liabilities
Other Liabilities$3,394,485$3,583,945▲ $189,460
Grants Payable$151,642$191,350▲ $39,708
Total Liabilities$3,546,127$3,775,295▲ $229,168
Net Assets / Fund Balance
Unrestricted Net Assets$11,917,252$13,127,878▲ $1,210,626
Total Net Assets Fund Balance$11,917,252$13,127,878▲ $1,210,626
Total Liabilities and Net Assets / Fund Balance$15,463,379$16,903,173▲ $1,439,794

Asset Categories

AssetBook ValueDepreciationBasis
Land$30,138-$30,138
Other Land Buildings$2,763$14,035$16,798

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$7,447,871$1,504,741▲ $463,511-$8,972,734
2015$7,379,708$328,002▲ $120,706-$7,447,871
2014$7,019,750$179,842▲ $534,199-$7,379,708
2013$5,971,397$201,175▲ $1,171,812-$7,019,750
2012$5,310,012$280,945▲ $666,331-$5,971,397
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Tim TraynorPresident
Chrystle HowardVice President
Aaron HarmonTrustee
Anita LuetkemeyerTrustee
Annie DillinghamTrustee
Bill SheweyTrustee
Dan RandallTrustee
David GrissettTrustee
Don GastonTrustee
Dr David RussellTrustee
George MilackTrustee
Jay BowersTrustee
Jeff FunkTrustee
Kaleb HennighTrustee
Keith SchwandtTrustee
Krista RobertsTrustee
Mark DickTrustee
Pamela BallardTrustee
Sharon Trojan CPATrustee
Steve GlasserTrustee
Todd HumphreyTrustee
Tom EvansTrustee
Willa Jo FowlerTrustee
Amber FitzgeraldSecretary
Linda RecordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,724,605
Program Service Revenue
$0
Investment Income
$339,491
Other Revenue
$140,804
All Other Contributions
$1,724,605
Change in Net Assets
$878,903

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$93,917closing stock price
Total Noncash Contributions1$93,917-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,204,900
Total Revenue per Audited Statements
$2,204,900
Total Revenue per Form 990
$2,204,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,043,719
Other Expenses$220,513
Salaries, Compensation, and Employee Benefits$61,765
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,043,719--$1,043,719
Fees for Service Investment Mgmnt Fees$150,598--$150,598
Other Salaries and Wages$43,031$14,344-$57,375
Fees for Services Accounting-$19,406-$19,406
Occupancy-$6,180-$6,180
All Other Expenses$2,195$3,916-$6,111
Office Expenses-$5,601-$5,601
Insurance$2,000$3,181-$5,181
Payroll Taxes$3,293$1,097-$4,390
Other Expenses$6,286$2,148-$2,148
Depreciation Depletion-$526-$526
Travel-$137-$137
Interest-$12-$12
Total Functional Expenses$1,251,122$74,875$0$1,325,997

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,325,997
Total Expenses per Audited Statements$1,325,997
Total Expenses per Form 990$1,325,997
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cherokee Strip Regional HeritEnid, OK501(c)(3)-$547,228
Denny Price YMCAEnid, OK501(c)(3)-$55,919
Enid Public School FoundationEnid, OKSec 170(b)(1)(A)(ii)-$38,765
Enid Arts & ScienceEnid, OK501(c)(3)-$34,382
Cimarron Council Boy ScoutsEnid, OK501(c)(3)-$20,934
YWCA - Enid OKEnid, OK501(c)(3)-$15,840
Salvation ArmyEnid, OK501(c)(3)-$15,145
Rural Health ProjectsEnid, OK501(c)(3)-$14,027
Westminster Presbyterian ChurEnid, OK501(c)(3)-$14,000
Willow View United MethodistEnid, OK501(c)(3)-$12,714
Oklahoma Nature ConservancyTulsa, OK501(c)(3)-$11,712
Enid RSVPEnid, OK501(c)(3)-$11,535
Enid Community ClinicEnid, OK501(c)(3)-$9,453
Chisholm Foundation IncEnid, OK501(c)(3)-$9,380
Girl Scouts - Western OklaOklahoma City, OK501(c)(3)-$8,739
Garfield Cty Child AdvocacyEnid, OK501(c)(3)-$7,656
United Way of Enid & NW OKEnid, OK501(c)(3)-$7,107
Enid Symphony Orchestra AssocEnid, OK501(c)(3)-$6,330
Loaves & Fishes of NW Okla InEnid, OK501(c)(3)-$6,287
St Francis Xavier Catholic ChEnid, OK501(c)(3)-$5,911
Humphrey Heritage VillageEnid, OK501(c)(3)-$5,674
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$3,582,513
Payroll Liabilities$1,432
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Treasurer reviews the Form 990 and all applicable schedules and attachments and presents the report to the Executive Committee.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All required documents are available for viewing on the organization's web-site or will be made available upone written request.”

Filing and Contact Details

Filer

Filer Name
Enid Community Foundation for Excellence
EIN
73-1547637
Phone
5802343988
Address
P O Box 263, Enid, OK 73702

Signing Officer

Name
Linda Record
Title
Treasurer
Signed
2017-06-20
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Ok
Voting Board Members
25
Independent Board Members
25
Employees
2

Preparer

Firm
Johnny W Curran CPA
Address
300 W CHEROKEE ST STE 105, ENID, OK 73701
Preparer
Ronald Shreve CPA
Phone
5802336401
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Foundation has analyzed tax positions taken for filing with the Internal Revenue Service. The Foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the Foundation's financial position, results of operations or cash flows. Accordingly, the Foundation has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at December 31, 2015.”

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IRS990/Form990PartVIISectionAGrp/PersonNm17Sharon Trojan CPA
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IRS990/Form990PartVIISectionAGrp/PersonNm20Todd Humphrey
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IRS990/Form990PartVIISectionAGrp/PersonNm22George Milack
IRS990/Form990PartVIISectionAGrp/PersonNm23Tim Traynor
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,903,173
Liabilities
$3,775,295
Net assets
$13,127,878
Revenue
$2,204,900
Expenses
$1,325,997
Net income
$878,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.5$5.22$24.3$2.50$1.80$0.70
2023Detailed filing. Detailed filing data is available for this year.$29.1$5.63$23.5$1.21$1.54$0.33
2022Detailed filing. Detailed filing data is available for this year.$26.5$5.19$21.3$3.97$1.77$2.19
2021Detailed filing. Detailed filing data is available for this year.$32.3$6.19$26.1$9.29$3.80$5.50
2020Detailed filing. Detailed filing data is available for this year.$31.1$5.72$25.3$2.84$2.07$0.76
2019Detailed filing. Detailed filing data is available for this year.$28.8$5.06$23.8$3.98$1.33$2.64
2018Detailed filing. Detailed filing data is available for this year.$23.5$4.51$19.0$4.53$1.11$3.42
2017Detailed filing. Detailed filing data is available for this year.$22.5$4.20$18.3$5.29$1.54$3.75
2016Detailed filing. Detailed filing data is available for this year.$16.9$3.78$13.1$2.20$1.33$0.88
2015Detailed filing. Detailed filing data is available for this year.$15.5$3.55$11.9$1.21$0.85$0.36
2014Detailed filing. Detailed filing data is available for this year.$15.3$3.42$11.9$1.62$0.73$0.89
2013Detailed filing. Detailed filing data is available for this year.$14.8$3.27$11.5$0.98$0.48$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$2.62$9.93$0.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$2.39$9.19$0.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$2.78$8.70$0.36