Civic Intelligence

Open Options Inc

990 • Fiscal year 2017 • EIN 73-1553182

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 13, 2018

1132 N Penn AveOklahoma City, OK 73107-5639

(405) 557-1655

Siviq Scores

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

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-30%

Higher net margin than 12% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

13th percentile

-34%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$254,262

Down $132,078 (-34%) from 2016

Net Assets

Down

$247,609

Down $137,468 (-36%) from 2016

Liabilities

Up

$6,653

Up $5,390 (+427%) from 2016

Revenue

Up

$456,581

Up $89,266 (+24%) from 2016

Expenses

Down

$594,049

Down $201,850 (-25%) from 2016

Net Income

Up

-$137,468

Up $291,116 (+68%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $71,340Liabilities 2011: $16,282Net Assets 2011: $55,0582011Assets 2012: $467,278Liabilities 2012: $38,506Net Assets 2012: $428,7202012Assets 2013: $839,230Liabilities 2013: $29,748Net Assets 2013: $809,4822013Assets 2014: $1,004,732Liabilities 2014: $10,130Net Assets 2014: $994,6022014Assets 2015: $815,274Liabilities 2015: $1,615Net Assets 2015: $813,6592015Assets 2016: $386,340Liabilities 2016: $1,263Net Assets 2016: $385,0772016Assets 2017: $254,262Liabilities 2017: $6,653Net Assets 2017: $247,6092017Assets 2018: $262,676Liabilities 2018: $14,525Net Assets 2018: $248,1512018Assets 2019: $218,824Liabilities 2019: $44,867Net Assets 2019: $173,9572019Assets 2020: $210,647Liabilities 2020: $40,956Net Assets 2020: $169,6912020

Highlighted filing

2017

Assets$254,262
Liabilities$6,653
Net Assets$247,609

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $291,079Expenses 2011: $241,511Net Income 2011: $49,5682011Revenue 2012: $1,310,343Expenses 2012: $936,683Net Income 2012: $373,6602012Revenue 2013: $1,546,500Expenses 2013: $1,165,789Net Income 2013: $380,7112013Revenue 2014: $1,325,646Expenses 2014: $1,139,454Net Income 2014: $186,1922014Revenue 2015: $803,741Expenses 2015: $984,595Net Income 2015: -$180,8542015Revenue 2016: $367,315Expenses 2016: $795,899Net Income 2016: -$428,5842016Revenue 2017: $456,581Expenses 2017: $594,049Net Income 2017: -$137,4682017Revenue 2018: $406,861Expenses 2018: $406,319Net Income 2018: $5422018Revenue 2019: $293,310Expenses 2019: $367,504Net Income 2019: -$74,1942019Revenue 2020: $267,327Expenses 2020: $265,002Net Income 2020: $2,3252020

Highlighted filing

2017

Revenue$456,581
Expenses$594,049
Net Income-$137,468
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 13, 2018
Return Version
2016v3.1
Gross Receipts
$456,581
Mission and Program Overview

Mission

To provide behavioral health services

Dedicated to providing quality services to individuals, families and community organizations who are seeking behavioral services for addiction, recovery and mental healthcare. We strive to enhance the healthy growth of our society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$239,596$229,844▼ $9,752
Savings and Temporary Cash Investments$45,337--
Accounts Receivable$12,334$9,295▼ $3,039
Cash and Non-Interest-Bearing Accounts$59,373$6,170▼ $53,203
Other Notes and Loans Receivable, Net$4,546--
Total Assets$386,340$254,262▼ $132,078
Other Assets Total$25,154$8,953▼ $16,201
Liabilities
Other Liabilities$1,263$6,653▲ $5,390
Total Liabilities$1,263$6,653▲ $5,390
Net Assets / Fund Balance
Unrestricted Net Assets$385,077$247,609▼ $137,468
Total Net Assets Fund Balance$385,077$247,609▼ $137,468
Total Liabilities and Net Assets / Fund Balance$386,340$254,262▼ $132,078

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$207,444$125,458$332,902
Land$22,400-$22,400
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lawrence EllisDirectorFT$86,635$86,635

Board Members and Trustees

NameTitle
William ClearChairman of
Reymundo MadridBoard Member
Sharon MorrisBoard Member
Linda BellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$15,000
Program Service Revenue
$441,527
Investment Income
$54
Other Revenue
$0
Change in Net Assets
$-137,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$362,747
Salaries, Compensation, and Employee Benefits$231,302
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$119,384--$119,384
Current Officers, Directors, Trustees, and Key Employees$86,635--$86,635
All Other Expenses$24,167$4,307-$28,474
Payroll Taxes$25,283--$25,283
Office Expenses$779$12,470-$13,249
Depreciation Depletion$9,752--$9,752
Other Expenses$7,573$9,419-$7,573
Occupancy-$6,390-$6,390
Insurance$5,489--$5,489
Advertising$225$3,275-$3,500
Fees for Services Accounting-$2,407-$2,407
Fees for Services Other$285--$285
Total Functional Expenses$555,781$38,268$0$594,049
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable - Capital One$3,881
Payroll Liabilities$1,697
Due to Ellis$1,075
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 6

MEMBERS

Form 990, Page 6, Part VI, Line 7A

Director presents candidate to board members. Upon review of candidate members vote. Each member of the board gets one vote.

Form 990, Page 6, Part VI, Line 9

William clear 1132 n pennsylvania oklahoma city, ok 73107 reymundo madrid 1132 n pennsylvaia oklahoma city, ok 73107 linda bell 1132 n pennsylvania oklahoma city, ok 73107 sharon morris 1132 n pennsylvania avenue oklahoma city, ok 73107

Form 990, Page 6, Part VI, Line 11B

Review by director, board members and signicant employees.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest statement maintained in the employee handbook. Employees are required to disclose any possible conflicts for the agency's assessment. All such inquiries and/or complaints are confidential to the extent permissable by law. A violation of the policy will result in immediate and appropriate discipline, up to and including immediate termintation.

Form 990, Page 6, Part VI, Line 15A

The members and board review & approve compensation to top officials

Form 990, Page 6, Part VI, Line 15B

The members and board review & approve compensation to top officials

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Open Options Inc
EIN
73-1553182
Phone
4055571655
Address
1132 N PENN AVE, OKLAHOMA CITY, OK 73107-5639

Signing Officer

Name
Lawrence Ellis
Title
Director
Phone
4055571655
Signed
2018-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Clear
Formed
2000
Legal Domicile
Ok
Voting Board Members
4
Independent Board Members
3
Employees
13

Preparer

Firm
James Dee Johnson & Company Cpas Pc
Address
3608 NW 58TH STE 100, OKLAHOMA CITY, OK 73112-6623
Preparer
Terry L Thompson
Phone
4059431272
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Dedicated to providing quality services to individuals, families and community organizations who are seeking behavioral services for addiction, recovery and mental healthcare. We strive to enhance the healthy growth of our society.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DEDICATED TO PROVIDING QUALITY SERVICES TO INDIVIDUALS, FAMILIES AND COMMUNITY ORGANIZATIONS WHO ARE SEEKING BEHAVIORAL SERVICES FOR ADDICTION, RECOVERY AND MENTAL HEALTHCARE. WE STRIVE TO ENHANCE THE HEALTHY GROWTH OF OUR SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIRECTOR PRESENTS CANDIDATE TO BOARD MEMBERS. UPON REVIEW OF CANDIDATE MEMBERS VOTE. EACH MEMBER OF THE BOARD GETS ONE VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WILLIAM CLEAR 1132 N PENNSYLVANIA OKLAHOMA CITY, OK 73107 REYMUNDO MADRID 1132 N PENNSYLVAIA OKLAHOMA CITY, OK 73107 LINDA BELL 1132 N PENNSYLVANIA OKLAHOMA CITY, OK 73107 SHARON MORRIS 1132 N PENNSYLVANIA AVENUE OKLAHOMA CITY, OK 73107
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEW BY DIRECTOR, BOARD MEMBERS AND SIGNICANT EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFLICT OF INTEREST STATEMENT MAINTAINED IN THE EMPLOYEE HANDBOOK. EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS FOR THE AGENCY'S ASSESSMENT. ALL SUCH INQUIRIES AND/OR COMPLAINTS ARE CONFIDENTIAL TO THE EXTENT PERMISSABLE BY LAW. A VIOLATION OF THE POLICY WILL RESULT IN IMMEDIATE AND APPROPRIATE DISCIPLINE, UP TO AND INCLUDING IMMEDIATE TERMINTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MEMBERS AND BOARD REVIEW & APPROVE COMPENSATION TO TOP OFFICIALS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE MEMBERS AND BOARD REVIEW & APPROVE COMPENSATION TO TOP OFFICIALS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0386340
IRS990/TotalAssetsEOYAmt0254262
IRS990/TotalAssetsGrp/BOYAmt0386340
IRS990/TotalAssetsGrp/EOYAmt0254262
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt015000
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038268
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0555781
IRS990/TotalFunctionalExpensesGrp/TotalAmt0594049
IRS990/TotalGrossUBIAmt0510
IRS990/TotalLiabilitiesBOYAmt01263
IRS990/TotalLiabilitiesEOYAmt06653
IRS990/TotalLiabilitiesGrp/BOYAmt01263
IRS990/TotalLiabilitiesGrp/EOYAmt06653
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0385077
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0247609
IRS990/TotalProgramServiceExpensesAmt0555781
IRS990/TotalProgramServiceRevenueAmt0441527
IRS990/TotalReportableCompFromOrgAmt086635
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0441071
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0456581
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0510
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0386340
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0254262
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0385077
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0247609
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01132 N PENNSYLVANIA
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073107
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE ELLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04055571655
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPEN OPTIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0OPEN
ReturnHeader/Filer/EIN0731553182
ReturnHeader/Filer/PhoneNum04055571655
ReturnHeader/Filer/USAddress/AddressLine1Txt01132 N PENN AVE
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0731075639
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01BAA6602286370C15322BDCE1DBE335883842ECE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01BAA6602286370C15322BDCE1DBE335883842ECE
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731290332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAMES DEE JOHNSON & COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03608 NW 58TH STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731126623
ReturnHeader/PreparerPersonGrp/PhoneNum04059431272
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY L THOMPSON
ReturnHeader/ReturnTs02018-02-13T15:08:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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