Civic Intelligence

Bixby Educational Endowment Foundation

990 • Fiscal year 2014 • EIN 73-1605298

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 14, 2015

Organization Profile
109 N ArmstrongBixby, OK 74008

(918) 366-2200

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

68th percentile

8.5%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-28%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$2,449,403

Up $191,840 (+8.5%) from 2013

Net Assets

Up

$2,449,403

Up $191,840 (+8.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin84th percentile

Revenue

Down

$209,582

Down $80,643 (-28%) from 2013

Expenses

Up

$150,821

Up $4,149 (+2.8%) from 2013

Net Income

Down

$58,761

Down $84,792 (-59%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,846,412Liabilities 2010: $0Net Assets 2010: $1,846,4122010Assets 2011: $1,928,392Liabilities 2011: $0Net Assets 2011: $1,928,3922011Assets 2012: $2,114,010Liabilities 2012: $0Net Assets 2012: $2,114,0102012Assets 2013: $2,257,563Liabilities 2013: $0Net Assets 2013: $2,257,5632013Assets 2014: $2,449,403Liabilities 2014: $0Net Assets 2014: $2,449,4032014Assets 2015: $2,589,146Liabilities 2015: $0Net Assets 2015: $2,589,1462015Assets 2016: $2,524,177Liabilities 2016: $0Net Assets 2016: $2,524,1772016Assets 2017: $2,760,041Liabilities 2017: $0Net Assets 2017: $2,760,0412017Assets 2018: $2,557,612Liabilities 2018: $0Net Assets 2018: $2,557,6122018Assets 2019: $2,983,891Liabilities 2019: $0Net Assets 2019: $2,983,8912019Assets 2020: $3,365,533Liabilities 2020: $0Net Assets 2020: $3,365,5332020Assets 2021: $3,521,152Liabilities 2021: $0Net Assets 2021: $3,521,1522021Assets 2022: $2,968,237Liabilities 2022: $0Net Assets 2022: $2,968,2372022Assets 2023: $3,244,154Liabilities 2023: $0Net Assets 2023: $3,244,1542023Assets 2024: $3,447,098Liabilities 2024: $0Net Assets 2024: $3,447,0982024

Highlighted filing

2014

Assets$2,449,403
Liabilities$0
Net Assets$2,449,403
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $101,2952010Expenses 2011: $94,4402011Revenue 2012: $314,387Expenses 2012: $128,769Net Income 2012: $185,6182012Revenue 2013: $290,225Expenses 2013: $146,672Net Income 2013: $143,5532013Revenue 2014: $209,582Expenses 2014: $150,821Net Income 2014: $58,7612014Revenue 2015: $290,848Expenses 2015: $151,105Net Income 2015: $139,7432015Revenue 2016: $472,038Expenses 2016: $259,056Net Income 2016: $212,9822016Revenue 2017: $475,960Expenses 2017: $398,198Net Income 2017: $77,7622017Revenue 2018: $324,875Expenses 2018: $400,898Net Income 2018: -$76,0232018Revenue 2019: $480,906Expenses 2019: $406,137Net Income 2019: $74,7692019Revenue 2020: $403,024Expenses 2020: $217,065Net Income 2020: $185,9592020Revenue 2021: $424,417Expenses 2021: $266,910Net Income 2021: $157,5072021Revenue 2022: $388,456Expenses 2022: $352,989Net Income 2022: $35,4672022Revenue 2023: $486,361Expenses 2023: $396,459Net Income 2023: $89,9022023Revenue 2024: $702,317Expenses 2024: $467,228Net Income 2024: $235,0892024

Highlighted filing

2014

Revenue$209,582
Expenses$150,821
Net Income$58,761
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 14, 2015
Return Version
2014v5.0
Gross Receipts
$449,999
Mission and Program Overview

Mission

To foster educational opportunities for the youth of the bixby public schools through the making of grants and or contributions to the educational institutions of such school system to enable them to meet the expenses of education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,257,563$2,449,403▲ $191,840
Investments in Publicly Traded Securities$2,293,516$2,426,051▲ $132,535
Cash and Non-Interest-Bearing Accounts$76,843$23,352▼ $53,491
Intangible Assets$-112,796--
Total Assets$2,257,563$2,449,403▲ $191,840
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,257,563$2,449,403▲ $191,840
Total Liabilities and Net Assets / Fund Balance$2,257,563$2,449,403▲ $191,840
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Jayne BowenPresident
Barbara MullinsRecording Secretary
Pam PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$56,544
Program Service Revenue
$0
Investment Income
$298,982
Other Revenue
$-145,944
All Other Contributions
$56,544
Change in Net Assets
$58,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$137,478
Other Expenses$13,343
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$74,500--$74,500
Grants to Domestic Orgs$62,978--$62,978
Fees for Service Investment Mgmnt Fees-$10,508-$10,508
Office Expenses$341$397-$738
Advertising$688--$688
Other Expenses$540$182-$540
Total Functional Expenses$139,734$11,087$0$150,821
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bixby Public SchoolBixby, OK501c3-$62,978
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“A copy of the form 990 is provided to the foundation treasurer for review and to be filed with the organizations permanent documents”

Governing documents etc available to public Part VI line 19

“The organizations governing documents and financial statements are open to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bixby Educational Endowment Foundat
EIN
73-1605298
Address
109 N ARMSTRONG, BIXBY, OK 74008

Signing Officer

Name
Pam Phillips
Title
Treasurer
Phone
9183662200
Signed
2015-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Ok
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
35

Preparer

Firm
Anderson Tax and Accounting Service
Address
9402 E 113th St S, Bixby, OK 74008
Preparer
Suzanne Leigh Anderson CPA
Phone
9183696065
Raw XML Appendix327 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.

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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT RECIPIENTS ARE ALL TEACHERS IN THE BIXBY PUBLIC SCHOOLS. THEY ARE REQUIRED TO SUBMIT TO THE FOUNDATION ALL DOCUMENTATION NECESSARY TO SUBSTANTIATE EXPENDITURES RELATED TO THE GRANT AWARD. GRANTS ARE AWARDED BASED ON APPLICATIONS APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. GRANTS ARE SCORED AND AWARDED BY A COMMITTEE SELECTED BY THE FOUNDATION BOARD. THE COMMITTEE EVALUATES AND SCORES THE GRANTS WITHOUT KNOWLEDGE OF THE PERSON SUBMITTING THE GRANT. GRANTS MUST MEET RIGOROUS STANDARDS AND BE USED TO EDUCATE A LARGE NUMBER OF STUDENTS IN ORDER TO BE APPROVED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE FOUNDATION TREASURER FOR REVIEW AND TO BE FILED WITH THE ORGANIZATIONS PERMANENT DOCUMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE OPEN TO THE PUBLIC UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011087
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0139734
IRS990/TotalFunctionalExpensesGrp/TotalAmt0150821
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02257563
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02449403
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0139734
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0153038
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0209582
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02257563
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02449403
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt025
IRS990/VotingMembersIndependentCnt025
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09183662200
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIXBY EDUCATIONAL ENDOWMENT FOUNDAT
ReturnHeader/Filer/BusinessNameControlTxt0BIXB
ReturnHeader/Filer/EIN0731605298
ReturnHeader/Filer/USAddress/AddressLine1Txt0109 N ARMSTRONG
ReturnHeader/Filer/USAddress/CityNm0BIXBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074008
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261467379
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Anderson Tax and Accounting Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09402 E 113th St S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bixby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074008
ReturnHeader/PreparerPersonGrp/PhoneNum09183696065
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Suzanne Leigh Anderson CPA
ReturnHeader/ReturnTs02015-11-14T10:59:59-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,449,403
Liabilities
$0
Net assets
$2,449,403
Revenue
$209,582
Expenses
$150,821
Net income
$58,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.00$3.45$0.70$0.47$0.24
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.49$0.40$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.39$0.35$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.42$0.27$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.40$0.22$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.48$0.41$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.32$0.40$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.48$0.40$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.47$0.26$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.29$0.15$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.21$0.15$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.29$0.15$0.14
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$2.11$0.31$0.13$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.00$1.93$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.00$1.85$0.10