Civic Intelligence

Bixby Educational Endowment Foundation

990 • Fiscal year 2020 • EIN 73-1605298

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

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

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

63rd percentile

13%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$3,365,533

Up $381,642 (+13%) from 2019

Net Assets

Up

$3,365,533

Up $381,642 (+13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin89th percentile

Revenue

Down

$403,024

Down $77,882 (-16%) from 2019

Expenses

Down

$217,065

Down $189,072 (-47%) from 2019

Net Income

Up

$185,959

Up $111,190 (+149%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2020

Assets$3,365,533
Liabilities$0
Net Assets$3,365,533
Open 2020 Filing

Operations Trend

Revenue Growth26th 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

2020

Revenue$403,024
Expenses$217,065
Net Income$185,959
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$1,075,779
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$2,983,891$3,365,533▲ $381,642
Investments in Publicly Traded Securities$2,866,798$3,173,238▲ $306,440
Cash and Non-Interest-Bearing Accounts$106,739$192,295▲ $85,556
Savings and Temporary Cash Investments$10,354--
Total Assets$2,983,891$3,365,533▲ $381,642
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,983,891$3,365,533▲ $381,642
Total Liabilities and Net Assets / Fund Balance$2,983,891$3,365,533▲ $381,642
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Terri PaxtonPresident
Michelle WalkerVice President
Tara JuddCorresponding Secretary
Erin MeltonRecording Secretary
Pam PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$207,621
Program Service Revenue
$0
Investment Income
$195,403
Other Revenue
$0
Change in Net Assets
$185,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$177,232
Other Expenses$39,833
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$96,000--$96,000
Grants to Domestic Orgs$81,232--$81,232
Other Expenses$39,424--$39,424
Office Expenses-$409-$409
Total Functional Expenses$216,656$409$0$217,065
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bixby Public SchoolBixby, OK501c3-$177,232
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 35% controlled entity
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
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
9183664000
Signed
2021-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Ok
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
Anderson Tax & Accounting Services
Address
223 E 128TH PL S, Jenks, OK 74037
Preparer
Suzanne Leigh Anderson CPA
Phone
9186930182
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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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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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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,365,533
Liabilities
$0
Net assets
$3,365,533
Revenue
$403,024
Expenses
$217,065
Net income
$185,959
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