Civic Intelligence

Oklahoma Assistive Technology Foundation

990 • Fiscal year 2023 • EIN 73-1611118

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 30, 2023

601 S Washington 282Stillwater, OK 74074

(405) 744-9863

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

52nd percentile

0.09x

Higher debt load relative to revenue than 52% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

53rd percentile

5.3%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

43rd percentile

2.0%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-40%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,216,099

Up $44,127 (+2.0%) from 2022

Net Assets

Up

$2,183,268

Up $18,241 (+0.8%) from 2022

Liabilities

Up

$32,831

Up $25,886 (+373%) from 2022

Revenue

Down

$348,690

Down $236,582 (-40%) from 2022

Expenses

Up

$330,080

Up $23,783 (+7.8%) from 2022

Net Income

Down

$18,610

Down $260,365 (-93%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,576,589Liabilities 2012: $0Net Assets 2012: $1,576,5892012Assets 2013: $1,528,855Liabilities 2013: $961Net Assets 2013: $1,527,8942013Assets 2014: $1,488,271Liabilities 2014: $15,570Net Assets 2014: $1,472,7012014Assets 2015: $1,432,947Liabilities 2015: $17,694Net Assets 2015: $1,415,2532015Assets 2016: $1,407,719Liabilities 2016: $49,796Net Assets 2016: $1,357,9232016Assets 2017: $1,344,892Liabilities 2017: $44,173Net Assets 2017: $1,300,7192017Assets 2018: $1,337,718Liabilities 2018: $31,684Net Assets 2018: $1,306,0342018Assets 2019: $1,776,780Liabilities 2019: $32,575Net Assets 2019: $1,744,2052019Assets 2020: $1,862,972Liabilities 2020: $10,823Net Assets 2020: $1,852,1492020Assets 2021: $1,894,488Liabilities 2021: $8,436Net Assets 2021: $1,886,0522021Assets 2022: $2,171,972Liabilities 2022: $6,945Net Assets 2022: $2,165,0272022Assets 2023: $2,216,099Liabilities 2023: $32,831Net Assets 2023: $2,183,2682023Assets 2024: $2,218,489Liabilities 2024: $24,872Net Assets 2024: $2,193,6172024Assets 2025: $2,041,967Liabilities 2025: $44,318Net Assets 2025: $1,997,6492025

Highlighted filing

2023

Assets$2,216,099
Liabilities$32,831
Net Assets$2,183,268

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $278,1332012Revenue 2013: $105,678Expenses 2013: $154,373Net Income 2013: -$48,6952013Revenue 2014: $213,054Expenses 2014: $268,247Net Income 2014: -$55,1932014Revenue 2015: $227,872Expenses 2015: $285,320Net Income 2015: -$57,4482015Revenue 2016: $396,407Expenses 2016: $453,737Net Income 2016: -$57,3302016Revenue 2017: $337,350Expenses 2017: $394,554Net Income 2017: -$57,2042017Revenue 2018: $423,996Expenses 2018: $418,681Net Income 2018: $5,3152018Revenue 2019: $842,759Expenses 2019: $404,588Net Income 2019: $438,1712019Revenue 2020: $358,926Expenses 2020: $250,982Net Income 2020: $107,9442020Revenue 2021: $226,741Expenses 2021: $192,838Net Income 2021: $33,9032021Revenue 2022: $585,272Expenses 2022: $306,297Net Income 2022: $278,9752022Revenue 2023: $348,690Expenses 2023: $330,080Net Income 2023: $18,6102023Revenue 2024: $322,440Expenses 2024: $312,536Net Income 2024: $9,9042024Revenue 2025: $112,226Expenses 2025: $308,058Net Income 2025: -$195,8322025

Highlighted filing

2023

Revenue$348,690
Expenses$330,080
Net Income$18,610
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$353,570
Mission and Program Overview

Mission

To assist persons with disabilities in obtaining assistive technology so they can become independent and productive members of the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,302,374$1,447,779▲ $145,405
Pledges and Grants Receivable$199,715$0▼ $199,715
Cash and Non-Interest-Bearing Accounts$28,830$52,717▲ $23,887
Prepaid Expenses and Deferred Charges$2,372$1,517▼ $855
Accounts Receivable$5,088$42▼ $5,046
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,171,972$2,216,099▲ $44,127
Other Assets Total$633,593$714,044▲ $80,451
Liabilities
Accounts Payable and Accrued Expenses$6,945$19,295▲ $12,350
Other Liabilities-$13,536-
Total Liabilities$6,945$32,831▲ $25,886
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,165,027$2,183,112▲ $18,085
Net Assets With Donor Restrictions-$156-
Total Net Assets Fund Balance$2,165,027$2,183,268▲ $18,241
Total Liabilities and Net Assets / Fund Balance$2,171,972$2,216,099▲ $44,127

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,835$3,835
Other Assets Org$13,536--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julie BrantleyPresident
Nancy LandrumVice President
Aaron GraffmanMember
Dan ShephardMember
Jan LavineMember
Jason PriceMember
Kelli BatesMember
Kirk ShraderMember
Allyson RobinsonSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$278,198
Program Service Revenue
$1,784
Investment Income
$68,708
Other Revenue
$0
All Other Contributions
$59,625
Change in Net Assets
$18,610

Audited Revenue Reconciliation

Revenue per Audited Statements
$348,690
Total Revenue per Audited Statements
$348,690
Total Revenue per Form 990
$348,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$308,361
Salaries, Compensation, and Employee Benefits$21,719
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$41,914$15,836-$41,914
All Other Expenses$29,950$1,841-$31,791
Other Salaries and Wages$20,162--$20,162
Fees for Services Accounting-$10,210-$10,210
Occupancy$7,062--$7,062
Travel$4,504--$4,504
Insurance$1,803--$1,803
Payroll Taxes$1,557--$1,557
Advertising$426--$426
Office Expenses$191$62-$253
Total Functional Expenses$302,131$27,949$0$330,080

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$330,080
Total Expenses per Audited Statements$330,080
Total Expenses per Form 990$330,080
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
Lease Liability$13,536
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
No
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
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, Part VI, Section B, Line 11B

Officer reviews and signs tax return before filing.

Form 990, Part VI, Section B, Line 15B

The board reviews the contract and approves any increases in compensation for employees.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Oklahoma Assistive Technology Foundation
EIN
73-1611118
Phone
4057449863
Address
601 S WASHINGTON 282, STILLWATER, OK 74074

Signing Officer

Name
Allyson Robinson
Title
Secretary/Treas
Signed
2023-10-30
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
Ok
Voting Board Members
9
Independent Board Members
9
Employees
2

Preparer

Firm
Cbew Professional Group Llp - Cushing
Address
206 N HARRISON AVE, CUSHING, OK 74023
Preparer
Gabrielle M Conchola CPA
Phone
9182254216
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IRS990/OtherExpensesGrp/TotalAmt092067
IRS990/OtherExpensesGrp/TotalAmt163344
IRS990/OtherExpensesGrp/TotalAmt254987
IRS990/OtherExpensesGrp/TotalAmt341914
IRS990/OtherLiabilitiesGrp/EOYAmt013536
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020162
IRS990/OtherSalariesAndWagesGrp/TotalAmt020162
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt01557
IRS990/PayrollTaxesGrp/TotalAmt01557
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0199715
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02372
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01517
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01784
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01784
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0554296
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt030976
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0282858
IRS990/PYRevenuesLessExpensesAmt0278975
IRS990/PYSalariesCompEmpBnftPaidAmt023439
IRS990/PYTotalExpensesAmt0306297
IRS990/PYTotalRevenueAmt0585272
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt018610
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01302374
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01447779
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0278198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0554296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0191150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0313990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0797067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02134701
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt070788
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039672
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt035591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt044538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt045540
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0236129
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0199
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01162
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01361
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89990
IRS990ScheduleA/PublicSupportPY170Pct00.92810
IRS990ScheduleA/PublicSupportTotal170Amt02134701
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0278198
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0554296
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0191150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0313990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0797067
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02134701
IRS990ScheduleA/TotalSupportAmt02372191
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03835
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03835
IRS990ScheduleD/ExpensesSubtotalAmt0330080
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06960
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1589
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2667542
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt325417
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt413536
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INTEREST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DIRECT LOANS RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3EQUIPMENT HELD FOR SALE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4RIGHT OF USE ASSET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013536
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
IRS990ScheduleD/RevenueSubtotalAmt0348690
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0714044
IRS990ScheduleD/TotalExpensesPerForm990Amt0330080
IRS990ScheduleD/TotalLiabilityAmt013536
IRS990ScheduleD/TotalRevenuePerForm990Amt0348690
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0348690
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0330080
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Officer reviews and signs tax return before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE CONTRACT AND APPROVES ANY INCREASES IN COMPENSATION FOR EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02171972
IRS990/TotalAssetsEOYAmt02216099
IRS990/TotalAssetsGrp/BOYAmt02171972
IRS990/TotalAssetsGrp/EOYAmt02216099
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0278198
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027949
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0302131
IRS990/TotalFunctionalExpensesGrp/TotalAmt0330080
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06945
IRS990/TotalLiabilitiesEOYAmt032831
IRS990/TotalLiabilitiesGrp/BOYAmt06945
IRS990/TotalLiabilitiesGrp/EOYAmt032831
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02165027
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02183268
IRS990/TotalProgramServiceExpensesAmt0302131
IRS990/TotalProgramServiceRevenueAmt01784
IRS990/TotalRevenueGrp/ExclusionAmt070788
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-296
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0348690

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.04$2.00$0.11$0.31$0.20
2024Summary only. Only limited summary data is available for this year.$2.22$0.02$2.19$0.32$0.31$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.03$2.18$0.35$0.33$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.01$2.17$0.59$0.31$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.01$1.89$0.23$0.19$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.01$1.85$0.36$0.25$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.03$1.74$0.84$0.40$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.03$1.31$0.42$0.42$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.04$1.30$0.34$0.39$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.05$1.36$0.40$0.45$0.06
2015Summary only. Only limited summary data is available for this year.$1.43$0.02$1.42$0.23$0.29$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.02$1.47$0.21$0.27$0.06
2013Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$0.11$0.15$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.28