Civic Intelligence

Oklahoma Assistive Technology Foundation

990 • Fiscal year 2024 • EIN 73-1611118

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

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

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.08x

Higher debt load relative to revenue than 50% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

47th percentile

3.1%

Higher net margin than 47% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

0.1%

Faster asset growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-7.5%

Faster revenue growth than 25% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Flat

$2,218,489

Flat from 2024

Net Assets

Flat

$2,193,617

Flat from 2024

Liabilities

Flat

$24,872

Flat from 2024

Revenue

Flat

$322,440

Flat from 2024

Expenses

Flat

$312,536

Flat from 2024

Net Income

Flat

$9,904

Flat from 2024

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 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

2024

Assets$2,218,489
Liabilities$24,872
Net Assets$2,193,617

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 2024: $322,440Expenses 2024: $312,536Net Income 2024: $9,9042024Revenue 2025: $112,226Expenses 2025: $308,058Net Income 2025: -$195,8322025

Highlighted filing

2024

Revenue$322,440
Expenses$312,536
Net Income$9,904
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$347,857
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$1,447,779$1,535,196▲ $87,417
Cash and Non-Interest-Bearing Accounts$52,717$59,693▲ $6,976
Prepaid Expenses and Deferred Charges$1,517$1,455▼ $62
Accounts Receivable$42$0▼ $42
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,216,099$2,218,489▲ $2,390
Other Assets Total$714,044$622,145▼ $91,899
Liabilities
Other Liabilities$13,536$13,536→ $0
Accounts Payable and Accrued Expenses$19,295$11,336▼ $7,959
Total Liabilities$32,831$24,872▼ $7,959
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,183,112$2,175,998▼ $7,114
Net Assets With Donor Restrictions$156$17,619▲ $17,463
Total Net Assets Fund Balance$2,183,268$2,193,617▲ $10,349
Total Liabilities and Net Assets / Fund Balance$2,216,099$2,218,489▲ $2,390

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
Dan ShephardVice President
Aaron GraffmanMember
Jan LavineMember
Jason PriceMember
Kelli BatesMember
Kirk ShraderMember
Michele DeberryMember
Allyson RobinsonSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$228,750
Program Service Revenue
$650
Investment Income
$93,040
Other Revenue
$0
All Other Contributions
$43,750
Change in Net Assets
$9,904

Audited Revenue Reconciliation

Revenue per Audited Statements
$322,440
Revenue Not Reported on Form 990
$445
Total Revenue per Audited Statements
$322,885
Total Revenue per Form 990
$322,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$293,326
Salaries, Compensation, and Employee Benefits$19,210
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$49,438$20,205-$49,438
Other Salaries and Wages$17,845--$17,845
Fees for Services Accounting-$10,268-$10,268
All Other Expenses$8,019$2,022-$10,041
Occupancy$7,062--$7,062
Insurance$1,820--$1,820
Advertising$1,694--$1,694
Payroll Taxes$1,365--$1,365
Travel$578--$578
Office Expenses$301$85-$386
Total Functional Expenses$279,956$32,580$0$312,536

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$312,536
Total Expenses per Audited Statements$312,536
Total Expenses per Form 990$312,536
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
2024-11-05
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/ProgramServicesAmt160614
IRS990/OtherExpensesGrp/ProgramServicesAmt250391
IRS990/OtherExpensesGrp/ProgramServicesAmt349438
IRS990/OtherExpensesGrp/TotalAmt080829
IRS990/OtherExpensesGrp/TotalAmt180819
IRS990/OtherExpensesGrp/TotalAmt250391
IRS990/OtherExpensesGrp/TotalAmt349438
IRS990/OtherLiabilitiesGrp/BOYAmt013536
IRS990/OtherLiabilitiesGrp/EOYAmt013536
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017845
IRS990/OtherSalariesAndWagesGrp/TotalAmt017845
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt01365
IRS990/PayrollTaxesGrp/TotalAmt01365
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01517
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01455
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0650
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0650
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0278198
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt068708
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0308361
IRS990/PYProgramServiceRevenueAmt01784
IRS990/PYRevenuesLessExpensesAmt018610
IRS990/PYSalariesCompEmpBnftPaidAmt021719
IRS990/PYTotalExpensesAmt0330080
IRS990/PYTotalRevenueAmt0348690
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt09904
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01447779
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01535196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0228750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0278198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0554296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0191150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0313990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01566384
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt096361
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt070788
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt039672
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt035591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt044538
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0286950
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0650
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01784
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0199
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02633
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84400
IRS990ScheduleA/PublicSupportPY170Pct00.89990
IRS990ScheduleA/PublicSupportTotal170Amt01566384
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0228750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0278198
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0554296
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0191150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0313990
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01566384
IRS990ScheduleA/TotalSupportAmt01855967
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03835
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03835
IRS990ScheduleD/ExpensesSubtotalAmt0312536
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0445
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt08470
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1589
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2566066
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt333484
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/RevenueNotReportedAmt0445
IRS990ScheduleD/RevenueSubtotalAmt0322440
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0622145
IRS990ScheduleD/TotalExpensesPerForm990Amt0312536
IRS990ScheduleD/TotalLiabilityAmt013536
IRS990ScheduleD/TotalRevenuePerForm990Amt0322440
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0322885
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0312536
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/TotalAssetsBOYAmt02216099
IRS990/TotalAssetsEOYAmt02218489
IRS990/TotalAssetsGrp/BOYAmt02216099
IRS990/TotalAssetsGrp/EOYAmt02218489
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0228750
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032580
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0279956
IRS990/TotalFunctionalExpensesGrp/TotalAmt0312536
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032831
IRS990/TotalLiabilitiesEOYAmt024872
IRS990/TotalLiabilitiesGrp/BOYAmt032831
IRS990/TotalLiabilitiesGrp/EOYAmt024872
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02183268
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02193617

Document Assets

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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
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.02$2.19$0.32$0.31$0.01
2024Summary only. Only limited summary data is available for this year.$2.22$0.02$2.19$0.32$0.31$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$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