Civic Intelligence

University of Central Oklahoma Fdn

990 • Fiscal year 2014 • EIN 73-6108032

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

Organization ProfileN/A
100 North University DriveEdmond, OK 73034

(405) 974-2771

Siviq Scores

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

Liabilities / Assets

21st percentile

0.05x

Higher debt load relative to assets than 21% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

64th percentile

0.56x

Higher debt load relative to revenue than 64% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$104,724

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-62%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$39,340,232

Up $3,997,169 (+11%) from 2013

Net Assets

Up

$37,560,143

Up $3,879,108 (+12%) from 2013

Liabilities

Up

$1,780,089

Up $118,061 (+7.1%) from 2013

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin89th percentile

Revenue

Down

$3,185,145

Down $5,145,928 (-62%) from 2013

Expenses

Down

$1,790,284

Down $122,807 (-6.4%) from 2013

Net Income

Down

$1,394,861

Down $5,023,121 (-78%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$80M$60M$40M$20M$0Assets 2011: $26,571,624Liabilities 2011: $1,064,978Net Assets 2011: $25,506,6462011Assets 2012: $29,717,383Liabilities 2012: $1,046,576Net Assets 2012: $28,670,8072012Assets 2013: $35,343,063Liabilities 2013: $1,662,028Net Assets 2013: $33,681,0352013Assets 2014: $39,340,232Liabilities 2014: $1,780,089Net Assets 2014: $37,560,1432014Assets 2015: $32,036,919Liabilities 2015: $1,571,454Net Assets 2015: $30,465,4652015Assets 2016: $39,073,706Liabilities 2016: $1,382,083Net Assets 2016: $37,691,6232016Assets 2017: $34,444,107Liabilities 2017: $941,157Net Assets 2017: $33,502,9502017Assets 2018: $38,007,366Liabilities 2018: $931,203Net Assets 2018: $37,076,1632018Assets 2019: $41,860,033Liabilities 2019: $956,917Net Assets 2019: $40,903,1162019Assets 2020: $42,796,357Liabilities 2020: $953,098Net Assets 2020: $41,843,2592020Assets 2021: $52,111,100Liabilities 2021: $1,786,593Net Assets 2021: $50,324,5072021Assets 2022: $57,594,022Liabilities 2022: $4,232,173Net Assets 2022: $53,361,8492022Assets 2023: $57,111,883Liabilities 2023: $4,966,817Net Assets 2023: $52,145,0662023Assets 2024: $62,297,981Liabilities 2024: $4,371,379Net Assets 2024: $57,926,6022024

Highlighted filing

2014

Assets$39,340,232
Liabilities$1,780,089
Net Assets$37,560,143
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

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

$30M$20M$10M$0-$10MExpenses 2011: $2,382,7982011Expenses 2012: $2,063,9062012Revenue 2013: $8,331,073Expenses 2013: $1,913,091Net Income 2013: $6,417,9822013Revenue 2014: $3,185,145Expenses 2014: $1,790,284Net Income 2014: $1,394,8612014Revenue 2015: $6,014,736Expenses 2015: $11,792,154Net Income 2015: -$5,777,4182015Revenue 2016: $9,943,333Expenses 2016: $2,976,959Net Income 2016: $6,966,3742016Revenue 2017: $4,891,377Expenses 2017: $10,151,432Net Income 2017: -$5,260,0552017Revenue 2018: $12,882,958Expenses 2018: $9,220,478Net Income 2018: $3,662,4802018Revenue 2019: $6,657,425Expenses 2019: $3,835,175Net Income 2019: $2,822,2502019Revenue 2020: $6,719,457Expenses 2020: $4,567,675Net Income 2020: $2,151,7822020Revenue 2021: $7,552,398Expenses 2021: $2,878,438Net Income 2021: $4,673,9602021Revenue 2022: $22,644,873Expenses 2022: $11,304,730Net Income 2022: $11,340,1432022Revenue 2023: $6,906,714Expenses 2023: $11,256,145Net Income 2023: -$4,349,4312023Revenue 2024: $9,581,830Expenses 2024: $5,796,913Net Income 2024: $3,784,9172024

Highlighted filing

2014

Revenue$3,185,145
Expenses$1,790,284
Net Income$1,394,861
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$5,301,017
Mission and Program Overview

Mission

Funding of college scholarships and support of university programs.

Funding of college scholarships and support of university programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$28,918,946$32,767,553▲ $3,848,607
Pledges and Grants Receivable$4,381,365$3,288,425▼ $1,092,940
Land, Buildings, and Equipment, Net$1,991,376$3,177,638▲ $1,186,262
Cash and Non-Interest-Bearing Accounts$30,132$104,116▲ $73,984
Other Notes and Loans Receivable, Net$5,773--
Prepaid Expenses and Deferred Charges$4,546--
Accounts Receivable$10,925$2,500▼ $8,425
Total Assets$35,343,063$39,340,232▲ $3,997,169
Liabilities
Tax Exempt Bond Liabilities$733,303$684,141▼ $49,162
Mortgage Notes Payable Secured by Investment Property$694,355$616,601▼ $77,754
Other Liabilities$168,388$320,046▲ $151,658
Accounts Payable and Accrued Expenses$65,980$159,301▲ $93,321
Total Liabilities$1,662,026$1,780,089▲ $118,063
Net Assets / Fund Balance
Permanently Rstr Net Assets$18,687,786$19,235,267▲ $547,481
Temporarily Rstr Net Assets$11,562,469$14,625,079▲ $3,062,610
Unrestricted Net Assets$3,430,782$3,699,797▲ $269,015
Total Net Assets Fund Balance$33,681,037$37,560,143▲ $3,879,106
Total Liabilities and Net Assets / Fund Balance$35,343,063$39,340,232▲ $3,997,169

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,177,638$616,938$19,235

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$20,366,155$538,921▲ $2,600,883-$23,001,699
2012$17,933,986$1,932,889▲ $816,080-$20,366,155
2011$16,021,267$2,166,900▲ $117,514-$17,933,986
2010$12,831,906$1,129,535▲ $1,988,364-$16,021,267
2009$11,523,880$521,399▲ $1,052,649-$12,831,906
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Anne HolzberleinVP Devel. &FT$104,724$104,724

Board Members and Trustees

NameTitle
Tom J ThompsonChair
Ray Hibbard JrChairman
Kay BickhamPast Chair
Barry T RiceTrustee
Ben H OdomTrustee
Bryan TimberlakeTrustee
Charles LambTrustee
Darren HelmTrustee
Deborah HowellTrustee
Gerry PinkstonTrustee
James StuartTrustee
Jill CastillaTrustee
John OsborneTrustee
Josh MooreTrustee
Kathleen HenryTrustee
Larry DavenportTrustee
Larry WestmorelandTrustee
Mark LisleTrustee
Mark P TempleTrustee
Mark PattonTrustee
Mark StansberryTrustee
Martha BurgerTrustee
Merrill LikesTrustee
Phil FraimTrustee
Ralph ArmstrongTrustee
Randy RossTrustee
Ray L Vaughn JrTrustee
Ruth B BossTrustee
Sherry BeasleyTrustee
Stacy BozarthTrustee
Stephen McdonaldTrustee
Tim AdlerTrustee
Todd WekenborgTrustee
W Lee BeasleyTrustee
Keith T KerstenAudit&financ
Peggy KatesDonor Relati
Max TuepkerGovernance C
Ancel AiringtonInvestment C
Brad PumphreySecretary
Randel T DunnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,469,654
Program Service Revenue
$0
Investment Income
$631,636
Other Revenue
$83,855
All Other Contributions
$2,469,654
Change in Net Assets
$1,394,861

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$54,641
Total Noncash Contributions1$54,641

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,036,983
Revenue Not Reported on Financial Statements
$148,162
Revenue Not Reported on Form 990
$2,587,666
Total Revenue per Audited Statements
$5,624,649
Total Revenue per Form 990
$3,185,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,706,039
Salaries, Compensation, and Employee Benefits$84,245
Total Fundraising Expense$37,970
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$128,398$103,901-$232,299
Other Expenses$18,469$73,129$34,587$126,185
Travel$95,321$23,211-$118,532
All Other Expenses$64,960$31,265$3,383$99,608
Other Salaries and Wages$2,700$61,225-$63,925
Fees for Services Accounting$14,260$11,540-$25,800
Other Employee Benefits$878$19,442-$20,320
Occupancy$14,303$4,059-$18,362
Total Functional Expenses$1,266,909$485,405$37,970$1,790,284

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,790,284
Total Expenses per Audited Statements$1,745,543
Expenses per Audited Statements$1,642,122
Expenses Not Reported on Financial Statements$148,162
Expenses Not Reported on Form 990$103,421
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
Assets Held for Others$320,046
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 2

“Dr. Lee & sherry beasley married”

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

“A copy was provided via e-mail for each member to review.”

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

“Board members and other applicable members or employees are required to disclose any potential conflicts and annually attest to their adherence to the policy.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

EIN
73-6108032
Phone
4059742771

Signing Officer

Name
Anne Holzberlein
Title
Executive Director
Phone
4059742771
Signed
2014-11-11

Organization Details

Principal Officer
Anne Holzberlein
Formed
1975
Legal Domicile
Ok
Voting Board Members
42
Independent Board Members
42
Employees
0
Volunteers
50

Preparer

Preparer
Ellan Wright
Phone
4052397961
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“128,398 103,901 0”

Form 990, Part XI, Line 9

“Rental expenses netted on line 6b 103,421 rental expenses netted on line 6b -103,421”

Form 990, Part XI, Line 9

“UNREALIZED GAINS/LOSSES”

Financial Statement Notes

Schedule D, Page 3, Part X

“The asc provides guidance on the accounting for uncertainty in income taxes. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the foundation's tax return to determine whether the tax positions are "more-likely-than not" of being sustained "when examined" by the applicable tax authority. Tax positions not deemed to meet the "more-likely-than-not" threshold would be recorded as a tax benefit or expense and asset/liability in the current year. Management has determined that there are no material uncertain income tax positions. Generally, the foundation is no longer subject to income tax examinations by the u.s. Federal, state, or local tax authorities for years ending on or before june 30,2010.”

Schedule D, Page 4, Part XI, Line 2D

“Rental expenses netted on line 6b 103,421”

Schedule D, Page 4, Part XII, Line 2D

“Rental expenses netted on line 6b 103,421”

Raw XML AppendixShowing 400 of 702 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt065980
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0159301
IRS990/AccountsReceivableGrp/BOYAmt010925
IRS990/AccountsReceivableGrp/EOYAmt02500
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FUNDING OF COLLEGE SCHOLARSHIPS AND SUPPORT OF UNIVERSITY PROGRAMS
IRS990/AllOtherContributionsAmt02469654
IRS990/AllOtherExpensesGrp/FundraisingAmt03383
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt031265
IRS990/AllOtherExpensesGrp/ProgramServicesAmt064960
IRS990/AllOtherExpensesGrp/TotalAmt099608
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04059742771
IRS990/BooksInCareOfDetail/USAddress/AddressLine10100 N UNIVERSITY DRIVE
IRS990/BooksInCareOfDetail/USAddress/City0EDMOND
IRS990/BooksInCareOfDetail/USAddress/State0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCode073034
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt030132
IRS990/CashNonInterestBearingGrp/EOYAmt0104116
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02469654
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0631636
IRS990/CYOtherExpensesAmt01706039
IRS990/CYOtherRevenueAmt083855
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01394861
IRS990/CYSalariesCompEmpBnftPaidAmt084245
IRS990/CYTotalExpensesAmt01790284
IRS990/CYTotalFundraisingExpenseAmt037970
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03185145
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE GIFTS, SCHOLARSHIPS AND INSTITUTIONAL SUPPORT TO THE UNIVERSITY OF CENTRAL OKLAHOMA AND STUDENTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt01266909
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011540
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt014260
IRS990/FeesForServicesAccountingGrp/TotalAmt025800
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0103901
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0128398
IRS990/FeesForServicesOtherGrp/TotalAmt0232299
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt250.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt260.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt270.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt280.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt290.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt300.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt330.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt351.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt360.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt370.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt380.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt390.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd31X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd32X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd33X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd34X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd35X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd36X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd37X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd38X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd39X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt340
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt360
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt370
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt380
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt390
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt400
IRS990/Form990PartVIISectionAGrp/PersonNm0TIM ADLER
IRS990/Form990PartVIISectionAGrp/PersonNm1ANCEL AIRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSH MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm3RALPH ARMSTRONG
IRS990/Form990PartVIISectionAGrp/PersonNm4W LEE BEASLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5SHERRY BEASLEY
IRS990/Form990PartVIISectionAGrp/PersonNm6KAY BICKHAM
IRS990/Form990PartVIISectionAGrp/PersonNm7RUTH B BOSS
IRS990/Form990PartVIISectionAGrp/PersonNm8JILL CASTILLA
IRS990/Form990PartVIISectionAGrp/PersonNm9STACY BOZARTH
IRS990/Form990PartVIISectionAGrp/PersonNm10MARTHA BURGER
IRS990/Form990PartVIISectionAGrp/PersonNm11MARK LISLE
IRS990/Form990PartVIISectionAGrp/PersonNm12KEITH T KERSTEN
IRS990/Form990PartVIISectionAGrp/PersonNm13LARRY DAVENPORT
IRS990/Form990PartVIISectionAGrp/PersonNm14RANDEL T DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm15PHIL FRAIM
IRS990/Form990PartVIISectionAGrp/PersonNm16DARREN HELM
IRS990/Form990PartVIISectionAGrp/PersonNm17KATHLEEN HENRY
IRS990/Form990PartVIISectionAGrp/PersonNm18GERRY PINKSTON
IRS990/Form990PartVIISectionAGrp/PersonNm19RAY HIBBARD JR
IRS990/Form990PartVIISectionAGrp/PersonNm20DEBORAH HOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm21PEGGY KATES
IRS990/Form990PartVIISectionAGrp/PersonNm22CHARLES LAMB
IRS990/Form990PartVIISectionAGrp/PersonNm23LARRY WESTMORELAND
IRS990/Form990PartVIISectionAGrp/PersonNm24MERRILL LIKES
IRS990/Form990PartVIISectionAGrp/PersonNm25STEPHEN MCDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm26BEN H ODOM
IRS990/Form990PartVIISectionAGrp/PersonNm27JOHN OSBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm28MARK PATTON
IRS990/Form990PartVIISectionAGrp/PersonNm29BRAD PUMPHREY
IRS990/Form990PartVIISectionAGrp/PersonNm30BARRY T RICE
IRS990/Form990PartVIISectionAGrp/PersonNm31RANDY ROSS
IRS990/Form990PartVIISectionAGrp/PersonNm32MARK STANSBERRY
IRS990/Form990PartVIISectionAGrp/PersonNm33TOM J THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm34BRYAN TIMBERLAKE
IRS990/Form990PartVIISectionAGrp/PersonNm35MAX TUEPKER
IRS990/Form990PartVIISectionAGrp/PersonNm36RAY L VAUGHN JR
IRS990/Form990PartVIISectionAGrp/PersonNm37TODD WEKENBORG
IRS990/Form990PartVIISectionAGrp/PersonNm38JAMES STUART
IRS990/Form990PartVIISectionAGrp/PersonNm39MARK P TEMPLE
IRS990/Form990PartVIISectionAGrp/PersonNm40ANNE HOLZBERLEIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt380
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt380
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40104724
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1INVESTMENT C
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12AUDIT&FINANC
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21DONOR RELATI
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt31TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt32TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt33CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt34TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt35GOVERNANCE C
IRS990/Form990PartVIISectionAGrp/TitleTxt36TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt37TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt38TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt39TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt40VP DEVEL. &
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-52598
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt042
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01959853
IRS990/GrossReceiptsAmt05301017
IRS990/GrossRentsGrp/RealAmt0181484
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt042
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0684234
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0684234
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt028918946
IRS990/InvestmentsPubTradedSecGrp/EOYAmt032767553
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0616938
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01991376
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03177638
IRS990/LandBldgEquipCostOrOtherBssAmt03794576
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02012451
IRS990/LessRentalExpensesGrp/RealAmt0103421

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$39,340,232
Liabilities
$1,780,089
Net assets
$37,560,143
Revenue
$3,185,145
Expenses
$1,790,284
Net income
$1,394,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.3$4.37$57.9$9.58$5.80$3.78
2023Detailed filing. Detailed filing data is available for this year.$57.1$4.97$52.1$6.91$11.3$4.35
2022Detailed filing. Detailed filing data is available for this year.$57.6$4.23$53.4$22.6$11.3$11.3
2021Detailed filing. Detailed filing data is available for this year.$52.1$1.79$50.3$7.55$2.88$4.67
2020Detailed filing. Detailed filing data is available for this year.$42.8$0.95$41.8$6.72$4.57$2.15
2019Detailed filing. Detailed filing data is available for this year.$41.9$0.96$40.9$6.66$3.84$2.82
2018Detailed filing. Detailed filing data is available for this year.$38.0$0.93$37.1$12.9$9.22$3.66
2017Detailed filing. Detailed filing data is available for this year.$34.4$0.94$33.5$4.89$10.2$5.26
2016Detailed filing. Detailed filing data is available for this year.$39.1$1.38$37.7$9.94$2.98$6.97
2015Detailed filing. Detailed filing data is available for this year.$32.0$1.57$30.5$6.01$11.8$5.78
2014Detailed filing. Detailed filing data is available for this year.$39.3$1.78$37.6$3.19$1.79$1.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.3$1.66$33.7$8.33$1.91$6.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.7$1.05$28.7$2.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$1.06$25.5$2.38