Civic Intelligence

Unknown Organization

990 • Fiscal year 2013 • EIN 74-3242679

Jan 01, 2013 to Jun 30, 2013 • Filed on Jan 27, 2014

840 Research ParkwayRoom/Suite 25073104

(405) 813-2413

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $212,781 (-100%) from 2012

Net Assets

Down

$0

Down $202,426 (-100%) from 2012

Liabilities

Down

$0

Down $10,355 (-100%) from 2012

Revenue And Expenses

Revenue

$133,704

No earlier filing loaded for comparison.

Expenses

Down

$168,503

Down $129,080 (-43%) from 2012

Net Income

-$34,799

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $354,207Liabilities 2010: $30,723Net Assets 2010: $323,4842010Assets 2011: $258,003Liabilities 2011: $21,924Net Assets 2011: $236,0792011Assets 2012: $212,781Liabilities 2012: $10,355Net Assets 2012: $202,4262012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2013

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $263,9202010Expenses 2011: $407,8132011Expenses 2012: $297,5832012Revenue 2013: $133,704Expenses 2013: $168,503Net Income 2013: -$34,7992013

Highlighted filing

2013

Revenue$133,704
Expenses$168,503
Net Income-$34,799
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Jun 30, 2013
Signed
Jan 27, 2014
Return Version
2013v3.1
Gross Receipts
$133,704
Mission and Program Overview

Mission

To promote the growth of biosciences in oklahoma through partnership building, education and outreach, networking, policy development and publicity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$198,107--
Accounts Receivable$12,016--
Prepaid Expenses and Deferred Charges$2,658--
Total Assets$212,781$0▼ $212,781
Liabilities
Accounts Payable and Accrued Expenses$10,355--
Total Liabilities$10,355$0▼ $10,355
Net Assets / Fund Balance
Unrestricted Net Assets$202,426--
Total Net Assets Fund Balance$202,426$0▼ $202,426
Total Liabilities and Net Assets / Fund Balance$212,781$0▼ $212,781
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Sheri StickleyPresident/ce$61,057$4,875$65,932

Board Members and Trustees

NameTitle
Dr Stephen PrescottChairman
Bill BucknerVice-chairma
C Bruce LawrenceBoard Member
Carl EdwardsBoard Member
Chris AnoatubbyBoard Member
Dr Craig ShimaskiBoard Member
Dr Matthew GibsonBoard Member
Dr Paul DeangelisBoard Member
Dr Scott RollinsBoard Member
Dr Sean BeaumanBoard Member
Dr Stephen MckeeverBoard Member
Dr Thomas KupiecBoard Member
John J Iandolo PhdBoard Member
Jonna KirschnerBoard Member
P Lloyd Hildebrand Md FacsBoard Member
Roy WilliamsBoard Member
Scott MeachamBoard Member
Darren HeadSecretary
Rod WhitsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$129,100
Program Service Revenue
$3,600
Investment Income
$0
Other Revenue
$1,004
All Other Contributions
$129,100
Change in Net Assets
$-34,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$107,291
Other Expenses$61,212
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$65,933
Other Salaries and Wages---$41,358
Fees for Services Other---$16,125
Occupancy---$8,557
Fees for Services Accounting---$5,000
Conferences and Meetings---$4,800
Travel---$2,720
Information Technology---$2,370
All Other Expenses---$1,095
Insurance---$1,043
Other Expenses---$950
Advertising---$800
Office Expenses---$131
Total Functional Expenses$0$0$0$168,503
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The organization has members, but the members do not vote for the board of directors.

Form 990, Page 6, Part VI, Line 9

Carl edwards 210 park avenue, suite 1000 oklahoma city, ok 73102 roy williams 123 park avenue oklahoma city, ok 73102

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

Subsequent to the close of the tax year, the association was merged into i2e, inc. A not-for-profit corporation. As a result of such merger, there is no longer a governing board of members of the association. The form 990 was reviewed, prior to filing, by those who served the association as chairman, vice-chairman, and treasurer during the tax year.

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

The organization requires disclosure of any conflicts of interest through an annual disclosure statement, which also request continuing disclosure of any conflicts as they arise.

Form 990, Page 6, Part VI, Line 15A

The national council of state bioscience association's salary survey was used as comparability data in determining the ceo's salary, and the ceo's terms of employment were circulated electronically to and reviewed by the board members for approval.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request as approved by the chief executive officer.

Filing and Contact Details

Filer

EIN
74-3242679
Phone
4058132413

Signing Officer

Name
Dr Stephen Prescott
Title
Chairman
Phone
4058132413
Signed
2014-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Stephen Prescott
Formed
2008
Legal Domicile
Ok
Voting Board Members
17
Independent Board Members
16
Employees
3
Volunteers
27

Preparer

Preparer
Ellan Wright
Phone
4052397961
Supplemental Narrative

Additional Explanations

Form 990, Part V

Line 2a. Employees reported on w-3: okbio association has a co-employment relationship with a company called nextep. Nextep is i2e's payroll service provider. Every staff member's w-2 is provided under the nextep tax id number. All w-3 transmittals and forms 941 are also filed under the nextep tax id number.

Form 990, Part XI, Line 9

Subsequent to the close of the tax year, oklahoma bioscience association was merged into i2e, inc., a not-for-profit corporation. Due to this merger the association's net assets were acquired by i2e inc.

Financial Statement Notes

Schedule D, Page 3, Part X

The taxpayer was merged into i2e, inc., an oklahoma exempt organization in the 2013 tax year. The following fin 48 statement is from i2e's consolidated audit report: "management has evaluated the organizations tax positions and concluded that the organization has taken no uncertain tax positions that require adjustment to or disclosure in the consolidated financial statements."

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TAXPAYER WAS MERGED INTO I2E, INC., AN OKLAHOMA EXEMPT ORGANIZATION IN THE 2013 TAX YEAR. THE FOLLOWING FIN 48 STATEMENT IS FROM I2E'S CONSOLIDATED AUDIT REPORT: "MANAGEMENT HAS EVALUATED THE ORGANIZATIONS TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS."
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1ACCOUNTS RECEIVABLE
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc2ACCOUNTS PAYABLE
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02013-06-01
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt12013-06-01
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt22013-06-01
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0731525913
IRS990ScheduleN/DispositionOfAssetsDetail/EIN1731525913
IRS990ScheduleN/DispositionOfAssetsDetail/EIN2731525913
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0167106
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt1550
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt2-30
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt1501(C)(3)
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt2501(C)(3)
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0I2E INC
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm1I2E INC
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm2I2E INC
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine10840 RESEARCH PARKWAY SUITE 250
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine11840 RESEARCH PARKWAY SUITE 250
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine12840 RESEARCH PARKWAY SUITE 250
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/City0OKLAHOMA CITY
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/City1OKLAHOMA CITY
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/City2OKLAHOMA CITY
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/State0OK
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/State1OK
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/State2OK
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCode073104
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCode173104
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCode273104
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 2A. EMPLOYEES REPORTED ON W-3: OKBIO ASSOCIATION HAS A CO-EMPLOYMENT RELATIONSHIP WITH A COMPANY CALLED NEXTEP. NEXTEP IS I2E'S PAYROLL SERVICE PROVIDER. EVERY STAFF MEMBER'S W-2 IS PROVIDED UNDER THE NEXTEP TAX ID NUMBER. ALL W-3 TRANSMITTALS AND FORMS 941 ARE ALSO FILED UNDER THE NEXTEP TAX ID NUMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS, BUT THE MEMBERS DO NOT VOTE FOR THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CARL EDWARDS 210 PARK AVENUE, SUITE 1000 OKLAHOMA CITY, OK 73102 ROY WILLIAMS 123 PARK AVENUE OKLAHOMA CITY, OK 73102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUBSEQUENT TO THE CLOSE OF THE TAX YEAR, THE ASSOCIATION WAS MERGED INTO I2E, INC. A NOT-FOR-PROFIT CORPORATION. AS A RESULT OF SUCH MERGER, THERE IS NO LONGER A GOVERNING BOARD OF MEMBERS OF THE ASSOCIATION. THE FORM 990 WAS REVIEWED, PRIOR TO FILING, BY THOSE WHO SERVED THE ASSOCIATION AS CHAIRMAN, VICE-CHAIRMAN, AND TREASURER DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION REQUIRES DISCLOSURE OF ANY CONFLICTS OF INTEREST THROUGH AN ANNUAL DISCLOSURE STATEMENT, WHICH ALSO REQUEST CONTINUING DISCLOSURE OF ANY CONFLICTS AS THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE NATIONAL COUNCIL OF STATE BIOSCIENCE ASSOCIATION'S SALARY SURVEY WAS USED AS COMPARABILITY DATA IN DETERMINING THE CEO'S SALARY, AND THE CEO'S TERMS OF EMPLOYMENT WERE CIRCULATED ELECTRONICALLY TO AND REVIEWED BY THE BOARD MEMBERS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AS APPROVED BY THE CHIEF EXECUTIVE OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SUBSEQUENT TO THE CLOSE OF THE TAX YEAR, OKLAHOMA BIOSCIENCE ASSOCIATION WAS MERGED INTO I2E, INC., A NOT-FOR-PROFIT CORPORATION. DUE TO THIS MERGER THE ASSOCIATION'S NET ASSETS WERE ACQUIRED BY I2E INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10OKLAHOMA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine20BIOSCIENCE ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10OKLAHOMA BIOSCIENCE INSTITUTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0452067346
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10655 RESEARCH PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode073104
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0212781
IRS990/TotalAssetsEOYAmt00

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