Civic Intelligence

Perinatal Quality Foundation

990 • Fiscal year 2019 • EIN 77-0653781

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 14, 2020

3017 Brookhollow RoadOklahoma City, OK 73120

(866) 582-2755

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.31x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.17x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

65th percentile

9.7%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

86th percentile

$171,460

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

88th percentile

39%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

6.2%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$636,937

Up $178,982 (+39%) from 2018

Net Assets

Up

$440,859

Up $120,711 (+38%) from 2018

Liabilities

Up

$196,078

Up $58,271 (+42%) from 2018

Revenue

Up

$1,151,410

Up $67,300 (+6.2%) from 2018

Expenses

Down

$1,040,223

Down $82,762 (-7.4%) from 2018

Net Income

Up

$111,187

Up $150,062 (+386%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $376,857Liabilities 2010: $469,487Net Assets 2010: -$92,6302010Assets 2011: $491,274Liabilities 2011: $420,966Net Assets 2011: $70,3082011Assets 2012: $712,105Liabilities 2012: $382,722Net Assets 2012: $329,3832012Assets 2013: $973,521Liabilities 2013: $382,722Net Assets 2013: $590,7992013Assets 2014: $731,000Liabilities 2014: $250,332Net Assets 2014: $480,6682014Assets 2015: $965,435Liabilities 2015: $261,505Net Assets 2015: $703,9302015Assets 2016: $751,621Liabilities 2016: $201,109Net Assets 2016: $550,5122016Assets 2017: $524,427Liabilities 2017: $130,026Net Assets 2017: $394,4012017Assets 2018: $457,955Liabilities 2018: $137,807Net Assets 2018: $320,1482018Assets 2019: $636,937Liabilities 2019: $196,078Net Assets 2019: $440,8592019Assets 2020: $853,464Liabilities 2020: $362,032Net Assets 2020: $491,4322020Assets 2021: $1,100,516Liabilities 2021: $368,134Net Assets 2021: $732,3822021Assets 2022: $1,389,736Liabilities 2022: $428,909Net Assets 2022: $960,8272022Assets 2023: $1,171,436Liabilities 2023: $307,523Net Assets 2023: $863,9132023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2019

Assets$636,937
Liabilities$196,078
Net Assets$440,859

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $386,7512010Revenue 2011: $641,412Expenses 2011: $478,475Net Income 2011: $162,9372011Expenses 2012: $533,1912012Revenue 2013: $792,266Expenses 2013: $530,850Net Income 2013: $261,4162013Revenue 2014: $803,882Expenses 2014: $807,693Net Income 2014: -$3,8112014Revenue 2015: $1,061,656Expenses 2015: $838,394Net Income 2015: $223,2622015Revenue 2016: $1,014,888Expenses 2016: $1,168,306Net Income 2016: -$153,4182016Revenue 2017: $1,059,512Expenses 2017: $1,155,623Net Income 2017: -$96,1112017Revenue 2018: $1,084,110Expenses 2018: $1,122,985Net Income 2018: -$38,8752018Revenue 2019: $1,151,410Expenses 2019: $1,040,223Net Income 2019: $111,1872019Revenue 2020: $1,030,454Expenses 2020: $979,881Net Income 2020: $50,5732020Revenue 2021: $1,178,169Expenses 2021: $937,219Net Income 2021: $240,9502021Revenue 2022: $981,262Expenses 2022: $752,817Net Income 2022: $228,4452022Revenue 2023: $568,098Expenses 2023: $685,484Net Income 2023: -$117,3862023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2019

Revenue$1,151,410
Expenses$1,040,223
Net Income$111,187
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 14, 2020
Return Version
2019v5.1
Gross Receipts
$1,151,410
Mission and Program Overview

Mission

Improve the quality of maternal fetal medicine clinical services by providing state of the art evidence-based educational programs and statistically valid monitoring systems to evaluate current practices and facilitate the transistion of an emerging technology into clinical care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$389,140$321,444▼ $67,696
Cash and Non-Interest-Bearing Accounts$56,051$289,232▲ $233,181
Accounts Receivable$16,856$15,000▼ $1,856
Land, Buildings, and Equipment, Net$16,211$11,261▼ $4,950
Total Assets$478,258$636,937▲ $158,679
Liabilities
Other Liabilities$134,725$193,841▲ $59,116
Accounts Payable and Accrued Expenses$13,862$2,237▼ $11,625
Total Liabilities$148,587$196,078▲ $47,491
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$329,671$440,859▲ $111,188
Total Net Assets Fund Balance$329,671$440,859▲ $111,188
Total Liabilities and Net Assets / Fund Balance$478,258$636,937▲ $158,679

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,261$43,748$55,009
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jean Lea SpitzExecutive DirectorSecretaryFT$171,460$171,460

Board Members and Trustees

NameTitle
Bryann BromleyPresident
Lorraine DugoffVice President
Brian IriyeDirector
Dan OKeefeDirector
Helen FeltovichDirector
Lawrence D PlattDirector
Loralei ThornburgDirector
Mark TomlinsonDirector
Mary NortonDirector
Mike NageotteDirector
Renee ChardDirector
Karin FuchsTreasurer
Gregory TolandWebsite Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$205,470
Program Service Revenue
$938,637
Investment Income
$7,303
Other Revenue
$0
All Other Contributions
$205,470
Change in Net Assets
$111,187

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,151,410
Total Revenue per Audited Statements
$1,151,410
Total Revenue per Form 990
$1,151,410
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$779,724
Other Expenses$260,499
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$489,573$163,191-$652,764
Other Employee Benefits$58,346$19,449-$77,795
All Other Expenses$322$62,898-$63,220
Payroll Taxes$36,874$12,291-$49,165
Other Expenses$37,334$2,277-$37,334
Fees for Services Management$24,975--$24,975
Fees for Services Other$20,051$1,083-$21,134
Travel-$19,952-$19,952
Insurance$17,759--$17,759
Office Expenses$5,917$1,972-$7,889
Fees for Services Accounting-$7,415-$7,415
Depreciation Depletion-$4,950-$4,950
Fees for Services Legal-$3,744-$3,744
Total Functional Expenses$741,001$299,222$0$1,040,223

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,040,223
Total Expenses per Audited Statements$1,040,223
Total Expenses per Form 990$1,040,223
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
Deposits payable$193,841
Governance and Compliance

Governance Checklist

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

Management duties delegation Part VI line 3

Jean Lea Spitz, MPH, RDMS, employed by Nextep Business Solutions VI, Inc. (an Oklahoma Based Corporation), under guidance from PQF Board of Directors, assumes overall responsiblity for Foundation activities and direction. She holds the position of Chief Executive Officer of the Foundation and serves as Secretary on the Board of Directors. She provides administrative support for the board, committees and courses. She directs the activities of other staff members and consultants. She is responsible for program development and distribution and for budget development and implementation.

Form 990 governing body review Part VI line 11

The Board of Directors reviewed the 990 prior to filing.

Conflict of interest policy compliance Part VI line 12C

Each director, principal officer, and member of a committee with Board delegated powers shall annually sign a statement which affirms such person: has received a copy of the conflicts of interest policy; has read and understands the policy; and has agreed to comply with the policy; understands the corporation is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.

CEO executive director top management comp Part VI line 15A

In establishing appropriate compensation levels, whether as employees or under contractual arrangements, for an individual who is a director, officer, member of a committee with Board-delegated powers, or anyone else exercising substantial influence over the Foundation, in addition to complying with the other provisions of these bylaws, the Board or compensation committee shall: exclude members who receive directly or indirectly any portion of their income from the corporation; rely on appropriate comparative data, including comparable agreements in similar organizations; compensation levels for similar positions in both exempt and taxable organizations; and regional economic data, and document the basis upon which it relies for its compensation determinations.

Other officer or key employee compensation Part VI line 15B

See expanation O15 above.

Governing documents etc available to public Part VI line 19

The Organization makes its governing documents and conflict of interest policy available to the public if and to the extent required to do so because of their having been attached to a government filing requiring such disclosure.

Filing and Contact Details

Filer

Filer Name
Perinatal Quality Foundation
EIN
77-0653781
Address
3017 Brookhollow Road, Oklahoma City, OK 73120

Signing Officer

Name
Jean Spitz
Title
Executive Direc
Phone
4057536534
Signed
2020-07-14
Discuss with paid preparer
No

Organization Details

Formed
2004
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
12
Employees
6

Preparer

Firm
dwg inc
Address
1912 N Drexel Blvd, Oklahoma City, OK 73107
Preparer
David W Gandall CFE CPA
Phone
4059490189
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Statician $ 17,300IT Consulting 37,853Website Consulting 99,911Marketing/Development 10,728

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IRS990/MissionDesc0Improve the quality of maternal fetal medicine clinical services by providing state of the art evidence-based educational programs and statistically valid monitoring systems to evaluate current practices and facilitate the transistion of an emerging technology into clinical care.
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Perinatal Quality Foundation provides individual statistical reports to evaluate and track participants nuchal translucency measurements. The Foundation provides scored image review of nuchal translucency and cervical length images. The Foundation provides a credentialing examination in fetal heart rate monitoring for health care professionals involved with obstetric labor and delivery services.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Jean Lea Spitz
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive DirectorSecretary
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Jean Lea Spitz, MPH, RDMS, employed by Nextep Business Solutions VI, Inc. (an Oklahoma Based Corporation), under guidance from PQF Board of Directors, assumes overall responsiblity for Foundation activities and direction. She holds the position of Chief Executive Officer of the Foundation and serves as Secretary on the Board of Directors. She provides administrative support for the board, committees and courses. She directs the activities of other staff members and consultants. She is responsible for program development and distribution and for budget development and implementation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors reviewed the 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each director, principal officer, and member of a committee with Board delegated powers shall annually sign a statement which affirms such person: has received a copy of the conflicts of interest policy; has read and understands the policy; and has agreed to comply with the policy; understands the corporation is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3In establishing appropriate compensation levels, whether as employees or under contractual arrangements, for an individual who is a director, officer, member of a committee with Board-delegated powers, or anyone else exercising substantial influence over the Foundation, in addition to complying with the other provisions of these bylaws, the Board or compensation committee shall: exclude members who receive directly or indirectly any portion of their income from the corporation; rely on appropriate comparative data, including comparable agreements in similar organizations; compensation levels for similar positions in both exempt and taxable organizations; and regional economic data, and document the basis upon which it relies for its compensation determinations.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4See expanation O15 above.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Organization makes its governing documents and conflict of interest policy available to the public if and to the extent required to do so because of their having been attached to a government filing requiring such disclosure.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Statician $ 17,300IT Consulting 37,853Website Consulting 99,911Marketing/Development 10,728
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6List of other fees for services expenses Part IX line 11g
IRS990/SchoolOperatingInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.31$0.86$0.57$0.69$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.43$0.96$0.98$0.75$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.37$0.73$1.18$0.94$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.36$0.49$1.03$0.98$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.20$0.44$1.15$1.04$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.14$0.32$1.08$1.12$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.13$0.39$1.06$1.16$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.20$0.55$1.01$1.17$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.26$0.70$1.06$0.84$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.25$0.48$0.80$0.81$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.38$0.59$0.79$0.53$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.38$0.33$0.53
2011Summary only. Only limited summary data is available for this year.$0.49$0.42$0.07$0.64$0.48$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.47$0.09$0.39