Civic Intelligence

Odot Memorial Foundation

990EZ • Fiscal year 2023 • EIN 83-0864773

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 23, 2024

5830 NW Expressway Pmb128Oklahoma City, OK 73132

(405) 625-5621

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

10th percentile

-49%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-12%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-3.3%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$303,383

Down $40,973 (-12%) from 2022

Net Assets

Down

$303,383

Down $40,973 (-12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$83,071

Down $2,877 (-3.3%) from 2022

Expenses

Up

$124,044

Up $122,417 (+7524%) from 2022

Net Income

Down

-$40,973

Down $125,294 (-149%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2020: $198,489Liabilities 2020: $0Net Assets 2020: $198,4892020Assets 2021: $260,035Liabilities 2021: $0Net Assets 2021: $260,0352021Assets 2022: $344,356Liabilities 2022: $0Net Assets 2022: $344,3562022Assets 2023: $303,383Liabilities 2023: $0Net Assets 2023: $303,3832023Assets 2024: $360,078Liabilities 2024: $0Net Assets 2024: $360,0782024

Highlighted filing

2023

Assets$303,383
Liabilities$0
Net Assets$303,383

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2020: $155,457Expenses 2020: $4,124Net Income 2020: $151,3332020Revenue 2021: $78,649Expenses 2021: $17,103Net Income 2021: $61,5462021Revenue 2022: $85,948Expenses 2022: $1,627Net Income 2022: $84,3212022Revenue 2023: $83,071Expenses 2023: $124,044Net Income 2023: -$40,9732023Revenue 2024: $74,493Expenses 2024: $17,798Net Income 2024: $56,6952024

Highlighted filing

2023

Revenue$83,071
Expenses$124,044
Net Income-$40,973
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 23, 2024
Return Version
2023v5.0
Gross Receipts
$142,777
Mission and Program Overview

Mission

To provide scholarship grants, open to all direct dependents of fallen or catastrophically injured oklahoma department of transportation highway workers.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIP GRANTS, OPEN TO ALL DIRECT DEPENDENTS OF FALLEN OR CATASTROPHICALLY INJURED OKLAHOMA DEPARTMENT OF TRANSPORTATION HIGHWAY WORKERS.$118,000$118,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J MICHAEL PATTERSONPresident-$0--
PAUL GREENVice-President-$0--
ALFREDO A CALVILLOSecretary-$0--
RUSSELL HULINTreasurer-$0--
BRIAN TAYLORAt-Large-$0--
CASEY SHELLAt-Large-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Clay Shoot Fundraiser$64,530$19,200-$19,200
Golf Tournament Fundraiser$71,274$18,600-$18,600
Total Events$135,804$37,800$59,706$-21,906
Filing and Contact Details

Filer

Filer Name
Odot Memorial Foundation
EIN
83-0864773
Phone
4056255621
Address
5830 NW EXPRESSWAY PMB128, OKLAHOMA CITY, OK 73132

Signing Officer

Name
Alfredo Calvillo
Title
Trustee
Phone
4056255621
Signed
2024-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Smith Carney & Co Pc
Address
5100 N BROOKLINE SUITE 1000, OKLAHOMA CITY, OK 73112-3627
Preparer
Edward W Granger
Phone
4052721040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 3,679.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education subsidy to qualified individuals. Grantee name: oklahoma 529 college savings plan. Grantee address: po box 219249 kansas city, mo 64121. Property description: cash. Book value of property: 118,000. Date of gift: 07/28/23. Amount given: 118,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: other. Amount: 6,044.

Raw XML Appendix187 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum04056255621
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0J MICHAEL PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALFREDO A CALVILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RUSSELL HULIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIAN TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CASEY SHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AT-LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIP GRANTS, OPEN TO ALL DIRECT DEPENDENTS OF FALLEN OR CATASTROPHICALLY INJURED OKLAHOMA DEPARTMENT OF TRANSPORTATION HIGHWAY WORKERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIP GRANTS, OPEN TO ALL DIRECT DEPENDENTS OF FALLEN OR CATASTROPHICALLY INJURED OKLAHOMA DEPARTMENT OF TRANSPORTATION HIGHWAY WORKERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0118000
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-21906
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CLAY SHOOT FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt064530
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt071274
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019200
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-21906
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt035240
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IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3,679.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATION SUBSIDY TO QUALIFIED INDIVIDUALS. GRANTEE NAME: OKLAHOMA 529 COLLEGE SAVINGS PLAN. GRANTEE ADDRESS: PO BOX 219249 KANSAS CITY, MO 64121. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 118,000. DATE OF GIFT: 07/28/23. AMOUNT GIVEN: 118,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER. AMOUNT: 6,044.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFREDO CALVILLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04056255621
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ODOT MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ODOT
ReturnHeader/Filer/EIN0830864773
ReturnHeader/Filer/PhoneNum04056255621
ReturnHeader/Filer/USAddress/AddressLine1Txt05830 NW EXPRESSWAY PMB128
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073132
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731225615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH CARNEY & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 N BROOKLINE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731123627
ReturnHeader/PreparerPersonGrp/PhoneNum04052721040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD W GRANGER
ReturnHeader/ReturnTs02024-04-11T21:00:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALFREDO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CALVILLO
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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