Civic Intelligence

Southwest Oklahoma Intertribal Health Board Inc

EIN 83-1444826 • 501(c)3 • anadarko, OK

Profile

To support, promote, and improve health outcomes and access to indian healthcare & other services in the geographic area of southwest oklahoma.

po box 656anadarko, OK 73005

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.30x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

38th percentile

-3.8%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

17th percentile

-61%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

90th percentile

89%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$14,696

Down $23,315 (-61%) from 2021

Liabilities

Down

$4,424

Down $6,642 (-60%) from 2021

Net Assets

Down

$10,272

Down $16,673 (-62%) from 2021

Revenue

Up

$433,577

Up $204,383 (+89%) from 2021

Expenses

Up

$450,250

Up $222,453 (+98%) from 2021

Net Income

Down

-$16,673

Down $18,070 (-1293%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2020: $188,451Liabilities 2020: $162,903Net Assets 2020: $25,5482020Assets 2021: $38,011Liabilities 2021: $11,066Net Assets 2021: $26,9452021Assets 2022: $14,696Liabilities 2022: $4,424Net Assets 2022: $10,2722022

Highlighted filing

2022

Assets$14,696
Liabilities$4,424
Net Assets$10,272

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2020: $236,904Expenses 2020: $228,405Net Income 2020: $8,4992020Revenue 2021: $229,194Expenses 2021: $227,797Net Income 2021: $1,3972021Revenue 2022: $433,577Expenses 2022: $450,250Net Income 2022: -$16,6732022

Highlighted filing

2022

Revenue$433,577
Expenses$450,250
Net Income-$16,673

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 7, 2023
Return Version
2021v4.2
Gross Receipts
$433,577
Mission and Program Overview

Mission

To support, promote, and improve health outcomes and access to indian healthcare & other services in the geographic area of southwest oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$20,900$13,950▼ $6,950
Cash and Non-Interest-Bearing Accounts$17,111$496▼ $16,615
Accounts Receivable$0$250▲ $250
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$38,011$14,696▼ $23,315
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$11,066$4,424▼ $6,642
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$11,066$4,424▼ $6,642
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$26,945$10,272▼ $16,673
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$26,945$10,272▼ $16,673
Total Liabilities and Net Assets / Fund Balance$38,011$14,696▼ $23,315

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,950-$13,950
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lori Gooday WareSwoihb Chairwoman
Deborah DotsonSwoihb Vice Chairwoman
Sylvia Pitner2nd Alternate
Ambrea MarshallAlternate
Alice KassanavoidCOMMITTEE MEMBER #3
Kelly FactorDelegate
Ruth Bertdelegate
Lynda DelauneSwoihb Secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$431,077
Program Service Revenue
$2,500
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-16,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$385,157
Salaries, Compensation, and Employee Benefits$65,093
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$321,115--$321,115
Other Salaries and Wages$65,093--$65,093
Fees for Services Accounting$34,012--$34,012
Occupancy$5,935--$5,935
Office Expenses$5,860--$5,860
Insurance$3,893--$3,893
Other Expenses$3,320$0$0$3,320
Travel$1,617--$1,617
All Other Expenses$1,075--$1,075
Information Technology$725--$725
Total Functional Expenses$450,250$0$0$450,250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11B

The board reviews the form 990 before filing.

Part VI, Line 12C

Officers, directors or trustees, and key employees are required to disclose conflicts of interest at the board meeting annually.

Part VI, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Southwest Oklahoma Intertribal Health Board
EIN
83-1444826
In Care Of
% LORI WARE
Phone
5805882298
Address
po box 656, anadarko, OK 73005

Signing Officer

Name
Lori Ware
Title
Chairwoman
Phone
4052478711
Signed
2023-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Ware
Formed
2019
Voting Board Members
8
Independent Board Members
8
Employees
6
Volunteers
8

Preparer

Firm
Finley & Cook PLLC
Address
1421 E 45th Street, Shawnee, OK 74804
Phone
4058787300
Supplemental Narrative

Additional Explanations

Form 990 Part IX Line 11G

Description:contract services total fees:321115

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IRS990/ProgSrvcAccomActy2Grp/Desc0THE TRIBAL MANAGEMENT GRANT WAS RECEIVED IN ORDER TO ESTABLISH AN INDIAN HEALTH BOARD. DURING the current fiscal year, AN OFFICE WAS maintained, STAFF WAS HIRED, AND ORGANIZATIONAL DOCUMENTS WERE WRITTEN AND APPROVED BY THE BOARD.
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0229194
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0181241
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01397
IRS990/PYSalariesCompEmpBnftPaidAmt046556
IRS990/PYTotalExpensesAmt0227797
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0229194
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-16673
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0431077
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0229194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0236904
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0897175
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0897175
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0431077
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0229194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0236904
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0897175
IRS990ScheduleA/TotalSupportAmt0897175
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013950
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013950
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013950
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AT THE BOARD MEETING ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION:CONTRACT SERVICES TOTAL FEES:321115
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART IX LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt038011
IRS990/TotalAssetsEOYAmt014696
IRS990/TotalAssetsGrp/BOYAmt038011
IRS990/TotalAssetsGrp/EOYAmt014696
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0431077
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0450250
IRS990/TotalFunctionalExpensesGrp/TotalAmt0450250
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011066
IRS990/TotalLiabilitiesEOYAmt04424
IRS990/TotalLiabilitiesGrp/BOYAmt011066
IRS990/TotalLiabilitiesGrp/EOYAmt04424
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt026945
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010272
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0450250
IRS990/TotalProgramServiceRevenueAmt02500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0433577
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt038011

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