Civic Intelligence

National Center for Addiction Studies

EIN 83-4142663 • 501(c)3 • Tulsa, OK

Profile

To improve the lives of individuals in oklahoma and across the nation that are affected by pain and substance abuse disorders through programs focused on research, education, prevention and treatment.

1111 West 17th StreetTulsa, OK 74107

medicine.okstate.edu

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.01x

Higher debt load relative to revenue than 6% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

2nd percentile

-109%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$799,286

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

29th percentile

1.3%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$201,174,451

Up $2,608,590 (+1.3%) from 2023

Liabilities

Down

$63,348

Down $1,508,732 (-96%) from 2023

Net Assets

Up

$201,111,103

Up $4,117,322 (+2.1%) from 2023

Revenue

Up

$8,349,135

Up $1,337,735 (+19%) from 2023

Expenses

Up

$17,439,210

Up $9,908,081 (+132%) from 2023

Net Income

Down

-$9,090,075

Down $8,570,346 (-1649%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2020: $175,716,676Liabilities 2020: $0Net Assets 2020: $175,716,6762020Assets 2021: $176,992,713Liabilities 2021: $0Net Assets 2021: $176,992,7132021Assets 2022: $180,895,271Liabilities 2022: $80,589Net Assets 2022: $180,814,6822022Assets 2023: $198,565,861Liabilities 2023: $1,572,080Net Assets 2023: $196,993,7812023Assets 2024: $201,174,451Liabilities 2024: $63,348Net Assets 2024: $201,111,1032024

Highlighted filing

2024

Assets$201,174,451
Liabilities$63,348
Net Assets$201,111,103

Operations Trend

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

$20M$10M$0-$10MRevenue 2020: $1,541,434Expenses 2020: $53,128Net Income 2020: $1,488,3062020Revenue 2021: $1,276,160Expenses 2021: $123Net Income 2021: $1,276,0372021Revenue 2022: $1,624,136Expenses 2022: $297,686Net Income 2022: $1,326,4502022Revenue 2023: $7,011,400Expenses 2023: $7,531,129Net Income 2023: -$519,7292023Revenue 2024: $8,349,135Expenses 2024: $17,439,210Net Income 2024: -$9,090,0752024

Highlighted filing

2024

Revenue$8,349,135
Expenses$17,439,210
Net Income-$9,090,075

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 22, 2026
Return Version
2024v5.5
Gross Receipts
$24,650,579
Mission and Program Overview

Mission

To improve the lives of individuals in oklahoma and across the nation that are affected by pain and substance abuse disorders through programs focused on research, education, prevention and treatment.

Improve the lives of individuals that are affected by pain and substance abuse disorders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$157,789,486$184,772,160▲ $26,982,674
Pledges and Grants Receivable$14,676,930$0▼ $14,676,930
Savings and Temporary Cash Investments$12,163,811$9,959,266▼ $2,204,545
Prepaid Expenses and Deferred Charges$13,877,006$6,388,464▼ $7,488,542
Intangible Assets$58,628$54,561▼ $4,067
Total Assets$198,565,861$201,174,451▲ $2,608,590
Liabilities
Grants Payable$1,572,080$45,049▼ $1,527,031
Accounts Payable and Accrued Expenses-$18,299-
Total Liabilities$1,572,080$63,348▼ $1,508,732
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$101,639,456$122,617,588▲ $20,978,132
Net Assets With Donor Restrictions$95,354,325$78,493,515▼ $16,860,810
Total Net Assets Fund Balance$196,993,781$201,111,103▲ $4,117,322
Total Liabilities and Net Assets / Fund Balance$198,565,861$201,174,451▲ $2,608,590
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$323,310
Program Service Revenue
$0
Investment Income
$8,025,825
Other Revenue
$0
All Other Contributions
$323,310
Change in Net Assets
$-9,090,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,860,810
Other Expenses$578,400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,860,810--$16,860,810
Fees for Service Investment Mgmnt Fees-$405,842-$405,842
Fees for Services Accounting-$80,130-$80,130
Fees for Services Legal-$67,028-$67,028
Insurance-$19,083-$19,083
Depreciation Depletion-$4,067-$4,067
Occupancy-$2,250-$2,250
Total Functional Expenses$16,860,810$578,400$0$17,439,210
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oklahoma State UniversityStillwater, OK115Chs Research Facilities and Operation Support$16,860,810
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The board may, by resolution passed by a majority of the members of the board, designate one or more committees, each such committee to consist of one or more members of the board, plus persons who are not members at the discretion of the board. Any such committee, to the extent provided in such resolution or resolutions, shall have and may exercise all the powers and authority of the board in the management of the business and affairs of the foundation and may authorize the seal of the foundation to be affixed to all papers which may require it.

Form 990, Part VI, Section A, Line 7A

The president of the oklahoma state university center for health sciences (or the individual appointed under section 3.14 of the bylaws in the event the office of president is vacant), shall serve as chair of the board. The speaker of the oklahoma house of representatives is permitted to appoint one director on the board of directors. The governor of oklahoma is permitted to appoint one director on the board of directors. The president pro tempore of the oklahoma state senate is premitted to appoint one director on the board of directors.

Form 990, Part VI, Section A, Line 7B

The chair of the board shall only be removed as a member of the board by an affirmative vote of the board of regents for the oklahoma agricultural and mechanical colleges.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an independent accounting firm based on the financial statements and information provided by the accounting department of the organization. The 990 is distributed to the members of the foundation board prior to filing.

Form 990, Part VI, Section B, Line 12C

Any member of the board of directors of the national center for addiction studies and treatment foundation with a potential or actual conflict of interest between the interests of the foundation and the member's personal, family, financial, or professional interests shall disclose such conflict of interest to the board on a timely basis. Not less than annually, each member shall make written disclosures of any potential or actual such conflicts of interest. Should any member become aware of a potential or actual conflict of interest involving a fellow member that has not been disclosed, he or she shall ask the fellow member to disclose the conflict and, if the fellow member does not do so, shall bring the matter to the attention of the board. If a member has a conflict of interest relating to any matter under consideration for a decision by the board, he or she shall abstain from any vote, discussion (except as the remaining board deems necessary for informational purposes), or any attempt to influence the decision of the board on that matter.

Form 990, Part VI, Section B, Line 15

The compensation committee is comprised of three or more members of the board recommended by the chair of the board and appointed by a majority vote of the members then in office. The role of the committee shall be to discharge the board's responsibilities relating to compensation of the foundation's employees and adopt policies that govern the foundation's compensation and benefit programs. The committee shall also review and approve all employment and independent contractor agreements for employees, independent contractors and consultants of the foundation.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are readily available upon request.

Filing and Contact Details

Filer

Filer Name
National Center for Addiction Studies
EIN
83-4142663
Phone
7254005127
Address
2004 HUNTINGTON AVE, NICHOLS HILLS, OK 73116

Signing Officer

Name
Darrell Jolley
Title
CFO
Phone
7254005127
Signed
2026-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darrell Jolley
Formed
2019
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
Hogantaylor Llp
Address
1225 N BROADWAY AVENUE SUITE 200, OKLAHOMA CITY, OK 73103
Preparer
Ashley M Fogle
Phone
4058482020
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process for oversight and selection of an independent accountant has not changed from the prior year.

Raw XML AppendixShowing 400 of 469 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.

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IRS990/Desc0A MULTIDISCIPLINARY TEAM OF SCIENTISTS, PHYSICIANS, RESEARCHERS, AND EDUCATORS WORKING TO END ADDICTION. THE NCWR TEAM IS DEVELOPING ANSWERS FOR CHRONIC PAIN AND SUBSTANCE USE DISORDERS WHILE SAFEGUARDING FUTURE GENERATIONS FROM ADDICTION THROUGH RESEARCH AND MEDICAL EDUCATION AND COMMUNITY ADVOCACY. WITH INNOVATIVE PATIENT CARE METHODS AND COMMUNITY ADVOCACY, THE CENTER IS IMPROVING HEALTHCARE ACCESS TO ALL OKLAHOMANS AND DELIVERING HOPE TO THOSE SUFFERING.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHS RESEARCH FACILITIES AND OPERATION SUPPORT
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT WAS AWARDED TO OSU, A RELATED ORGANIZATION WITH COMMON MANAGEMENT AND NO ADDITIONAL MONITORING IS DEEMED NECESSARY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MAY, BY RESOLUTION PASSED BY A MAJORITY OF THE MEMBERS OF THE BOARD, DESIGNATE ONE OR MORE COMMITTEES, EACH SUCH COMMITTEE TO CONSIST OF ONE OR MORE MEMBERS OF THE BOARD, PLUS PERSONS WHO ARE NOT MEMBERS AT THE DISCRETION OF THE BOARD. ANY SUCH COMMITTEE, TO THE EXTENT PROVIDED IN SUCH RESOLUTION OR RESOLUTIONS, SHALL HAVE AND MAY EXERCISE ALL THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE FOUNDATION AND MAY AUTHORIZE THE SEAL OF THE FOUNDATION TO BE AFFIXED TO ALL PAPERS WHICH MAY REQUIRE IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OF THE OKLAHOMA STATE UNIVERSITY CENTER FOR HEALTH SCIENCES (OR THE INDIVIDUAL APPOINTED UNDER SECTION 3.14 OF THE BYLAWS IN THE EVENT THE OFFICE OF PRESIDENT IS VACANT), SHALL SERVE AS CHAIR OF THE BOARD. THE SPEAKER OF THE OKLAHOMA HOUSE OF REPRESENTATIVES IS PERMITTED TO APPOINT ONE DIRECTOR ON THE BOARD OF DIRECTORS. THE GOVERNOR OF OKLAHOMA IS PERMITTED TO APPOINT ONE DIRECTOR ON THE BOARD OF DIRECTORS. THE PRESIDENT PRO TEMPORE OF THE OKLAHOMA STATE SENATE IS PREMITTED TO APPOINT ONE DIRECTOR ON THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHAIR OF THE BOARD SHALL ONLY BE REMOVED AS A MEMBER OF THE BOARD BY AN AFFIRMATIVE VOTE OF THE BOARD OF REGENTS FOR THE OKLAHOMA AGRICULTURAL AND MECHANICAL COLLEGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. THE 990 IS DISTRIBUTED TO THE MEMBERS OF THE FOUNDATION BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY MEMBER OF THE BOARD OF DIRECTORS OF THE NATIONAL CENTER FOR ADDICTION STUDIES AND TREATMENT FOUNDATION WITH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST BETWEEN THE INTERESTS OF THE FOUNDATION AND THE MEMBER'S PERSONAL, FAMILY, FINANCIAL, OR PROFESSIONAL INTERESTS SHALL DISCLOSE SUCH CONFLICT OF INTEREST TO THE BOARD ON A TIMELY BASIS. NOT LESS THAN ANNUALLY, EACH MEMBER SHALL MAKE WRITTEN DISCLOSURES OF ANY POTENTIAL OR ACTUAL SUCH CONFLICTS OF INTEREST. SHOULD ANY MEMBER BECOME AWARE OF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST INVOLVING A FELLOW MEMBER THAT HAS NOT BEEN DISCLOSED, HE OR SHE SHALL ASK THE FELLOW MEMBER TO DISCLOSE THE CONFLICT AND, IF THE FELLOW MEMBER DOES NOT DO SO, SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. IF A MEMBER HAS A CONFLICT OF INTEREST RELATING TO ANY MATTER UNDER CONSIDERATION FOR A DECISION BY THE BOARD, HE OR SHE SHALL ABSTAIN FROM ANY VOTE, DISCUSSION (EXCEPT AS THE REMAINING BOARD DEEMS NECESSARY FOR INFORMATIONAL PURPOSES), OR ANY ATTEMPT TO INFLUENCE THE DECISION OF THE BOARD ON THAT MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE COMPENSATION COMMITTEE IS COMPRISED OF THREE OR MORE MEMBERS OF THE BOARD RECOMMENDED BY THE CHAIR OF THE BOARD AND APPOINTED BY A MAJORITY VOTE OF THE MEMBERS THEN IN OFFICE. THE ROLE OF THE COMMITTEE SHALL BE TO DISCHARGE THE BOARD'S RESPONSIBILITIES RELATING TO COMPENSATION OF THE FOUNDATION'S EMPLOYEES AND ADOPT POLICIES THAT GOVERN THE FOUNDATION'S COMPENSATION AND BENEFIT PROGRAMS. THE COMMITTEE SHALL ALSO REVIEW AND APPROVE ALL EMPLOYMENT AND INDEPENDENT CONTRACTOR AGREEMENTS FOR EMPLOYEES, INDEPENDENT CONTRACTORS AND CONSULTANTS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE READILY AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
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