Civic Intelligence

Impacttulsa Inc.

EIN 88-4361936 • 501(c)3 • Tulsa, OK

Pub. 78 EligibleNTEE B90

Profile

ImpactTulsa is a collective impact non-profit organization that turns data into systemic change by convening community sectors through the shared vision that all children in Tulsa receive every opportunity to succeed, from cradle to career.

907 S Detroit AveTulsa, OK 74120

impacttulsa.org

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

NTEE B90 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

NTEE B90 • $1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-35%

Higher net margin than 5% of similar nonprofits.

NTEE B90 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$159,025

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

NTEE B90 • $1M-$5M nonprofits • Source year 2024

Asset Growth

9th percentile

-43%

Faster asset growth than 9% of similar nonprofits.

NTEE B90 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

48%

Faster revenue growth than 77% of similar nonprofits.

NTEE B90 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$785,614

Down $585,751 (-43%) from 2023

Liabilities

Down

-$3,158

Down $20,143 (-119%) from 2023

Net Assets

Down

$788,772

Down $565,608 (-42%) from 2023

Revenue

Up

$1,614,980

Up $522,962 (+48%) from 2023

Expenses

Up

$2,180,587

Up $803,549 (+58%) from 2023

Net Income

Down

-$565,607

Down $280,587 (-98%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2023: $1,371,365Liabilities 2023: $16,985Net Assets 2023: $1,354,3802023Assets 2024: $785,614Liabilities 2024: -$3,158Net Assets 2024: $788,7722024

Highlighted filing

2024

Assets$785,614
Liabilities-$3,158
Net Assets$788,772

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2023: $1,092,018Expenses 2023: $1,377,038Net Income 2023: -$285,0202023Revenue 2024: $1,614,980Expenses 2024: $2,180,587Net Income 2024: -$565,6072024

Highlighted filing

2024

Revenue$1,614,980
Expenses$2,180,587
Net Income-$565,607

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 30, 2025
Return Version
2023v6.0
Gross Receipts
$1,614,980
Mission and Program Overview

Mission

ImpactTulsa is a collective impact non-profit organization that turns data into systemic change by convening community sectors through the shared vision that all children in Tulsa receive every opportunity to succeed, from cradle to career.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,268,333$410,010▼ $858,323
Savings and Temporary Cash Investments$100,001$374,035▲ $274,034
Prepaid Expenses and Deferred Charges$750$0▼ $750
Land, Buildings, and Equipment, Net$712$0▼ $712
Total Assets$1,371,365$785,614▼ $585,751
Other Assets Total$1,569$1,569→ $0
Liabilities
Accounts Payable and Accrued Expenses$16,985$-3,158▼ $20,143
Total Liabilities$16,985$-3,158▼ $20,143
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,000,276--
Net Assets With Donor Restrictions$354,104$788,772▲ $434,668
Total Net Assets Fund Balance$1,354,380$788,772▼ $565,608
Total Liabilities and Net Assets / Fund Balance$1,371,365$785,614▼ $585,751

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$21,307$21,307
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley Philippsen--$159,025$9,774$168,799
Ashley PhilippsenExecutive DirectorFT$159,025-$159,025
Delia KimbrelHead of Research and Data StrategyFT$115,607-$115,607
Tiffany WyseHead of Finance and OperationsFT$101,996-$101,996

Board Members and Trustees

NameTitle
Amy PolonchekPresident
Omare JimmersonBoard Member
Peter CorreiaBoard Member
Krista HemmeBoard Secretery
Revenue and Support

Revenue Composition

Contributions and Grants
$1,582,763
Program Service Revenue
$1,406
Investment Income
$30,811
Other Revenue
$0
All Other Contributions
$1,582,763
Change in Net Assets
$-565,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,400,200
Other Expenses$780,387
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$829,844$123,542$0$953,386
All Other Expenses$177,556$224,592$0$402,148
Current Officers, Directors, Trustees, and Key Employees$0$261,022$0$261,022
Fees for Services Other$178,035$0$0$178,035
Payroll Taxes$97,907$69,693$0$167,600
Office Expenses$44,737$0$0$44,737
Occupancy$26,798$12,907$0$39,705
Conferences and Meetings$26,613$0$0$26,613
Advertising$25,587$0$0$25,587
Other Employee Benefits$14,346$3,846$0$18,192
Fees for Services Accounting$15,467$2,125$0$17,592
Fees for Services Legal$11,290$0$0$11,290
Travel$6,684$1,404$0$8,088
Insurance$2,085$133$0$2,218
Depreciation Depletion$0$712$0$712
Other Expenses$531$0$0$531
Total Functional Expenses$1,480,261$700,326$0$2,180,587
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
ImpactTulsa Inc
EIN
88-4361936
Phone
9182715100
Address
907 S Detroit Ave, Tulsa, OK 74120

Signing Officer

Name
Ashley Philippsen
Title
Exec. Director
Phone
9182715100
Signed
2025-01-30
Discuss with paid preparer
Yes

Organization Details

Formed
2022
Legal Domicile
Ok
Voting Board Members
4
Independent Board Members
4
Employees
14
Volunteers
5

Preparer

Firm
NextGen Tax Services PLLC
Address
7806 E 106th Street Suite 200, Tulsa, OK 74133
Preparer
Christina Armstrong
Phone
9186002299
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Copies were provided to and reviewed by the Executive Director & Board Members prior to filing.

Pt VI, Line 19

The organization makes its documents available upon request.

Pt VI, Line 12C

The organization requires annually acknowledgement that all covered individuals have read, understand, and agree to comply with the policy.

Pt VI, Line 15A

Approval by board.

Pt XII, Line 2C

The organizations financial statements are reviewed by the Executive Director, the Financial Officer & Board Members.

Form 990, Part IX, Line 24E

Bank Charges 2515. 350. 2165. 0.

Form 990, Part IX, Line 24E

Collaboration & Partnerships 11180. 11180. 0. 0.

Form 990, Part IX, Line 24E

Data & Research 14613. 14613. 0. 0.

Form 990, Part IX, Line 24E

Learning & Activation 49467. 16442. 33025. 0.

Form 990, Part IX, Line 24E

Misc Expenses 280. 280. 0. 0.

Form 990, Part IX, Line 24E

My Brothers Keeper 152332. 114496. 37836. 0.

Form 990, Part IX, Line 24E

Network Fee(STRIVE) 2500. 2500. 0. 0.

Form 990, Part IX, Line 24E

Other Business Expense 39. 0. 39. 0.

Form 990, Part IX, Line 24E

Payroll Processing Fees 28361. 0. 28361. 0.

Form 990, Part IX, Line 24E

PEO Fees 3192. 2123. 1069. 0.

Form 990, Part IX, Line 24E

Policy 8048. 8048. 0. 0.

Form 990, Part IX, Line 24E

Printing 1625. 1625. 0. 0.

Form 990, Part IX, Line 24E

Program Gifs & Stipends 1500. 1500. 0. 0.

Form 990, Part IX, Line 24E

Reimbursements 5340. 0. 5340. 0.

Form 990, Part IX, Line 24E

Staff Events 3885. 3885. 0. 0.

Form 990, Part IX, Line 24E

Technology (Stipend and Assets) 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Unapplied Cash Bill Payment Expense 116757. 0. 116757. 0.

Form 990, Part IX, Line 24E

Workers Compensation 514. 514. 0. 0.

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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01406
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100001
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0374035
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01580589
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01053949
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02634538
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038069
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt038069
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt02634538
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01580589
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01053949
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02634538
IRS990ScheduleA/TotalSupportAmt02672607
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/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021307
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021307
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0159025
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt09774
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Ashley Philippsen
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0168799
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Copies were provided to and reviewed by the Executive Director & Board Members prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization makes its documents available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization requires annually acknowledgement that all covered individuals have read, understand, and agree to comply with the policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Approval by board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organizations financial statements are reviewed by the Executive Director, the Financial Officer & Board Members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges 2515. 350. 2165. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Collaboration & Partnerships 11180. 11180. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Data & Research 14613. 14613. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Learning & Activation 49467. 16442. 33025. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Misc Expenses 280. 280. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10My Brothers Keeper 152332. 114496. 37836. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Network Fee(STRIVE) 2500. 2500. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other Business Expense 39. 0. 39. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Payroll Processing Fees 28361. 0. 28361. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PEO Fees 3192. 2123. 1069. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Policy 8048. 8048. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Printing 1625. 1625. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Program Gifs & Stipends 1500. 1500. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Reimbursements 5340. 0. 5340. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Staff Events 3885. 3885. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Technology (Stipend and Assets) 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Unapplied Cash Bill Payment Expense 116757. 0. 116757. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Workers Compensation 514. 514. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e

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