Civic Intelligence

Holdenville Education Foundation

EIN 90-0539732 • 501(c)3 • Holdenville, OK

Profile

Support Holdenville Public Schools

PO Box 641Holdenville, OK 74848

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

60th percentile

3.6%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

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

Assets

Up

$323,299

Up $10,718 (+3.4%) from 2024

Liabilities

Flat

$216

Flat from 2024

Net Assets

Up

$323,083

Up $10,718 (+3.4%) from 2024

Revenue

Up

$33,510

Up $13,055 (+64%) from 2024

Expenses

Up

$22,792

Up $4,059 (+22%) from 2024

Net Income

Up

$10,718

Up $8,996 (+522%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $261,112Liabilities 2015: $2162015Assets 2016: $267,679Liabilities 2016: $216Net Assets 2016: $267,4632016Assets 2017: $276,191Liabilities 2017: $2162017Assets 2018: $281,552Liabilities 2018: $216Net Assets 2018: $281,3362018Assets 2019: $284,932Liabilities 2019: $216Net Assets 2019: $284,7162019Assets 2020: $272,473Liabilities 2020: $216Net Assets 2020: $272,2572020Assets 2021: $300,093Liabilities 2021: $216Net Assets 2021: $299,8772021Assets 2022: $299,944Liabilities 2022: $216Net Assets 2022: $299,7282022Assets 2023: $310,859Liabilities 2023: $216Net Assets 2023: $310,6432023Assets 2024: $312,581Liabilities 2024: $216Net Assets 2024: $312,3652024Assets 2025: $323,299Liabilities 2025: $216Net Assets 2025: $323,0832025

Highlighted filing

2025

Assets$323,299
Liabilities$216
Net Assets$323,083

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2015: $42,887Expenses 2015: $28,344Net Income 2015: $14,5432015Revenue 2016: $34,075Expenses 2016: $27,508Net Income 2016: $6,5672016Revenue 2017: $34,156Expenses 2017: $25,644Net Income 2017: $8,5122017Revenue 2018: $33,506Expenses 2018: $28,145Net Income 2018: $5,3612018Revenue 2019: $27,748Expenses 2019: $24,368Net Income 2019: $3,3802019Revenue 2020: $16,170Expenses 2020: $28,629Net Income 2020: -$12,4592020Revenue 2021: $42,600Expenses 2021: $14,980Net Income 2021: $27,6202021Revenue 2022: $23,796Expenses 2022: $23,945Net Income 2022: -$1492022Revenue 2023: $30,519Expenses 2023: $19,604Net Income 2023: $10,9152023Revenue 2024: $20,455Expenses 2024: $18,733Net Income 2024: $1,7222024Revenue 2025: $33,510Expenses 2025: $22,792Net Income 2025: $10,7182025

Highlighted filing

2025

Revenue$33,510
Expenses$22,792
Net Income$10,718

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Mar 13, 2025
Return Version
2024v5.2
Gross Receipts
$33,510
Mission and Program Overview

Mission

Support Holdenville Public Schools

Program Services

DescriptionGrantsExpenses
Equipment to be used in classrooms and text books.-$22,793
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie NealPresident-$0--
Nancy ThetfordVice President-$0--
Karen AndersonSecretary-$0--
Dawn LindseyTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Holdenville Education Foundation
EIN
90-0539732
Address
PO Box 641, Holdenville, OK 74848

Signing Officer

Name
Dawn Lindsey
Title
Treasurer
Signed
2025-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Berrymans Business Service Inc
Address
123 N Broadway, Holdenville, OK 74848
Preparer
Roger L Berryman ATA
Phone
4053795156
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Holdenville Schools | Donee's Address: 210 Grimes Holdenville OK 74848 | Cash Amount Given: $17021

Other Expenses.1002

Office Expenses $226

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $216 Accounts Payable and Accrued Expenses - Ending $216

Raw XML Appendix151 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Dawn Lindsay
IRS990EZ/BooksInCareOfDetail/PhoneNum04053082284
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 422
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Holdenville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074848
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0312581
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0323299
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02288
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010718
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05348
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0312581
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0323299
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017021
IRS990EZ/GrossReceiptsAmt033510
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt031222
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0312365
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0323083
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0312365
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0323083
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jamie Neal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nancy Thetford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karen Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Dawn Lindsey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0226
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Holdenville Public Schools
IRS990EZ/PrintingPublicationsPostageAmt0197
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Equipment to be used in classrooms and text books.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022793
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0216
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0216
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt022792
IRS990EZ/TotalProgramServiceExpensesAmt022793
IRS990EZ/TotalRevenueAmt033510
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05699
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017843
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049332
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt049332
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02288
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05699
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010002
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017843
IRS990ScheduleA/Total509Grp/TotalAmt049332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02288
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05699
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010002
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt017843
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt049332
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Holdenville Schools | Donee's Address: 210 Grimes Holdenville OK 74848 | Cash Amount Given: $17021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Payable and Accrued Expenses - Beginning $216 Accounts Payable and Accrued Expenses - Ending $216
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Dawn Lindsey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Holdenville Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HOLD
ReturnHeader/Filer/EIN0900539732
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 641
ReturnHeader/Filer/USAddress/CityNm0Holdenville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074848
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731394472
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berrymans Business Service Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 N Broadway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Holdenville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074848
ReturnHeader/PreparerPersonGrp/PhoneNum04053795156
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger L Berryman ATA
ReturnHeader/ReturnTs02026-03-13T13:42:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.