Civic Intelligence

Davis-Mcelmurry Charitable Trust

990PF • Fiscal year 2015 • EIN 32-6048304

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 26, 2016

Organization Profile
P O Box 1477Clinton, OK 73601

(580) 323-1516

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

4th percentile

-175%

Higher net margin than 4% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

48th percentile

$18,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

25th percentile

-4.2%

Faster asset growth than 25% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-46%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,325,756

Down $147,318 (-4.2%) from 2014

Net Assets

Down

$3,325,756

Down $146,893 (-4.2%) from 2014

Liabilities

Down

$0

Down $425 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin4th percentile

Revenue

Down

$84,135

Down $71,195 (-46%) from 2014

Expenses

Up

$231,028

Up $27,380 (+13%) from 2014

Net Income

Down

-$146,893

Down $98,575 (-204%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $3,473,074Liabilities 2014: $425Net Assets 2014: $3,472,6492014Assets 2015: $3,325,756Liabilities 2015: $0Net Assets 2015: $3,325,7562015Assets 2016: $3,533,395Liabilities 2016: $0Net Assets 2016: $3,533,3952016Assets 2017: $3,734,151Liabilities 2017: $0Net Assets 2017: $3,734,1512017Assets 2018: $3,902,787Liabilities 2018: $0Net Assets 2018: $3,902,7872018Assets 2019: $3,999,884Liabilities 2019: $0Net Assets 2019: $3,999,8842019Assets 2020: $3,956,632Liabilities 2020: $0Net Assets 2020: $3,956,6322020Assets 2021: $4,094,139Liabilities 2021: $0Net Assets 2021: $4,094,1392021Assets 2022: $4,696,062Liabilities 2022: $0Net Assets 2022: $4,696,0622022Assets 2023: $4,325,729Liabilities 2023: $0Net Assets 2023: $4,325,7292023Assets 2024: $5,106,166Liabilities 2024: $0Net Assets 2024: $5,106,1662024

Highlighted filing

2015

Assets$3,325,756
Liabilities$0
Net Assets$3,325,756
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $155,330Expenses 2014: $203,648Net Income 2014: -$48,3182014Revenue 2015: $84,135Expenses 2015: $231,028Net Income 2015: -$146,8932015Revenue 2016: $403,167Expenses 2016: $195,528Net Income 2016: $207,6392016Revenue 2017: $579,355Expenses 2017: $378,599Net Income 2017: $200,7562017Revenue 2018: $572,734Expenses 2018: $404,098Net Income 2018: $168,6362018Revenue 2019: $355,036Expenses 2019: $257,939Net Income 2019: $97,0972019Revenue 2020: $186,665Expenses 2020: $229,917Net Income 2020: -$43,2522020Revenue 2021: $361,151Expenses 2021: $223,644Net Income 2021: $137,5072021Revenue 2022: $935,639Expenses 2022: $333,716Net Income 2022: $601,9232022Revenue 2023: $317,142Expenses 2023: $687,475Net Income 2023: -$370,3332023Revenue 2024: $1,023,915Expenses 2024: $321,516Net Income 2024: $702,3992024

Highlighted filing

2015

Revenue$84,135
Expenses$231,028
Net Income-$146,893
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 26, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C B GRAFTTrustee-$18,000-$18,000
Filing and Contact Details

Filer

Filer Name
Davis-mcelmurry Charitable Trust
EIN
32-6048304
In Care Of
% C B GRAFT
Phone
5803231516
Address
P O BOX 1477, CLINTON, OK 73601

Signing Officer

Name
C B Graft
Title
Director
Phone
5555555555
Signed
2016-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
211 N ROBINSON AVE STE 600, OKLAHOMA CITY, OK 73102-9421
Preparer
Todd J Pefferman
Phone
5555555555
Raw XML Appendix396 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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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0525 N 6TH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLINTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd073601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0C B GRAFT
IRS990PF/StatementsRegardingActyGrp/PhoneNum05803231516
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt290000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOUTHWESTERN OKLAHOMA STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CLINTON SCHOOL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2OKLAHOMA MEDICAL RESEARCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 CAMPUS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12130 WEST GARY BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2825 NE 13TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEATHERFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd273104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0180000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010028
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0169972
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0174224
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0180000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0164196
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0169972
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt06150
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt12050
LandEtcSchedule2/LandEtcGrp/BookValueAmt0116840
LandEtcSchedule2/LandEtcGrp/BookValueAmt15850
LandEtcSchedule2/LandEtcGrp/BookValueAmt2225625
LandEtcSchedule2/LandEtcGrp/BookValueAmt3292835
LandEtcSchedule2/LandEtcGrp/BookValueAmt41950
LandEtcSchedule2/LandEtcGrp/BookValueAmt543550
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0SEC 1, T 14, R 17
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt11/14/17 IMPROVEMNT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2SEC 33, T 15, R 16
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3SEC 4, T 14, R 16
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt44/14/16 IMPROVEMNT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt5SEC 13 , T8, R17
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0116840
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt112000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2225625
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt3292835
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt44000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt543550
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARMING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RENT & ROYALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0683
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07274
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113206
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2683
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt19639
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PATRONAGE DIVIDEND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Royalty Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04886
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt19639
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04886
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt19639
SalesOfInventoryList/InventorySaleGrp/CategoryTxt0FARM INCOME
SalesOfInventoryList/InventorySaleGrp/GrossSalesAmt028400
SalesOfInventoryList/InventorySaleGrp/NetAmt028400
TaxesSchedule/TaxesDetail/Amt02039
TaxesSchedule/TaxesDetail/Amt11281
TaxesSchedule/TaxesDetail/Amt2263
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0C B GRAFT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05555555555
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS-MCELMURRY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0326048304
ReturnHeader/Filer/InCareOfNm0% C B GRAFT
ReturnHeader/Filer/PhoneNum05803231516
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1477
ReturnHeader/Filer/USAddress/CityNm0CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 N ROBINSON AVE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731029421
ReturnHeader/PreparerPersonGrp/PhoneNum05555555555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD J PEFFERMAN
ReturnHeader/ReturnTs02016-05-12T11:22:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,325,756
Liabilities
$0
Net assets
$3,325,756
Revenue
$84,135
Expenses
$231,028
Net income
-$146,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$1.02$0.32$0.70
2023Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.32$0.69$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.94$0.33$0.60
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.36$0.22$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.19$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.36$0.26$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.57$0.40$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.58$0.38$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.40$0.20$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.08$0.23$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.16$0.20$0.05