Davis-Mcelmurry Charitable Trust

990PF • Fiscal year 2019 • EIN 32-6048304

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 22, 2020

Organization Profile

PO Box 1477Clinton, OK 73601

(580) 323-1516

Siviq Scores

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

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

27%

Higher net margin than 80% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

No value available

This filing does not contain officer compensation rows.

Source year 2019

2.5%

Faster asset growth than 51% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

-38%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

$3,999,884

Up $97,097 (+2.5%) from 2018

Net Assets

$3,999,884

Up $97,097 (+2.5%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin80th percentile

Revenue

Down

$355,036

Down $217,698 (-38%) from 2018

Expenses

Down

$257,939

Down $146,159 (-36%) from 2018

Net Income

Down

$97,097

Down $71,539 (-42%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

Highlighted filing

2019

Assets$3,999,884

Liabilities$0

Net Assets$3,999,884

Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

Highlighted filing

2019

Revenue$355,036

Expenses$257,939

Net Income$97,097

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Jun 22, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer PayScore unavailable

Employees

Name	Title	Full / Part Time	Base	Other	Total
C B GRAFT	Trustee	-	$21,000	-	$21,000

Filing and Contact Details

Filer

Filer Name: Davis-mcelmurry Charitable Trust
EIN: 32-6048304
Phone: 5803231516
Address: PO BOX 1477, CLINTON, OK 73601

Signing Officer

Name: C B Graft
Title: Trustee
Signed: 2020-06-22
Discuss with paid preparer: Yes

Preparer

Firm: Cole & Company CPAs PC
Address: 2925 NW 156th St, Edmond, OK 73013
Preparer: R Brett Cole
Phone: 4054184444

Raw XML Appendix374 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	1	TAX PREP FEES
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt	0	26797
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	TOTAL CAPITAL GAIN DISTRIBUTIONS
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	195000
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	525 N 6TH ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CLINTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	73601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	C B GRAFT
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5803231516
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	97500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	SOUTHWESTERN OKLAHOMA STATE UNIV FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	CLINTON SCHOOL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	OKLAHOMA MEDICAL RESEARCH FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	100 CAMPUS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	2130 WEST GARY BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	825 NE 13TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WEATHERFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	73096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	73601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	73104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	195000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	85577
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	109423
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	196256
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	195000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	110679
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	109423
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	13900
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	14100
LandEtcSchedule2/LandEtcGrp/BookValueAmt	1	678850
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Auto./Transportation Equip.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	2	Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	28000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	678850
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	0	692950
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES (OTHER)
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	395
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	395
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	CROP DAMAGES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FARM REPAIRS & MAINT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	MISC. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	RENT & ROYALTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	12428
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	5176
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	4875
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	269
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	12428
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	5176
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	4875
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	269
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	5969
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	PATRONAGE DIVIDEND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	5969
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	5969
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	949
TaxesSchedule/TaxesDetail/Amt	0	1676
TaxesSchedule/TaxesDetail/Amt	1	4705
TaxesSchedule/TaxesDetail/Amt	2	983
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	INCOME TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	2	PROPERTY TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1676
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	983
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	C B GRAFT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DAVIS-MCELMURRY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	326048304
ReturnHeader/Filer/PhoneNum	0	5803231516
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1477
ReturnHeader/Filer/USAddress/CityNm	0	CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OK
ReturnHeader/Filer/USAddress/ZIPCd	0	73601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	208257738
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Cole & Company CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2925 NW 156th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Edmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	73013
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4054184444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	R Brett Cole
ReturnHeader/ReturnTs	0	2020-06-27T10:05:28-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,999,884
Liabilities: $0
Net assets: $3,999,884
Revenue: $355,036
Expenses: $257,939
Net income: $97,097

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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