Davis-Mcelmurry Charitable Trust

990PF • Fiscal year 2021 • EIN 32-6048304

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

38%

Higher net margin than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

$21,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

3.5%

Faster asset growth than 40% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

93%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets31st percentile

Assets

$4,094,139

Up $137,507 (+3.5%) from 2020

Net Assets

$4,094,139

Up $137,507 (+3.5%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin76th percentile

Revenue

$361,151

Up $174,486 (+93%) from 2020

Expenses

Down

$223,644

Down $6,273 (-2.7%) from 2020

Net Income

$137,507

Up $180,759 (+418%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

Highlighted filing

2021

Assets$4,094,139

Liabilities$0

Net Assets$4,094,139

Open 2021 Filing

Operations Trend

Revenue Growth82nd percentile

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

Highlighted filing

2021

Revenue$361,151

Expenses$223,644

Net Income$137,507

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: May 3, 2022
Return Version: 2021v4.0

Compensation and Service Providers

Top Officer Pay53rd percentile

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: 2022-05-03
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

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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/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	60000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	30000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	90000
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	180000
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	26334
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	153666
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	229502
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	180000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	203168
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	153666
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	17100
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	10900
LandEtcSchedule2/LandEtcGrp/BookValueAmt	1	678850
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	28000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	678850
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	0	689750
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FARM REPAIRS & MAINT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	RENT & ROYALTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	850
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	5170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	577
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	5170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	577
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	7771
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	PATRONAGE DIVIDEND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	7771
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	7771
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	127
TaxesSchedule/TaxesDetail/Amt	0	1837
TaxesSchedule/TaxesDetail/Amt	1	2090
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	PROPERTY TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1837
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	2090
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	C B GRAFT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-05-03
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	2022-05-03T13:19:13-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	C B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	GRAFT
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,094,139
Liabilities: $0
Net assets: $4,094,139
Revenue: $361,151
Expenses: $223,644
Net income: $137,507

	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