Civic Intelligence

Davis-Mcelmurry Charitable Trust

990T • Fiscal year 2022 • EIN 32-6048304

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 27, 2023

Organization Profile
PO Box 1507Clinton, OK 73601

(580) 323-1516

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Latest loaded filing

2024

Assets$5,106,166
Liabilities$0
Net Assets$5,106,166
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Latest loaded filing

2024

Revenue$1,023,915
Expenses$321,516
Net Income$702,399
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 27, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Davis-mcelmurry Charitable Trust
EIN
32-6048304
Phone
5803231516
Address
PO BOX 1507, CLINTON, OK 73601

Signing Officer

Name
Aaron P Graft
Title
Trustee
Signed
2023-04-27
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 Appendix60 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
IRS990T/BooksInCareOfDetail/PersonNm0AARON P GRAFT
IRS990T/BooksInCareOfDetail/PhoneNum05803231516
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0525 N 6TH ST
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CLINTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd073601
IRS990T/BookValueAssetsEOYAmt04696062
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0OTHER INVESTMENT ACTIVITY
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON P GRAFT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS-MCELMURRY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0326048304
ReturnHeader/Filer/PhoneNum05803231516
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1507
ReturnHeader/Filer/USAddress/CityNm0CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208257738
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cole & Company CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02925 NW 156th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Edmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04054184444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Brett Cole
ReturnHeader/ReturnTs02023-04-27T10:36:32-07:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AARON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRAFT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
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