Civic Intelligence

Davis-Mcelmurry Charitable Trust

990PF • Fiscal year 2023 • EIN 32-6048304

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 24, 2024

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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-117%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$36,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

15th percentile

-7.9%

Faster asset growth than 15% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-66%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,325,729

Down $370,333 (-7.9%) from 2022

Net Assets

Down

$4,325,729

Down $370,333 (-7.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$317,142

Down $618,497 (-66%) from 2022

Expenses

Up

$687,475

Up $353,759 (+106%) from 2022

Net Income

Down

-$370,333

Down $972,256 (-162%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2023

Assets$4,325,729
Liabilities$0
Net Assets$4,325,729
Open 2023 Filing

Operations Trend

Revenue Growth5th 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

2023

Revenue$317,142
Expenses$687,475
Net Income-$370,333
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 24, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AARON P GRAFTTrustee-$36,000-$36,000
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
2024-04-24
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 Appendix354 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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/PhoneNum05803231516
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ReturnHeader/Filer/USAddress/CityNm0CLINTON
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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
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ReturnHeader/PreparerPersonGrp/PhoneNum04054184444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Brett Cole
ReturnHeader/ReturnTs02024-05-13T13:50:51-07:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRAFT
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,325,729
Liabilities
$0
Net assets
$4,325,729
Revenue
$317,142
Expenses
$687,475
Net income
-$370,333
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