Civic Intelligence

The William S Smith Charitable Trust

EIN 45-6144422 • Tulsa, OK

6120 S Yale Avenue Ste 1900Tulsa, OK 74136
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$464,450

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

18th percentile

-2.7%

Faster asset growth than 18% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2927%

Faster revenue growth than 99% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$77,411,929

Down $2,145,251 (-2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$77,411,929

Down $2,145,251 (-2.7%) from 2023

Operations
Liabilities / Revenue12th percentileNet Margin9th percentile

Revenue

Up

$6,405,264

Up $6,193,669 (+2927%) from 2023

Expenses

Down

$8,557,032

Down $1,766,736 (-17%) from 2023

Net Income

Up

-$2,151,768

Up $7,960,405 (+79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2011: $6,441,120Liabilities 2011: $12011Assets 2012: $6,118,594Liabilities 2012: $12012Assets 2013: $5,649,948Liabilities 2013: $02013Assets 2014: $4,802,783Liabilities 2014: $0Net Assets 2014: $4,802,7832014Assets 2015: $3,998,030Liabilities 2015: $02015Assets 2016: $3,692,274Liabilities 2016: $0Net Assets 2016: $3,692,2742016Assets 2019: $4,433,187Liabilities 2019: $02019Assets 2020: $4,699,401Liabilities 2020: $0Net Assets 2020: $4,699,4012020Assets 2021: $95,681,883Liabilities 2021: $0Net Assets 2021: $95,681,8832021Assets 2022: $89,697,881Liabilities 2022: $0Net Assets 2022: $89,697,8812022Assets 2023: $79,557,180Liabilities 2023: $0Net Assets 2023: $79,557,1802023Assets 2024: $77,411,929Liabilities 2024: $0Net Assets 2024: $77,411,9292024

Highlighted filing

2024

Assets$77,411,929
Liabilities$0
Net Assets$77,411,929
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MRevenue 2011: $612,696Expenses 2011: $552,666Net Income 2011: $60,0302011Revenue 2012: $115,174Expenses 2012: $433,191Net Income 2012: -$318,0172012Revenue 2013: $111,657Expenses 2013: $586,024Net Income 2013: -$474,3672013Revenue 2014: $170,161Expenses 2014: $963,296Net Income 2014: -$793,1352014Revenue 2015: $120,283Expenses 2015: $924,629Net Income 2015: -$804,3462015Revenue 2016: $588,669Expenses 2016: $882,010Net Income 2016: -$293,3412016Revenue 2019: $316,738Expenses 2019: $54,832Net Income 2019: $261,9062019Revenue 2020: $305,808Expenses 2020: $40,190Net Income 2020: $265,6182020Revenue 2021: $103,281,606Expenses 2021: $12,299,124Net Income 2021: $90,982,4822021Revenue 2022: -$1,579,086Expenses 2022: $4,400,888Net Income 2022: -$5,979,9742022Revenue 2023: $211,595Expenses 2023: $10,323,768Net Income 2023: -$10,112,1732023Revenue 2024: $6,405,264Expenses 2024: $8,557,032Net Income 2024: -$2,151,7682024

Highlighted filing

2024

Revenue$6,405,264
Expenses$8,557,032
Net Income-$2,151,768
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,411,929
Liabilities
$0
Net assets
$77,411,929
Revenue
$6,405,264
Expenses
$8,557,032
Net income
-$2,151,768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$77.4$0.00$77.4$6.41$8.56$2.15
2023Detailed filing. Detailed filing data is available for this year.$79.6$0.00$79.6$0.21$10.3$10.1
2022Detailed filing. Detailed filing data is available for this year.$89.7$0.00$89.7$1.58$4.40$5.98
2021Detailed filing. Detailed filing data is available for this year.$95.7$0.00$95.7$103$12.3$91.0
2020Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.31$0.04$0.27
2019Summary only. Only limited summary data is available for this year.$4.43$0.00$0.32$0.05$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.59$0.88$0.29
2015Summary only. Only limited summary data is available for this year.$4.00$0.00$0.12$0.92$0.80
2014Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.17$0.96$0.79
2013Summary only. Only limited summary data is available for this year.$5.65$0.00$0.11$0.59$0.47
2012Summary only. Only limited summary data is available for this year.$6.12$0.00$0.12$0.43$0.32
2011Summary only. Only limited summary data is available for this year.$6.44$0.00$0.61$0.55$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 19, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUST COMPANY OF OKLAHOMAInstitutional Trustee-$464,450-$464,450
ERIK CHILLINGWORTHTrustee-$176,963-$176,963
Filing and Contact Details

Filer

Filer Name
The William S Smith Charitable Trust
EIN
45-6144422
Phone
9188944080
Address
6120 S YALE AVENUE STE 1900, TULSA, OK 74136

Signing Officer

Name
Trust Company of Ok
Title
Trustee
Phone
9187440553
Signed
2025-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
810 S CINCINNATI AVE STE 600, TULSA, OK 74119-1623
Preparer
Scott Zeligson CPA
Phone
9187485000
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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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