Civic Intelligence

The William S Smith Charitable Trust

990PF • Fiscal year 2024 • EIN 45-6144422

Jan 01, 2024 to Dec 31, 2024 • Filed on May 19, 2025

Organization Profile
6120 S Yale Avenue Ste 1900Tulsa, OK 74136

(918) 894-4080

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

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

Liabilities / Revenue

12th percentile

0.00x

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

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

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$464,450

Higher top officer pay than 73% of similar nonprofits.

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

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

Asset Growth

15th percentile

-2.7%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

99th percentile

2927%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • $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

Net Assets

Down

$77,411,929

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
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

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$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 across loaded years, with this 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
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 Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUST COMPANY OF OKLAHOMAInstitutional Trustee-$464,450-$464,450
ERIK CHILLINGWORTHTrustee-$176,963-$176,963
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHUMBLE SONS BIKE COMPANYNEW BUILDINGPCBROKEN ARROW, OK, US$2,625,000
Paid GrantGILCREASE MUSEUMNEW BUILDING PLEDGEPCTULSA, OK, US$1,125,000
Paid GrantUNITED WAY2024 CAMPAIGNSPCTULSA, OK, US$925,000
Paid GrantTULSA ZOO MANAGEMENT INCOPERATIONAL PROJECT SUPPORT; AFRICAN WILDS: CARNIVORES PROGRAMPCTULSA, OK, US$640,000
Paid GrantYMCAZARROW BUILDING CAMPAIGNPCTULSA, OK, US$500,000
Paid GrantLIFE SENIOR SERVICESWILLIAM S SMITH GARDENS FUNDPCTULSA, OK, US$458,333
Paid GrantRIVERFIELD COUNTRY DAY SCHOOLINSPIRED CAMPAIGNPCTULSA, OK, US$400,000
Paid GrantTULSA DAY CENTERANIMAL SHELTERPCTULSA, OK, US$252,000
Paid GrantFOOD ON THE MOVECAMPUS PHASE ONE + CAMPUS PHASE 2PCTULSA, OK, US$225,000
Paid GrantPATHWAYS ADULT LEARNING CENTERNEW BUILDING PROJECTPCTULSA, OK, US$166,667
Paid GrantWILLOW SPRINGS BOYS RANCHCAPITAL IMPROVEMENT PROJECTSPCCHANDLER, OK, US$150,000
Paid GrantOSU FOUNDATIONOSU ACADEMIC MEDICAL EXPANSION FUNDPCTULSA, OK, US$125,000
Paid GrantFAMILY & CHILDREN'S SERVICESWOMEN IN RECOVERYPCTULSA, OK, US$75,000
Paid GrantREVITALIZE T-TOWNGENERAL FUNDPCTULSA, OK, US$50,000
Paid GrantGENESYS WORKS TULSAGENERAL FUNDPCTULSA, OK, US$50,000
Paid GrantFOOD BANK OF EASTERN OKLAHOMA2024 SUMMER MEALS INITIATIVEPCTULSA, OK, US$50,000
Paid GrantOKLAHOMA ACCESS TO JUSTICE FOUNDATIONOPERATIONAL SUPPORTPCTULSA, OK, US$50,000
Paid GrantKENDALL WHITTIER INCFOOD SUPPORTPCTULSA, OK, US$10,000
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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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08557032
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt082061043
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04567758
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt091355168
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Filings

Displayed 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