Civic Intelligence

Cooper Lewis Trust

990PF • Fiscal year 2020 • EIN 71-6145468

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

Organization Profile
800 N Osage AveDewey, OK 74029

(918) 337-3433

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

91st percentile

61%

Higher net margin than 91% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$8,631

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

$914,117

No earlier filing loaded for comparison.

Net Assets

$914,117

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin91st percentile

Revenue

$92,272

No earlier filing loaded for comparison.

Expenses

$36,037

No earlier filing loaded for comparison.

Net Income

$56,235

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.

$1.0M$500K$0Assets 2020: $914,117Liabilities 2020: $0Net Assets 2020: $914,1172020Assets 2021: $949,810Liabilities 2021: $0Net Assets 2021: $949,8102021Assets 2022: $960,416Liabilities 2022: $0Net Assets 2022: $960,4162022Assets 2023: $934,200Liabilities 2023: $0Net Assets 2023: $934,2002023Assets 2024: $878,756Liabilities 2024: $0Net Assets 2024: $878,7562024

Highlighted filing

2020

Assets$914,117
Liabilities$0
Net Assets$914,117
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2020: $92,272Expenses 2020: $36,037Net Income 2020: $56,2352020Revenue 2021: $73,399Expenses 2021: $38,744Net Income 2021: $34,6552021Revenue 2022: $37,540Expenses 2022: $29,721Net Income 2022: $7,8192022Revenue 2023: $39,098Expenses 2023: $58,689Net Income 2023: -$19,5912023Revenue 2024: $47,790Expenses 2024: $104,351Net Income 2024: -$56,5612024

Highlighted filing

2020

Revenue$92,272
Expenses$36,037
Net Income$56,235
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARVEST BANKTrustee-$8,631-$8,631
Filing and Contact Details

Filer

Filer Name
Cooper Lewis Trust
EIN
71-6145468
In Care Of
% ARVEST TRUST COMPANY N A
Phone
9183373433
Address
800 N OSAGE AVE, DEWEY, OK 74029

Signing Officer

Name
Dee Derryberry
Title
Vice President
Phone
9183374374
Signed
2021-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 Yard Street Suite 200, Grandview Heights, OH 43212
Preparer
Sarah H Wallace
Phone
6142327295
Raw XML Appendix281 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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OtherIncreasesSchedule/OtherIncreasesDetail/Desc02019 TRANSACTIONS POSTED TO 2020
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1COMMON TRUST FUND ADJUSTMENT
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Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$914,117
Liabilities
$0
Net assets
$914,117
Revenue
$92,272
Expenses
$36,037
Net income
$56,235
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.79$0.00$8.79$0.48$1.04$0.57
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.34$0.00$9.34$0.39$0.59$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.60$0.00$9.60$0.38$0.30$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.50$0.00$9.50$0.73$0.39$0.35
2020Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.92$0.36$0.56