Civic Intelligence

Cooper Lewis Trust

990PF • Fiscal year 2023 • EIN 71-6145468

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

13th percentile

-50%

Higher net margin than 13% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

65th percentile

$11,465

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 29.3% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

33rd percentile

-2.7%

Faster asset growth than 33% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

4.2%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$934,200

Down $26,216 (-2.7%) from 2022

Net Assets

Down

$934,200

Down $26,216 (-2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin13th percentile

Revenue

Up

$39,098

Up $1,558 (+4.2%) from 2022

Expenses

Up

$58,689

Up $28,968 (+97%) from 2022

Net Income

Down

-$19,591

Down $27,410 (-351%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

2023

Assets$934,200
Liabilities$0
Net Assets$934,200
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

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

2023

Revenue$39,098
Expenses$58,689
Net Income-$19,591
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARVEST BANKTrustee-$11,465-$11,465
Filing and Contact Details

Filer

Filer Name
Cooper Lewis Trust
EIN
71-6145468
Phone
9183373433
Address
800 N OSAGE AVE, DEWEY, OK 74029

Signing Officer

Name
Dee Derryberry
Title
Vice President
Phone
9183373433
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Amanda J Sonntag
Phone
6142323206
Raw XML Appendix306 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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DistributionFromCorpusElection/ElectionDesc0PURSUANT TO IRS SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTIRBUTIONS IN EXCESS OF IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 2022.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ABG BOND FUND
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0583697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0282494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0332277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABG EQUITY FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TULSA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt05623
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt046899
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05623
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05623
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt017693
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052522
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt017693
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05623
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt023316
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt05623
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt044859
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt046899
OtherDecreasesSchedule/OtherDecreasesDetail/Amt042
OtherDecreasesSchedule/OtherDecreasesDetail/Amt16995
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 TRANSACTIONS POSTED IN 2024
OtherDecreasesSchedule/OtherDecreasesDetail/Desc14720 PENALTY
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05853
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0397
OtherIncreasesSchedule/OtherIncreasesDetail/Amt115
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COMMON TRUST FUND ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12022 INCOME POSTED TO 2023
TaxesSchedule/TaxesDetail/Amt0434
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEE DERRYBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum09183373433
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COOPER LEWIS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0COOP
ReturnHeader/Filer/EIN0716145468
ReturnHeader/Filer/PhoneNum09183373433
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 N OSAGE AVE
ReturnHeader/Filer/USAddress/CityNm0DEWEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074029
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142323206
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA J SONNTAG
ReturnHeader/ReturnTs02024-05-08T09:01:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$934,200
Liabilities
$0
Net assets
$934,200
Revenue
$39,098
Expenses
$58,689
Net income
-$19,591
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
2023Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.14$0.00$9.14$0.92$0.36$0.56