Civic Intelligence

Cooper Lewis Trust

990PF • Fiscal year 2024 • EIN 71-6145468

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 30, 2025

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

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

4th percentile

-118%

Higher net margin than 4% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$11,517

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

21st percentile

-5.9%

Faster asset growth than 21% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

22%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$878,756

Down $55,444 (-5.9%) from 2023

Net Assets

Down

$878,756

Down $55,444 (-5.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$47,790

Up $8,692 (+22%) from 2023

Expenses

Up

$104,351

Up $45,662 (+78%) from 2023

Net Income

Down

-$56,561

Down $36,970 (-189%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$878,756
Liabilities$0
Net Assets$878,756

Operations Trend

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

2024

Revenue$47,790
Expenses$104,351
Net Income-$56,561
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARVEST BANKTrustee-$11,517-$11,517
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
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
Raw XML Appendix316 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0425
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0425
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABG EQUITY FUND
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt034541
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt017693
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt044859
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044634
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05623
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt097093
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05623
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt017693
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04470
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt044859
OtherDecreasesSchedule/OtherDecreasesDetail/Amt026
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02024 INCOME POSTED TO 2025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01101
OtherIncreasesSchedule/OtherIncreasesDetail/Amt142
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COMMON TRUST FUND ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12023 TRANSACTIONS POSTED IN 2024
TaxesSchedule/TaxesDetail/Amt0382
TaxesSchedule/TaxesDetail/Amt1692
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEE DERRYBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum09183373433
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
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/PhoneNum06142327290
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH B HULL
ReturnHeader/ReturnTs02025-05-13T10:01:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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