Civic Intelligence

Barbara Baker Satterwhite Education Trust

990EZ • Fiscal year 2019 • EIN 73-1011827

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 14, 2020

Organization ProfileN/A
PO Box 1468Duncan, OK 73534

(580) 255-4100

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

5th percentile

-84%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,198

Up $826 (+3.3%) from 2018

Net Assets

Up

$26,198

Up $826 (+3.3%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$845

Down $265 (-24%) from 2018

Expenses

Up

$1,557

Up $1,064 (+216%) from 2018

Net Income

Down

-$712

Down $1,329 (-215%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$60K$40K$20K$0Assets 2011: $19,856Liabilities 2011: $02011Assets 2012: $19,694Liabilities 2012: $02012Assets 2013: $19,641Liabilities 2013: $02013Assets 2014: $19,755Net Assets 2014: $19,7552014Assets 2015: $21,530Liabilities 2015: $02015Assets 2016: $27,547Net Assets 2016: $27,5472016Assets 2017: $24,964Net Assets 2017: $24,9642017Assets 2018: $25,372Net Assets 2018: $25,3722018Assets 2019: $26,198Net Assets 2019: $26,1982019Assets 2020: $27,892Net Assets 2020: $27,8922020Assets 2021: $37,444Net Assets 2021: $37,4442021Assets 2022: $30,706Net Assets 2022: $30,7062022Assets 2023: $34,671Net Assets 2023: $34,6712023Assets 2024: $40,443Net Assets 2024: $40,4432024

Highlighted filing

2019

Assets$26,198
Liabilities-
Net Assets$26,198
Open 2019 Filing

Operations Trend

Revenue Growth21st percentile

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

$6.0K$4.0K$2.0K$0-$2.0KRevenue 2011: $1,697Expenses 2011: $1,361Net Income 2011: $3362011Revenue 2012: $1,151Expenses 2012: $1,356Net Income 2012: -$2052012Revenue 2013: $383Expenses 2013: $1,361Net Income 2013: -$9782013Revenue 2014: $1,543Expenses 2014: $1,429Net Income 2014: $1142014Revenue 2015: $2,911Expenses 2015: $1,373Net Income 2015: $1,5382015Revenue 2016: $3,792Expenses 2016: $1,456Net Income 2016: $2,3362016Revenue 2017: $714Expenses 2017: $1,477Net Income 2017: -$7632017Revenue 2018: $1,110Expenses 2018: $493Net Income 2018: $6172018Revenue 2019: $845Expenses 2019: $1,557Net Income 2019: -$7122019Revenue 2020: $2,284Expenses 2020: $1,594Net Income 2020: $6902020Revenue 2021: $5,121Expenses 2021: $1,707Net Income 2021: $3,4142021Revenue 2022: $2,711Expenses 2022: $2,259Net Income 2022: $4522022Revenue 2023: $3,103Expenses 2023: $2,237Net Income 2023: $8662023Revenue 2024: $3,730Expenses 2024: $2,273Net Income 2024: $1,4572024

Highlighted filing

2019

Revenue$845
Expenses$1,557
Net Income-$712
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 14, 2020
Return Version
2018v3.1
Gross Receipts
$845
Mission and Program Overview

Mission

The organizations mission is to provide scholarships to students.

Program Services

DescriptionGrantsExpenses
The Trust was established to provide a scholarship to local high school students upon graduation.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bancfirst of DuncanTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Barbara Baker Satterwhite Ed Trust
EIN
73-1011827
Address
PO Box 1468, Duncan, OK 73534

Signing Officer

Name
Nancy Hemphill
Title
Trustee
Signed
2020-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Steve Beebe CPAPFS Inc
Address
1111 W Willow Suite 102, Duncan, OK 73533
Preparer
Steve W Beebe CPAPFS
Phone
5802552300
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Foreign Taxes $9”

Raw XML Appendix121 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BancTrust of Duncan
IRS990EZ/BooksInCareOfDetail/PhoneNum05802554100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Box 1468
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Duncan
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073534
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025372
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026198
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-712
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0548
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025372
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026198
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01000
IRS990EZ/GrossReceiptsAmt0845
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0845
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025372
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026198
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025372
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026198
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bancfirst of Duncan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01538
IRS990EZ/OtherExpensesTotalAmt09
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organizations mission is to provide scholarships to students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Trust was established to provide a scholarship to local high school students upon graduation.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01557
IRS990EZ/TotalRevenueAmt0845
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0736324329
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Multiple Public Universities
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Foreign Taxes $9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nancy Hemphill
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barbara Baker Satterwhite Ed Trust
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0731011827
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1468
ReturnHeader/Filer/USAddress/CityNm0Duncan
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073534
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731355307
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steve Beebe CPAPFS Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 W Willow Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Duncan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073533
ReturnHeader/PreparerPersonGrp/PhoneNum05802552300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve W Beebe CPAPFS
ReturnHeader/ReturnTs02020-02-14T08:03:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,198
Liabilities
-
Net assets
$26,198
Revenue
$845
Expenses
$1,557
Net income
-$712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.4$40.4$3.73$2.27$1.46
2023Detailed filing. Detailed filing data is available for this year.$34.7$34.7$3.10$2.24$0.87
2022Detailed filing. Detailed filing data is available for this year.$30.7$30.7$2.71$2.26$0.45
2021Detailed filing. Detailed filing data is available for this year.$37.4$37.4$5.12$1.71$3.41
2020Detailed filing. Detailed filing data is available for this year.$27.9$27.9$2.28$1.59$0.69
2019Detailed filing. Detailed filing data is available for this year.$26.2$26.2$0.85$1.56$0.71
2018Detailed filing. Detailed filing data is available for this year.$25.4$25.4$1.11$0.49$0.62
2017Detailed filing. Detailed filing data is available for this year.$25.0$25.0$0.71$1.48$0.76
2016Detailed filing. Detailed filing data is available for this year.$27.5$27.5$3.79$1.46$2.34
2015Summary only. Only limited summary data is available for this year.$21.5$0.00$2.91$1.37$1.54
2014Detailed filing. Detailed filing data is available for this year.$19.8$19.8$1.54$1.43$0.11
2013Summary only. Only limited summary data is available for this year.$19.6$0.00$0.38$1.36$0.98
2012Summary only. Only limited summary data is available for this year.$19.7$0.00$1.15$1.36$0.21
2011Summary only. Only limited summary data is available for this year.$19.9$0.00$1.70$1.36$0.34