Civic Intelligence

Monte Cassino Charitable Trust

990 • Fiscal year 2022 • EIN 73-1041056

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

Organization Profile
2206 S Lewis AveTulsa, OK 74114-3117

(918) 742-3364

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

8th percentile

0.00x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

85th percentile

$257,265

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 69.4% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

9th percentile

-16%

Faster asset growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

28th percentile

-9.1%

Faster revenue growth than 28% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$8,246,875

Down $1,609,644 (-16%) from 2021

Net Assets

Down

$8,246,875

Down $1,609,644 (-16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin60th percentile

Revenue

Down

$370,949

Down $36,913 (-9.1%) from 2021

Expenses

Up

$325,737

Up $20,749 (+6.8%) from 2021

Net Income

Down

$45,212

Down $57,662 (-56%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$10M$5.0M$0Assets 2011: $1,389,272Liabilities 2011: $0Net Assets 2011: $1,389,2722011Assets 2012: $1,400,322Liabilities 2012: $0Net Assets 2012: $1,400,3222012Assets 2013: $1,381,573Liabilities 2013: $0Net Assets 2013: $1,381,5732013Assets 2014: $6,723,983Liabilities 2014: $0Net Assets 2014: $6,723,9832014Assets 2015: $6,861,758Liabilities 2015: $0Net Assets 2015: $6,861,7582015Assets 2016: $6,771,620Liabilities 2016: $0Net Assets 2016: $6,771,6202016Assets 2017: $7,354,101Liabilities 2017: $0Net Assets 2017: $7,354,1012017Assets 2018: $8,070,013Liabilities 2018: $0Net Assets 2018: $8,070,0132018Assets 2019: $8,266,328Liabilities 2019: $0Net Assets 2019: $8,266,3282019Assets 2020: $8,132,987Liabilities 2020: $0Net Assets 2020: $8,132,9872020Assets 2021: $9,856,519Liabilities 2021: $0Net Assets 2021: $9,856,5192021Assets 2022: $8,246,875Liabilities 2022: $0Net Assets 2022: $8,246,8752022Assets 2023: $8,921,272Liabilities 2023: $0Net Assets 2023: $8,921,2722023Assets 2024: $9,503,299Liabilities 2024: $0Net Assets 2024: $9,503,2992024

Highlighted filing

2022

Assets$8,246,875
Liabilities$0
Net Assets$8,246,875
Open 2022 Filing

Operations Trend

Revenue Growth28th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $17,713Expenses 2011: $22,785Net Income 2011: -$5,0722011Revenue 2012: $17,861Expenses 2012: $6,811Net Income 2012: $11,0502012Revenue 2013: $9,207Expenses 2013: $27,956Net Income 2013: -$18,7492013Revenue 2014: $43,122Expenses 2014: $124,008Net Income 2014: -$80,8862014Revenue 2015: $212,614Expenses 2015: $296,903Net Income 2015: -$84,2892015Revenue 2016: $286,849Expenses 2016: $274,008Net Income 2016: $12,8412016Revenue 2017: $223,918Expenses 2017: $299,227Net Income 2017: -$75,3092017Revenue 2018: $891,994Expenses 2018: $19,592Net Income 2018: $872,4022018Revenue 2019: $252,642Expenses 2019: $303,216Net Income 2019: -$50,5742019Revenue 2020: $274,994Expenses 2020: $300,967Net Income 2020: -$25,9732020Revenue 2021: $407,862Expenses 2021: $304,988Net Income 2021: $102,8742021Revenue 2022: $370,949Expenses 2022: $325,737Net Income 2022: $45,2122022Revenue 2023: $367,245Expenses 2023: $5,008Net Income 2023: $362,2372023Revenue 2024: -$28,736Expenses 2024: $355,301Net Income 2024: -$384,0372024

Highlighted filing

2022

Revenue$370,949
Expenses$325,737
Net Income$45,212
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.0
Gross Receipts
$2,173,488
Mission and Program Overview

Mission

To benefit Monte Cassino School, Inc by providing a source of funds, both operating and endowment, to benefit Monte Cassino School, Inc., in Tulsa, Oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,856,519$8,246,875▼ $1,609,644
Cash and Non-Interest-Bearing Accounts$0--
Total Assets$9,856,519$8,246,875▼ $1,609,644
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,039,788$6,455,495▼ $1,584,293
Net Assets With Donor Restrictions$1,816,731$1,791,380▼ $25,351
Total Net Assets Fund Balance$9,856,519$8,246,875▼ $1,609,644
Total Liabilities and Net Assets / Fund Balance$9,856,519$8,246,875▼ $1,609,644

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$9,856,519-▼ $1,289,644-$8,246,875
2020$8,132,987$0▲ $2,023,532-$9,856,519
2019$8,266,328$0▲ $161,659-$8,132,987
2018$8,070,013$0▲ $496,080-$8,266,328
2017$7,354,101$0▲ $719,336-$8,070,013
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleBaseOtherTotal
Kevin SmithEx-Officio Trustee-$257,265$257,265
Kevin SmithEX Officio Trustee, Head of School, Monte Cassino$213,104$44,161$257,265
Tracie KutmasEx-Officio Trustee-$130,857$130,857

Board Members and Trustees

NameTitle
David JeterTrustee
Sister Christine Ereiser OSBTrustee
Sister Marie Therese Long OSBTrustee
Steve AustinTrustee
Trey KarlovichTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$370,949
Other Revenue
$0
Change in Net Assets
$45,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$320,000
Other Expenses$5,737
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$320,000--$320,000
Fees for Service Investment Mgmnt Fees-$5,737-$5,737
Total Functional Expenses$320,000$5,737$0$325,737
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Monte Cassino School IncTulsa, OK501(c)3provide scholarships and capital projects$320,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 19

“The organization will make its Form 990 and other governing documents available for public inspection upon request.”

Part VI, Section A, Line 8A & 8B

“The governing body holds two annual investment reviews. Only the governing body has authority to act; the organization has no committees.”

Part VI, Section B, Line 11B

“The CPA firm employed by the School for its annual financial statement audit reviews the Form 990 before filing.”

Part VI, Section C, Line 19

“The organization will make its Form 990 and other governing documents available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Monte Cassino Charitable Trust
EIN
73-1041056
Phone
9187423364
Address
2206 S LEWIS AVE, TULSA, OK 74114-3117

Signing Officer

Name
Sister Marie Therese Long
Title
President
Phone
9187423364
Signed
2023-05-10

Organization Details

Formed
1978
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5
Supplemental Narrative

Financial Statement Notes

Part V, Line 4

“Endowment Funds- The Monte Cassino Charitable Trust holds endowment funds for Monte Cassino School, Inc. The School is the sole beneficiary of the income from endowment funds held by the Trust. The Trust agreement provides that, not less than annually, the Trustees, at their sole discretion, may, (1) apply the income to offset the operating deficit (if any) experienced by the School, (2) reinvest the excess income in principle to increase the Trust Fund, (3) contribute income to the scholarship fund for students attending the School, (4) contribute to special projects or capital improvements for the School, or (5) a combination of the above.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trust document authorizes the Board of Directors at Monte Cassino School, Inc (73-1000796), supported organization, to appoint the Board of Trustees of Monte Cassino Charitable Trust (73-1041056). The document states that the President of the School, Treasurer of the School, President of the Board of Directors of the School, Chair of the Finance Committee of the Board of Directors of the School, and At Large appointment of the President of the School, shall serve as voting Trustees of the Monte Cassino Charitable Trust. The Trust document further appoints the Head of School and Director of Finance and Operations to serve as non-voting Trustees. These persons do not constitute a majority of the Board of Directors of Monte Cassino School, Inc. However, each hold key offices with respect to School governance.
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02023532
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08266328
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08132987
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-295000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0161659
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08070013
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08266328
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-299765
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0496080
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07354101
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08070013
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-3424
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0719336
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.21720
IRS990ScheduleD/RelatedOrgListSchRInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment Funds- The Monte Cassino Charitable Trust holds endowment funds for Monte Cassino School, Inc. The School is the sole beneficiary of the income from endowment funds held by the Trust. The Trust agreement provides that, not less than annually, the Trustees, at their sole discretion, may, (1) apply the income to offset the operating deficit (if any) experienced by the School, (2) reinvest the excess income in principle to increase the Trust Fund, (3) contribute income to the scholarship fund for students attending the School, (4) contribute to special projects or capital improvements for the School, or (5) a combination of the above.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0320000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0provide scholarships and capital projects
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Monte Cassino School Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0731000796
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02206 S Lewis Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Tulsa
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074114
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Funds provided to the School are dispensed under the School's direction. The President of the School, Treasurer of the School, President of the Board of Directors of the School, Chair of the Finance Committee of the School, Head of School, and Director of Finance and Operations of the School monitor the distribution of funds and confirm scholarship proceeds are distributed as expected and that capital improvement projects and other uses of funds are properly vetted.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part 1, Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0213104
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount019894
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07212
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017055
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Kevin Smith
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EX Officio Trustee, Head of School, Monte Cassino
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0257265
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The organization does not have any committees.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1The CPA firm employed by the School for its annual financial statement audit reviews the Form 990 before filing.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2The organization will make its Form 990 and other governing documents available for public inspection upon request.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Section A, Line 8b
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Section B, Line 11b
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Section C, Line 19
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization will make its Form 990 and other governing documents available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing body holds two annual investment reviews. Only the governing body has authority to act; the organization has no committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The CPA firm employed by the School for its annual financial statement audit reviews the Form 990 before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization will make its Form 990 and other governing documents available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Section A, Line 8a & 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Monte Cassino School Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0731000796
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Religious School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02206 S Lewis Ave
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Tulsa
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd074114
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0320000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Monte Cassino School Inc 73-1000796
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0c
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09856519
IRS990/TotalAssetsEOYAmt08246875
IRS990/TotalAssetsGrp/BOYAmt09856519
IRS990/TotalAssetsGrp/EOYAmt08246875
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05737
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0320000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0325737
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09856519
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08246875
IRS990/TotalOtherCompensationAmt044695
IRS990/TotalProgramServiceExpensesAmt0320000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0370949
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0370949
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09856519
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08246875
IRS990/TotReportableCompRltdOrgAmt0343427
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02206 S Lewis Ave
IRS990/USAddress/CityNm0Tulsa
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074114
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,246,875
Liabilities
$0
Net assets
$8,246,875
Revenue
$370,949
Expenses
$325,737
Net income
$45,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.50$0.00$9.50$0.03$0.36$0.38
2023Summary only. Only limited summary data is available for this year.$8.92$0.00$8.92$0.37$0.01$0.36
2022Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.37$0.33$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.86$0.00$9.86$0.41$0.30$0.10
2020Summary only. Only limited summary data is available for this year.$8.13$0.00$8.13$0.27$0.30$0.03
2019Summary only. Only limited summary data is available for this year.$8.27$0.00$8.27$0.25$0.30$0.05
2018Summary only. Only limited summary data is available for this year.$8.07$0.00$8.07$0.89$0.02$0.87
2017Summary only. Only limited summary data is available for this year.$7.35$0.00$7.35$0.22$0.30$0.08
2016Summary only. Only limited summary data is available for this year.$6.77$0.00$6.77$0.29$0.27$0.01
2015Summary only. Only limited summary data is available for this year.$6.86$0.00$6.86$0.21$0.30$0.08
2014Summary only. Only limited summary data is available for this year.$6.72$0.00$6.72$0.04$0.12$0.08
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.01$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.02$0.01$0.01
2011Summary only. Only limited summary data is available for this year.$1.39$0.00$1.39$0.02$0.02$0.01