Civic Intelligence

Jerry & Lucille Donnelly Scholarship Trust

EIN 73-1119304 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

2nd percentile

-4630%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$4,063

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 140.2% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-94%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $134,185 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $134,185 (-100%) from 2021

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$2,898

Down $42,049 (-94%) from 2021

Expenses

Up

$137,083

Up $127,963 (+1403%) from 2021

Net Income

Down

-$134,185

Down $170,012 (-475%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $114,697Liabilities 2011: $02011Assets 2012: $110,895Liabilities 2012: $02012Assets 2013: $120,696Liabilities 2013: $02013Assets 2014: $117,683Liabilities 2014: $0Net Assets 2014: $117,6832014Assets 2015: $109,799Liabilities 2015: $0Net Assets 2015: $109,7992015Assets 2016: $100,025Liabilities 2016: $0Net Assets 2016: $100,0252016Assets 2017: $99,486Liabilities 2017: $0Net Assets 2017: $99,4862017Assets 2018: $99,612Liabilities 2018: $0Net Assets 2018: $99,6122018Assets 2019: $96,568Liabilities 2019: $0Net Assets 2019: $96,5682019Assets 2020: $97,456Liabilities 2020: $0Net Assets 2020: $97,4562020Assets 2021: $134,185Liabilities 2021: $0Net Assets 2021: $134,1852021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $5,097Expenses 2011: $8,613Net Income 2011: -$3,5162011Revenue 2012: $5,024Expenses 2012: $8,264Net Income 2012: -$3,2402012Revenue 2013: $15,209Expenses 2013: $5,778Net Income 2013: $9,4312013Revenue 2014: $3,487Expenses 2014: $9,310Net Income 2014: -$5,8232014Revenue 2015: $4,737Expenses 2015: $12,293Net Income 2015: -$7,5562015Revenue 2016: $354Expenses 2016: $9,166Net Income 2016: -$8,8122016Revenue 2017: $10,557Expenses 2017: $9,058Net Income 2017: $1,4992017Revenue 2018: $8,868Expenses 2018: $9,209Net Income 2018: -$3412018Revenue 2019: $6,925Expenses 2019: $8,387Net Income 2019: -$1,4622019Revenue 2020: $9,277Expenses 2020: $8,404Net Income 2020: $8732020Revenue 2021: $44,947Expenses 2021: $9,120Net Income 2021: $35,8272021Revenue 2022: $2,898Expenses 2022: $137,083Net Income 2022: -$134,1852022

Highlighted filing

2022

Revenue$2,898
Expenses$137,083
Net Income-$134,185
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2,898
Expenses
$137,083
Net income
-$134,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$1.37$1.34
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.45$0.09$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.09$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.09$0.09$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.11$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00$0.09$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.12$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.09$0.06
2013Summary only. Only limited summary data is available for this year.$1.21$0.00$0.15$0.06$0.09
2012Summary only. Only limited summary data is available for this year.$1.11$0.00$0.05$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$0.05$0.09$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICATrustee-$4,063-$4,063
ERIC WEBB ASST SUPERINTENDENTGrant Comm-$0--
KERRY GRAY OFFICE OF SCHOLARSHIPSGrant Comm-$0--
Filing and Contact Details

Filer

Filer Name
Jerry & Lucille Donnelly Scholarship Trust
EIN
73-1119304
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2023-04-10
Raw XML Appendix286 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS FOR BOOKS &
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NORTHERN OKLAHOMA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TONKAWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074653
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0130948
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt05927
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05927
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt084
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0752
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0752
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0127720
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0127049
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt084
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0549
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0132976
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0127049
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0128472
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01423
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0APPLICATION TO TERMINATE TRUST WAS FILED IN DISTRICT COURT FOR KAY COUNTY, STATE OF OKLAHOMA STIPULATING IT IS IN THE BEST INTEREST OF THE FUTURE SCHOLARSHIP RECIPIENTS FOR THE TRUST TO BE TERMINATED AND THE FUNDS PAID TO THE NORTHERN OKLAHOMA COLLEGE FOUNDATION WHICH WOULD DECREASE THE CURRENT COSTS AND FEES OF THE SCHOLARSHIP AND ALLOW THE SCHOLARSHIP FUNDS TO BENEFIT MORE STUDENTS FOR A LONGER PERIOD.
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0576
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0576
TaxesSchedule/TaxesDetail/Amt0488
TaxesSchedule/TaxesDetail/Amt1576
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERRY & LUCILLE DONNELLY SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DONN
ReturnHeader/Filer/EIN0731119304
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02023-04-11T08:01:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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