Civic Intelligence

The Helmerich Trust

990PF • Fiscal year 2016 • EIN 73-1304358

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

1437 S Boulder AveTulsa, OK 74119

(918) 588-5363

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

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

2016 filings • $50M-$100M nonprofits • Source year 2016

Net Margin

1st percentile

-381%

Higher net margin than 1% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

17th percentile

$116,000

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2016 filings • $50M-$100M nonprofits • Source year 2016

Asset Growth

16th percentile

-4.2%

Faster asset growth than 16% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-65%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Down

$60,610,839

Down $2,669,728 (-4.2%) from 2015

Net Assets

Down

$60,610,839

Down $2,669,728 (-4.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$1,418,424

Down $2,610,349 (-65%) from 2015

Expenses

Up

$6,823,500

Up $4,013,063 (+143%) from 2015

Net Income

Down

-$5,405,076

Down $6,623,412 (-544%) from 2015

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $6,830,705Liabilities 2011: $02011Assets 2012: $6,573,319Liabilities 2012: $02012Assets 2013: $6,571,296Liabilities 2013: $02013Assets 2014: $62,062,231Liabilities 2014: $02014Assets 2015: $63,280,567Liabilities 2015: $0Net Assets 2015: $63,280,5672015Assets 2016: $60,610,839Liabilities 2016: $0Net Assets 2016: $60,610,8392016Assets 2017: $67,164,481Liabilities 2017: $0Net Assets 2017: $67,164,4812017Assets 2018: $88,299,665Liabilities 2018: $0Net Assets 2018: $88,299,6652018Assets 2019: $96,668,399Liabilities 2019: $0Net Assets 2019: $96,668,3992019Assets 2020: $94,365,938Liabilities 2020: $0Net Assets 2020: $94,365,9382020Assets 2021: $102,632,790Liabilities 2021: $0Net Assets 2021: $102,632,7902021Assets 2022: $98,566,358Liabilities 2022: $0Net Assets 2022: $98,566,3582022Assets 2023: $97,557,271Liabilities 2023: $0Net Assets 2023: $97,557,2712023Assets 2024: $95,053,692Liabilities 2024: $0Net Assets 2024: $95,053,6922024

Highlighted filing

2016

Assets$60,610,839
Liabilities$0
Net Assets$60,610,839

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $263,195Expenses 2011: $450,747Net Income 2011: -$187,5522011Revenue 2012: $274,406Expenses 2012: $531,792Net Income 2012: -$257,3862012Revenue 2013: $405,754Expenses 2013: $407,777Net Income 2013: -$2,0232013Revenue 2014: $1,493,768Expenses 2014: $5,827,821Net Income 2014: -$4,334,0532014Revenue 2015: $4,028,773Expenses 2015: $2,810,437Net Income 2015: $1,218,3362015Revenue 2016: $1,418,424Expenses 2016: $6,823,500Net Income 2016: -$5,405,0762016Revenue 2017: $9,070,245Expenses 2017: $7,009,883Net Income 2017: $2,060,3622017Revenue 2018: $24,897,714Expenses 2018: $7,156,103Net Income 2018: $17,741,6112018Revenue 2019: $14,406,750Expenses 2019: $10,562,010Net Income 2019: $3,844,7402019Revenue 2020: $2,914,883Expenses 2020: $7,008,221Net Income 2020: -$4,093,3382020Revenue 2021: $13,260,619Expenses 2021: $5,650,973Net Income 2021: $7,609,6462021Revenue 2022: $509,655Expenses 2022: $7,732,819Net Income 2022: -$7,223,1642022Revenue 2023: $2,419,504Expenses 2023: $6,756,431Net Income 2023: -$4,336,9272023Revenue 2024: $7,699,661Expenses 2024: $10,203,240Net Income 2024: -$2,503,5792024

Highlighted filing

2016

Revenue$1,418,424
Expenses$6,823,500
Net Income-$5,405,076
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANS C HELMERICHCo-Trustee-$116,000-$116,000
WALTER H HELMERICH IVCo-Trustee-$116,000-$116,000
DOW Z HELMERICHCo-Trustee-$116,000-$116,000
MATTHEW G HELMERICHCo-Trustee-$116,000-$116,000
JONATHAN D HELMERICHCo-Trustee-$116,000-$116,000
Filing and Contact Details

Filer

Filer Name
The Helmerich Trust
EIN
73-1304358
Phone
9185885363
Address
1437 S BOULDER AVE, TULSA, OK 74119

Signing Officer

Name
Hans C Helmerich
Title
Co-trustee
Signed
2017-05-12
Raw XML AppendixShowing 400 of 470 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt0105000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt052500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt052500
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART VII-B:1a(4) Trustees were paid Trustee Fees
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02982299
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1OTHER INVESTMENT INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt09108
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5405076
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05362133
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt09388
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02989604
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0428274
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1412719
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0REGULATED FUTURES CONTRACTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS LONG TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc277,519.380 PIMCO TOTAL RETURN INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc321,760.155 PIMCO TOTAL RETURN INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc48,317.215 PIMCO TOTAL RETURN INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc550,301.811 PIMCO TOTAL RETURN INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc610,000 MERRILL LYNCH PFD CAP TR 7.120%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CASH IN LIEU GENERAL MOTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CASH LIQUID MOTORS LIQUIDATORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VANGUARD LONG TERM CAPITAL GAIN DISTRIBS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10500,000 U.S. TREASURY BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11500,000 U.S. TREASURY BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121,000,000 U.S. TREASURY BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13100,000 U.S. TREASURY BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14100,000 U.S. TREASURY BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15LONE CASCADE (CLASS H LONG TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16LONE CASCADE (CLASS H SHORT TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17LONE CASCADE (CLASS I SHORT TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18LONE CASCADE (CLASS I LONG TERM)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19MIDFIRST BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1580288
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1580288
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5405076
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02735348
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt060610839
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt063280567
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt060610839
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05923659
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05923659
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05923659
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05968206
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt044547
IRS990PF/DistributableAmountGrp/TotalTaxAmt044547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt019561
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt064108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt044547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt019561
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt044547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt044547
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt064108
IRS990PF/FMVAssetsEOYAmt0122043879
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt012163
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0231682
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt012163
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt012163
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt063280567
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt060610839
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02738326
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03528347
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03562294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015440029
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015000061
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt072557723
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt091366
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IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0289818
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0269446
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0269446
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt030080420
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt028561321
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt029950304
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02124956
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03230603
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03230603
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0122043879
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt063280567
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt060610839
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt063280567
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt060610839
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt012375336
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt010008898
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt012461346
IRS990PF/MethodOfAccountingOtherInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03291061
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0117750977
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01817728
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0139816
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05968206
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0119364126
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0121181854
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1CORPORATE CONSULTING GROUP INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0313672
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt160000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT SERVICES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1TULSA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0116000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1116000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2116000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3116000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4116000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HANS C HELMERICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WALTER H HELMERICH IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOW Z HELMERICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MATTHEW G HELMERICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JONATHAN D HELMERICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01437 S BOULDER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11437 S BOULDER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21437 S BOULDER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31437 S BOULDER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41437 S BOULDER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd074119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd174119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd274119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd374119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd474119
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt06701699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt06723973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01938072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05445205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05150124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05840449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05228591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.056145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.01641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.12112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt022274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0119364126
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0118101402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt044955753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0115510994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0114613400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0109731548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt05986961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.280727
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05986961
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05986961
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05986961
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01437 S BOULDER AVE STE 1400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074119
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum09185885363
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05558687
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074119
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05558687
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/AppliedToCurrentYearAmt0165287
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05821674
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05923659
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05986961
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05758372
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05821674
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt038099
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt130667

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$95.1$0.00$95.1$7.70$10.2$2.50
2023Detailed filing. Detailed filing data is available for this year.$97.6$0.00$97.6$2.42$6.76$4.34
2022Detailed filing. Detailed filing data is available for this year.$98.6$0.00$98.6$0.51$7.73$7.22
2021Detailed filing. Detailed filing data is available for this year.$103$0.00$103$13.3$5.65$7.61
2020Detailed filing. Detailed filing data is available for this year.$94.4$0.00$94.4$2.91$7.01$4.09
2019Detailed filing. Detailed filing data is available for this year.$96.7$0.00$96.7$14.4$10.6$3.84
2018Detailed filing. Detailed filing data is available for this year.$88.3$0.00$88.3$24.9$7.16$17.7
2017Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$9.07$7.01$2.06
2016Detailed filing. Detailed filing data is available for this year.$60.6$0.00$60.6$1.42$6.82$5.41
2015Detailed filing. Detailed filing data is available for this year.$63.3$0.00$63.3$4.03$2.81$1.22
2014Summary only. Only limited summary data is available for this year.$62.1$0.00$1.49$5.83$4.33
2013Summary only. Only limited summary data is available for this year.$6.57$0.00$0.41$0.41$0.00
2012Summary only. Only limited summary data is available for this year.$6.57$0.00$0.27$0.53$0.26
2011Summary only. Only limited summary data is available for this year.$6.83$0.00$0.26$0.45$0.19
Peer Organizations

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