Civic Intelligence

Bosa Center Foundation

990PF • Fiscal year 2018 • EIN 73-1380373

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 09, 2019

Organization Profile
PO Box 967Pauls Valley, OK 73075

(405) 238-3636

Siviq Scores

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

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.15x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

12th percentile

-34%

Higher net margin than 12% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

38th percentile

-1.6%

Faster asset growth than 38% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-44%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$1,087,690

Down $18,064 (-1.6%) from 2017

Net Assets

Down

$1,079,218

Down $18,870 (-1.7%) from 2017

Liabilities

Up

$8,472

Up $806 (+11%) from 2017

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin12th percentile

Revenue

Down

$56,326

Down $43,900 (-44%) from 2017

Expenses

Up

$75,196

Up $2,902 (+4.0%) from 2017

Net Income

Down

-$18,870

Down $46,802 (-168%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,097,842Liabilities 2011: $9,0362011Assets 2012: $1,079,766Liabilities 2012: $8,190Net Assets 2012: $1,071,5762012Assets 2013: $1,082,554Liabilities 2013: $8,185Net Assets 2013: $1,074,3692013Assets 2014: $1,150,577Liabilities 2014: $9,438Net Assets 2014: $1,141,1392014Assets 2015: $1,140,117Liabilities 2015: $7,394Net Assets 2015: $1,132,7232015Assets 2016: $1,080,747Liabilities 2016: $10,591Net Assets 2016: $1,070,1562016Assets 2017: $1,105,754Liabilities 2017: $7,666Net Assets 2017: $1,098,0882017Assets 2018: $1,087,690Liabilities 2018: $8,472Net Assets 2018: $1,079,2182018Assets 2019: $1,039,626Liabilities 2019: $3,873Net Assets 2019: $1,035,7532019Assets 2020: $972,483Liabilities 2020: $3,022Net Assets 2020: $969,4612020Assets 2021: $928,528Liabilities 2021: $3,658Net Assets 2021: $924,8702021Assets 2022: $852,308Liabilities 2022: $3,442Net Assets 2022: $848,8662022Assets 2023: $812,776Liabilities 2023: $5,893Net Assets 2023: $806,8832023Assets 2024: $787,097Liabilities 2024: $5,632Net Assets 2024: $781,4652024

Highlighted filing

2018

Assets$1,087,690
Liabilities$8,472
Net Assets$1,079,218
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

$200K$100K$0-$100KRevenue 2011: $80,142Expenses 2011: $61,799Net Income 2011: $18,3432011Expenses 2012: $65,7962012Revenue 2013: $74,406Expenses 2013: $71,613Net Income 2013: $2,7932013Revenue 2014: $133,576Expenses 2014: $66,806Net Income 2014: $66,7702014Revenue 2015: $65,322Expenses 2015: $73,738Net Income 2015: -$8,4162015Revenue 2016: $4,709Expenses 2016: $67,276Net Income 2016: -$62,5672016Revenue 2017: $100,226Expenses 2017: $72,294Net Income 2017: $27,9322017Revenue 2018: $56,326Expenses 2018: $75,196Net Income 2018: -$18,8702018Revenue 2019: $30,439Expenses 2019: $73,904Net Income 2019: -$43,4652019Revenue 2020: $11,635Expenses 2020: $77,927Net Income 2020: -$66,2922020Revenue 2021: $32,525Expenses 2021: $77,116Net Income 2021: -$44,5912021Revenue 2022: $8,250Expenses 2022: $84,254Net Income 2022: -$76,0042022Revenue 2023: $46,806Expenses 2023: $88,789Net Income 2023: -$41,9832023Revenue 2024: $73,384Expenses 2024: $98,802Net Income 2024: -$25,4182024

Highlighted filing

2018

Revenue$56,326
Expenses$75,196
Net Income-$18,870
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jean LamSecretary-$0--
Jasen AgeeVice President-$0--
Jeanie RickeyTreasurer-$0--
Lonnie GilleyPresident-$0--
Filing and Contact Details

Filer

Filer Name
Bosa Center Foundation
EIN
73-1380373
Phone
4052383636
Address
PO Box 967, Pauls Valley, OK 73075

Signing Officer

Name
Jeanie Rickey
Title
Treasurer
Signed
2019-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Kristi L Dobbins CPA
Address
106 E McClure, Pauls Valley, OK 73075
Preparer
Kristi Dobbins
Phone
4052386447
Raw XML AppendixShowing 400 of 575 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-46
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt76935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt815538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt109043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1313597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1415061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1516392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt163545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt172629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt196183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26576
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/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0135.463 American Beacon Intl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc175.797 american Beacon Small
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc230.285 American Europacific Growth Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3614.215 Blackrock Floating rate Inc Port Instl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc496.648 Blackrock Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5588.839 Brandywine Glbl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc682.583 Brandywine Glbl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71212.488 Eaton Vance
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81492.783 Fideltiy
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9360.601 Fidelity Conservative
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10400.115 FMI Large Cap Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11580.472 FPA New Income
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1252.438 Harding Loevner Inst
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13593.748 John Hancock Disciplined
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141326.809 JPmorgan Core Bond
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15156.169 MFS Growth Fund Class I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16330.079 PGIM Short-Term Corp Bond
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1785.391 Touchstone Mid Cap Growth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1889.513 Victory Trivalent Intl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19126.216 Wasatch Small Cap Growth Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2031.461 Wells Fargo Special Mid Cap
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2144.813 JPmorgan Core Bond
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2247.968 Fidelity Advisor Total Bond Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2313.271 Fidelity Conservative
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2418.928 FMI Large Cap Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2539.846 John Hancock Disciplined
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc265.620 MFS Growth Fund Class I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242018-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252018-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262018-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt024818
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0478
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-18870
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01079218
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01098088
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01079218
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037156
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt037156
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt037156
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt037557
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0401
IRS990PF/DistributableAmountGrp/TotalTaxAmt0401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0614
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0614
IRS990PF/FMVAssetsEOYAmt0955491
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0987
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01677
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06849
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08864
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08864
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt06679
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt06793
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0339074
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0558711
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0234469
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0219637
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0219637
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0614
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0212
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0212
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0845793
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0848926
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0716727
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018029
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010051
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010051
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01105754
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01087690
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0955491
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07666
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08472
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01105754
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01087690
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01098088
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01079218
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01098088
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01079218
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0762581
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09974
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0752607
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011439
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt037557
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0751142
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0762581
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jean Lam
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jasen Agee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jeanie Rickey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Lonnie Gilley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt030386 ECR 1560
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1619 N Walnut
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt240869 ECR 1580
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt312533 NCR 3232
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Pauls Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Pauls Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Pauls Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Paoli
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,087,690
Liabilities
$8,472
Net assets
$1,079,218
Revenue
$56,326
Expenses
$75,196
Net income
-$18,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.07$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.81$0.05$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.01$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.92$0.03$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.08$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.01$1.08$0.06$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.01$1.10$0.10$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.00$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.13$0.07$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.01$1.14$0.13$0.07$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.07$0.07$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.07
2011Summary only. Only limited summary data is available for this year.$1.10$0.01$0.08$0.06$0.02