Civic Intelligence

C William Simcoe Foundation

990PF • Fiscal year 2021 • EIN 73-1464858

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 29, 2022

Organization Profile
C/O Trust Company Of OK PO Box 3627Tulsa, OK 74101

(918) 744-0553

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

56th percentile

13%

Higher net margin than 56% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$1,733

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

46th percentile

1.6%

Faster asset growth than 46% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-30%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$84,606

Up $1,344 (+1.6%) from 2020

Net Assets

Up

$84,606

Up $1,344 (+1.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin56th percentile

Revenue

Down

$10,066

Down $4,387 (-30%) from 2020

Expenses

Up

$8,730

Up $2,914 (+50%) from 2020

Net Income

Down

$1,336

Down $7,301 (-85%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2011: $79,387Liabilities 2011: $02011Assets 2012: $79,249Liabilities 2012: $02012Assets 2013: $77,212Liabilities 2013: $02013Assets 2014: $74,727Liabilities 2014: $0Net Assets 2014: $74,7272014Assets 2015: $80,209Liabilities 2015: $0Net Assets 2015: $80,2092015Assets 2016: $78,073Liabilities 2016: $0Net Assets 2016: $78,0732016Assets 2017: $80,034Liabilities 2017: $0Net Assets 2017: $80,0342017Assets 2018: $77,499Liabilities 2018: $0Net Assets 2018: $77,4992018Assets 2019: $74,661Liabilities 2019: $0Net Assets 2019: $74,6612019Assets 2020: $83,262Liabilities 2020: $0Net Assets 2020: $83,2622020Assets 2021: $84,606Liabilities 2021: $0Net Assets 2021: $84,6062021Assets 2022: $79,462Liabilities 2022: $0Net Assets 2022: $79,4622022Assets 2023: $79,679Liabilities 2023: $0Net Assets 2023: $79,6792023Assets 2024: $144,568Liabilities 2024: $0Net Assets 2024: $144,5682024

Highlighted filing

2021

Assets$84,606
Liabilities$0
Net Assets$84,606
Open 2021 Filing

Operations Trend

Revenue Growth24th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $2,582Expenses 2011: $1,586Net Income 2011: $9962011Revenue 2012: $4,494Expenses 2012: $4,632Net Income 2012: -$1382012Revenue 2013: $4,126Expenses 2013: $6,137Net Income 2013: -$2,0112013Revenue 2014: $4,223Expenses 2014: $6,644Net Income 2014: -$2,4212014Revenue 2015: $9,035Expenses 2015: $5,236Net Income 2015: $3,7992015Revenue 2016: $8,304Expenses 2016: $6,674Net Income 2016: $1,6302016Revenue 2017: $5,057Expenses 2017: $3,092Net Income 2017: $1,9652017Revenue 2018: $7,905Expenses 2018: $10,382Net Income 2018: -$2,4772018Revenue 2019: $2,731Expenses 2019: $5,576Net Income 2019: -$2,8452019Revenue 2020: $14,453Expenses 2020: $5,816Net Income 2020: $8,6372020Revenue 2021: $10,066Expenses 2021: $8,730Net Income 2021: $1,3362021Revenue 2022: $5,440Expenses 2022: $10,522Net Income 2022: -$5,0822022Revenue 2023: $11,721Expenses 2023: $11,468Net Income 2023: $2532023Revenue 2024: $74,766Expenses 2024: $9,814Net Income 2024: $64,9522024

Highlighted filing

2021

Revenue$10,066
Expenses$8,730
Net Income$1,336
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 29, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUST COMPANY OF OKLAHOMATrustee-$1,733-$1,733
Filing and Contact Details

Filer

Filer Name
C William Simcoe Foundation
EIN
73-1464858
Phone
9187440553
Address
C/O TRUST COMPANY OF OK PO BOX 3627, TULSA, OK 74101

Signing Officer

Name
Trust Company of Oklahoma
Title
Trustee
Signed
2022-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Halley McDaniel & Cuite PLLC
Address
2727 E 21st Street Suite 102, Tulsa, OK 74114
Preparer
Mary Jane Halley CPA
Phone
9184880809
Raw XML Appendix247 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/PropertyDesc0TRUST COMPANY OF OKLAHOMA
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07787
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07925
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0158500
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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TaxesSchedule/TaxesDetail/Amt0200
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-29
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ReturnHeader/Filer/EIN0731464858
ReturnHeader/Filer/PhoneNum09187440553
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O TRUST COMPANY OF OK PO BOX 3627
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474609457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Halley McDaniel & Cuite PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02727 E 21st Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074114
ReturnHeader/PreparerPersonGrp/PhoneNum09184880809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JANE HALLEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-29T09:58:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRUST COMPANY OF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OKLAHOMA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,606
Liabilities
$0
Net assets
$84,606
Revenue
$10,066
Expenses
$8,730
Net income
$1,336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.75$0.10$0.65
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.12$0.11$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.05$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.10$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.14$0.06$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.03$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.08$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.05$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.08$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.09$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.07$0.02
2013Summary only. Only limited summary data is available for this year.$0.77$0.00$0.04$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$0.79$0.00$0.04$0.05$0.00
2011Summary only. Only limited summary data is available for this year.$0.79$0.00$0.03$0.02$0.01