Civic Intelligence

Steward-Newkirk Testamentary Trust

990PF • Fiscal year 2017 • EIN 73-1612447

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 16, 2018

PO Box 850Watonga, OK 73772

(405) 373-1224

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

0.3%

Faster asset growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$170,737

Up $528 (+0.3%) from 2016

Net Assets

Up

$170,737

Up $528 (+0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Flat

$746

Flat from 2016

Expenses

Down

$218

Down $485 (-69%) from 2016

Net Income

Up

$528

Up $485 (+1128%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $171,936Liabilities 2010: $0Net Assets 2010: $171,9362010Assets 2011: $170,645Liabilities 2011: $02011Assets 2012: $170,410Liabilities 2012: $0Net Assets 2012: $170,4102012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $170,037Liabilities 2014: $0Net Assets 2014: $170,0372014Assets 2015: $170,166Liabilities 2015: $0Net Assets 2015: $170,1662015Assets 2016: $170,209Liabilities 2016: $0Net Assets 2016: $170,2092016Assets 2017: $170,737Liabilities 2017: $0Net Assets 2017: $170,7372017Assets 2018: $170,278Liabilities 2018: $0Net Assets 2018: $170,2782018Assets 2019: $170,617Liabilities 2019: $0Net Assets 2019: $170,6172019Assets 2020: $172,012Liabilities 2020: $0Net Assets 2020: $172,0122020Assets 2021: $172,029Liabilities 2021: $0Net Assets 2021: $172,0292021Assets 2022: $171,524Liabilities 2022: $0Net Assets 2022: $171,5242022Assets 2023: $170,870Liabilities 2023: $0Net Assets 2023: $170,8702023Assets 2024: $177,294Liabilities 2024: $0Net Assets 2024: $177,2942024Assets 2025: $172,088Liabilities 2025: $0Net Assets 2025: $172,0882025

Highlighted filing

2017

Assets$170,737
Liabilities$0
Net Assets$170,737

Operations Trend

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

$15K$10K$5.0K$0-$5.0K-$10KExpenses 2010: $2,5652010Revenue 2011: $2,414Expenses 2011: $3,705Net Income 2011: -$1,2912011Expenses 2012: $2,0832012Expenses 2013: $1,5732013Revenue 2014: $913Expenses 2014: $774Net Income 2014: $1392014Revenue 2015: $808Expenses 2015: $679Net Income 2015: $1292015Revenue 2016: $746Expenses 2016: $703Net Income 2016: $432016Revenue 2017: $746Expenses 2017: $218Net Income 2017: $5282017Revenue 2018: $789Expenses 2018: $1,248Net Income 2018: -$4592018Revenue 2019: $1,358Expenses 2019: $1,276Net Income 2019: $822019Revenue 2020: $3,013Expenses 2020: $1,618Net Income 2020: $1,3952020Revenue 2021: $1,551Expenses 2021: $1,534Net Income 2021: $172021Revenue 2022: $998Expenses 2022: $1,503Net Income 2022: -$5052022Revenue 2023: $3,225Expenses 2023: $3,879Net Income 2023: -$6542023Revenue 2024: $6,694Expenses 2024: $270Net Income 2024: $6,4242024Revenue 2025: $7,064Expenses 2025: $12,270Net Income 2025: -$5,2062025

Highlighted filing

2017

Revenue$746
Expenses$218
Net Income$528
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 16, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGIA FORTHUMPresident-$0--
DALE GREENTrustee-$0--
LEONA ALEXANDERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Steward-newkirk Testamentary Trust
EIN
73-1612447
Address
PO BOX 850, WATONGA, OK 73772

Signing Officer

Name
Georgia Forthum
Title
Treasurer
Phone
4053731224
Signed
2018-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Linda S Woodruff CPA PC
Address
PO Box 721578, Oklahoma City, OK 73172
Preparer
Linda S Woodruff
Phone
4053731224
Raw XML Appendix177 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DALE GREEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11003 VILLA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 582
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WATONGA
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GEORGIA FORTHUM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WATONGA
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd073772
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05806234373
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0CASH
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt093
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGIA FORTHUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04053731224
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEWARD-NEWKIRK TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STEW
ReturnHeader/Filer/EIN0731612447
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 850
ReturnHeader/Filer/USAddress/CityNm0WATONGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073772
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07354482018074lo2rshz
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-03-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.255.64.109
ReturnHeader/FilingSecurityInformation/IPDt02018-03-15
ReturnHeader/FilingSecurityInformation/IPTm014:51:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731486655
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Linda S Woodruff CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 721578
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073172
ReturnHeader/PreparerPersonGrp/PhoneNum04053731224
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Linda S Woodruff
ReturnHeader/ReturnTs02018-02-16T12:13:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.07$0.12$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.07$0.00$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.03$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.01$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.02$0.02$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.03$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.01$0.01$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.01$0.01$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.01$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.02
2011Summary only. Only limited summary data is available for this year.$1.71$0.00$0.02$0.04$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.03