Civic Intelligence

Oklahoma Educational Memorial Trust Fdn

EIN 73-6097975 • 501(c)3 • Tulsa, OK

Profile

Providing, maintaining and issuing scholarships to eligible nominees or applicants for admission to college or for contributions to regularly maintained scholarship funds of other federal tax exempt colleges and universities with an emphasis on graduates of tulsa public schools, tulsa ok.

PO Box 470208Tulsa, OK 74147-0208

www.okscholarships.org

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$14,620,917

Up $1,984,851 (+16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$14,620,917

Up $1,984,851 (+16%) from 2024

Operations
Liabilities / Revenue6th percentileNet Margin95th percentile

Revenue

Up

$1,545,772

Up $953,432 (+161%) from 2024

Expenses

Up

$429,214

Up $116,123 (+37%) from 2024

Net Income

Up

$1,116,558

Up $837,309 (+300%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$15M$10M$5.0M$0Assets 2011: $1,563,471Liabilities 2011: $0Net Assets 2011: $1,563,4712011Assets 2012: $1,633,672Liabilities 2012: $0Net Assets 2012: $1,633,6722012Assets 2013: $1,725,418Liabilities 2013: $0Net Assets 2013: $1,725,4182013Assets 2014: $2,026,232Liabilities 2014: $0Net Assets 2014: $2,026,2322014Assets 2015: $1,992,959Liabilities 2015: $0Net Assets 2015: $1,992,9592015Assets 2016: $1,960,818Liabilities 2016: $0Net Assets 2016: $1,960,8182016Assets 2017: $2,088,869Liabilities 2017: $0Net Assets 2017: $2,088,8692017Assets 2018: $2,173,774Liabilities 2018: $0Net Assets 2018: $2,173,7742018Assets 2019: $2,378,833Liabilities 2019: $0Net Assets 2019: $2,378,8332019Assets 2020: $2,486,343Liabilities 2020: $0Net Assets 2020: $2,486,3432020Assets 2021: $10,879,262Liabilities 2021: $0Net Assets 2021: $10,879,2622021Assets 2022: $10,207,926Liabilities 2022: $0Net Assets 2022: $10,207,9262022Assets 2023: $11,034,761Liabilities 2023: $0Net Assets 2023: $11,034,7612023Assets 2024: $12,636,066Liabilities 2024: $0Net Assets 2024: $12,636,0662024Assets 2025: $14,620,917Liabilities 2025: $0Net Assets 2025: $14,620,9172025

Highlighted filing

2025

Assets$14,620,917
Liabilities$0
Net Assets$14,620,917
Open 2025 Filing

Operations Trend

Revenue Growth76th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $144,4022011Expenses 2012: $85,3362012Revenue 2013: $75,656Expenses 2013: $160,782Net Income 2013: -$85,1262013Revenue 2014: $234,133Expenses 2014: $21,258Net Income 2014: $212,8752014Revenue 2015: $140,757Expenses 2015: $79,232Net Income 2015: $61,5252015Revenue 2016: $33,089Expenses 2016: $77,380Net Income 2016: -$44,2912016Revenue 2017: $126,956Expenses 2017: $82,130Net Income 2017: $44,8262017Revenue 2018: $155,755Expenses 2018: $86,242Net Income 2018: $69,5132018Revenue 2019: $255,539Expenses 2019: $100,904Net Income 2019: $154,6352019Revenue 2020: $38,673Expenses 2020: $84,969Net Income 2020: -$46,2962020Revenue 2021: $6,857,683Expenses 2021: $136,095Net Income 2021: $6,721,5882021Revenue 2022: $800,238Expenses 2022: $200,269Net Income 2022: $599,9692022Revenue 2023: $138,693Expenses 2023: $254,875Net Income 2023: -$116,1822023Revenue 2024: $592,340Expenses 2024: $313,091Net Income 2024: $279,2492024Revenue 2025: $1,545,772Expenses 2025: $429,214Net Income 2025: $1,116,5582025

Highlighted filing

2025

Revenue$1,545,772
Expenses$429,214
Net Income$1,116,558
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$14,620,917
Liabilities
$0
Net assets
$14,620,917
Revenue
$1,545,772
Expenses
$429,214
Net income
$1,116,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.00$14.6$1.55$0.43$1.12
2024Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.59$0.31$0.28
2023Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.14$0.25$0.12
2022Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.80$0.20$0.60
2021Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$6.86$0.14$6.72
2020Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.04$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.26$0.10$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.16$0.09$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.13$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.03$0.08$0.04
2015Summary only. Only limited summary data is available for this year.$1.99$0.00$1.99$0.14$0.08$0.06
2014Summary only. Only limited summary data is available for this year.$2.03$0.00$2.03$0.23$0.02$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.73$0.08$0.16$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 27, 2025
Return Version
2024v5.2
Gross Receipts
$5,038,649
Mission and Program Overview

Mission

Providing, maintaining and issuing scholarships to eligible nominees or applicants for admission to college or for contributions to regularly maintained scholarship funds of other federal tax exempt colleges and universities with an emphasis on graduates of tulsa, ok public schools.

Providing, maintaining and issuing scholarships to eligible nominees or applicants for admission to college or for contributions to regularly maintained scholarship funds of other federal tax exempt colleges and universities for graduates of tulsa public schools, tulsa ok.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,996,494$14,588,916▲ $2,592,422
Cap Stk Tr Prin Current Funds$11,034,759$12,636,066▲ $1,601,307
Rtn Earn Endowment Incm Other Fnds$1,601,307$1,984,851▲ $383,544
Savings and Temporary Cash Investments$639,572--
Cash and Non-Interest-Bearing Accounts-$32,001-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$12,636,066$14,620,917▲ $1,984,851
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,636,066$14,620,917▲ $1,984,851
Total Liabilities and Net Assets / Fund Balance$12,636,066$14,620,917▲ $1,984,851
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Rick ArringtonPresident
Susan MccalmanVice-president
Andrew MckenzieTrustee
Debi S BoylesTrustee
Deke CanadaTrustee
Eddie CreekpaumTrustee
John C Bumgarner JrTrustee
Johnna WalkerTrustee
Leslie PritchardTrustee
Madelina BowlingTrustee
Yolanda TaylorTrustee
Kelly GibsonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$682,606
Program Service Revenue
$0
Investment Income
$863,166
Other Revenue
$0
All Other Contributions
$682,606
Change in Net Assets
$1,116,558

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$318,250
Other Expenses$110,964
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$318,250--$318,250
Fees for Service Investment Mgmnt Fees-$82,129-$82,129
All Other Expenses-$3,245-$3,245
Other Expenses-$1,528-$1,528
Total Functional Expenses$318,250$110,964$0$429,214
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oklahoma State UniversityStillwater, OK-Scholarship Grants$59,000
Tulsa Community CollegeTulsa, OK-Scholarship Grants$57,500
University of OklahomaNorman, OK-Scholarship Grants$39,500
University of TulsaTulsa, OK-Scholarship Grants$34,500
Oral Roberts UniversityTulsa, OK-Scholarship Grants$17,000
Rogers State UniversityClaremore, OK-Scholarship Grants$10,000
University of Central OklahomaEdmond, OK-Scholarship Grants$9,500
Langston UniversityLangston, OK-Scholarship Grants$7,500
Northeastern State UniversityTahlequah, OK-Scholarship Grants$7,500
University of KansasLawrence, KS-Scholarship Grants$7,500
Wake Forest UniversityWinstonsalem, NC-Scholarship Grants$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The organization adopted new policies concerning conflict of interest, donor privacy, whistleblowers, and document retention and destruction.”

Form 990, Part VI, Section B, Line 11B

“Both the trustee and the board review all underlying monetary and factual information prior to the irs form 990 being filed.”

Form 990, Part VI, Section B, Line 12C

“The organization requires board members to do an annual evaluation of any confilcts of interest and sign a written statement affirming they have no conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“Copies of the tax returns, non-discrimination policy, conflict of interest policy, whistleblower policy, donor privacy policy, and record retention policy are available to the public through the internet website okscholarships.org, and upon written request. Capital advisors maintains a close and continuous working relationship with the trustees and other officers of the organization. The organization does have a public conflict of interest policy in addition to those limitations imposed in the governing documents and state law of trustee powers are strictly followed. Financial statements and the tax return are sent to the board of trustees and officers for review and comment.”

Filing and Contact Details

Filer

Filer Name
Oklahoma Educational Memorial Trust Fdn
EIN
73-6097975
Phone
9186339897
Address
PO BOX 470208, TULSA, OK 74147-0208

Signing Officer

Name
Rick Arrington
Title
President
Phone
9186339897
Signed
2025-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Arrington
Formed
1958
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Gibraltar Capital Management
Address
7304 S YALE AVE, TULSA, OK 74136
Preparer
S Neil Jay
Phone
9184924209
Raw XML AppendixShowing 400 of 698 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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