Civic Intelligence

Mary E Jones Student Trust

990 • Fiscal year 2013 • EIN 73-6133947

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

400 E Central74601

(580) 765-8899

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

41st percentile

$16,997

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$1,746,529

Up $221,676 (+15%) from 2012

Net Assets

Up

$1,746,529

Up $221,676 (+15%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$281,217

No earlier filing loaded for comparison.

Expenses

Down

$59,541

Down $10,643 (-15%) from 2012

Net Income

$221,676

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,501,174Liabilities 2010: $0Net Assets 2010: $1,501,1742010Assets 2011: $1,533,992Liabilities 2011: $0Net Assets 2011: $1,533,9922011Assets 2012: $1,524,853Liabilities 2012: $0Net Assets 2012: $1,524,8532012Assets 2013: $1,746,529Liabilities 2013: $0Net Assets 2013: $1,746,5292013Assets 2014: $1,805,543Liabilities 2014: $0Net Assets 2014: $1,805,5432014Assets 2015: $1,934,074Liabilities 2015: $0Net Assets 2015: $1,934,0742015Assets 2016: $1,990,275Liabilities 2016: $0Net Assets 2016: $1,990,2752016Assets 2017: $2,050,799Liabilities 2017: $0Net Assets 2017: $2,050,7992017Assets 2018: $2,148,396Liabilities 2018: $0Net Assets 2018: $2,148,3962018Assets 2019: $2,142,392Liabilities 2019: $0Net Assets 2019: $2,142,3922019Assets 2020: $2,129,757Liabilities 2020: $250Net Assets 2020: $2,129,5072020Assets 2021: $2,191,174Liabilities 2021: $0Net Assets 2021: $2,191,1742021Assets 2022: $2,188,441Liabilities 2022: $0Net Assets 2022: $2,188,4412022Assets 2023: $2,117,963Liabilities 2023: $0Net Assets 2023: $2,117,9632023Assets 2024: $2,026,406Liabilities 2024: $0Net Assets 2024: $2,026,4062024

Highlighted filing

2013

Assets$1,746,529
Liabilities$0
Net Assets$1,746,529

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $59,2022010Expenses 2011: $61,5692011Expenses 2012: $70,1842012Revenue 2013: $281,217Expenses 2013: $59,541Net Income 2013: $221,6762013Revenue 2014: $119,974Expenses 2014: $60,960Net Income 2014: $59,0142014Revenue 2015: $192,663Expenses 2015: $64,132Net Income 2015: $128,5312015Revenue 2016: $116,495Expenses 2016: $60,294Net Income 2016: $56,2012016Revenue 2017: $132,194Expenses 2017: $71,670Net Income 2017: $60,5242017Revenue 2018: $169,750Expenses 2018: $72,153Net Income 2018: $97,5972018Revenue 2019: $67,959Expenses 2019: $73,963Net Income 2019: -$6,0042019Revenue 2020: $64,757Expenses 2020: $77,642Net Income 2020: -$12,8852020Revenue 2021: $124,600Expenses 2021: $62,933Net Income 2021: $61,6672021Revenue 2022: $64,085Expenses 2022: $66,818Net Income 2022: -$2,7332022Revenue 2023: $94,633Expenses 2023: $165,111Net Income 2023: -$70,4782023Revenue 2024: $82,923Expenses 2024: $174,480Net Income 2024: -$91,5572024

Highlighted filing

2013

Revenue$281,217
Expenses$59,541
Net Income$221,676
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 30, 2014
Return Version
2013v3.1
Gross Receipts
$546,401
Mission and Program Overview

Mission

Support of oklahoma state university foundation scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,524,853$1,746,529▲ $221,676
Investments in Publicly Traded Securities$1,386,587$1,612,711▲ $226,124
Savings and Temporary Cash Investments$133,731$128,683▼ $5,048
Cash and Non-Interest-Bearing Accounts$662$4,946▲ $4,284
Prepaid Expenses and Deferred Charges$3,873$189▼ $3,684
Total Assets$1,524,853$1,746,529▲ $221,676
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,524,853$1,746,529▲ $221,676
Total Liabilities and Net Assets / Fund Balance$1,524,853$1,746,529▲ $221,676
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-CompanyPT$16,997$16,997
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$281,217
Other Revenue
$0
Change in Net Assets
$221,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,566
Salaries, Compensation, and Employee Benefits$16,997
Other Expenses$1,978
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,566--$40,566
Current Officers, Directors, Trustees, and Key Employees$0$16,997$0$16,997
Fees for Services Accounting$0$1,475$0$1,475
Fees for Services Legal$0$500$0$500
Other Expenses$0$3$0$3
Total Functional Expenses$40,566$18,975$0$59,541
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
73-6133947-501 (c)(3)Scholarships$52,231
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
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
73-6133947
Phone
5807658899

Signing Officer

Name
Leah Mccombs
Title
Trust Officer
Phone
5807658899
Signed
2014-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leah Mccombs
Formed
1971
Legal Domicile
Ok
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Edwin R Onley
Phone
4053727744
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The office of the trust management company that is

Pt VI, Line 11B

Responsible for the mary e jones student trust reviews

Pt VI, Line 11B

The form 990 before the return is filed to determine if

Pt VI, Line 11B

All relevant questions and information are supplied.

Pt VI, Line 19

Copy of the form 990 and all documents are kept at

Pt VI, Line 19

Heritage trust company's branch office in ponca city,

Pt VI, Line 19

Oklahoma and are available for review upon request.

Raw XML Appendix320 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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IRS990/GrantsToIndividualsInd0false
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IRS990ScheduleI/RecipientTable/RecipientEIN0736133947
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IRS990ScheduleI/RecipientTable/USAddress/City0STILLWATER
IRS990ScheduleI/RecipientTable/USAddress/State0OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode074074
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUSTEE DISTRIBUTES NET INCOME FROM TRUST EACH YEAR AS APPROVED BY
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1THE PAYNE COUNTY COURTS TO THE OKLAHOMA STATE UNIVERSITY FOUNDATION.
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICE OF THE TRUST MANAGEMENT COMPANY THAT IS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RESPONSIBLE FOR THE MARY E JONES STUDENT TRUST REVIEWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 BEFORE THE RETURN IS FILED TO DETERMINE IF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL RELEVANT QUESTIONS AND INFORMATION ARE SUPPLIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPY OF THE FORM 990 AND ALL DOCUMENTS ARE KEPT AT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HERITAGE TRUST COMPANY'S BRANCH OFFICE IN PONCA CITY,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OKLAHOMA AND ARE AVAILABLE FOR REVIEW UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
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ReturnHeader/Filer/EIN0736133947
ReturnHeader/Filer/PhoneNum05807658899
ReturnHeader/Filer/USAddress/AddressLine10400 E CENTRAL
ReturnHeader/Filer/USAddress/City0PONCA CITY
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode074601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Duncan & Onley PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10808 South Main Suite 314
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Stillwater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode074074
ReturnHeader/PreparerPersonGrp/PhoneNum04053727744
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWIN R ONLEY
ReturnHeader/ReturnTs02014-04-28T08:26:08-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.08$0.17$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.09$0.17$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.06$0.07$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.12$0.06$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$0.06$0.08$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.07$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.17$0.07$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.13$0.07$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.12$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.19$0.06$0.13
2014Summary only. Only limited summary data is available for this year.$1.81$0.00$1.81$0.12$0.06$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.28$0.06$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.06