Civic Intelligence

Mary E Jones Student Trust

990 • Fiscal year 2016 • EIN 73-6133947

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization ProfileN/A
PO Box 21708Oklahoma City, OK 73116

(405) 848-8899

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

92nd percentile

48%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

37th percentile

$17,361

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

56th percentile

2.9%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,990,275

Up $56,201 (+2.9%) from 2015

Net Assets

Up

$1,990,275

Up $56,201 (+2.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin92nd percentile

Revenue

Down

$116,495

Down $76,168 (-40%) from 2015

Expenses

Down

$60,294

Down $3,838 (-6.0%) from 2015

Net Income

Down

$56,201

Down $72,330 (-56%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

2016

Assets$1,990,275
Liabilities$0
Net Assets$1,990,275
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

2016

Revenue$116,495
Expenses$60,294
Net Income$56,201
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$619,362
Mission and Program Overview

Mission

Support of oklahoma state university foundation scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,934,074$1,990,275▲ $56,201
Investments in Publicly Traded Securities$1,840,482$1,896,143▲ $55,661
Savings and Temporary Cash Investments$86,845$93,358▲ $6,513
Prepaid Expenses and Deferred Charges$1,764$659▼ $1,105
Cash and Non-Interest-Bearing Accounts$4,983$115▼ $4,868
Total Assets$1,934,074$1,990,275▲ $56,201
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,934,074$1,990,275▲ $56,201
Total Liabilities and Net Assets / Fund Balance$1,934,074$1,990,275▲ $56,201
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$17,361$17,361
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$116,495
Other Revenue
$0
Change in Net Assets
$56,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,827
Salaries, Compensation, and Employee Benefits$17,361
Other Expenses$2,106
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,827--$40,827
Current Officers, Directors, Trustees, and Key Employees-$17,361-$17,361
Fees for Services Accounting-$1,600-$1,600
Fees for Services Legal-$500-$500
Other Expenses-$6-$6
Total Functional Expenses$40,827$19,467$0$60,294
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oklahoma State University-501(c)Scholarships$40,827
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
Backup withholding compliance
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The office of the trust management company that is responsible for the mary e jones student trust reviews the form 990 before the return is filed to determine if all relevant questions and information are supplied.”

Form 990, Page 6, Part VI, Line 19

“Copy of the form 990 and all documents are kept at heritage trust company's office in oklahoma city, oklahoma and are available for review upon request.”

Filing and Contact Details

Filer

Filer Name
Mary E Jones Student Trust
EIN
73-6133947
Phone
4058488899
Address
PO BOX 21708, OKLAHOMA CITY, OK 73116

Signing Officer

Name
Heritage Trust Company
Title
Trustee
Phone
4058488899
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Peters & Chandler Pc
Address
2601 NW EXPRESSWAY ST STE 600E, OKLAHOMA CITY, OK 73112-7209
Preparer
Rodney W England
Phone
4058439371
Raw XML Appendix298 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART I LINE 2 - TRUSTEE DISTRIBUTES NET INCOME FROM TRUST EACH YEAR AS APPROVED BY THE PAYNE COUNTY COURTS TO THE OKLAHOMA STATE UNIVERSITY FOUNDATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICE OF THE TRUST MANAGEMENT COMPANY THAT IS RESPONSIBLE FOR THE MARY E JONES STUDENT TRUST REVIEWS THE FORM 990 BEFORE THE RETURN IS FILED TO DETERMINE IF ALL RELEVANT QUESTIONS AND INFORMATION ARE SUPPLIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF THE FORM 990 AND ALL DOCUMENTS ARE KEPT AT HERITAGE TRUST COMPANY'S OFFICE IN OKLAHOMA CITY, OKLAHOMA AND ARE AVAILABLE FOR REVIEW UPON REQUEST.
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ReturnHeader/Filer/EIN0736133947
ReturnHeader/Filer/PhoneNum04058488899
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 21708
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073116
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F918695E95A3E1081D964A8C368AA3C0C449D615
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00CA7AED04B71B8431D6874104B61231B33B3486D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731078673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERS & CHANDLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 NW EXPRESSWAY ST STE 600E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731127209
ReturnHeader/PreparerPersonGrp/PhoneNum04058439371
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODNEY W ENGLAND
ReturnHeader/ReturnTs02017-05-23T08:26:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,990,275
Liabilities
$0
Net assets
$1,990,275
Revenue
$116,495
Expenses
$60,294
Net income
$56,201
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
2016Detailed filing. Detailed filing data is available for this year.$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