Civic Intelligence

Patti Johnson Wilson Foundation

990PF • Fiscal year 2021 • EIN 73-6156280

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 10, 2022

Organization Profile
PO Box 3627Tulsa, OK 74104

(918) 744-0553

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.04x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

65th percentile

25%

Higher net margin than 65% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

38th percentile

$101,856

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

43rd percentile

6.1%

Faster asset growth than 43% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

0.7%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$12,256,052

Up $702,287 (+6.1%) from 2020

Net Assets

$12,186,304

No earlier filing loaded for comparison.

Liabilities

Flat

$69,748

Flat from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin65th percentile

Revenue

Up

$1,883,575

Up $13,737 (+0.7%) from 2020

Expenses

Down

$1,421,742

Down $170,529 (-11%) from 2020

Net Income

Up

$461,833

Up $184,266 (+66%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$40M$30M$20M$10M$0Assets 2011: $7,450,462Liabilities 2011: $02011Assets 2012: $6,715,539Liabilities 2012: $02012Assets 2013: $7,049,877Liabilities 2013: $02013Assets 2014: $7,440,258Liabilities 2014: $02014Assets 2015: $7,909,554Liabilities 2015: $02015Assets 2019: $10,976,757Liabilities 2019: $02019Assets 2020: $11,553,765Liabilities 2020: $69,7482020Assets 2021: $12,256,052Liabilities 2021: $69,748Net Assets 2021: $12,186,3042021Assets 2022: $14,002,962Liabilities 2022: $0Net Assets 2022: $14,002,9622022Assets 2023: $15,697,483Liabilities 2023: $0Net Assets 2023: $15,697,4832023Assets 2024: $34,055,025Liabilities 2024: $0Net Assets 2024: $34,055,0252024

Highlighted filing

2021

Assets$12,256,052
Liabilities$69,748
Net Assets$12,186,304
Open 2021 Filing

Operations Trend

Revenue Growth31st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2011: $7,185,615Expenses 2011: $352,301Net Income 2011: $6,833,3142011Revenue 2012: $1,481,817Expenses 2012: $696,125Net Income 2012: $785,6922012Revenue 2013: $1,310,842Expenses 2013: $983,235Net Income 2013: $327,6072013Revenue 2014: $1,335,111Expenses 2014: $949,443Net Income 2014: $385,6682014Revenue 2015: $1,250,708Expenses 2015: $932,376Net Income 2015: $318,3322015Revenue 2019: $2,464,633Expenses 2019: $1,475,269Net Income 2019: $989,3642019Revenue 2020: $1,869,838Expenses 2020: $1,592,271Net Income 2020: $277,5672020Revenue 2021: $1,883,575Expenses 2021: $1,421,742Net Income 2021: $461,8332021Revenue 2022: $3,225,040Expenses 2022: $1,822,924Net Income 2022: $1,402,1162022Revenue 2023: $3,375,897Expenses 2023: $1,992,166Net Income 2023: $1,383,7312023Revenue 2024: $2,871,709Expenses 2024: $2,227,232Net Income 2024: $644,4772024

Highlighted filing

2021

Revenue$1,883,575
Expenses$1,421,742
Net Income$461,833
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 10, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE TRUST COMPANY OF OKLAHOMATrustee-$101,856-$101,856
NANCY JOHNSON LEAKETrustee-$5,000-$5,000
KATHLEEN L CHILDSTrustee-$5,000-$5,000
FREDERICK P KOONTZTrustee-$5,000-$5,000
FRANK X HENKE IIITrustee-$5,000-$5,000
BARBARA B GLASSTrustee-$5,000-$5,000
DAVID A STURDIVANTTrustee-$5,000-$5,000
MARY ANN MECKFESSELTrustee-$5,000-$5,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTULSA SYMPHONY ORCHESTRAUNRESTRICTED USE BY CHARITABLE ENTITYPCTULSA, OK, US$167,500
Paid GrantYWCA TULSAUNRESTRICTED USE BY CHARITABLE ENTITYPCTULSA, OK, US$125,000
Paid GrantTULSA OPERA INCUNRESTRICTED USE BY CHARITABLE ENTITYPCTULSA, OK, US$125,000
Paid GrantOKLAHOMA CITY UNIVERSITYCOLLEGE SCHOLARSHIPPCOKLAHOMA CITY, OK, US$91,500
Paid GrantTHE UNIVERSITY OF TULSACOLLEGE SCHOLARSHIPPCTULSA, OK, US$69,000
Paid GrantKANSAS STATE UNIVERSITYCOLLEGE SCHOLARSHIPPCMANHATTAN, KS, US$55,500
Paid GrantUNIVERSITY OF KANSASCOLLEGE SCHOLARSHIPPCLAWRENCE, KS, US$54,000
Paid GrantUNIVERSITY OF ARKANSAS - PATTI JOHNSON WILSON FOUNDATION ANNUAL SCHOLARSHIPCOLLEGE SCHOLARSHIPPCFAYETTEVILLE, AR, US$45,000
Paid GrantOKLAHOMA STATE UNIVERSITY - PATTI JOHNSON WILSON FOUNDATION ANNUAL SCHOLARSCOLLEGE SCHOLARSHIPPCSTILLWATER, OK, US$45,000
Paid GrantTULSA BALLET THEATRE INCUNRESTRICTED USE BY CHARITABLE ENTITYNCTULSA, OK, US$35,000
Paid GrantUNIVERSITY OF TULSA - PATTI JOHNSON WILSON PIANIST-SCHOLAR AWARDCOLLEGE SCHOLARSHIPPCTULSA, OK, US$33,500
Paid GrantTULSA BOTANIC GARDENUNRESTRICTED USE BY CHARITABLE ENTITYPCTULSA, OK, US$25,000
Paid GrantPHILBROOK MUSEUM OF ARTUNRESTRICTED USE BY CHARITABLE ENTITYPCTULSA, OK, US$20,000
Paid GrantUNIVERSITY OF OKLAHOMACOLLEGE SCHOLARSHIPPCNORMAN, OK, US$18,000
Paid GrantAHHAUNRESTRICTED USE BY CHARITABLE ENTITYPCTULSA, OK, US$15,000
Paid GrantTULSA YOUTH SYMPHONYUNRESTRICTED USE BY CHARITABLE ENTITYPCTULSA, OK, US$15,000
Paid GrantTHE SCOTT FAMILY AMAZEUMUNRESTRICTED USE BY CHARITABLE ENTITYPCBENTONVILE, AR, US$10,000
Paid GrantMONC-TULSA DISTRICTUNRESTRICTED USE BY CHARITABLE ENTITYPCNEW YORK, NY, US$3,000
Paid GrantTULSA HONORS ORCHESTRAUNRESTRICTED USE BY CHARITABLE ENTITYPCTULSA, OK, US$3,000
Paid GrantHYECHKA CLUB OF TULSA INCUNRESTRICTED USE BY CHARITABLE ENTITYPCTULSA, OK, US$3,000
Paid GrantMONC-MIDWEST REGIONUNRESTRICTED USE BY CHARITABLE ENTITYPCNEW YORK, NY, US$2,500
Paid GrantTULSA UNITED WAYUNRESTRICTED USE BY CHARITABLE ENTITYPCTULSA, OK, US$1,000
Paid GrantANIMAL AID OF TULSAUNRESTRICTED USE BY CHARITABLE ENTITYPCTULSA, OK, US$1,000
Filing and Contact Details

Filer

Filer Name
Patti Johnson Wilson Foundation
EIN
73-6156280
Phone
9187440553
Address
PO BOX 3627, TULSA, OK 74104

Signing Officer

Name
The Trust Company of Oklahoma
Title
Trustee
Phone
9187440553
Signed
2022-01-10
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
6100 S YALE AVE SUITE 2010, TULSA, OK 74136
Preparer
Dario Menchaca
Phone
9184778800
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07560
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01303856
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0284726
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt049990
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt086866
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0136856
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0962500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0962500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt0219286
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0219286
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0219286
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0294936
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0294936
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0294936
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0461833
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01625070
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt020848
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020848
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020848
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0284726
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01475710
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt087707
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01387
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt087707
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt089094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt01283065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01283065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01283065
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06421
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06421
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01610849
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0306993
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01013877
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0407865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01421742
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01883575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01883575
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0306993
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt051377
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0407865
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0459242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0416660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1923684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1262128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt234649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1262128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt234649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0404609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11185812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt234649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0284726
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-12051
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0461833
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0240454
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012186304
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011484017
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012186304
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01331027
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01319027
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01331027
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01339539
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt012000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt020512
IRS990PF/DistributableAmountGrp/TotalTaxAmt020512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02860
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt023372
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt020512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02860
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt020512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt020512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt023372
IRS990PF/FMVAssetsEOYAmt027900791
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011484017
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt012186304
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0446
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0449
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0449
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02817431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03753208
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03777574
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08017169
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07831740
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017635595
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0157333
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0157334
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05973852
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt069748
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt069748
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0561386
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0513321
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0513321
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011553765
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012256052
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027900791
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt069748
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt069748
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011553765
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012256052
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011484017
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012186304
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027198763
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07055
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021217857
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0407981
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05973851
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01339539
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt026790782
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027198763
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0101856
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt35000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt45000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt55000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt65000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt75000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE TRUST COMPANY OF OKLAHOMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY JOHNSON LEAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHLEEN L CHILDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3FREDERICK P KOONTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4FRANK X HENKE III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5BARBARA B GLASS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DAVID A STURDIVANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MARY ANN MECKFESSEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 3348
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111 GLENBROOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24440 SOUTHWEST 53RD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33601 EAST 96TH PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46060 S AMERICAN PLAZA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt53612 SOUTH BRADEN PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6100 WEST 5TH STREET SUITE 1100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt76800 S GRANITE AVE APT 243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$12,256,052
Liabilities
$69,748
Net assets
$12,186,304
Revenue
$1,883,575
Expenses
$1,421,742
Net income
$461,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.00$34.1$2.87$2.23$0.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.00$15.7$3.38$1.99$1.38
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$3.23$1.82$1.40
2021Detailed filing. Detailed filing data is available for this year.$12.3$0.07$12.2$1.88$1.42$0.46
2020Summary only. Only limited summary data is available for this year.$11.6$0.07$1.87$1.59$0.28
2019Summary only. Only limited summary data is available for this year.$11.0$0.00$2.46$1.48$0.99
2015Summary only. Only limited summary data is available for this year.$7.91$0.00$1.25$0.93$0.32
2014Summary only. Only limited summary data is available for this year.$7.44$0.00$1.34$0.95$0.39
2013Summary only. Only limited summary data is available for this year.$7.05$0.00$1.31$0.98$0.33
2012Summary only. Only limited summary data is available for this year.$6.72$0.00$1.48$0.70$0.79
2011Summary only. Only limited summary data is available for this year.$7.45$0.00$7.19$0.35$6.83