Civic Intelligence

Cowles Memorial 486004Ac8

EIN 73-6198782 • 501(c)3 • Tulsa, OK

Profile

Provides direct and permanent support to the named beneficiaries

PO Box 1620Tulsa, OK 74101-1620

n/A

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 2024

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$49,632

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

32nd percentile

0.0%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$17,535,955

Up $4,826 (+0.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$17,535,955

Up $4,826 (+0.0%) from 2022

Operations
Liabilities / Revenue6th percentileNet Margin70th percentile

Revenue

Up

$1,483,202

Up $405,429 (+38%) from 2022

Expenses

Down

$1,238,653

Down $33,246 (-2.6%) from 2022

Net Income

Up

$244,549

Up $438,675 (+226%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$20M$15M$10M$5.0M$0Assets 2019: $17,357,680Liabilities 2019: $0Net Assets 2019: $17,357,6802019Assets 2021: $17,782,049Liabilities 2021: $0Net Assets 2021: $17,782,0492021Assets 2022: $17,531,129Liabilities 2022: $0Net Assets 2022: $17,531,1292022Assets 2024: $17,535,955Liabilities 2024: $0Net Assets 2024: $17,535,9552024

Highlighted filing

2024

Assets$17,535,955
Liabilities$0
Net Assets$17,535,955
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2019: $1,200,721Expenses 2019: $1,082,784Net Income 2019: $117,9372019Revenue 2021: $1,984,282Expenses 2021: $1,235,785Net Income 2021: $748,4972021Revenue 2022: $1,077,773Expenses 2022: $1,271,899Net Income 2022: -$194,1262022Revenue 2024: $1,483,202Expenses 2024: $1,238,653Net Income 2024: $244,5492024

Highlighted filing

2024

Revenue$1,483,202
Expenses$1,238,653
Net Income$244,549
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$17,535,955
Liabilities
$0
Net assets
$17,535,955
Revenue
$1,483,202
Expenses
$1,238,653
Net income
$244,549
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$1.48$1.24$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.5$0.00$17.5$1.08$1.27$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$0.00$17.8$1.98$1.24$0.75
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$0.00$17.4$1.20$1.08$0.12
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$4,209,474
Mission and Program Overview

Mission

Provides direct and permanent support to the named beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$17,782,049$17,531,129▼ $250,920
Investments in Publicly Traded Securities$9,697,176$8,853,310▼ $843,866
Investments Other Securities$7,178,071$7,203,709▲ $25,638
Savings and Temporary Cash Investments$906,802$1,474,110▲ $567,308
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$17,782,049$17,531,129▼ $250,920
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,782,049$17,531,129▼ $250,920
Total Liabilities and Net Assets / Fund Balance$17,782,049$17,531,129▼ $250,920

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$-320--
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bank of Oklahoma Na BokCorporate TrusteeFT$49,632$49,632
Frederic DorwartIndividual TrusteeFT$3,510$3,510
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$481,488
Other Revenue
$596,285
Change in Net Assets
$-194,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,189,184
Salaries, Compensation, and Employee Benefits$53,142
Other Expenses$29,573
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,189,184--$1,189,184
Current Officers, Directors, Trustees, and Key Employees-$53,142-$53,142
Fees for Services Legal-$8,516-$8,516
All Other Expenses-$7,480-$7,480
Fees for Services Accounting-$2,600-$2,600
Fees for Service Investment Mgmnt Fees-$2,527-$2,527
Royalties-$1,164-$1,164
Other Expenses-$455-$455
Total Functional Expenses$1,189,184$82,715$0$1,271,899
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity UniversitySan Antonio, TX501(c)(3)Support School$832,429
ST MARY'S HALLSan Antonio, TX501(c)(3)Support School$237,837
Texas Biomedical Research InstituteSan Antonio, TX501(c)(3)Support Research Foundation$118,918
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
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 11 - Description of Process for Review

“Bank of oklahoma, as sole trustee, arranges for the preparation of form 990 by a third party. Returns are submitted to the trustee for review prior to filing.”

Form 990, Page 6, Part VI, Line 9

“Frederic dorwart 124 e 4th st. Tulsa, ok 74103”

FORM 990, PAGE 6, PART VI, LINE 15A

“There are no employees compensated. The only compensation from the entity is the institutional and individual trustee fees.”

Form 990, Page 6, Part VI, Line 18

“The organization makes its forms 990 and 990-t available to the public upon request at the organization's office care of bank of oklahoma, n.a.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request at the organization's office care of bank of oklahoma, n.a.”

Filing and Contact Details

Filer

Filer Name
Cowles Memorial 486004AC8
EIN
73-6198782
In Care Of
% BOKF NA
Phone
9186191526
Address
PO BOX 1620, TULSA, OK 74101-1620

Signing Officer

Name
Bokf Na
Title
Trustee
Phone
9186191526
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bokf Na
Formed
1979
Legal Domicile
Ok
Voting Board Members
2
Independent Board Members
1
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Laurie a Adatepe
Phone
3128792000
Raw XML AppendixShowing 400 of 627 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE OFFICERS, DIRECTORS, AND TRUSTEES OF THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE SUPPORTING ORGANIZATION THROUGH ANNUAL MEETING AND REGULAR COMMUNICATIONS REGARDING THE SUPPORTING ORGANIZATION'S INVESTMENTS AND PLANS FOR DISTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH ST MARY'S HALL, TEXAS BIOMEDICAL RESEARCH, AND TRINITY UNIVERSITY THROUGH FREQUENT MEETINGS REGARDING DISTRIBUTIONS RECEIVED FROM THE TRUST. IN ADDITION, MONTHLY STATEMENTS ARE PROVIDED REGARDING THE TRANSACTIONS IN THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The trust has been supporting Trinity University, St. Mary's Hall, and Texas Biomedical Research Institute since its inception in 1979. The Trust is required by its governing documents to provide support each year to the designated beneficiaries (supported organizations). The cumulative support provided under this long-standing and consistent relationship of support to each organization since its inception is further detailed below. Each year, the funds provided by the Trust support specific projects determined by the leaders of the supported organization and the Trust, such as buildings and/or specific operations. The Trust has designated beneficiaries and the distribution percentage parameters for each one is outlined in the governing document. The allocation of each distribution is a collaborative effort. Each supporting organization reaches out to the Trust to meet and discuss its annual needs and its planned uses or funds provided by the Trusts and to seek approval for such uses. The Organizations' president, board of trustees, and/or other key members bring to the Trust, through these meetings, the purpose and needs for the funds. The Trust does not just send the money. Each organization's leaders also have a voice and input through meetings and through a continued open dialogue with the Trust about the Trust's investments strategy, particular investments, and operations. Input is provided by the supporting organization leaders as to how funds should be invested--as if they were responsible for the funds. They are continuously watching and frequently provide feedback to the Trust, as if their organization were had fiduciary duty over the investments. As evidenced by the cumulative amount of support provided to each supported organization, without these distributions, the supported organizations would not be able to continue to maintain these buildings, fund a project, or continue to operate as needed so it is important to the supported organization to have input and involvement in how the Trust's assets are invested and used. In response to the above-described attentiveness of the supported organizations, the Trustees of the Trust maintain continuous and constant communication with each organization. In addition to the collaboration and oversight that takes place each year between the Trust and supported organizations, the Trust schedules periodic communication including the formal distribution and allocation of the funds, an annual performance review of the investments, and participates in each supporting organization's annual financial statement audit. Cumulative Funding Support Since Inception: Trinity University: 2022 $32,946,612 St. Mary's Hall: 2022 $7,761,110 Texas Biomedical Research Institute: 2022 $3,880,564
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION D QUESTION 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION D QUESTION 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCH A, PART V, SEC D, LINE 8
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