Civic Intelligence

Pauline Mcfarlin Walter Memorial Trust 10910

990 • Fiscal year 2019 • EIN 73-6202627

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

Organization ProfileN/A
PO Box 1620Tulsa, OK 74101-1620

(918) 619-1526

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

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

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

2nd percentile

0.00x

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

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$248,980

Higher top officer pay than 31% of similar nonprofits.

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

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

35th percentile

1.2%

Faster asset growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$75,623,137

Up $880,802 (+1.2%) from 2018

Net Assets

Up

$75,623,137

Up $880,802 (+1.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin75th percentile

Revenue

Down

$4,578,156

Down $2,828,759 (-38%) from 2018

Expenses

Down

$3,856,318

Down $13,979 (-0.4%) from 2018

Net Income

Down

$721,838

Down $2,814,780 (-80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$80M$60M$40M$20M$0Assets 2010: $65,365,308Liabilities 2010: $1,306,479Net Assets 2010: $64,058,8292010Assets 2011: $64,886,929Liabilities 2011: $1,306,479Net Assets 2011: $63,580,4502011Assets 2012: $64,959,943Liabilities 2012: $1,306,479Net Assets 2012: $63,653,4642012Assets 2013: $67,636,104Liabilities 2013: $0Net Assets 2013: $67,636,1042013Assets 2014: $70,116,617Liabilities 2014: $0Net Assets 2014: $70,116,6172014Assets 2015: $71,961,088Liabilities 2015: $0Net Assets 2015: $71,961,0882015Assets 2016: $70,154,571Liabilities 2016: $0Net Assets 2016: $70,154,5712016Assets 2017: $70,362,743Liabilities 2017: $0Net Assets 2017: $70,362,7432017Assets 2018: $74,742,335Liabilities 2018: $0Net Assets 2018: $74,742,3352018Assets 2019: $75,623,137Liabilities 2019: $0Net Assets 2019: $75,623,1372019Assets 2020: $73,602,090Liabilities 2020: $0Net Assets 2020: $73,602,0902020Assets 2021: $77,675,534Liabilities 2021: $0Net Assets 2021: $77,675,5342021Assets 2022: $76,840,377Liabilities 2022: $0Net Assets 2022: $76,840,3772022Assets 2023: $75,413,475Liabilities 2023: $0Net Assets 2023: $75,413,4752023Assets 2024: $75,634,855Liabilities 2024: $0Net Assets 2024: $75,634,8552024

Highlighted filing

2019

Assets$75,623,137
Liabilities$0
Net Assets$75,623,137
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $3,155,598Expenses 2010: $3,691,780Net Income 2010: -$536,1822010Revenue 2011: $3,343,647Expenses 2011: $3,374,434Net Income 2011: -$30,7872011Revenue 2012: $3,343,883Expenses 2012: $3,435,770Net Income 2012: -$91,8872012Revenue 2013: $7,010,764Expenses 2013: $3,479,397Net Income 2013: $3,531,3672013Revenue 2014: $5,772,616Expenses 2014: $3,618,647Net Income 2014: $2,153,9692014Revenue 2015: $4,832,486Expenses 2015: $3,811,507Net Income 2015: $1,020,9792015Revenue 2016: $2,360,969Expenses 2016: $3,872,556Net Income 2016: -$1,511,5872016Revenue 2017: $4,519,978Expenses 2017: $3,846,783Net Income 2017: $673,1952017Revenue 2018: $7,406,915Expenses 2018: $3,870,297Net Income 2018: $3,536,6182018Revenue 2019: $4,578,156Expenses 2019: $3,856,318Net Income 2019: $721,8382019Revenue 2020: $2,259,833Expenses 2020: $3,975,286Net Income 2020: -$1,715,4532020Revenue 2021: $8,407,780Expenses 2021: $4,128,203Net Income 2021: $4,279,5772021Revenue 2022: $3,952,981Expenses 2022: $4,430,011Net Income 2022: -$477,0302022Revenue 2023: $3,038,915Expenses 2023: $4,379,718Net Income 2023: -$1,340,8032023Revenue 2024: $4,694,070Expenses 2024: $4,389,133Net Income 2024: $304,9372024

Highlighted filing

2019

Revenue$4,578,156
Expenses$3,856,318
Net Income$721,838
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$31,084,265
Mission and Program Overview

Mission

Provides direct and permanent support to the named beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1$75,623,137▲ $75,623,136
Cap Stk Tr Prin Current Funds$74,742,334--
Investments in Publicly Traded Securities$53,410,799$52,803,238▼ $607,561
Investments Other Securities$17,787,987$19,548,112▲ $1,760,125
Savings and Temporary Cash Investments$3,542,567$3,271,583▼ $270,984
Cash and Non-Interest-Bearing Accounts$982$204▼ $778
Total Assets$74,742,335$75,623,137▲ $880,802
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$74,742,335$75,623,137▲ $880,802
Total Liabilities and Net Assets / Fund Balance$74,742,335$75,623,137▲ $880,802

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$39--
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bank of Oklahoma N a BokCorporate TrusteeFT$248,980-$248,980
Frederic DorwartIndividual TrusteeFT$11,439$48,561$60,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,067,740
Other Revenue
$510,416
Change in Net Assets
$721,838
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,545,379
Salaries, Compensation, and Employee Benefits$260,419
Other Expenses$50,520
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,545,379--$3,545,379
Current Officers, Directors, Trustees, and Key Employees-$260,419-$260,419
All Other Expenses-$44,739-$44,739
Fees for Services Accounting-$5,600-$5,600
Fees for Services Legal-$181-$181
Total Functional Expenses$3,545,379$310,939$0$3,856,318
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holland HallTulsa, OK501(c)(3)Support School$1,772,689
University of TulsaTulsa, OK501(c)(3)Support University$1,772,689
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Trading Position-
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

“Prepared internally and reviewed jointly by trustees.”

Explanation for 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 it governing documents, conflict of interestpolicy and financial statements available to public upon request at the organization's office care of bank of oklahoma, n.a.”

Form 990, Page 7, Part VII, Section A

“Bank of oklahoma - 40 hours per week. Frederic dorwart 40 hours per week in conjunction with staff members”

Filing and Contact Details

Filer

Filer Name
Pauline Mcfarlin Memorial Trust 486005ac5
EIN
73-6202627
Phone
9186191526
Address
PO BOX 1620, TULSA, OK 74101-1620

Signing Officer

Name
Bokf N a Trustee
Title
Vice President
Phone
9186191526
Signed
2020-11-05

Organization Details

Formed
1980
Legal Domicile
Ok
Voting Board Members
2
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Additional Text to Be Added to Schedule R Entry for Bok.

“Institutional trustee also serves as sole trustee on approximately 40 charitable trusts unrelated to this filing organization.”

Explanation for Form 990, Part XI, Line 9

“Unrealized gains & losses from pass-through entities and non-taxable income (municipal interest & principal distributions)”

Raw XML AppendixShowing 400 of 541 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/Form990PartVIISectionAGrp/TitleTxt1CORPORATE TRUSTEE
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IRS990/GoverningBodyVotingMembersCnt02
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The officers, directors, and trustees of the supported organizations h ave a significant voice in the investment policies of the supporting o rganization through annual meetings and regular communications regardi ng the supporting organization's investments and plans for distributio ns.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The trustees are on the Board of Tulsa University. The organization ma intains a close and continuous working relationship with Holland Hall through frequent meeting regarding distributions received from the tru st. In addition, monthly statements are provided regarding the transac tions in the trust.
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt02802642
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01772689
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11772689
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLLAND HALL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY OF TULSA
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TRADING POSITION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05471801
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt17315399
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt26760873
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt339
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHAPMAN HEDGED LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1DOCUMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2PRIVATE EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CHAPMAN REAL ASSETS LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc4CHAPMAN OPPORTUNISTIC LLC
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT SCHOOL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLLAND HALL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF TULSA
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05666 EAST 81ST STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1800 S TUCKER DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TULSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TULSA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THIS ENTITY WORKS CLOSELY WITH THE ORGANIZATIONS IT SUPPORTS. THUS IT IS CONSTANTLY AWARE OF THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSTITUTIONAL TRUSTEE ALSO SERVES AS SOLE TRUSTEE ON APPROXIMATELY 40 CHARITABLE TRUSTS UNRELATED TO THIS FILING ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPARED INTERNALLY AND REVIEWED JOINTLY BY TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FREDERIC DORWART 124 E 4TH ST TULSA, OK 74103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO EMPLOYEES COMPENSATED. THE ONLY COMPENSATION FROM THE ENTITY IS THE INSTITUTIONAL AND INDIVIDUAL TRUSTEE FEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTERESTPOLICY AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE CARE OF BANK OF OKLAHOMA, N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK OF OKLAHOMA - 40 HOURS PER WEEK. FREDERIC DORWART 40 HOURS PER WEEK IN CONJUNCTION WITH STAFF MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UNREALIZED GAINS & LOSSES FROM PASS-THROUGH ENTITIES AND NON-TAXABLE INCOME (MUNICIPAL INTEREST & PRINCIPAL DISTRIBUTIONS)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0ADDITIONAL TEXT TO BE ADDED TO SCHEDULE R ENTRY FOR BOK.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt6NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt7NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JA & LETA CHAPMAN TRUST GENERAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1JA & LETA CHAPMAN CHARITABLE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CHAPMAN LETA MCFARLIN MEMORIAL TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3COWLES MEMORIAL TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4JAMES A & LETA CHAPMAN TESTAMENTARY TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5MCFARLIN IDA M MEMORIAL TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6MCFARLIN R M & IDA M MEMORIAL TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7CHAPMAN ENDOWMENT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8HOLLAND HALL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9UNIVERSITY OF TULSA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OK

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,623,137
Liabilities
$0
Net assets
$75,623,137
Revenue
$4,578,156
Expenses
$3,856,318
Net income
$721,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$75.6$0.00$75.6$4.69$4.39$0.30
2023Detailed filing. Detailed filing data is available for this year.$75.4$0.00$75.4$3.04$4.38$1.34
2022Detailed filing. Detailed filing data is available for this year.$76.8$0.00$76.8$3.95$4.43$0.48
2021Detailed filing. Detailed filing data is available for this year.$77.7$0.00$77.7$8.41$4.13$4.28
2020Detailed filing. Detailed filing data is available for this year.$73.6$0.00$73.6$2.26$3.98$1.72
2019Detailed filing. Detailed filing data is available for this year.$75.6$0.00$75.6$4.58$3.86$0.72
2018Summary only. Only limited summary data is available for this year.$74.7$0.00$74.7$7.41$3.87$3.54
2017Summary only. Only limited summary data is available for this year.$70.4$0.00$70.4$4.52$3.85$0.67
2016Summary only. Only limited summary data is available for this year.$70.2$0.00$70.2$2.36$3.87$1.51
2015Summary only. Only limited summary data is available for this year.$72.0$0.00$72.0$4.83$3.81$1.02
2014Summary only. Only limited summary data is available for this year.$70.1$0.00$70.1$5.77$3.62$2.15
2013Summary only. Only limited summary data is available for this year.$67.6$0.00$67.6$7.01$3.48$3.53
2012Summary only. Only limited summary data is available for this year.$65.0$1.31$63.7$3.34$3.44$0.09
2011Summary only. Only limited summary data is available for this year.$64.9$1.31$63.6$3.34$3.37$0.03
2010Summary only. Only limited summary data is available for this year.$65.4$1.31$64.1$3.16$3.69$0.54