Civic Intelligence

Leslie Powell Trust

990PF • Fiscal year 2020 • EIN 73-6206326

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 23, 2021

Organization Profile
1525 Magnolia-c/O Lisa Summers CpaNorman, OK 73072

(405) 321-2152

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

18th percentile

-29%

Higher net margin than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

16th percentile

-5.3%

Faster asset growth than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-23%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,289,791

Down $72,399 (-5.3%) from 2019

Net Assets

$1,289,791

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin18th percentile

Revenue

Down

$62,817

Down $18,314 (-23%) from 2019

Expenses

Down

$80,874

Down $1,955 (-2.4%) from 2019

Net Income

Down

-$18,057

Down $16,359 (-963%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,382,305Liabilities 2011: $1172011Assets 2012: $1,367,267Liabilities 2012: $02012Assets 2013: $1,379,605Liabilities 2013: $02013Assets 2014: $1,397,230Liabilities 2014: $02014Assets 2015: $1,406,798Liabilities 2015: $02015Assets 2019: $1,362,190Liabilities 2019: $02019Assets 2020: $1,289,791Liabilities 2020: $1Net Assets 2020: $1,289,7912020Assets 2021: $1,336,932Liabilities 2021: $1Net Assets 2021: $1,336,9322021Assets 2022: $1,337,728Liabilities 2022: $1Net Assets 2022: $1,337,7282022Assets 2023: $1,342,186Liabilities 2023: $1Net Assets 2023: $1,342,1862023Assets 2024: $1,397,899Liabilities 2024: $0Net Assets 2024: $1,397,8992024

Highlighted filing

2020

Assets$1,289,791
Liabilities$1
Net Assets$1,289,791
Open 2020 Filing

Operations Trend

Revenue Growth24th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $57,221Expenses 2011: $71,740Net Income 2011: -$14,5192011Revenue 2012: $52,031Expenses 2012: $83,316Net Income 2012: -$31,2852012Revenue 2013: $54,560Expenses 2013: $75,554Net Income 2013: -$20,9942013Revenue 2014: $58,964Expenses 2014: $77,426Net Income 2014: -$18,4622014Revenue 2015: $50,843Expenses 2015: $77,441Net Income 2015: -$26,5982015Revenue 2019: $81,131Expenses 2019: $82,829Net Income 2019: -$1,6982019Revenue 2020: $62,817Expenses 2020: $80,874Net Income 2020: -$18,0572020Revenue 2021: $94,040Expenses 2021: $81,614Net Income 2021: $12,4262021Revenue 2022: $86,534Expenses 2022: $83,159Net Income 2022: $3,3752022Revenue 2023: $66,698Expenses 2023: $82,285Net Income 2023: -$15,5872023Revenue 2024: $126,200Expenses 2024: $84,552Net Income 2024: $41,6482024

Highlighted filing

2020

Revenue$62,817
Expenses$80,874
Net Income-$18,057
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 23, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM SUTHERLINTrustee-$0--
ROBERT ROSSTrustee-$0--
ALAN JOLLYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Leslie Powell Trust
EIN
73-6206326
Phone
4053212152
Address
1525 MAGNOLIA-C/O LISA SUMMERS CPA, NORMAN, OK 73072

Signing Officer

Name
Robert Ross
Title
Trustee
Phone
4053212152
Signed
2021-04-23

Preparer

Firm
Lisa D Summers CPA
Address
1525 Magnolia St, Norman, OK 73072
Preparer
Lisa D Summers CPA
Phone
4053212152
Raw XML Appendix346 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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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0AS REQUIRED BY GOVERNING INSTRUMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1ALL DISTRIBUTABLE2019 INCOME WILLBE DISTRIBUTED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0LESLIE POWELL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PRIVATEOPERATINGFOUN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0706 D AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0LAWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd073501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt064800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LESLIE POWELL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PRIVATEOPERATINGFOUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0716 D AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073501
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt064800
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt072820
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt076043
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03223
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04576
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04576
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077396
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04576
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04576
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03223
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0567
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0567
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0567
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt11223
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKER CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADJUSTEMENT DUE TO ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012596
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11223
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012596
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-54342
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAINS/LOSSES NOT INCL IN COL A
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ADJUSTMENT DUE TO ROUNDING
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1334
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt1334
TaxesSchedule/TaxesDetail/CategoryTxt0FED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1334
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04053212152
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LESLIE POWELL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LESL
ReturnHeader/Filer/EIN0736206326
ReturnHeader/Filer/PhoneNum04053212152
ReturnHeader/Filer/USAddress/AddressLine1Txt01525 MAGNOLIA-C/O LISA SUMMERS CPA
ReturnHeader/Filer/USAddress/CityNm0NORMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lisa D Summers CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01525 Magnolia St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073072
ReturnHeader/PreparerPersonGrp/PhoneNum04053212152
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA D SUMMERS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-29T07:05:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,289,791
Liabilities
$1
Net assets
$1,289,791
Revenue
$62,817
Expenses
$80,874
Net income
-$18,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.13$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07$0.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.09$0.08$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.09$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.08$0.02
2019Summary only. Only limited summary data is available for this year.$1.36$0.00$0.08$0.08$0.00
2015Summary only. Only limited summary data is available for this year.$1.41$0.00$0.05$0.08$0.03
2014Summary only. Only limited summary data is available for this year.$1.40$0.00$0.06$0.08$0.02
2013Summary only. Only limited summary data is available for this year.$1.38$0.00$0.05$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.37$0.00$0.05$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.06$0.07$0.01