Civic Intelligence

Washington County Spca Trust 455010017

990PF • Fiscal year 2016 • EIN 73-6240494

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

800 N Osage AveDewey, OK 74029

(918) 337-3433

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-48%

Higher net margin than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$6,523

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 31.9% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-2.0%

Faster asset growth than 42% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$464,891

Down $9,425 (-2.0%) from 2015

Net Assets

$464,891

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$20,422

Down $3,099 (-13%) from 2015

Expenses

Down

$30,276

Down $5,898 (-16%) from 2015

Net Income

Up

-$9,854

Up $2,799 (+22%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $501,937Liabilities 2012: $02012Assets 2013: $498,439Liabilities 2013: $02013Assets 2014: $487,147Liabilities 2014: $02014Assets 2015: $474,316Liabilities 2015: $02015Assets 2016: $464,891Liabilities 2016: $0Net Assets 2016: $464,8912016Assets 2017: $459,060Liabilities 2017: $0Net Assets 2017: $459,0602017Assets 2019: $455,323Liabilities 2019: $02019Assets 2020: $469,863Liabilities 2020: $1Net Assets 2020: $469,8632020Assets 2021: $480,455Liabilities 2021: $1Net Assets 2021: $480,4552021Assets 2022: $446,363Liabilities 2022: $1Net Assets 2022: $446,3632022Assets 2023: $437,136Liabilities 2023: $1Net Assets 2023: $437,1362023Assets 2024: $434,967Liabilities 2024: $0Net Assets 2024: $434,9672024

Highlighted filing

2016

Assets$464,891
Liabilities$0
Net Assets$464,891

Operations Trend

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

$100K$50K$0-$50KRevenue 2012: $79,321Expenses 2012: $34,890Net Income 2012: $44,4312012Revenue 2013: $35,142Expenses 2013: $39,111Net Income 2013: -$3,9692013Revenue 2014: $25,054Expenses 2014: $36,318Net Income 2014: -$11,2642014Revenue 2015: $23,521Expenses 2015: $36,174Net Income 2015: -$12,6532015Revenue 2016: $20,422Expenses 2016: $30,276Net Income 2016: -$9,8542016Revenue 2017: $27,871Expenses 2017: $33,939Net Income 2017: -$6,0682017Revenue 2019: $37,163Expenses 2019: $31,114Net Income 2019: $6,0492019Revenue 2020: $48,536Expenses 2020: $34,187Net Income 2020: $14,3492020Revenue 2021: $44,376Expenses 2021: $33,766Net Income 2021: $10,6102021Revenue 2022: $1,853Expenses 2022: $35,638Net Income 2022: -$33,7852022Revenue 2023: $16,012Expenses 2023: $24,806Net Income 2023: -$8,7942023Revenue 2024: $26,589Expenses 2024: $27,654Net Income 2024: -$1,0652024

Highlighted filing

2016

Revenue$20,422
Expenses$30,276
Net Income-$9,854
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,523-$6,523
Filing and Contact Details

Filer

Filer Name
Washington County Spca Trust
EIN
73-6240494
Phone
9183373433
Address
800 N OSAGE AVE, DEWEY, OK 74029

Signing Officer

Name
Dee Derryberry
Title
Vice President
Phone
9183373433
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
Raw XML Appendix398 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc227. SPDR TR
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051297
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0168
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0532347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0564869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0548324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0552665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt026420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.226413
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt026420
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt026420
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt026420
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0P O BOX 2248
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BARTLESVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0740052248
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Arvest Trust Company N A
IRS990PF/StatementsRegardingActyGrp/PhoneNum09183373433
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0none
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WASHINGTON COUNTY SPCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt016620 STATE HWY 123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BARTLESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074006
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022820
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/AppliedToCurrentYearAmt025347
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05771
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018383
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01073
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05771
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04262
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05105
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02172
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026420
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01073
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018383
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017310
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0130
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02016 TRANSACTIONS POSTED IN 2017
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0115
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1199
OtherIncreasesSchedule/OtherIncreasesDetail/Amt20
OtherIncreasesSchedule/OtherIncreasesDetail/Amt30
OtherIncreasesSchedule/OtherIncreasesDetail/Amt4246
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02015 TRANSACTIONS POSTED IN 2016
OtherIncreasesSchedule/OtherIncreasesDetail/Desc12016 RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2COST BASIS ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3ROUNDING ADJUSTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc4MUTUAL/COMMON TRUST FUND TIMING ADJ
TaxesSchedule/TaxesDetail/Amt0186
TaxesSchedule/TaxesDetail/Amt170
TaxesSchedule/TaxesDetail/Amt22
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt170
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt22
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEE DERRYBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum09183373433
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WASHINGTON COUNTY SPCA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SPCA
ReturnHeader/Filer/EIN0736240494
ReturnHeader/Filer/PhoneNum09183373433
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 N OSAGE AVE
ReturnHeader/Filer/USAddress/CityNm0DEWEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074029
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08EF82A289B035A2FA4156474E4F6D371FA1C2D79
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08EF82A289B035A2FA4156474E4F6D371FA1C2D79
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.168.85.1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06142327290
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH B HULL
ReturnHeader/ReturnTs02017-05-11T15:00:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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