Civic Intelligence

Morris E & Ethel Carlton Wheeler Scholarship Fund

990PF • Fiscal year 2014 • EIN 73-6252523

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

Organization Profile
C/O Trust CO Of Okla PO Box 3627Tulsa, OK 74101

(918) 744-0553

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$6,184

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

51st percentile

1.2%

Faster asset growth than 51% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$489,730

Up $5,713 (+1.2%) from 2013

Net Assets

$489,730

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin66th percentile

Revenue

Up

$47,609

Up $5,464 (+13%) from 2013

Expenses

Up

$42,456

Up $6,284 (+17%) from 2013

Net Income

Down

$5,153

Down $820 (-14%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$600K$400K$200K$0Assets 2011: $465,277Liabilities 2011: $02011Assets 2012: $478,301Liabilities 2012: $02012Assets 2013: $484,017Liabilities 2013: $02013Assets 2014: $489,730Liabilities 2014: $0Net Assets 2014: $489,7302014Assets 2015: $492,435Liabilities 2015: $5,7642015Assets 2017: $486,262Liabilities 2017: $0Net Assets 2017: $486,2622017Assets 2019: $485,865Liabilities 2019: $8,714Net Assets 2019: $477,1512019Assets 2020: $489,680Liabilities 2020: $15,0642020Assets 2021: $501,904Liabilities 2021: $16,106Net Assets 2021: $485,7982021Assets 2022: $474,893Liabilities 2022: $17,494Net Assets 2022: $457,3992022Assets 2023: $470,229Liabilities 2023: $12023Assets 2024: $478,237Liabilities 2024: $0Net Assets 2024: $478,2372024

Highlighted filing

2014

Assets$489,730
Liabilities$0
Net Assets$489,730
Open 2014 Filing

Operations Trend

Revenue Growth67th percentile

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

$100K$50K$0-$50KRevenue 2011: $17,179Expenses 2011: $27,995Net Income 2011: -$10,8162011Revenue 2012: $44,246Expenses 2012: $32,388Net Income 2012: $11,8582012Revenue 2013: $42,145Expenses 2013: $36,172Net Income 2013: $5,9732013Revenue 2014: $47,609Expenses 2014: $42,456Net Income 2014: $5,1532014Revenue 2015: $42,794Expenses 2015: $43,472Net Income 2015: -$6782015Revenue 2017: $29,448Expenses 2017: $39,760Net Income 2017: -$10,3122017Revenue 2019: $23,543Expenses 2019: $34,331Net Income 2019: -$10,7882019Revenue 2020: $34,536Expenses 2020: $37,148Net Income 2020: -$2,6122020Revenue 2021: $52,827Expenses 2021: $40,631Net Income 2021: $12,1962021Revenue 2022: $16,328Expenses 2022: $43,098Net Income 2022: -$26,7702022Revenue 2023: $32,577Expenses 2023: $20,040Net Income 2023: $12,5372023Revenue 2024: $58,077Expenses 2024: $49,553Net Income 2024: $8,5242024

Highlighted filing

2014

Revenue$47,609
Expenses$42,456
Net Income$5,153
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE TRUST COMPANY OF OKLAHOMATrusteePT$6,184-$6,184
Filing and Contact Details

Filer

Filer Name
Morris E & Ethel Carlton Wheeler
EIN
73-6252523
Phone
9187440553
Address
C/O TRUST CO OF OKLA PO BOX 3627, TULSA, OK 74101

Signing Officer

Name
Jennifer May
Title
Trustee
Signed
2015-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Lauhon & Halley Pllc
Address
406 SOUTH BOULDER SUITE 710, TULSA, OK 74103
Preparer
Mary Jane Halley
Phone
9187644075
Raw XML Appendix265 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt024425
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010090
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029546
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034515
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05121
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010090
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0169
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1391
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NONTAXABLE DIVIDENDS
TaxesSchedule/TaxesDetail/Amt0299
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRIS E & ETHEL CARLTON WHEELER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0736252523
ReturnHeader/Filer/PhoneNum09187440553
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O TRUST CO OF OKLA PO BOX 3627
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAUHON & HALLEY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0406 SOUTH BOULDER SUITE 710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074103
ReturnHeader/PreparerPersonGrp/PhoneNum09187644075
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JANE HALLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-06T14:16:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$489,730
Liabilities
$0
Net assets
$489,730
Revenue
$47,609
Expenses
$42,456
Net income
$5,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.00$4.78$0.58$0.50$0.09
2023Summary only. Only limited summary data is available for this year.$4.70$0.00$0.33$0.20$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.17$4.57$0.16$0.43$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.16$4.86$0.53$0.41$0.12
2020Summary only. Only limited summary data is available for this year.$4.90$0.15$0.35$0.37$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.09$4.77$0.24$0.34$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.29$0.40$0.10
2015Summary only. Only limited summary data is available for this year.$4.92$0.06$0.43$0.43$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.48$0.42$0.05
2013Summary only. Only limited summary data is available for this year.$4.84$0.00$0.42$0.36$0.06
2012Summary only. Only limited summary data is available for this year.$4.78$0.00$0.44$0.32$0.12
2011Summary only. Only limited summary data is available for this year.$4.65$0.00$0.17$0.28$0.11