Civic Intelligence

Andy Ellis Memorial Trust

EIN 73-6258313 • 501(c)3 • Blackwell, OK

Profile

SeeScheduleO

105 N Main StBlackwell, OK 74631
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

29th percentile

-11%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

67th percentile

9.5%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$67,171

Up $5,842 (+9.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$67,171

Up $5,842 (+9.5%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$2,898

Up $848 (+41%) from 2023

Expenses

Up

$3,224

Up $16 (+0.5%) from 2023

Net Income

Up

-$326

Up $832 (+72%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$80K$60K$40K$20K$0Assets 2011: $41,802Liabilities 2011: $02011Assets 2012: $42,690Liabilities 2012: $02012Assets 2013: $46,698Liabilities 2013: $02013Assets 2014: $52,171Liabilities 2014: $02014Assets 2015: $53,782Liabilities 2015: $02015Assets 2016: $56,853Liabilities 2016: $02016Assets 2017: $63,489Liabilities 2017: $02017Assets 2018: $59,039Liabilities 2018: $02018Assets 2019: $69,908Liabilities 2019: $02019Assets 2020: $67,017Net Assets 2020: $67,0172020Assets 2021: $71,354Net Assets 2021: $71,3542021Assets 2022: $63,901Liabilities 2022: $0Net Assets 2022: $63,9012022Assets 2023: $61,329Net Assets 2023: $61,3292023Assets 2024: $67,171Net Assets 2024: $67,1712024

Highlighted filing

2024

Assets$67,171
Liabilities-
Net Assets$67,171
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$10K$5.0K$0-$5.0KRevenue 2011: $1,941Expenses 2011: $2,454Net Income 2011: -$5132011Revenue 2012: $1,889Expenses 2012: $2,394Net Income 2012: -$5052012Revenue 2013: $2,330Expenses 2013: $2,419Net Income 2013: -$892013Revenue 2014: $2,632Expenses 2014: $2,441Net Income 2014: $1912014Revenue 2015: $7,566Expenses 2015: $3,428Net Income 2015: $4,1382015Revenue 2016: $2,519Expenses 2016: $2,655Net Income 2016: -$1362016Revenue 2017: $4,975Expenses 2017: $3,424Net Income 2017: $1,5512017Revenue 2018: $2,033Expenses 2018: $3,251Net Income 2018: -$1,2182018Revenue 2019: $2,264Expenses 2019: $3,001Net Income 2019: -$7372019Revenue 2020: $2,138Expenses 2020: $3,000Net Income 2020: -$8622020Revenue 2021: $3,801Expenses 2021: $3,237Net Income 2021: $5642021Revenue 2022: $1,940Expenses 2022: $3,669Net Income 2022: -$1,7292022Revenue 2023: $2,050Expenses 2023: $3,208Net Income 2023: -$1,1582023Revenue 2024: $2,898Expenses 2024: $3,224Net Income 2024: -$3262024

Highlighted filing

2024

Revenue$2,898
Expenses$3,224
Net Income-$326
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,171
Liabilities
-
Net assets
$67,171
Revenue
$2,898
Expenses
$3,224
Net income
-$326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.2$67.2$2.90$3.22$0.33
2023Detailed filing. Detailed filing data is available for this year.$61.3$61.3$2.05$3.21$1.16
2022Detailed filing. Detailed filing data is available for this year.$63.9$0.00$63.9$1.94$3.67$1.73
2021Detailed filing. Detailed filing data is available for this year.$71.4$71.4$3.80$3.24$0.56
2020Detailed filing. Detailed filing data is available for this year.$67.0$67.0$2.14$3.00$0.86
2019Summary only. Only limited summary data is available for this year.$69.9$0.00$2.26$3.00$0.74
2018Summary only. Only limited summary data is available for this year.$59.0$0.00$2.03$3.25$1.22
2017Summary only. Only limited summary data is available for this year.$63.5$0.00$4.98$3.42$1.55
2016Summary only. Only limited summary data is available for this year.$56.9$0.00$2.52$2.66$0.14
2015Summary only. Only limited summary data is available for this year.$53.8$0.00$7.57$3.43$4.14
2014Summary only. Only limited summary data is available for this year.$52.2$0.00$2.63$2.44$0.19
2013Summary only. Only limited summary data is available for this year.$46.7$0.00$2.33$2.42$0.09
2012Summary only. Only limited summary data is available for this year.$42.7$0.00$1.89$2.39$0.51
2011Summary only. Only limited summary data is available for this year.$41.8$0.00$1.94$2.45$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Gross Receipts
$2,898
Mission and Program Overview

Mission

SeeScheduleO

See Schedule O

Program Services

DescriptionGrantsExpenses
Scholarships for outstanding students graduating from Blackwell High School$0$3,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sue Ann RodgersTrusttee-$0--
Mindy TrippTrustee-$0--
Shawn HaskinsTrustee-$0--
Gerry MaginTrustee-$0--
Angie PrinceTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Andy Ellis Memorial Trust
EIN
73-6258313
In Care Of
% James R Rodgers
Address
105 N MAIN ST, Blackwell, OK 74631

Signing Officer

Name
Sue Ann Rodgers
Title
Trustee
Signed
2025-04-29
Discuss with paid preparer
No

Preparer

Preparer
James Rodgers
Phone
5803633684
Supplemental Narrative

Additional Explanations

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Cowley County Community College-Scholarships, $3000|”

Part I, line 20

“| Explanation:, Amount:| MV Increase in CFO Assets, $550| MV Increase in Merrill Stock Acct, $5996| Increase in Merrill Cash Acct, $28| Decrease in JRR Trust acct, $-406|”

Part II, Line 22

“| Explanation:| Merrill Stock 44,752”

Part II, Line 22

“| Explanation:| CFO Acct 22,139”

Part II, Line 22

“| Explanation:| Merrill Cash 577.00”

Part II, Line 22

“| Explanation:| Trust Account 29.00”

Part II, Line 22

“| Explanation:| Less deficit for the year -326.00”

Raw XML Appendix159 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trusttee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt06168
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt03224
IRS990EZ/TotalProgramServiceExpensesAmt03000
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt03000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt03000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Grants And Similar Amounts Paid:, Amount:| Cowley County Community College-Scholarships, $3000|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, Amount:| MV Increase in CFO Assets, $550| MV Increase in Merrill Stock Acct, $5996| Increase in Merrill Cash Acct, $28| Decrease in JRR Trust acct, $-406|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:| Merrill Stock 44,752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:| CFO Acct 22,139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Explanation:| Merrill Cash 577.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5| Explanation:| Trust Account 29.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6| Explanation:| Less deficit for the year -326.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, Line 22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part II, Line 22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part II, Line 22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part II, Line 22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part II, Line 22
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Sue Ann Rodgers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDY ELLIS MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANDY
ReturnHeader/Filer/EIN0736258313
ReturnHeader/Filer/ForeignPhoneNum05803633684
ReturnHeader/Filer/InCareOfNm0% James R Rodgers
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 N MAIN ST
ReturnHeader/Filer/USAddress/CityNm0Blackwell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074631
ReturnHeader/PreparerPersonGrp/PhoneNum05803633684
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Rodgers
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-28T09:48:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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