Civic Intelligence

Andy Ellis Memorial Trust

990EZ • Fiscal year 2022 • EIN 73-6258313

Jan 01, 2022 to Dec 31, 2022 • Filed on May 04, 2023

Organization Profile
105 N Main StBlackwell, OK 74631

(580) 363-3684

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

7th percentile

-89%

Higher net margin than 7% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

31st percentile

-10%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-49%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$63,901

Down $7,453 (-10%) from 2021

Net Assets

Down

$63,901

Down $7,453 (-10%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Down

$1,940

Down $1,861 (-49%) from 2021

Expenses

Up

$3,669

Up $432 (+13%) from 2021

Net Income

Down

-$1,729

Down $2,293 (-407%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$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

2022

Assets$63,901
Liabilities$0
Net Assets$63,901
Open 2022 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$1,940
Expenses$3,669
Net Income-$1,729
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Gross Receipts
$1,940
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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sue Ann RodgersTrusttee-$0--
Mindy TrippTrustee-$0--
Shawn HaskinsTrustee-$0--
Gerry MaginTrustee-$0--
Stacy HustedTrustee-$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
2023-05-04
Discuss with paid preparer
No

Preparer

Firm
James R Rodgers Attorney at Law
Address
P O Box 514, Blackwell, OK 74631
Preparer
James Rodgers
Phone
5803633684
Supplemental Narrative

Additional Explanations

Doing Business As Names

“P.O. Box 514”

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Cowley County Community College-Emily Grove, $1500| Friends University-Charleigh Haskins Scholarhsip, $1500|”

Part I, line 16

“| Other Expenses:, Amount:| Fees, $217|”

Part I, line 20

“| Explanation:, Amount:| Decrease in value of assets, $-5724|”

Raw XML Appendix162 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/BooksInCareOfDetail/USAddress/CityNm0Blackwell
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd074631
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mindy Tripp
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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/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-5724
IRS990EZ/OtherExpensesTotalAmt0217
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03669
IRS990EZ/TotalProgramServiceExpensesAmt03000
IRS990EZ/TotalRevenueAmt01940
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlDecidingGrntFrgnOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SubstitutionBeyondOrgCntlInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportForeignOrgNoDetermInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt03000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0730722241
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt03000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0P.O. Box 514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Grants And Similar Amounts Paid:, Amount:| Cowley County Community College-Emily Grove, $1500| Friends University-Charleigh Haskins Scholarhsip, $1500|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Other Expenses:, Amount:| Fees, $217|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Explanation:, Amount:| Decrease in value of assets, $-5724|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Sue Ann Rodgers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
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/PreparerFirmGrp/PreparerFirmEIN0731157551
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James R Rodgers Attorney at Law
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 514
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Blackwell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074631
ReturnHeader/PreparerPersonGrp/PhoneNum05803633684
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Rodgers
ReturnHeader/ReturnTs02023-05-04T11:28:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,901
Liabilities
$0
Net assets
$63,901
Revenue
$1,940
Expenses
$3,669
Net income
-$1,729
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