Civic Intelligence

Mccalls Chapel School Endowment Trust of 1993

990 • Fiscal year 2014 • EIN 73-6271145

Jul 01, 2013 to Jun 30, 2014 • Filed on May 11, 2015

PO Box 669Suite74821

(580) 436-0373

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$13,440

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

84th percentile

24%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$3,789,804

Up $722,146 (+24%) from 2013

Net Assets

Up

$3,789,804

Up $722,146 (+24%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$1,424,472

No earlier filing loaded for comparison.

Expenses

Up

$784,399

Up $40,939 (+5.5%) from 2013

Net Income

$640,073

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $3,250,337Liabilities 2010: $0Net Assets 2010: $3,250,3372010Assets 2011: $3,147,221Liabilities 2011: $0Net Assets 2011: $3,147,2212011Assets 2012: $3,147,141Liabilities 2012: $0Net Assets 2012: $3,147,1412012Assets 2013: $3,067,658Liabilities 2013: $0Net Assets 2013: $3,067,6582013Assets 2014: $3,789,804Liabilities 2014: $0Net Assets 2014: $3,789,8042014Assets 2015: $3,723,715Liabilities 2015: $0Net Assets 2015: $3,723,7152015Assets 2016: $3,504,041Liabilities 2016: $0Net Assets 2016: $3,504,0412016Assets 2017: $3,519,405Liabilities 2017: $0Net Assets 2017: $3,519,4052017Assets 2018: $4,820,856Liabilities 2018: $0Net Assets 2018: $4,820,8562018Assets 2019: $4,807,328Liabilities 2019: $0Net Assets 2019: $4,807,3282019Assets 2020: $5,909,489Liabilities 2020: $0Net Assets 2020: $5,909,4892020Assets 2021: $6,185,961Liabilities 2021: $0Net Assets 2021: $6,185,9612021Assets 2022: $8,773,489Liabilities 2022: $0Net Assets 2022: $8,773,4892022Assets 2023: $9,057,714Liabilities 2023: $0Net Assets 2023: $9,057,7142023Assets 2024: $9,050,666Liabilities 2024: $0Net Assets 2024: $9,050,6662024

Highlighted filing

2014

Assets$3,789,804
Liabilities$0
Net Assets$3,789,804

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $485,6522010Expenses 2011: $459,6502011Expenses 2012: $717,0812012Expenses 2013: $743,4602013Revenue 2014: $1,424,472Expenses 2014: $784,399Net Income 2014: $640,0732014Revenue 2015: $656,209Expenses 2015: $708,154Net Income 2015: -$51,9452015Revenue 2016: $665,012Expenses 2016: $793,381Net Income 2016: -$128,3692016Revenue 2017: $734,935Expenses 2017: $729,974Net Income 2017: $4,9612017Revenue 2018: $2,263,224Expenses 2018: $758,572Net Income 2018: $1,504,6522018Revenue 2019: $629,825Expenses 2019: $834,137Net Income 2019: -$204,3122019Revenue 2020: $2,047,968Expenses 2020: $911,290Net Income 2020: $1,136,6782020Revenue 2021: $848,209Expenses 2021: $855,546Net Income 2021: -$7,3372021Revenue 2022: $2,719,793Expenses 2022: $912,924Net Income 2022: $1,806,8692022Revenue 2023: $1,264,458Expenses 2023: $1,284,504Net Income 2023: -$20,0462023Revenue 2024: $1,429,012Expenses 2024: $1,590,767Net Income 2024: -$161,7552024

Highlighted filing

2014

Revenue$1,424,472
Expenses$784,399
Net Income$640,073
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 11, 2015
Return Version
2013v4.0
Gross Receipts
$1,757,460
Mission and Program Overview

Mission

Supporting organization for affiliated 501(c)(3) organization that provides residentail care, supported employment and other assistance to persons with developmental disabilities.

Provide support to affiliated 501(c)(3) organization that provides residential care, supported employment & other assistance to persons with developmental disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,865,892$2,534,387▲ $668,495
Investments in Publicly Traded Securities$913,923$1,122,531▲ $208,608
Savings and Temporary Cash Investments$165,000$90,000▼ $75,000
Cash and Non-Interest-Bearing Accounts$41,809$16,349▼ $25,460
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$3,067,658$3,789,804▲ $722,146
Other Assets Total$81,034$26,537▼ $54,497
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,067,658$3,699,804▲ $632,146
Temporarily Rstr Net Assets$0$90,000▲ $90,000
Unrestricted Net Assets$0$0→ $0
Total Net Assets Fund Balance$3,067,658$3,789,804▲ $722,146
Total Liabilities and Net Assets / Fund Balance$3,067,658$3,789,804▲ $722,146

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,494,419$4,346,354$5,840,773
Other Land Buildings$1,018,872$568,960$1,587,832
Equipment$21,096$342,170$363,266
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Vision Bank of AdaTrusteePT$13,440$13,440
Revenue and Support

Revenue Composition

Contributions and Grants
$910,753
Program Service Revenue
$478,368
Investment Income
$17,134
Other Revenue
$18,217
All Other Contributions
$3,763
Change in Net Assets
$640,073

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Commercial1$906,990Fair Market Value (FMV)
Total Noncash Contributions1$906,990-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$513,268
Other Expenses$257,691
Salaries, Compensation, and Employee Benefits$13,440
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$513,268--$513,268
Depreciation Depletion$238,495--$238,495
Interest$19,045--$19,045
Current Officers, Directors, Trustees, and Key Employees$13,440--$13,440
Other Expenses$33--$33
Total Functional Expenses$784,399$0$0$784,399
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
73-0718872-501(c)(3)Program Support$513,268
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7B

Decisions related to Trust activity are handled by Trustee which is formally documented in conjunction with related entity, McCall's Chapel School, Incs., a 501(c)(3) corporation, board meetings.

Form 990, Part VI, Line 11B

The Form 990 is reviewed and approved by the Trustee prior to filing with the IRS.

Form 990, Part VI, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
73-6271145
In Care Of
% VISION BANK OF ADA
Phone
5804360373

Signing Officer

Name
Natalie Summers
Title
Officer
Phone
5804360373
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalie Summers
Formed
1993
Legal Domicile
Ok
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Preparer
Anne M Adams
Phone
5804360373
Raw XML AppendixShowing 400 of 450 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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IRS990ScheduleA/SupportSumAmt0513268
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01494419
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04346354
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05840773
IRS990ScheduleD/EquipmentGrp/BookValueAmt021096
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0342170
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0363266
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01018872
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0568960
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01587832
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02534387
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0513268
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10McCall's Chapel School Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0730718872
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1013543 County Road 3600
IRS990ScheduleI/RecipientTable/USAddress/City0Ada
IRS990ScheduleI/RecipientTable/USAddress/State0OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode074820
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0McCalls Chapel School Endowment Trust is a supporting organization for McCalls Chapel School, a related 501(c)(3) organization that provides residential care, supported employment and other assistance to persons with developmental disabilities.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/RealEstateCommercialGrp/ContributionCnt01
IRS990ScheduleM/RealEstateCommercialGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/RealEstateCommercialGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateCommercialGrp/NoncashContributionsRptF990Amt0906990
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Decisions related to Trust activity are handled by Trustee which is formally documented in conjunction with related entity, McCall's Chapel School, Incs., a 501(c)(3) corporation, board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is reviewed and approved by the Trustee prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10McCalls Chapel School Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0730718872
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Disabled svcs
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1013546 County Road 3600
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Ada
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode074820
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0513268
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1906990
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2473268
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10McCalls Chapel School Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine11McCalls Chapel School Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine12McCalls Chapel School Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1c
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2j
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt090000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03067658
IRS990/TotalAssetsEOYAmt03789804
IRS990/TotalAssetsGrp/BOYAmt03067658
IRS990/TotalAssetsGrp/EOYAmt03789804
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0910753
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0784399
IRS990/TotalFunctionalExpensesGrp/TotalAmt0784399
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03067658
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03789804
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0784399
IRS990/TotalProgramServiceRevenueAmt0478368
IRS990/TotalReportableCompFromOrgAmt013440
IRS990/TotalRevenueGrp/ExclusionAmt029158
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0479747

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$1.43$1.59$0.16
2023Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$1.26$1.28$0.02
2022Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$2.72$0.91$1.81
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.85$0.86$0.01
2020Summary only. Only limited summary data is available for this year.$5.91$0.00$5.91$2.05$0.91$1.14
2019Summary only. Only limited summary data is available for this year.$4.81$0.00$4.81$0.63$0.83$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$2.26$0.76$1.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$3.52$0.73$0.73$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.67$0.79$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.66$0.71$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$1.42$0.78$0.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.00$3.07$0.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.00$3.15$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.00$3.15$0.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.00$3.25$0.49