Civic Intelligence

Ruth Ann Fate and Martin E Fate Jr Foundation

990PF • Fiscal year 2017 • EIN 73-6271269

Jan 01, 2017 to Dec 31, 2017 • Filed on May 12, 2018

Organization Profile
7014 E 60th StTulsa, OK 74145-9214

(918) 232-8729

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

2.2%

Faster asset growth than 52% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

4.3%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$18,052

Up $385 (+2.2%) from 2016

Net Assets

Up

$18,052

Up $385 (+2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Up

$895

Up $37 (+4.3%) from 2016

Expenses

Up

$510

Up $15 (+3.0%) from 2016

Net Income

Up

$385

Up $22 (+6.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$30K$20K$10K$0Assets 2011: $25,133Liabilities 2011: $02011Assets 2012: $13,473Liabilities 2012: $12012Assets 2013: $14,208Liabilities 2013: $0Net Assets 2013: $14,2082013Assets 2014: $16,895Liabilities 2014: $0Net Assets 2014: $16,8952014Assets 2015: $17,304Liabilities 2015: $0Net Assets 2015: $17,3042015Assets 2016: $17,667Liabilities 2016: $0Net Assets 2016: $17,6672016Assets 2017: $18,052Liabilities 2017: $0Net Assets 2017: $18,0522017Assets 2018: $18,493Liabilities 2018: $0Net Assets 2018: $18,4932018

Highlighted filing

2017

Assets$18,052
Liabilities$0
Net Assets$18,052
Open 2017 Filing

Operations Trend

Revenue Growth55th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $13,103Expenses 2011: $36,703Net Income 2011: -$23,6002011Revenue 2012: $22,434Expenses 2012: $34,094Net Income 2012: -$11,6602012Revenue 2013: $1,185Expenses 2013: $450Net Income 2013: $7352013Revenue 2014: $3,157Expenses 2014: $470Net Income 2014: $2,6872014Revenue 2015: $934Expenses 2015: $525Net Income 2015: $4092015Revenue 2016: $858Expenses 2016: $495Net Income 2016: $3632016Revenue 2017: $895Expenses 2017: $510Net Income 2017: $3852017Revenue 2018: $966Expenses 2018: $525Net Income 2018: $4412018

Highlighted filing

2017

Revenue$895
Expenses$510
Net Income$385
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 12, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R A FATECo Trustee-$0--
G M FATECo Trustee-$0--
S L FATECo Trustee-$0--
M A FATE DAVISCo Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Ruth a & Martin E Fate Jr Charitable Trust
EIN
73-6271269
Address
7014 E 60TH ST, TULSA, OK 74145-9214

Signing Officer

Name
S L Fate
Title
Co Trustee
Phone
9182328729
Signed
2018-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Kelly Kirby CPA Pc
Address
4815 S HARVARD STE 205, TULSA, OK 74135-3066
Preparer
Kelly W Kirby
Phone
9187475466
Raw XML Appendix238 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2S L FATE
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH A & MARTIN E FATE JR CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0736271269
ReturnHeader/Filer/USAddress/AddressLine1Txt07014 E 60TH ST
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.128.112.126
ReturnHeader/FilingSecurityInformation/IPDt02018-05-22
ReturnHeader/FilingSecurityInformation/IPTm011:09:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731440529
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLY KIRBY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04815 S HARVARD STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741353066
ReturnHeader/PreparerPersonGrp/PhoneNum09187475466
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY W KIRBY
ReturnHeader/ReturnTs02018-05-12T15:06:21-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,052
Liabilities
$0
Net assets
$18,052
Revenue
$895
Expenses
$510
Net income
$385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$0.00$18.5$0.97$0.53$0.44
2017Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.90$0.51$0.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.00$17.7$0.86$0.50$0.36
2015Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$0.93$0.53$0.41
2014Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$3.16$0.47$2.69
2013Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.19$0.45$0.74
2012Summary only. Only limited summary data is available for this year.$13.5$0.00$22.4$34.1$11.7
2011Summary only. Only limited summary data is available for this year.$25.1$0.00$13.1$36.7$23.6