Civic Intelligence

Maria Hall Brantley and George Hall Brantley Endowment Trust

990 • Fiscal year 2016 • EIN 73-6291005

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

PO Box 69Ardmore, OK 73402

(580) 221-1104

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

3rd percentile

-135%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

51st percentile

$8,856

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

14th percentile

-12%

Faster asset growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-56%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$984,615

Down $134,082 (-12%) from 2015

Net Assets

Down

$984,615

Down $134,082 (-12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$98,969

Down $128,130 (-56%) from 2015

Expenses

Up

$233,051

Up $171,733 (+280%) from 2015

Net Income

Down

-$134,082

Down $299,863 (-181%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $965,758Liabilities 2010: $0Net Assets 2010: $965,7582010Assets 2011: $960,439Liabilities 2011: $0Net Assets 2011: $960,4392011Assets 2012: $959,962Liabilities 2012: $0Net Assets 2012: $959,9622012Assets 2013: $939,685Liabilities 2013: $0Net Assets 2013: $939,6852013Assets 2014: $952,916Liabilities 2014: $0Net Assets 2014: $952,9162014Assets 2015: $1,118,697Liabilities 2015: $0Net Assets 2015: $1,118,6972015Assets 2016: $984,615Liabilities 2016: $0Net Assets 2016: $984,6152016Assets 2017: $971,506Liabilities 2017: $0Net Assets 2017: $971,5062017Assets 2018: $967,563Liabilities 2018: $0Net Assets 2018: $967,5632018Assets 2019: $958,483Liabilities 2019: $0Net Assets 2019: $958,4832019Assets 2020: $973,834Liabilities 2020: $0Net Assets 2020: $973,8342020Assets 2021: $963,215Liabilities 2021: $0Net Assets 2021: $963,2152021Assets 2022: $913,723Liabilities 2022: $0Net Assets 2022: $913,7232022Assets 2023: $911,903Liabilities 2023: $0Net Assets 2023: $911,9032023Assets 2024: $990,671Liabilities 2024: $0Net Assets 2024: $990,6712024

Highlighted filing

2016

Assets$984,615
Liabilities$0
Net Assets$984,615

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $51,3362010Expenses 2011: $50,3562011Expenses 2012: $51,6142012Revenue 2013: $40,489Expenses 2013: $60,766Net Income 2013: -$20,2772013Revenue 2014: $50,663Expenses 2014: $37,432Net Income 2014: $13,2312014Revenue 2015: $227,099Expenses 2015: $61,318Net Income 2015: $165,7812015Revenue 2016: $98,969Expenses 2016: $233,051Net Income 2016: -$134,0822016Revenue 2017: $39,365Expenses 2017: $52,474Net Income 2017: -$13,1092017Revenue 2018: $43,945Expenses 2018: $47,888Net Income 2018: -$3,9432018Revenue 2019: $41,893Expenses 2019: $50,973Net Income 2019: -$9,0802019Revenue 2020: $63,893Expenses 2020: $48,542Net Income 2020: $15,3512020Revenue 2021: $28,161Expenses 2021: $38,780Net Income 2021: -$10,6192021Revenue 2022: $26,118Expenses 2022: $75,610Net Income 2022: -$49,4922022Revenue 2023: $57,246Expenses 2023: $59,066Net Income 2023: -$1,8202023Revenue 2024: $136,382Expenses 2024: $57,614Net Income 2024: $78,7682024

Highlighted filing

2016

Revenue$98,969
Expenses$233,051
Net Income-$134,082
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Gross Receipts
$705,603
Mission and Program Overview

Mission

The mission of this trust is to support the christian education efforts of the first presbyterian church of ardmore, oklahoma.

Provides financial support to the first presbyterian church of ardmore, oklahoma, and to support the christian education endeavors of the first presbyterian church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,118,697$984,615▼ $134,082
Investments in Publicly Traded Securities$564,908$623,439▲ $58,531
Land, Buildings, and Equipment, Net$339,768$287,926▼ $51,842
Savings and Temporary Cash Investments$214,020$73,250▼ $140,770
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,118,697$984,615▼ $134,082
Other Assets Total$1--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,118,697$984,615▼ $134,082
Total Liabilities and Net Assets / Fund Balance$1,118,697$984,615▼ $134,082

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$236,918$93,082-
Other Land Buildings$16,008$14,754-
Land$35,000--
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$8,856$8,856
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$74,911
Other Revenue
$24,058
Change in Net Assets
$-134,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$222,145
Salaries, Compensation, and Employee Benefits$8,856
Other Expenses$2,050
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$222,145--$222,145
Current Officers, Directors, Trustees, and Key Employees-$8,856-$8,856
Fees for Services Accounting-$2,050-$2,050
Total Functional Expenses$222,145$10,906$0$233,051
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Presbyterian Church of Ardmore OklahomaArdmore, OK-Support for First Presbyterian Church of Ardmore, an Exempt Organization.$222,145
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The entire tax return is received and reviewed by the sole trustee. Upon review and signature by the trustee, the return is mailed to the internal revenue service, or e-filed with the internal revenue service.

Form 990, Part VI, Section C, Line 19

Trustee has all governing documents, policies and financial data available at its offices and they are available upon request. The offices are located at 405 w. Main, ardmore, oklahoma 73401.

Filing and Contact Details

Filer

Filer Name
Maria Hall Brantley and George
EIN
73-6291005
Phone
5802211104
Address
PO BOX 69, ARDMORE, OK 73402

Signing Officer

Name
John S Veazey
Title
Trust Officer
Phone
5802211104
Signed
2017-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John S Veazey
Formed
1995
Legal Domicile
Ok
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Smith Carney & Co Pc
Address
5 S COMMERCE SUITE 33, ARDMORE, OK 73401
Preparer
Rebecca a Hembree
Phone
5802261227
Raw XML Appendix390 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/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST, WITH FIRST NATIONAL BANK AS THE CORPORATE TRUSTEE. THE SOLE PURPOSE OF THE ORGANIZATION IS THE SUPPORT OF THE SUPPORTED ORGANIZATION IN FURTHERANCE OF CHRISTIAN EDUCATION AND OTHER CHARITABLE PURPOSES. QUARTERLY MEETINGS ARE ATTENDED BY MEMBERS OF THE SUPPORTED ORGANIZATION'S FINANCE COMMITTEE AND THE TRUSTEE OF THE ORGANIZATION. QUARTERLY STATEMENTS OF TRANSACTIONS AND ASSETS ARE PROVIDED TO THE SUPPORTED ORGANIZATION. THE QUARTERLY MEETINGS INCLUDE BUT NOT LIMITED TO: A REVIEW OF THE ORGANIZATION'S INVESTMENTS, A DISCUSSION OF INVESTMENT MANAGEMENT PRACTICES/DECISIONS, AND A DISCUSSION OF THE CURRENT/PROJECTED NEEDS OF THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THOSE INVESTMENT MANAGEMENT PRACTICES/DECISIONS.
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt021587
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt022251
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0679222
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0779222
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01417523
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01461131
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt049613
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt051140
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01439110
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01483382
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt049613
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt051140
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0730580269
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0222145
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FIRST PRESBYTERIAN CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0222145
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0236918
IRS990ScheduleD/BuildingsGrp/DepreciationAmt093082
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0330000
IRS990ScheduleD/LandGrp/BookValueAmt035000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt035000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016008
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014754
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt030762
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0287926
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0222145
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR FIRST PRESBYTERIAN CHURCH OF ARDMORE, AN EXEMPT ORGANIZATION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FIRST PRESBYTERIAN CHURCH OF ARDMORE OKLAHOMA
IRS990ScheduleI/RecipientTable/RecipientEIN0730580269
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0223 W BROADWAY ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd073401
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ENTIRE TAX RETURN IS RECEIVED AND REVIEWED BY THE SOLE TRUSTEE. UPON REVIEW AND SIGNATURE BY THE TRUSTEE, THE RETURN IS MAILED TO THE INTERNAL REVENUE SERVICE, OR E-FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEE HAS ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL DATA AVAILABLE AT ITS OFFICES AND THEY ARE AVAILABLE UPON REQUEST. THE OFFICES ARE LOCATED AT 405 W. MAIN, ARDMORE, OKLAHOMA 73401.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01118697
IRS990/TotalAssetsEOYAmt0984615
IRS990/TotalAssetsGrp/BOYAmt01118697
IRS990/TotalAssetsGrp/EOYAmt0984615
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010906
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0222145
IRS990/TotalFunctionalExpensesGrp/TotalAmt0233051
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01118697
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0984615
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0222145
IRS990/TotalReportableCompFromOrgAmt08856
IRS990/TotalRevenueGrp/ExclusionAmt098969
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt098969
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01118697
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0984615
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 69
IRS990/USAddress/CityNm0ARDMORE
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd0734020069
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN S VEAZEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05802211104
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIA HALL BRANTLEY AND GEORGE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HALL BRANTLEY ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BRAN
ReturnHeader/Filer/EIN0736291005
ReturnHeader/Filer/PhoneNum05802211104
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 69
ReturnHeader/Filer/USAddress/CityNm0ARDMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073402
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BF76404C2155F2AF86075FE75D629D1BAD14B0AB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00572A48F3B25E1831794E273984DCB7DC37188CE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.15.98.162
ReturnHeader/FilingSecurityInformation/IPDt02017-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:25:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731225615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH CARNEY & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 S COMMERCE SUITE 33
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARDMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073401
ReturnHeader/PreparerPersonGrp/PhoneNum05802261227
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA A HEMBREE
ReturnHeader/ReturnTs02017-05-11T12:29:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$0.99$0.00$0.99$0.14$0.06$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.06$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06$0.05$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.05$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.05$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.10$0.23$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.23$0.06$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.05$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.06$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.05