Civic Intelligence

Clyde R Evans Scholarship Award Trust C/O Argent Trust Oklahoma

990PF • Fiscal year 2017 • EIN 73-6296081

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

Organization Profile
PO Box 21708Oklahoma City, OK 73156-1708

(405) 848-8899

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

12th percentile

-39%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

78th percentile

$1,003

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

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

Asset Growth

40th percentile

-2.2%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$173,294

Down $3,865 (-2.2%) from 2016

Net Assets

Down

$173,294

Down $3,865 (-2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

Down

$9,913

Down $3,668 (-27%) from 2016

Expenses

Down

$13,778

Down $639 (-4.4%) from 2016

Net Income

Down

-$3,865

Down $3,029 (-362%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$200K$150K$100K$50K$0Assets 2012: $183,626Liabilities 2012: $02012Assets 2013: $180,743Liabilities 2013: $02013Assets 2014: $181,663Liabilities 2014: $02014Assets 2015: $177,995Liabilities 2015: $02015Assets 2016: $177,159Liabilities 2016: $0Net Assets 2016: $177,1592016Assets 2017: $173,294Liabilities 2017: $0Net Assets 2017: $173,2942017Assets 2018: $171,945Liabilities 2018: $0Net Assets 2018: $171,9452018Assets 2019: $167,009Liabilities 2019: $0Net Assets 2019: $167,0092019Assets 2020: $162,515Liabilities 2020: $0Net Assets 2020: $162,5152020Assets 2021: $156,849Liabilities 2021: $0Net Assets 2021: $156,8492021Assets 2022: $160,281Liabilities 2022: $5,167Net Assets 2022: $155,1142022Assets 2023: $157,106Liabilities 2023: $0Net Assets 2023: $157,1062023Assets 2024: $152,268Liabilities 2024: $0Net Assets 2024: $152,2682024Assets 2025: $147,263Liabilities 2025: $0Net Assets 2025: $147,2632025

Highlighted filing

2017

Assets$173,294
Liabilities$0
Net Assets$173,294
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

$20K$10K$0-$10K-$20KRevenue 2012: -$1,787Expenses 2012: $10,034Net Income 2012: -$11,8212012Revenue 2013: $9,291Expenses 2013: $12,174Net Income 2013: -$2,8832013Revenue 2014: $13,324Expenses 2014: $12,404Net Income 2014: $9202014Revenue 2015: $8,661Expenses 2015: $12,329Net Income 2015: -$3,6682015Revenue 2016: $13,581Expenses 2016: $14,417Net Income 2016: -$8362016Revenue 2017: $9,913Expenses 2017: $13,778Net Income 2017: -$3,8652017Revenue 2018: $11,117Expenses 2018: $12,466Net Income 2018: -$1,3492018Revenue 2019: $9,830Expenses 2019: $15,496Net Income 2019: -$5,6662019Revenue 2020: $7,951Expenses 2020: $12,469Net Income 2020: -$4,5182020Revenue 2021: $6,853Expenses 2021: $12,482Net Income 2021: -$5,6292021Revenue 2022: $13,488Expenses 2022: $15,271Net Income 2022: -$1,7832022Revenue 2023: $12,189Expenses 2023: $10,171Net Income 2023: $2,0182023Revenue 2024: $5,508Expenses 2024: $10,295Net Income 2024: -$4,7872024Revenue 2025: $7,743Expenses 2025: $12,693Net Income 2025: -$4,9502025

Highlighted filing

2017

Revenue$9,913
Expenses$13,778
Net Income-$3,865
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERITAGE TRUST COTrustee-$1,003-$1,003
MO GROTJOHNTrustee-$0--
JAMES M MORRIS IITrustee-$0--
LEN CASONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Clyde R Evans Scholarship Award
EIN
73-6296081
Phone
4058488899
Address
PO BOX 21708, OKLAHOMA CITY, OK 73156-1708

Signing Officer

Name
Heritage Trust Co
Title
Trustee
Phone
4058488899
Signed
2017-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Peters & Chandler Pc
Address
2601 NW EXPRESSWAY ST STE 600E, OKLAHOMA CITY, OK 73112-7209
Preparer
Rodney W England
Phone
4058439371
Raw XML Appendix338 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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt011140
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt010000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt010000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.038410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0208141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0203795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0221843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0221902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0211988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0195264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt011251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.230387
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt011174
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011251
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt077
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011251
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0621 N ROBINSON STE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd073102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HERITAGE TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum04058488899
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0KADE WENDT INDEPENDENCE COM COLL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1KADE A WENDTSW OK ST UNIV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2MOLLY GARTON LUBBOCK CHRIS UNIV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01057 W COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11405 N 4TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25601 19TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INDEPENDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DURANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LUBBOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd067301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd279407
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01459
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09792
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010330
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011251
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08871
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09792
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INC
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HERITAGE TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04058488899
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLYDE R EVANS SCHOLARSHIP AWARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST C/O HERITAGE TRUST CO
ReturnHeader/Filer/BusinessNameControlTxt0CLYD
ReturnHeader/Filer/EIN0736296081
ReturnHeader/Filer/PhoneNum04058488899
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 21708
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0731561708
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05D22F7CD0C9C0CEC201EE8548381F2AAA193D82A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId090AA79958DBBC49740AE71220740BDF803E20739
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731078673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERS & CHANDLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 NW EXPRESSWAY ST STE 600E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731127209
ReturnHeader/PreparerPersonGrp/PhoneNum04058439371
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODNEY W ENGLAND
ReturnHeader/ReturnTs02017-11-13T08:36:52-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$173,294
Liabilities
$0
Net assets
$173,294
Revenue
$9,913
Expenses
$13,778
Net income
-$3,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.08$0.13$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.06$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.12$0.10$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.05$1.55$0.13$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.07$0.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.08$0.12$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$0.10$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.11$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.10$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.14$0.14$0.01
2015Summary only. Only limited summary data is available for this year.$1.78$0.00$0.09$0.12$0.04
2014Summary only. Only limited summary data is available for this year.$1.82$0.00$0.13$0.12$0.01
2013Summary only. Only limited summary data is available for this year.$1.81$0.00$0.09$0.12$0.03
2012Summary only. Only limited summary data is available for this year.$1.84$0.00$0.02$0.10$0.12