Civic Intelligence

Clyde R Evans Charitable Trust

990PF • Fiscal year 2018 • EIN 73-6296082

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 25, 2018

Organization Profile
PO Box 21708Oklahoma City, OK 73156

(405) 848-8899

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

5th percentile

-95%

Higher net margin than 5% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

26th percentile

-3.4%

Faster asset growth than 26% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-23%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$7,690,888

Down $269,321 (-3.4%) from 2017

Net Assets

Down

$7,690,888

Down $269,321 (-3.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin5th percentile

Revenue

Down

$284,004

Down $84,115 (-23%) from 2017

Expenses

Up

$553,325

Up $35,905 (+6.9%) from 2017

Net Income

Down

-$269,321

Down $120,020 (-80%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$10M$5.0M$0Assets 2012: $8,158,846Liabilities 2012: $02012Assets 2013: $8,060,623Liabilities 2013: $02013Assets 2014: $8,260,075Liabilities 2014: $02014Assets 2015: $8,350,910Liabilities 2015: $1,7102015Assets 2016: $8,109,510Liabilities 2016: $0Net Assets 2016: $8,109,5102016Assets 2017: $7,960,209Liabilities 2017: $0Net Assets 2017: $7,960,2092017Assets 2018: $7,690,888Liabilities 2018: $0Net Assets 2018: $7,690,8882018Assets 2019: $7,405,837Liabilities 2019: $0Net Assets 2019: $7,405,8372019Assets 2020: $6,843,550Liabilities 2020: $0Net Assets 2020: $6,843,5502020Assets 2021: $6,775,544Liabilities 2021: $0Net Assets 2021: $6,775,5442021Assets 2022: $6,505,854Liabilities 2022: $0Net Assets 2022: $6,505,8542022Assets 2023: $6,856,399Liabilities 2023: $0Net Assets 2023: $6,856,3992023Assets 2024: $6,545,147Liabilities 2024: $0Net Assets 2024: $6,545,1472024Assets 2025: $6,275,283Liabilities 2025: $0Net Assets 2025: $6,275,2832025

Highlighted filing

2018

Assets$7,690,888
Liabilities$0
Net Assets$7,690,888
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2012: $184,936Expenses 2012: $502,893Net Income 2012: -$317,9572012Revenue 2013: $355,009Expenses 2013: $456,650Net Income 2013: -$101,6412013Revenue 2014: $730,638Expenses 2014: $531,186Net Income 2014: $199,4522014Revenue 2015: $574,213Expenses 2015: $485,088Net Income 2015: $89,1252015Revenue 2016: $291,369Expenses 2016: $531,059Net Income 2016: -$239,6902016Revenue 2017: $368,119Expenses 2017: $517,420Net Income 2017: -$149,3012017Revenue 2018: $284,004Expenses 2018: $553,325Net Income 2018: -$269,3212018Revenue 2019: $264,044Expenses 2019: $549,095Net Income 2019: -$285,0512019Revenue 2020: -$10,487Expenses 2020: $551,800Net Income 2020: -$562,2872020Revenue 2021: $492,025Expenses 2021: $560,031Net Income 2021: -$68,0062021Revenue 2022: $336,657Expenses 2022: $606,347Net Income 2022: -$269,6902022Revenue 2023: $905,466Expenses 2023: $554,921Net Income 2023: $350,5452023Revenue 2024: $344,107Expenses 2024: $655,359Net Income 2024: -$311,2522024Revenue 2025: $288,824Expenses 2025: $558,688Net Income 2025: -$269,8642025

Highlighted filing

2018

Revenue$284,004
Expenses$553,325
Net Income-$269,321
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 25, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MO GROTJOHNTrustee-$0--
JAMES M MORRIS IITrustee-$0--
LEN CASONTrustee-$0--
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Clyde R Evans Charitable Trust
EIN
73-6296082
Phone
4058488899
Address
PO BOX 21708, OKLAHOMA CITY, OK 73156

Signing Officer

Name
Heritage Trust Company
Title
Trustee
Phone
4058848889
Signed
2018-10-25
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 AppendixShowing 400 of 630 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TEVA PHARMACEUTICAL INDS LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NUCOR CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ACE INA HLDG INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ORACLE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4AMERICAN BEACON FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VANGUARD INTL EQUITY INDEX F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BED BATH & BEYOND INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VANGUARD SMALL CAP INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BERKSHIRE HATHAWAY FIN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9BRIGHTHOUSE FINL INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BRIGHTHOUSE FINL INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BRIGHTHOUSE FINL INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CONOCOPHILLIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13DELL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14DIAGEO CAP PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15EOG RES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16GENERAL ELEC CAP CORP MTN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17GENERAL ELEC CAP CORP MTN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18INTERNATIONAL BUSINESS MACHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt032470
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-14878
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-269321
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07690888
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07960209
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07690888
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0483611
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0483611
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0483611
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0486102
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02491
IRS990PF/DistributableAmountGrp/TotalTaxAmt02491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0829
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0829
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03320
IRS990PF/FMVAssetsEOYAmt09439162
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09357159
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt09357159
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0991632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0849900
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0843397
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03751716
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03367438
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04703592
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02874231
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03012287
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03432879
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1396950
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1666271
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0192630
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0311263
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0311263
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07960209
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07690888
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09439162
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07960209
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07690888
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07960209
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07690888
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0148031
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09870091
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0357918
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09512173
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0148051
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0486102
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09722040
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09870091
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0HERITAGE TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MO GROTJOHN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES M MORRIS II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LEN CASON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014001 MCAULEY BLVD 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11472 ROMANESCA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2201 ROBERT S KERR AVE STE 1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 21708
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OKLAHOMA CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HENDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OKLAHOMA CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3OKLAHOMA CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd073134
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd189052
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd273102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd373156
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0497827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0500318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0477666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0476739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0443053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0464500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0420012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053953
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09722040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09106345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08836217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09604778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08239881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08913495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0512750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.256028
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0510259
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0512750
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02491
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0512750
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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/TransferAstDisqualifiedPrsnInd0false
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/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt262500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt362500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt715000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1412500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1662500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1715000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt204500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2162500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2212500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,690,888
Liabilities
$0
Net assets
$7,690,888
Revenue
$284,004
Expenses
$553,325
Net income
-$269,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.29$0.56$0.27
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.00$6.55$0.34$0.66$0.31
2023Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.91$0.55$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$0.00$6.51$0.34$0.61$0.27
2021Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.49$0.56$0.07
2020Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.01$0.55$0.56
2019Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.26$0.55$0.29
2018Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.28$0.55$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.96$0.00$7.96$0.37$0.52$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.11$0.00$8.11$0.29$0.53$0.24
2015Summary only. Only limited summary data is available for this year.$8.35$0.00$0.57$0.49$0.09
2014Summary only. Only limited summary data is available for this year.$8.26$0.00$0.73$0.53$0.20
2013Summary only. Only limited summary data is available for this year.$8.06$0.00$0.36$0.46$0.10
2012Summary only. Only limited summary data is available for this year.$8.16$0.00$0.18$0.50$0.32
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • $5M-$10M nonprofits