Civic Intelligence

Hathcoat Educational Trust Uid 031182 by Harold D Hathcoat

990PF • Fiscal year 2014 • EIN 73-6300011

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization Profile
PO Box 286Nowata, OK 74048

(918) 273-0948

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$723,265

Flat from 2014

Net Assets

Flat

$723,265

Flat from 2014

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses

Revenue

Flat

$18,109

Flat from 2014

Expenses

Flat

$26,985

Flat from 2014

Net Income

Flat

-$8,876

Flat from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $711,930Liabilities 2011: $0Net Assets 2011: $711,9302011Assets 2012: $723,112Liabilities 2012: $0Net Assets 2012: $723,1122012Assets 2013: $732,141Liabilities 2013: $1Net Assets 2013: $732,1412013Assets 2014: $723,265Liabilities 2014: $0Net Assets 2014: $723,2652014Assets 2014: $723,265Liabilities 2014: $1Net Assets 2014: $723,2652014Assets 2015: $718,954Liabilities 2015: $1Net Assets 2015: $718,9542015Assets 2016: $727,143Liabilities 2016: $0Net Assets 2016: $727,1432016Assets 2017: $735,976Liabilities 2017: $0Net Assets 2017: $735,9762017Assets 2018: $734,766Liabilities 2018: $0Net Assets 2018: $734,7662018Assets 2019: $749,176Liabilities 2019: $1Net Assets 2019: $749,1762019Assets 2020: $756,538Liabilities 2020: $1Net Assets 2020: $756,5382020Assets 2021: $758,319Liabilities 2021: $1Net Assets 2021: $758,3192021Assets 2022: $1Liabilities 2022: $1Net Assets 2022: $02022

Highlighted filing

2014

Assets$723,265
Liabilities$0
Net Assets$723,265
Open 2014 Filing

Operations Trend

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

$30K$20K$10K$0-$10KExpenses 2011: $8,9592011Expenses 2012: $9,0712012Revenue 2013: $18,046Expenses 2013: $9,017Net Income 2013: $9,0292013Revenue 2014: $18,109Expenses 2014: $26,985Net Income 2014: -$8,8762014Revenue 2014: $18,109Expenses 2014: $26,985Net Income 2014: -$8,8762014Revenue 2015: $14,860Expenses 2015: $19,171Net Income 2015: -$4,3112015Revenue 2016: $15,403Expenses 2016: $7,214Net Income 2016: $8,1892016Revenue 2017: $16,016Expenses 2017: $7,183Net Income 2017: $8,8332017Revenue 2018: $18,886Expenses 2018: $20,096Net Income 2018: -$1,2102018Revenue 2019: $22,879Expenses 2019: $8,469Net Income 2019: $14,4102019Revenue 2020: $19,911Expenses 2020: $12,549Net Income 2020: $7,3622020Revenue 2021: $13,538Expenses 2021: $11,757Net Income 2021: $1,7812021Revenue 2022: $11,414Expenses 2022: $4,241Net Income 2022: $7,1732022

Highlighted filing

2014

Revenue$18,109
Expenses$26,985
Net Income-$8,876
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE TURNEYTrustee-$0--
JACK W ADAMSTrustee-$0--
ROGER E HATHCOATTrustee-$0--
ROBERT NUNNALLEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Harold D & Hazel H Hathcoat E
EIN
73-6300011
Phone
9182730948
Address
PO BOX 286, NOWATA, OK 74048

Signing Officer

Name
Roger Hathcoat
Title
Co-trustee
Phone
9182730948
Signed
2015-05-07

Preparer

Firm
Stotts Archambo Mueggenborg & Barclay Pc
Address
302 SE OSAGE AVE, BARTLESVILLE, OK 74003-3931
Preparer
Tom K Barclay
Phone
9183360008
Raw XML Appendix282 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TRUSTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CONSULTANT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BAD DEBT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0330
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1107
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt219461
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0329
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1107
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0659
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1214
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt319461
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STUDENT LOAN INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04054
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04054
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt078300
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0OTHER LOANS RECEIVABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0220
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0110
TaxesSchedule/TaxesDetail/Amt0152
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0152
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER HATHCOAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09182730948
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HAROLD D & HAZEL H HATHCOAT E
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HATH
ReturnHeader/Filer/EIN0736300011
ReturnHeader/Filer/PhoneNum09182730948
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 286
ReturnHeader/Filer/USAddress/CityNm0NOWATA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074048
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471209122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOTTS ARCHAMBO MUEGGENBORG & BARCLAY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 SE OSAGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARTLESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0740033931
ReturnHeader/PreparerPersonGrp/PhoneNum09183360008
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOM K BARCLAY
ReturnHeader/ReturnTs02015-05-14T11:00:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$723,265
Liabilities
$0
Net assets
$723,265
Revenue
$18,109
Expenses
$26,985
Net income
-$8,876
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.04$0.07
2021Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.14$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$0.20$0.13$0.07
2019Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.23$0.08$0.14
2018Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.19$0.20$0.01
2017Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.16$0.07$0.09
2016Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.15$0.07$0.08
2015Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.15$0.19$0.04
2014Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.18$0.27$0.09
2014Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.18$0.27$0.09
2013Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.18$0.09$0.09
2012Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.09
2011Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.09