Civic Intelligence

Hathcoat Educational Trust Uid 031182 by Harold D Hathcoat

990PF • Fiscal year 2016 • EIN 73-6300011

Jan 01, 2016 to Dec 31, 2016 • Filed on May 17, 2017

Organization Profile
PO Box 286Nowata, OK 74048

(918) 273-0948

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

51st percentile

1.1%

Faster asset growth than 51% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

3.7%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$727,143

Up $8,189 (+1.1%) from 2015

Net Assets

Up

$727,143

Up $8,189 (+1.1%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin92nd percentile

Revenue

Up

$15,403

Up $543 (+3.7%) from 2015

Expenses

Down

$7,214

Down $11,957 (-62%) from 2015

Net Income

Up

$8,189

Up $12,500 (+290%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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: $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

2016

Assets$727,143
Liabilities$0
Net Assets$727,143
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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 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

2016

Revenue$15,403
Expenses$7,214
Net Income$8,189
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 17, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK W ADAMSTrustee-$0--
ROGER E HATHCOATTrustee-$0--
ROBERT NUNALEETrustee-$0--
ROBERT J BAILEYTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Roger E Hathcoat
Title
Trustee
Signed
2017-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Littleton Ruef & Associates Pc
Address
1515 W ROGERS BLVD, SKIATOOK, OK 74070-3924
Preparer
Julie L Ruef
Phone
9183963456
Raw XML Appendix281 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08344
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014274
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014274
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08344
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014274
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05145
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TRUSTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CONSULTANT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0323
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1111
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0323
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2419
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0646
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1221
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2419
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STUDENT LOAN INTEREST
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02617
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02617
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0245
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0123
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0122
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0110
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER E HATHCOAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HAROLD D & HAZEL H HATHCOAT E
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HATH
ReturnHeader/Filer/EIN0736300011
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 286
ReturnHeader/Filer/USAddress/CityNm0NOWATA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074048
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId054C6C2C208E33055E826D2DC673FB8E104EB9DD2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId054C6C2C208E33055E826D2DC673FB8E104EB9DD2
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471312601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LITTLETON RUEF & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01515 W ROGERS BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SKIATOOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0740703924
ReturnHeader/PreparerPersonGrp/PhoneNum09183963456
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE L RUEF
ReturnHeader/ReturnTs02017-05-17T10:16:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$727,143
Liabilities
$0
Net assets
$727,143
Revenue
$15,403
Expenses
$7,214
Net income
$8,189
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
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