Civic Intelligence

Hathcoat Educational Trust Uid 031182 by Harold D Hathcoat

990PF • Fiscal year 2020 • EIN 73-6300011

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

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

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

83rd percentile

37%

Higher net margin than 83% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-13%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$756,538

Up $7,362 (+1.0%) from 2019

Net Assets

Up

$756,538

Up $7,362 (+1.0%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin83rd percentile

Revenue

Down

$19,911

Down $2,968 (-13%) from 2019

Expenses

Up

$12,549

Up $4,080 (+48%) from 2019

Net Income

Down

$7,362

Down $7,048 (-49%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2020

Assets$756,538
Liabilities$1
Net Assets$756,538
Open 2020 Filing

Operations Trend

Revenue Growth36th 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

2020

Revenue$19,911
Expenses$12,549
Net Income$7,362
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jack W AdamsTrustee-$0--
Roger E HathcoatTrustee-$0--
Robert NunnaalleeTrustee-$0--
Robert J BaileyTrustee-$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 E Hathcoat
Title
Trustee
Phone
9182730948
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Gary W Dennis CPA
Address
401 S Dewey Ave 318, Bartlesville, OK 74003
Preparer
Gary Dennis
Phone
9187662440
Raw XML Appendix288 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt02208
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt1210
AccountingFeesSchedule/AccountingFeesDetail/Amt02944
AccountingFeesSchedule/AccountingFeesDetail/Amt1280
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Bookkeeping
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Tax Prep
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02208
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt1210
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02208
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0305094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1School Loan Portfolio
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0221892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt125566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010229
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07357
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Student Loan Interest
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02325
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt019911
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt019911
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt02418
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02418
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02418
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03224
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt08178
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt010229
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010229
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010229
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07362
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt07357
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07357
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07357
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010498
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02325
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02325
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt0483
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0593
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0647
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt06327
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06329
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08438
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt017586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt09408
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012549
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019911
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt019911
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt09408
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03191
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09413
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012549
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07362
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0756538
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0749176
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0756538
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt032859
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032859
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032859
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033005
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0146
IRS990PF/DistributableAmountGrp/TotalTaxAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0146
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0146
IRS990PF/FMVAssetsEOYAmt0705380
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAllwncDbtflAcctAmt032044
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt032044
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt032044
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt032044
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010876
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt017382
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt017382
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0305100
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0330660
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0247458
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0749176
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0756538
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0401156
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0408496
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0408496
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0749176
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0756538
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0705380
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0749176
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0756538
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0749176
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0756538
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0670147
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0447760
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0222387
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010052
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033005
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0660095
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0670147
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jack W Adams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Roger E Hathcoat
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Robert Nunnaallee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Robert J Bailey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0723 Country Club Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2RR1 Box 78
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3RR1 Box 343-3
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Nowata
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Nowata
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Nowata
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Wann
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd074048
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd174048
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd274048
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd374083
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03191
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03191
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03191
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02014
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02015
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY3Yr02018
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY4Yr02019
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
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/AddressLine1Txt0PO Box 286
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Nowata
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074048
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Roger Hathcoat
IRS990PF/StatementsRegardingActyGrp/PhoneNum09182730948
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0To provide low interest 4% loans, with a six year term for repayment upon completion or termination of the Educational Endeavor to the Student/Borrower.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt03191
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToYear1Amt03191
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032859
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt041278
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt041278
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03191
IRS990PF/UndistributedIncomeGrp/Taxable2Amt026832
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt041278
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt032859
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030023
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0240
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Student Loan Interest
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02325
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02325
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0321
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt1162
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0430
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1217
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Consultant
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Trustee Fee's
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0430
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1163
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0323
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1163
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt06081
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1246
TaxesSchedule/TaxesDetail/Amt08108
TaxesSchedule/TaxesDetail/Amt1330
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1NII Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06081
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1248
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Roger E Hathcoat
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09182730948
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Harold D & Hazel H Hathcoat E
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Educational Trust
ReturnHeader/Filer/BusinessNameControlTxt0HATH
ReturnHeader/Filer/EIN0736300011
ReturnHeader/Filer/PhoneNum09182730948
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 286
ReturnHeader/Filer/USAddress/CityNm0Nowata
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gary W Dennis CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 S Dewey Ave 318
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bartlesville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074003
ReturnHeader/PreparerPersonGrp/PhoneNum09187662440
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Dennis
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-17T12:23:40-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Roger
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hathcoat
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$756,538
Liabilities
$1
Net assets
$756,538
Revenue
$19,911
Expenses
$12,549
Net income
$7,362
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