Civic Intelligence

Hathcoat Educational Trust Uid 031182 by Harold D Hathcoat

990PF • Fiscal year 2021 • EIN 73-6300011

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

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

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

51st percentile

13%

Higher net margin than 51% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

31st percentile

0.2%

Faster asset growth than 31% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-32%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$758,319

Up $1,781 (+0.2%) from 2020

Net Assets

Up

$758,319

Up $1,781 (+0.2%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin51st percentile

Revenue

Down

$13,538

Down $6,373 (-32%) from 2020

Expenses

Down

$11,757

Down $792 (-6.3%) from 2020

Net Income

Down

$1,781

Down $5,581 (-76%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2021

Assets$758,319
Liabilities$1
Net Assets$758,319
Open 2021 Filing

Operations Trend

Revenue Growth12th 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

2021

Revenue$13,538
Expenses$11,757
Net Income$1,781
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jack W AdamsTrustee-$0--
Roger E HathcoatTrustee-$0--
Robert NunnalleeTrustee-$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
Signed
2022-05-12
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 Appendix278 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jack W Adams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Roger E Hathcoat
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Robert Nunnallee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Robert J Bailey
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt221628 NS 411 Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35099 NS 406 Rd
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1171
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt06036
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1108
TaxesSchedule/TaxesDetail/Amt08050
TaxesSchedule/TaxesDetail/Amt1146
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1NII Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06038
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06038
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1110
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Roger E Hathcoat
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
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/ReturnTs02022-05-12T12:30:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Roger E
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Hathcoat
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$758,319
Liabilities
$1
Net assets
$758,319
Revenue
$13,538
Expenses
$11,757
Net income
$1,781
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