Civic Intelligence

Hathcoat Educational Trust Uid 031182 by Harold D Hathcoat

EIN 73-6300011 • Nowata, OK

PO Box 286Nowata, OK 74048
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-16%

Faster revenue growth than 34% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$1

Down $758,318 (-100%) from 2021

Liabilities

Flat

$1

Flat from 2021

Net Assets

Down

$0

Down $758,319 (-100%) from 2021

Revenue

Down

$11,414

Down $2,124 (-16%) from 2021

Expenses

Down

$4,241

Down $7,516 (-64%) from 2021

Net Income

Up

$7,173

Up $5,392 (+303%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2022

Assets$1
Liabilities$1
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2022

Revenue$11,414
Expenses$4,241
Net Income$7,173

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Compensation and Service Providers

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
EIN
73-6300011
Phone
9182730948
Address
PO BOX 286, NOWATA, OK 74048

Signing Officer

Name
Roger E Hathcoat
Title
Trustee
Phone
9182730948
Signed
2023-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Mysock Chevaillier & Birdsong Llp
Address
2021 SOUTH LEWIS SUITE 700, TULSA, OK 74104
Preparer
Jared Needham
Phone
9187476099
Raw XML Appendix355 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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DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0THE HAROLD & HAZEL HATHCOAT CHARITABLE TRUST
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt0648375
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0THE PRIVATE FOUNDATION DISTRIBUTED CASH AND MUTUAL FUND INVESTMENTS.
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 4720
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE PRIVATE FOUNDATION IS NOT REQUIRED TO FILE FORM 4720 AND IS NOT SUBJECT TO TAX UNDER THE PROVISIONS OF SECTION 4942(A) BECAUSE IT MERGED WITH ANOTHER PRIVATE FOUNDATION UNDER THE PROVISION OF SECTION 507(B)(2). THE TRANSFEROR PRIVATE FOUNDATION AND TRANSFEREE PRIVATE FOUNDATION ARE EFFECTIVELY CONTROLLED BY THE SAME PERSONS. THEREFORE, THE UNDISTRIBUTED INCOME FOR 2021 AND 2022 HAS BEEN CARRIED OVER TO THE TRANSFEREE PRIVATE FOUNDATION, WHICH WILL BE SUBJECT TO ANY TAX UNDER THE PROVISIONS OF SECTION 4942(A).
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROGER E HATHCOAT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 286
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NOWATA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074048
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09182730948
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER REQUEST EXPLAINING NEED FOR EDUCATIONAL LOAN.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROGER E HATHCOAT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09182730948
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 286
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NOWATA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd074048
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04175
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04175
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt028953
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt032390
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt033128
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0370
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0370
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0THE PRIVATE FOUNDATION HAS MERGED WITH ANOTHER PRIVATE FOUNDATION UNDER SECTION 507(B)(2). THE PRIVATE FOUNDATION DISTRIBUTED ALL OF ITS ASSETS BY 12/31/22 TO THE HAROLD & HAZEL HATHCOAT CHARITABLE TRUST, A 501(C)(3) EXEMPT PRIVATE FOUNDATION WITH A CURRENT ADDRESS OF P.O. BOX 286, NOWATA, OK 74048 AND EIN OF 73-6300010. THE HAROLD & HAZEL HATHCOAT CHARITABLE TRUST IS EFFECTIVELY CONTROLLED BY THE SAME PERSONS THAT CONTROL THE PRIVATE FOUNDATION. THE PRIVATE FOUNDATION DISTRIBUTED CASH AND MUTUAL FUND INVESTMENTS WITH A FAIR MARKET VALUE OF $648,375.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ROUNDING
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0648375
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1117117
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISTRIBUTION OF ASSETS TO PRIVATE FOUNDATION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0337
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0337
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0241
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1457
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0241
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1457
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt066
TaxesSchedule/TaxesDetail/CategoryTxt0TAX BASED ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER E HATHCOAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09182730948
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HAROLD D & HAZEL H HATHCOAT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARO
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731051839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MYSOCK CHEVAILLIER & BIRDSONG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02021 SOUTH LEWIS SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074104
ReturnHeader/PreparerPersonGrp/PhoneNum09187476099
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARED NEEDHAM
ReturnHeader/ReturnTs02023-05-02T15:30:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROGER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HATHCOAT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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