Civic Intelligence

Mance E & Fay Phillips Drummond Endowment Trust

990 • Fiscal year 2020 • EIN 73-6307892

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 23, 2021

Organization Profile
PO Box 277Ardmore, OK 73402

(580) 220-2753

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$6,955

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

40th percentile

2.4%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-1.4%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,783,072

Up $41,871 (+2.4%) from 2019

Net Assets

Up

$1,783,072

Up $41,871 (+2.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin80th percentile

Revenue

Down

$132,017

Down $1,867 (-1.4%) from 2019

Expenses

Down

$95,358

Down $3,962 (-4.0%) from 2019

Net Income

Up

$36,659

Up $2,095 (+6.1%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,229,317Liabilities 2011: $0Net Assets 2011: $1,229,3172011Assets 2012: $1,230,647Liabilities 2012: $0Net Assets 2012: $1,230,6472012Assets 2013: $1,264,266Liabilities 2013: $0Net Assets 2013: $1,264,2662013Assets 2014: $1,328,435Liabilities 2014: $0Net Assets 2014: $1,328,4352014Assets 2015: $1,368,810Liabilities 2015: $0Net Assets 2015: $1,368,8102015Assets 2016: $1,395,411Liabilities 2016: $0Net Assets 2016: $1,395,4112016Assets 2017: $1,668,023Liabilities 2017: $0Net Assets 2017: $1,668,0232017Assets 2018: $1,706,638Liabilities 2018: $0Net Assets 2018: $1,706,6382018Assets 2019: $1,741,201Liabilities 2019: $0Net Assets 2019: $1,741,2012019Assets 2020: $1,783,072Liabilities 2020: $0Net Assets 2020: $1,783,0722020Assets 2021: $1,752,479Liabilities 2021: $0Net Assets 2021: $1,752,4792021Assets 2022: $1,764,321Liabilities 2022: $0Net Assets 2022: $1,764,3212022Assets 2023: $1,768,612Liabilities 2023: $0Net Assets 2023: $1,768,6122023Assets 2024: $1,824,132Liabilities 2024: $0Net Assets 2024: $1,824,1322024Assets 2025: $1,826,102Liabilities 2025: $0Net Assets 2025: $1,826,1022025

Highlighted filing

2020

Assets$1,783,072
Liabilities$0
Net Assets$1,783,072
Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $7,013Expenses 2011: $31,834Net Income 2011: -$24,8212011Revenue 2012: $32,948Expenses 2012: $31,616Net Income 2012: $1,3322012Revenue 2013: $62,196Expenses 2013: $28,473Net Income 2013: $33,7232013Revenue 2014: $102,076Expenses 2014: $27,985Net Income 2014: $74,0912014Revenue 2015: $69,229Expenses 2015: $28,854Net Income 2015: $40,3752015Revenue 2016: $54,126Expenses 2016: $27,525Net Income 2016: $26,6012016Revenue 2017: $330,332Expenses 2017: $57,719Net Income 2017: $272,6132017Revenue 2018: $192,089Expenses 2018: $153,474Net Income 2018: $38,6152018Revenue 2019: $133,884Expenses 2019: $99,320Net Income 2019: $34,5642019Revenue 2020: $132,017Expenses 2020: $95,358Net Income 2020: $36,6592020Revenue 2021: $288,200Expenses 2021: $318,771Net Income 2021: -$30,5712021Revenue 2022: $66,345Expenses 2022: $54,442Net Income 2022: $11,9032022Revenue 2023: $70,068Expenses 2023: $65,777Net Income 2023: $4,2912023Revenue 2024: $214,541Expenses 2024: $158,913Net Income 2024: $55,6282024Revenue 2025: $134,616Expenses 2025: $132,565Net Income 2025: $2,0512025

Highlighted filing

2020

Revenue$132,017
Expenses$95,358
Net Income$36,659
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 23, 2021
Return Version
2020v4.0
Gross Receipts
$206,280
Mission and Program Overview

Mission

The trust was created to manage an endowment that provides funding to four charitable organizations. During the year, 117,354.49 was distributed to the four charities.

The trust was created to manage an endowment that provides funding to four charitable organizations. During the year, 87,803 was distributed to the four charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,741,201$1,783,072▲ $41,871
Investments in Publicly Traded Securities$1,330,403$1,420,710▲ $90,307
Savings and Temporary Cash Investments$405,640$357,204▼ $48,436
Total Assets$1,741,201$1,783,072▲ $41,871
Other Assets Total$5,158$5,158→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,741,201$1,783,072▲ $41,871
Total Liabilities and Net Assets / Fund Balance$1,741,201$1,783,072▲ $41,871

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,741,201-▲ $137,229-$1,783,072
2019$1,706,638-▲ $133,883-$1,741,201
2018$1,668,023-▲ $192,089-$1,706,638
2017$1,395,411-▲ $330,332-$1,668,023
2016$1,368,810-▲ $54,126-$1,395,411
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
Mike CarnahanTrustee$6,955$6,955

Board Members and Trustees

NameTitle
-Trustee
Thom McguireTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$132,017
Other Revenue
$0
Change in Net Assets
$36,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,803
Salaries, Compensation, and Employee Benefits$6,955
Other Expenses$600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$87,803--$87,803
Other Salaries and Wages-$6,955-$6,955
Fees for Services Accounting-$600-$600
Total Functional Expenses$87,803$7,555$0$95,358
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Baptist Foundation of OklahomaOklahoma City, OK501c3Operating Support$35,120
COMMUNITY CHILDREN'S SHELTERArdmore, OK501c3Operating Support$17,561
Good Shepherd Community ClinicArdmore, OK501c3Operating Support$17,561
Salvation ArmyArdmore, OK501c3Operating Support$17,561
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Institutional TCustodial and InvestNo$6,955
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The cpa who prepares form 990 reviews the return with the managing trustee.”

Form 990, Page 6, Part VI, Line 15A

“Citizens bank and trust serves as institutional trustee who was appointed in the trust indenture. Compensation paid to citizens is the same as the published standard fee charged others for such services.”

Form 990, Page 6, Part VI, Line 19

“Organization does not make these documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Mance E & Fay Phillips Drummond
EIN
73-6307892
Phone
5802202753
Address
PO BOX 277, ARDMORE, OK 73402

Signing Officer

Name
Citizens Bank Trust by Andrew
Title
Trustee
Phone
5802202753
Signed
2021-02-23
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ok
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Jackson Fox and Richardson Pc
Address
129 C ST NW, ARDMORE, OK 73401
Preparer
Kathy a Fox
Phone
5802231877
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Activity designated in prior year 5,212”

Raw XML Appendix370 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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IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE BAPTIST FOUNDATION OF OKLAHOMA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY CHILDREN'S SHELTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GOOD SHEPHERD COMMUNITY CLINIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientEIN0730623038
IRS990ScheduleI/RecipientTable/RecipientEIN1237170658
IRS990ScheduleI/RecipientTable/RecipientEIN2731509801
IRS990ScheduleI/RecipientTable/RecipientEIN3580660607
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03800 N MAY AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt115 MONROE AVE NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt220 12TH AVE NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3123 A ST SW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd073112
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd173401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd273401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd373401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION VERIFIES THAT SUPPORTED ORGANIZATIONS CONTINUE OPERATING CONSISTENT WITH THE TRUST INDENTURE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0CITIZENS BANK AND TRUST
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine2Txt0CITIZENS BANK AND TRUST
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0INSTITUTIONAL T
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt06955
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0CUSTODIAL AND INVEST
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE COMPENSATION IS THE SAME AS THE PUBLISHED RATE FOR OTHER TRUST ACCOUNTS
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CPA WHO PREPARES FORM 990 REVIEWS THE RETURN WITH THE MANAGING TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CITIZENS BANK AND TRUST SERVES AS INSTITUTIONAL TRUSTEE WHO WAS APPOINTED IN THE TRUST INDENTURE. COMPENSATION PAID TO CITIZENS IS THE SAME AS THE PUBLISHED STANDARD FEE CHARGED OTHERS FOR SUCH SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY DESIGNATED IN PRIOR YEAR 5,212
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01741201
IRS990/TotalAssetsEOYAmt01783072
IRS990/TotalAssetsGrp/BOYAmt01741201
IRS990/TotalAssetsGrp/EOYAmt01783072
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07555
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt087803
IRS990/TotalFunctionalExpensesGrp/TotalAmt095358
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01741201
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01783072
IRS990/TotalProgramServiceExpensesAmt087803
IRS990/TotalReportableCompFromOrgAmt06955
IRS990/TotalRevenueGrp/ExclusionAmt0132017
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0132017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01741201
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01783072
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 WEST MAIN
IRS990/USAddress/CityNm0ARDMORE
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073401
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CITIZENS BANK TRUST BY ANDREW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05802202753
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MANCE E & FAY PHILLIPS DRUMMOND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DRUM
ReturnHeader/Filer/EIN0736307892
ReturnHeader/Filer/PhoneNum05802202753
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 277
ReturnHeader/Filer/USAddress/CityNm0ARDMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731551837
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON FOX AND RICHARDSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0129 C ST NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARDMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073401
ReturnHeader/PreparerPersonGrp/PhoneNum05802231877
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHY A FOX
ReturnHeader/ReturnTs02021-03-04T15:51:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARLOW
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,783,072
Liabilities
$0
Net assets
$1,783,072
Revenue
$132,017
Expenses
$95,358
Net income
$36,659
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.13$0.13$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.21$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.07$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.07$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.29$0.32$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.13$0.10$0.04
2019Summary only. Only limited summary data is available for this year.$1.74$0.00$1.74$0.13$0.10$0.03
2018Summary only. Only limited summary data is available for this year.$1.71$0.00$1.71$0.19$0.15$0.04
2017Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.33$0.06$0.27
2016Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.05$0.03$0.03
2015Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.07$0.03$0.04
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.10$0.03$0.07
2013Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$0.06$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.03$0.03$0.00
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.01$0.03$0.02