Civic Intelligence

Huffman Trust

990PF • Fiscal year 2018 • EIN 73-6317789

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 13, 2019

Organization Profile
PO Box 330130Tulsa, OK 74133

(918) 583-1169

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

7th percentile

-61%

Higher net margin than 7% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$12,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 24.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.6%

Faster asset growth than 33% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

3.4%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,127,668

Down $30,523 (-2.6%) from 2017

Net Assets

Down

$1,127,668

Down $30,523 (-2.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin7th percentile

Revenue

Up

$50,074

Up $1,651 (+3.4%) from 2017

Expenses

Up

$80,597

Up $5,091 (+6.7%) from 2017

Net Income

Down

-$30,523

Down $3,440 (-13%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.5M$1.0M$500K$0Assets 2017: $1,158,191Liabilities 2017: $0Net Assets 2017: $1,158,1912017Assets 2018: $1,127,668Liabilities 2018: $0Net Assets 2018: $1,127,6682018Assets 2019: $1,073,673Liabilities 2019: $6,000Net Assets 2019: $1,067,6732019Assets 2020: $1,037,250Liabilities 2020: $0Net Assets 2020: $1,037,2502020Assets 2021: $1,047,614Liabilities 2021: $0Net Assets 2021: $1,047,6142021Assets 2022: $1,022,313Liabilities 2022: $0Net Assets 2022: $1,022,3132022Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$1,127,668
Liabilities$0
Net Assets$1,127,668
Open 2018 Filing

Operations Trend

Revenue Growth49th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2017: $48,423Expenses 2017: $75,506Net Income 2017: -$27,0832017Revenue 2018: $50,074Expenses 2018: $80,597Net Income 2018: -$30,5232018Revenue 2019: $58,737Expenses 2019: $86,296Net Income 2019: -$27,5592019Revenue 2020: $56,738Expenses 2020: $87,161Net Income 2020: -$30,4232020Revenue 2021: $57,966Expenses 2021: $47,602Net Income 2021: $10,3642021Revenue 2022: $91Expenses 2022: $74,700Net Income 2022: -$74,6092022Revenue 2024: $67,721Expenses 2024: $2,765,898Net Income 2024: -$2,698,1772024

Highlighted filing

2018

Revenue$50,074
Expenses$80,597
Net Income-$30,523
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Huffman Trust
EIN
73-6317789
Phone
9185831169
Address
PO Box 330130, Tulsa, OK 74133

Signing Officer

Name
Lucien Rouse
Title
Trustee
Signed
2019-06-13
Discuss with paid preparer
No

Preparer

Firm
Casey & Rouse PC
Address
PO Box 330163 Tulsa OK 74133, Tulsa, OK 74133
Preparer
Lucien M Rouse
Phone
9185831169
Raw XML Appendix304 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd274146
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt067500
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/AppliedToCurrentYearAmt0402
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt079184
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt085047
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079586
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084645
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt079184
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PO Box Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt074
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt074
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt112
TaxesSchedule/TaxesDetail/Amt01011
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on Investment income
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lucien Rouse
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Huffman Trust
ReturnHeader/Filer/BusinessNameControlTxt0HUFF
ReturnHeader/Filer/EIN0736317789
ReturnHeader/Filer/PhoneNum09185831169
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 330130
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074133
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B870AFF90246622BC41332FF297103C3F64E75B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B870AFF90246622BC41332FF297103C3F64E75B0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07353712019138sicnoqa
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-06-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.150.248.180
ReturnHeader/FilingSecurityInformation/IPDt02019-06-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:52:34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Casey & Rouse PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 330163 Tulsa OK 74133
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074133
ReturnHeader/PreparerPersonGrp/PhoneNum09185831169
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lucien M Rouse
ReturnHeader/ReturnTs02019-06-13T11:03:31-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,127,668
Liabilities
$0
Net assets
$1,127,668
Revenue
$50,074
Expenses
$80,597
Net income
-$30,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$2.77$2.70
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.07$0.06$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.08$0.03