The Waltman Trust

EIN 73-6324106 • Jay, OK

55750 E 340 RdJay, OK 74346

Siviq Scores

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

0.00x

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

<$500k nonprofits • Source year 2021

0.00x

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

<$500k nonprofits • Source year 2021

-53%

Higher net margin than 16% of similar nonprofits.

<$500k nonprofits • Source year 2021

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

-2.1%

Faster asset growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

-6.1%

Faster revenue growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets63rd percentile

Assets

Down

$278,299

Down $5,907 (-2.1%) from 2020

Liabilities

Flat

Flat from 2020

Net Assets

Down

$278,299

Down $5,907 (-2.1%) from 2020

Operations

Liabilities / Revenue66th percentile Net Margin16th percentile

Revenue

Down

$11,067

Down $723 (-6.1%) from 2020

Expenses

Down

$16,974

Down $338 (-2.0%) from 2020

Net Income

Down

-$5,907

Down $385 (-7.0%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

Highlighted filing

2021

Assets$278,299

Liabilities$0

Net Assets$278,299

Open 2021 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2021

Revenue$11,067

Expenses$16,974

Net Income-$5,907

Open 2021 Filing

Filings

Most recent year

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

Open filing

Assets: $278,299
Liabilities: $0
Net assets: $278,299
Revenue: $11,067
Expenses: $16,974
Net income: -$5,907

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2021Detailed filing. Detailed filing data is available for this year.	$2.78	$0.00	$2.78	$0.11	$0.17	$0.06
2020Detailed filing. Detailed filing data is available for this year.	$2.84	$0.00	$2.84	$0.12	$0.17	$0.06
2019Detailed filing. Detailed filing data is available for this year.	$2.90	$0.00	$2.90	$0.25	$0.24	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$2.89	$0.00	$2.89	$0.25	$0.24	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$2.88	$0.00	$2.88	$0.22	$0.25	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$2.91	$0.00	$2.91	$0.15	$0.30	$0.14
2015Detailed filing. Detailed filing data is available for this year.	$3.42	$0.00	$3.42	$0.21	$0.24	$0.03
2014Detailed filing. Detailed filing data is available for this year.	$3.45	$0.00	$3.45	$0.22	$0.23	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$3.46	$0.00	$3.46	$0.10	$0.22	$0.12
2012Detailed filing. Detailed filing data is available for this year.	$3.58	$0.00	$3.58		$0.29
2011Detailed filing. Detailed filing data is available for this year.	$3.92	$0.00	$3.92		$0.24

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Jul 30, 2022
Return Version: 2021v4.1

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TIM CASWELL	Trustee	PT	$0	-	-
DANNY RAY VILES	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Waltman Trust
EIN: 73-6324106
Phone: 9187864223
Address: 55750 E 340 RD, JAY, OK 74346

Signing Officer

Name: Tim Caswell
Title: Trustee
Phone: 9187864223
Signed: 2022-07-30
Discuss with paid preparer: Yes

Preparer

Firm: Reliable Tax & Accounting LLC
Address: 619 West Krause Street, JAY, OK 74346
Preparer: Ashley Temple
Phone: 9182532233

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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	TIM CASWELL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	55750 E 340 RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	JAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	74346
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind	0	X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9187864223
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	8024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	4100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CONTRIBUTION FOR MAINTENANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	CONTRIBUTION FOR EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	NEO AM COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	UNIVERSITY OF ARKANSAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	ZENA CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	ZENA FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	200 I STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	232 SILAS HUNT HALL 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	35701 S 580 RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	PO BOX 735
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	FAYETTEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	JAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	JAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	74354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	72701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	74346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	74346
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	16124
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	16124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	7936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	7890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	8181
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	8181
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	31950
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	16124
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	7936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	7890
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	40131
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	40131
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TIM CASWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9187864223
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE WALTMAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	WALT
ReturnHeader/Filer/EIN	0	736324106
ReturnHeader/Filer/PhoneNum	0	9187864223
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	55750 E 340 RD
ReturnHeader/Filer/USAddress/CityNm	0	JAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OK
ReturnHeader/Filer/USAddress/ZIPCd	0	74346
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	464394795
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Reliable Tax & Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	619 West Krause Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	JAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	74346
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9182532233
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ASHLEY TEMPLE
ReturnHeader/ReturnTs	0	2022-08-02T14:49:23-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	TIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	CASWELL
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

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