Civic Intelligence

The Waltman Trust

990PF • Fiscal year 2011 • EIN 73-6324106

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 31, 2012

Organization Profile
55750 E 340 Road74346
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

94th percentile

$4,200

Higher top officer pay than 94% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$391,571

No earlier filing loaded for comparison.

Net Assets

$391,571

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$23,905

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $391,571Liabilities 2011: $0Net Assets 2011: $391,5712011Assets 2012: $358,104Liabilities 2012: $0Net Assets 2012: $358,1042012Assets 2013: $346,104Liabilities 2013: $0Net Assets 2013: $346,1042013Assets 2014: $344,702Liabilities 2014: $0Net Assets 2014: $344,7022014Assets 2015: $341,523Liabilities 2015: $0Net Assets 2015: $341,5232015Assets 2016: $291,163Liabilities 2016: $0Net Assets 2016: $291,1632016Assets 2017: $288,048Liabilities 2017: $0Net Assets 2017: $288,0482017Assets 2018: $288,944Liabilities 2018: $0Net Assets 2018: $288,9442018Assets 2019: $289,728Liabilities 2019: $0Net Assets 2019: $289,7282019Assets 2020: $284,206Liabilities 2020: $0Net Assets 2020: $284,2062020Assets 2021: $278,299Liabilities 2021: $0Net Assets 2021: $278,2992021

Highlighted filing

2011

Assets$391,571
Liabilities$0
Net Assets$391,571
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KExpenses 2011: $23,9052011Expenses 2012: $28,8942012Revenue 2013: $10,335Expenses 2013: $22,334Net Income 2013: -$11,9992013Revenue 2014: $21,615Expenses 2014: $23,017Net Income 2014: -$1,4022014Revenue 2015: $20,548Expenses 2015: $23,727Net Income 2015: -$3,1792015Revenue 2016: $15,378Expenses 2016: $29,738Net Income 2016: -$14,3602016Revenue 2017: $22,044Expenses 2017: $25,159Net Income 2017: -$3,1152017Revenue 2018: $24,636Expenses 2018: $23,740Net Income 2018: $8962018Revenue 2019: $24,505Expenses 2019: $23,721Net Income 2019: $7842019Revenue 2020: $11,790Expenses 2020: $17,312Net Income 2020: -$5,5222020Revenue 2021: $11,067Expenses 2021: $16,974Net Income 2021: -$5,9072021

Highlighted filing

2011

Revenue-
Expenses$23,905
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 31, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM CASWELLTrusteePT$4,200-$4,200
DANNY RAY VILESTrustee-$4,200-$4,200
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CONTRIBUTION FOREQUIPMENTNAJay, OK, US$6,500
Paid Grant-SCHOLARSHIPSNATahlequah, OK, US$5,358
Paid Grant-SCHOLARSHIPSNAMiami, OK, US$2,258
Filing and Contact Details

Filer

EIN
73-6324106
Raw XML AppendixShowing 400 of 451 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue310258
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue413746
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue65438
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ATHEROGENICS SOLD 2011
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2CABELAS INC SOLD 2011
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3EMPIRE DIST ELEC SOLD 2011
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ROYAL DUTCH SHELL
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10LEGGETT & PLATT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11ARCHER DANIELS SOLD 2010
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12AMERIELECT POWER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13OGE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15ONEOK INC
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0TIM CASWELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DANNY RAY VILES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1055750 E 340 ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine116001 E 360 LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Jay
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Jay
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode074346
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode174346
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct017283
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets017235
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.049467
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.05307
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.079511
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.051294
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.03053
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.032928
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0348412
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10329055
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20293431
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30385445
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40469151
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50436523
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome048
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions014116
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1017463
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2023331
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3019771
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4014323
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5014374
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.247333
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions014116
IRS990PF/QualifyingDistributions/ExpensesAndContributions014116
IRS990PF/QualifyingDistributions/QualifyingDistributions014116
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber18
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber211a
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0THE REMAINING ASSETS OF THE WALTMAN TRUST ARE MONEY MARKET
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1ACCOUNTS AND INVESTMENT FUNDS THESE ASSETS ARE TO BE
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement2ADMINON A CONTINUING BASIS FOR LISTED CHARITABLE PURPOSES
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0TIM CASWELL
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09187864223
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1055750 E 340 ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Jay
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode074346
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NECTFilingInLieuOFForm10410X
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OK
IRS990PF/StatementsRegardingActivities/TaxExemptInterestReceived00
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NOT APPLICABLE
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10NOT APPLICABLE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05358
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount16500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22258
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CONTRIBUTION FOREQUIPMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0NORTHEASTERN STATE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1ZENA FIRE DEPARTMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2NEO AandM COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10OFFICE BUSINESS AFFAIRS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11FRED GARDNER P O BOX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12200 I STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Tahlequah
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Jay
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Miami
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode074464
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode174346
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode274354
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear014116
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear014116
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017325
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear101028
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear208697

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$391,571
Liabilities
$0
Net assets
$391,571
Revenue
-
Expenses
$23,905
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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