Civic Intelligence

The Waltman Trust

990PF • Fiscal year 2012 • EIN 73-6324106

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2012

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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

94th percentile

$4,100

Higher top officer pay than 94% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

29th percentile

-8.5%

Faster asset growth than 29% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$358,104

Down $33,467 (-8.5%) from 2011

Net Assets

Down

$358,104

Down $33,467 (-8.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$28,894

Up $4,989 (+21%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2012

Assets$358,104
Liabilities$0
Net Assets$358,104

Operations Trend

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

2012

Revenue-
Expenses$28,894
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2012
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM CASWELLTrusteePT$4,100-$4,100
DANNY RAY VILESTrustee-$4,100-$4,100
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPSNATahlequah, OK, US$9,846
Paid Grant-SCHOLARSHIPSNAMiami, OK, US$5,217
Paid Grant-CONTRIBUTION FOR EQUIPMENTNAJay, OK, US$4,300
Filing and Contact Details

Filer

EIN
73-6324106
Raw XML AppendixShowing 400 of 485 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/NameOfStock3COCA COLA CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5MERCK & CO INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JOHNSON CONTROLS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12AMERIELECT POWER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13OGE ENERGY CORP
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42006-02-23
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
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/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct017262
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets017218
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050984
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.040515
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.05307
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.079511
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.051294
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.03053
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0337721
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10348412
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20329055
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30293431
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40385445
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50469151
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome044
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions019363
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1014116
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2017463
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3023331
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4019771
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5014323
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.25492
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions019319
IRS990PF/QualifyingDistributions/ExpensesAndContributions019363
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm044
IRS990PF/QualifyingDistributions/QualifyingDistributions019363
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/AppicationSubmissionInfo/FormAndInfoAndMaterials0THE FOUNDATION ONLY MAKES CONTRIBUTIONS TO PRESELECTED CHARITABLE ORGANIZATIONS AND DOES NOT ACCEPT UNSOLICITED REQUESTS FOR FUNDS, BUT AREA COLLEGES ARE GIVEN SCHOLARSHIP APPLICATION FORMS. THE PARTICIPATING COLLEGES COLLECT THESE FORMS. THE FORMS REQUEST: NAME; ADDRESS; GPA; ACT SCORE; EMPLOYMENT HISTORY; HOW THE APPLICANT PLANS TO FINANCE COLLEGE; THREE REFERENCES; BOX TO MARK THEY ARE OF INDIAN DESCENT; COLLEGE PREFERENCE; AND FIELD OF MAJOR.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0AREA COLLEGES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09187864223
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10SEE PAGE 11 OF 990PF
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Jay
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OK
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode074346
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE APPLICANTS MUST BE NATIVE AMERICAN DESCENT AND FROM THE JAY, OKLAHOMA AREA.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APRIL 15
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount09846
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25217
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CONTRIBUTION FOR EQUIPMENT
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 OF 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

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