Civic Intelligence

The Waltman Trust

990PF • Fiscal year 2020 • EIN 73-6324106

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 15, 2021

Organization Profile
55750 E 340 RdJay, OK 74346

(918) 786-4223

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-47%

Higher net margin than 16% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-1.9%

Faster asset growth than 40% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-52%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$284,206

Down $5,522 (-1.9%) from 2019

Net Assets

Down

$284,206

Down $5,522 (-1.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin16th percentile

Revenue

Down

$11,790

Down $12,715 (-52%) from 2019

Expenses

Down

$17,312

Down $6,409 (-27%) from 2019

Net Income

Down

-$5,522

Down $6,306 (-804%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2020

Assets$284,206
Liabilities$0
Net Assets$284,206
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

2020

Revenue$11,790
Expenses$17,312
Net Income-$5,522
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM CASWELLTrusteePT$0--
DANNY RAY VILESTrusteePT$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
2021-07-15

Preparer

Firm
Reliable Tax & Accounting LLC
Address
619 West Krause Street, JAY, OK 74346
Preparer
Ashley Temple
Phone
9182532233
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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/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TIM CASWELL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt055750 E 340 RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074346
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09187864223
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION FOR MAINTENANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONTRIBUTION FOR EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NEO AM COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIVERSITY OF ARKANSAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ZENA CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ZENA FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 I STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1232 SILAS HUNT HALL 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt235701 S 580 RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 735
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FAYETTEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3JAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd172701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd274346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd374346
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016124
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040131
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016124
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08181
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050571
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt050571
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0338
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM CASWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09187864223
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALTMAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0736324106
ReturnHeader/Filer/PhoneNum09187864223
ReturnHeader/Filer/USAddress/AddressLine1Txt055750 E 340 RD
ReturnHeader/Filer/USAddress/CityNm0JAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074346
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464394795
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reliable Tax & Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0619 West Krause Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074346
ReturnHeader/PreparerPersonGrp/PhoneNum09182532233
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY TEMPLE
ReturnHeader/ReturnTs02021-08-30T11:33:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CASWELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$284,206
Liabilities
$0
Net assets
$284,206
Revenue
$11,790
Expenses
$17,312
Net income
-$5,522
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