Civic Intelligence

John Boyce Mckeel & Ayleene R Mckeel Charitable Tr

990 • Fiscal year 2017 • EIN 75-3160348

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 05, 2018

Vision BankAda, OK 74820

(580) 332-5132

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$29,246

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

57th percentile

5.5%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

29th percentile

-3.7%

Faster revenue growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,451,182

Up $180,553 (+5.5%) from 2016

Net Assets

Up

$3,451,182

Up $180,553 (+5.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$306,519

Down $11,893 (-3.7%) from 2016

Expenses

Up

$125,966

Up $5,611 (+4.7%) from 2016

Net Income

Down

$180,553

Down $17,504 (-8.8%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,781,055Liabilities 2010: $0Net Assets 2010: $2,781,0552010Assets 2011: $2,794,028Liabilities 2011: $0Net Assets 2011: $2,794,0282011Assets 2012: $2,803,028Liabilities 2012: $0Net Assets 2012: $2,803,0282012Assets 2013: $2,951,887Liabilities 2013: $0Net Assets 2013: $2,951,8872013Assets 2014: $3,068,880Liabilities 2014: $0Net Assets 2014: $3,068,8802014Assets 2015: $3,072,560Liabilities 2015: $0Net Assets 2015: $3,072,5602015Assets 2016: $3,270,629Liabilities 2016: $0Net Assets 2016: $3,270,6292016Assets 2017: $3,451,182Liabilities 2017: $0Net Assets 2017: $3,451,1822017Assets 2018: $3,464,826Liabilities 2018: $0Net Assets 2018: $3,464,8262018Assets 2019: $3,601,679Liabilities 2019: $0Net Assets 2019: $3,601,6792019Assets 2020: $3,710,190Liabilities 2020: $0Net Assets 2020: $3,710,1902020Assets 2021: $3,846,258Liabilities 2021: $0Net Assets 2021: $3,846,2582021Assets 2022: $3,901,301Liabilities 2022: $0Net Assets 2022: $3,901,3012022Assets 2023: $3,927,261Liabilities 2023: $0Net Assets 2023: $3,927,2612023Assets 2024: $4,086,942Liabilities 2024: $0Net Assets 2024: $4,086,9422024

Highlighted filing

2017

Assets$3,451,182
Liabilities$0
Net Assets$3,451,182

Operations Trend

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

$400K$300K$200K$100K$0Expenses 2010: $131,5422010Expenses 2011: $107,7142011Revenue 2012: $116,330Expenses 2012: $107,330Net Income 2012: $9,0002012Revenue 2013: $241,165Expenses 2013: $92,306Net Income 2013: $148,8592013Revenue 2014: $243,053Expenses 2014: $126,060Net Income 2014: $116,9932014Revenue 2015: $134,919Expenses 2015: $131,239Net Income 2015: $3,6802015Revenue 2016: $318,412Expenses 2016: $120,355Net Income 2016: $198,0572016Revenue 2017: $306,519Expenses 2017: $125,966Net Income 2017: $180,5532017Revenue 2018: $164,073Expenses 2018: $150,431Net Income 2018: $13,6422018Revenue 2019: $273,783Expenses 2019: $136,930Net Income 2019: $136,8532019Revenue 2020: $242,433Expenses 2020: $133,922Net Income 2020: $108,5112020Revenue 2021: $293,864Expenses 2021: $157,797Net Income 2021: $136,0672021Revenue 2022: $299,741Expenses 2022: $235,930Net Income 2022: $63,8112022Revenue 2023: $199,548Expenses 2023: $173,589Net Income 2023: $25,9592023Revenue 2024: $351,370Expenses 2024: $191,689Net Income 2024: $159,6812024

Highlighted filing

2017

Revenue$306,519
Expenses$125,966
Net Income$180,553
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 5, 2018
Return Version
2017v2.2
Gross Receipts
$522,584
Mission and Program Overview

Mission

To accumulate and distribute income exclusively to the educational, scientific, literary, and charitable organizations as specified by the grantor or the trustee.

To accumulate and distribute income exclusively to the educational, scientific, literary and charitable organizations as specified by the grantor or the trustee.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,270,629$3,451,182▲ $180,553
Investments in Publicly Traded Securities$2,986,667$3,280,890▲ $294,223
Savings and Temporary Cash Investments$240,000$120,000▼ $120,000
Land, Buildings, and Equipment, Net$41,429$41,429→ $0
Cash and Non-Interest-Bearing Accounts$2,533$8,863▲ $6,330
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,270,629$3,451,182▲ $180,553
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,270,629$3,451,182▲ $180,553
Total Liabilities and Net Assets / Fund Balance$3,270,629$3,451,182▲ $180,553

Asset Categories

AssetBook ValueDepreciationBasis
Land$41,429-$41,429
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$29,246$29,246
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$300,534
Other Revenue
$5,985
Change in Net Assets
$180,553
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,150
Other Expenses$30,816
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$95,150--$95,150
Fees for Service Investment Mgmnt Fees-$29,246-$29,246
Fees for Services Accounting-$1,570-$1,570
Total Functional Expenses$95,150$30,816$0$125,966
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST LUKE'S EPISCOPAL CHURCHAda, OK501(c)(3)Maintain Their Charitable Operations$69,680
Pontotoc County Animal Welfare SocietyAda, OK501(c)(3)Maintain Their Charitable Operations$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The trust department officer reviews the form 990 before signing and filing it.

Form 990, Part VI, Section C, Line 19

The organization uses the conflict of interest policies established by the trust department of vision bank. Governing documents and financial statements are available to the public as requested.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Vision bank trust dept - po box 669, ada, ok 74821.

Filing and Contact Details

Filer

Filer Name
John Boyce & Ayleene Mckeel
EIN
75-3160348
Phone
5803325132
Address
VISION BANK, ADA, OK 74820

Signing Officer

Name
Keywood Deese
Title
Sr VP & Trust Officer, Vision Bank
Phone
5803325132
Signed
2018-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keywood Deese
Formed
2005
Legal Domicile
Ok
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
HORNE & COMPANY PC CPA'S
Address
PO BOX 1543, ADA, OK 74820
Preparer
Janice P Stout CPA
Phone
5803325733
Raw XML AppendixShowing 400 of 428 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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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt07
IRS990ScheduleA/SupportedOrganizationsTotalCnt07
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0731200574
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1731157284
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2731313517
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3731137514
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4580660607
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5237058908
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6730802458
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd61
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd37
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd57
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd67
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt069680
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt120000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt21094
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt31094
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt41094
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt51094
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt61094
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST LUKE'S EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PONTOTOC ANIMAL WELFARE SOCIETY (PAWS)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2ADA SENIOR CARE CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3FAMILY CRISIS CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4SALVATION ARMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5EAST CENTRAL UNIVERSITY FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6UNITY POINT COUNSELING & RESOURCE CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt095150
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/LandGrp/BookValueAmt041429
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt041429
IRS990ScheduleD/TotalBookValueLandBuildingsAmt041429
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt169680
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MAINTAIN THEIR CHARITABLE OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1MAINTAIN THEIR CHARITABLE OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PONTOTOC COUNTY ANIMAL WELFARE SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST LUKE'S EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0731157284
IRS990ScheduleI/RecipientTable/RecipientEIN1731200574
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01200 SANDY CREEK DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 890
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ADA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ADA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074820
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd174820
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST DEPARTMENT OFFICER REVIEWS THE FORM 990 BEFORE SIGNING AND FILING IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION USES THE CONFLICT OF INTEREST POLICIES ESTABLISHED BY THE TRUST DEPARTMENT OF VISION BANK. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AS REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VISION BANK TRUST DEPT - PO BOX 669, ADA, OK 74821.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03270629
IRS990/TotalAssetsEOYAmt03451182
IRS990/TotalAssetsGrp/BOYAmt03270629
IRS990/TotalAssetsGrp/EOYAmt03451182
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030816
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095150
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125966
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03270629
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03451182
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt095150
IRS990/TotalReportableCompFromOrgAmt029246
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0306519
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0306519
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03270629
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03451182
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 669
IRS990/USAddress/CityNm0ADA
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd0748210669
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYWOOD DEESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR VP & TRUST OFFICER, VISION BANK
ReturnHeader/BusinessOfficerGrp/PhoneNum05803325132
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN BOYCE & AYLEENE MCKEEL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.35$0.19$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.20$0.17$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.30$0.24$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.29$0.16$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.24$0.13$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.27$0.14$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.16$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.31$0.13$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.32$0.12$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.13$0.13$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.24$0.13$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.24$0.09$0.15
2012Summary only. Only limited summary data is available for this year.$2.80$0.00$2.80$0.12$0.11$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.00$2.79$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.00$2.78$0.13