Civic Intelligence

Holsinger Charitable Trust No 1

990PF • Fiscal year 2019 • EIN 81-4842039

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

Organization Profile
5100 N Classen Blvd Ste 620Oklahoma City, OK 73118

(405) 843-7177

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$28,345

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

43rd percentile

0.5%

Faster asset growth than 43% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

60%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,013,290

Up $18,099 (+0.5%) from 2018

Net Assets

Up

$4,013,290

Up $18,099 (+0.5%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin69th percentile

Revenue

Up

$151,313

Up $56,969 (+60%) from 2018

Expenses

Down

$130,217

Down $35,597 (-21%) from 2018

Net Income

Up

$21,096

Up $92,566 (+130%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2017: $4,066,917Liabilities 2017: $0Net Assets 2017: $4,066,9172017Assets 2018: $3,995,191Liabilities 2018: $0Net Assets 2018: $3,995,1912018Assets 2019: $4,013,290Liabilities 2019: $1Net Assets 2019: $4,013,2902019Assets 2020: $4,050,801Liabilities 2020: $42,396Net Assets 2020: $4,008,4052020Assets 2021: $4,020,925Liabilities 2021: $137,141Net Assets 2021: $3,883,7842021Assets 2022: $3,929,217Liabilities 2022: $135,354Net Assets 2022: $3,793,8632022Assets 2023: $3,838,888Liabilities 2023: $1Net Assets 2023: $3,838,8882023Assets 2024: $3,784,152Liabilities 2024: $0Net Assets 2024: $3,784,1522024

Highlighted filing

2019

Assets$4,013,290
Liabilities$1
Net Assets$4,013,290
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $4,312,743Expenses 2017: $245,826Net Income 2017: $4,066,9172017Revenue 2018: $94,344Expenses 2018: $165,814Net Income 2018: -$71,4702018Revenue 2019: $151,313Expenses 2019: $130,217Net Income 2019: $21,0962019Revenue 2020: $168,075Expenses 2020: $146,043Net Income 2020: $22,0322020Revenue 2021: $294,627Expenses 2021: $419,248Net Income 2021: -$124,6212021Revenue 2022: $136,396Expenses 2022: $226,317Net Income 2022: -$89,9212022Revenue 2023: $147,113Expenses 2023: $237,433Net Income 2023: -$90,3202023Revenue 2024: $198,905Expenses 2024: $253,638Net Income 2024: -$54,7332024

Highlighted filing

2019

Revenue$151,313
Expenses$130,217
Net Income$21,096
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$28,345-$28,345
Filing and Contact Details

Filer

Filer Name
Holsinger Charitable Trust No 1
EIN
81-4842039
Phone
4058437177
Address
5100 N CLASSEN BLVD STE 620, OKLAHOMA CITY, OK 73118

Signing Officer

Name
Investrust
Title
Trustee
Phone
4058437177
Signed
2020-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Peters & Chandler Pc
Address
2601 NW EXPRESSWAY ST STE 600E, OKLAHOMA CITY, OK 73112-7209
Preparer
Rodney W England
Phone
4058439371
Raw XML Appendix305 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ELI LILLY & COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PROCTOR & GAMBLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5STARBUCKS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TARGET CORP
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05100 N CLASSEN BLVD STE 620
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd073118
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0INVESTRUST
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0INVESTRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum04058437177
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt097034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OK UNITED METHODIST CIRCLE OF CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0OK UNITED METHODIST CIRCLE OF CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01501 NW 24TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt01501 NW 24TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt097034
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/AppliedToCurrentYearAmt0111713
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0190712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0420
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0420
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0420
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0111713
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0420
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt078579
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01347703
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTRUST FIXED INCOME FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01347703
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01375212
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02997
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt031
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt031
TaxesSchedule/TaxesDetail/Amt03792
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0INVESTRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04058437177
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLSINGER CHARITABLE TRUST NO 1
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O INVESTRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOLS
ReturnHeader/Filer/EIN0814842039
ReturnHeader/Filer/PhoneNum04058437177
ReturnHeader/Filer/USAddress/AddressLine1Txt05100 N CLASSEN BLVD STE 620
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731078673
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERS & CHANDLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 NW EXPRESSWAY ST STE 600E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731127209
ReturnHeader/PreparerPersonGrp/PhoneNum04058439371
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODNEY W ENGLAND
ReturnHeader/ReturnTs02020-05-08T11:04:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,013,290
Liabilities
$1
Net assets
$4,013,290
Revenue
$151,313
Expenses
$130,217
Net income
$21,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.20$0.25$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.15$0.24$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.93$0.14$3.79$0.14$0.23$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.02$0.14$3.88$0.29$0.42$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.04$4.01$0.17$0.15$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.15$0.13$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.09$0.17$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$4.31$0.25$4.07