Civic Intelligence

Frank M Halley Charitable Trust

990PF • Fiscal year 2021 • EIN 87-1509950

Jul 01, 2021 to Dec 31, 2021 • Filed on Jan 17, 2023

Organization Profile
15 West 6th Street Suite 2600Tulsa, OK 74119-5434

(918) 583-5800

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

28th percentile

$28,979

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

$22,422,566

No earlier filing loaded for comparison.

Net Assets

$22,422,566

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin99th percentile

Revenue

$20,026,695

No earlier filing loaded for comparison.

Expenses

$97,241

No earlier filing loaded for comparison.

Net Income

$19,929,454

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.

$40M$30M$20M$10M$0Assets 2021: $22,422,566Liabilities 2021: $0Net Assets 2021: $22,422,5662021Assets 2022: $33,509,567Liabilities 2022: $0Net Assets 2022: $33,509,5672022Assets 2024: $31,096,678Liabilities 2024: $0Net Assets 2024: $31,096,6782024

Highlighted filing

2021

Assets$22,422,566
Liabilities$0
Net Assets$22,422,566
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0Revenue 2021: $20,026,695Expenses 2021: $97,241Net Income 2021: $19,929,4542021Revenue 2022: $11,798,059Expenses 2022: $959,570Net Income 2022: $10,838,4892022Revenue 2024: $2,281,531Expenses 2024: $2,256,929Net Income 2024: $24,6022024

Highlighted filing

2021

Revenue$20,026,695
Expenses$97,241
Net Income$19,929,454
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Dec 31, 2021
Signed
Jan 17, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH F ALBRIGHTCo-TrusteePT$28,979-$28,979
TAMMIE L HALLEYCo-TrusteePT$28,979-$28,979
Filing and Contact Details

Filer

Filer Name
Frank M Halley Charitable Trust
EIN
87-1509950
Phone
9185835800
Address
15 WEST 6TH STREET SUITE 2600, TULSA, OK 74119-5434

Signing Officer

Name
Kenneth F Albright
Title
Co-trustee
Phone
9185835800
Signed
2023-01-17
Discuss with paid preparer
Yes

Preparer

Firm
H Ric Hedges Attorney
Address
PO BOX 32734, OKLAHOMA CITY, OK 73123-0934
Preparer
H Ric Hedges
Phone
9186299994
Raw XML Appendix278 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/InvestmentsCorporateStockGrp/StockNm0STOCKS AND MUTUAL FUNDS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01716630
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IRS990PF/FMVAssetsEOYAmt022446445
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-2
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01270748
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KENNETH F ALBRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TAMMIE L HALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCLUDES 62,918 EXCLUDED FROM GROSS INCOME BY SECTION 103
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1DIVIDENDS ALLOW THE ENTITY TO MAKE CHARITY DISTRIBUTIONS.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt041454
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0450979
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041454
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0409525
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FRANK M HALLEY REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt015 WEST 6TH STREET SUITE 2600
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TULSA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd074119
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt016768039
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt016768039
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0STOCKS AND BONDS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-08-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02493112
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUST TO REFLECT DONATED SECURITIES AT COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt039091
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt013030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026061
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0FRANK M HALLEY REVOCABLE TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt015 WEST 6TH STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt0SUITE 2600
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0TULSA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0741195434
TaxesSchedule/TaxesDetail/Amt0192
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0192
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH F ALBRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09185835800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK M HALLEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0871509950
ReturnHeader/Filer/PhoneNum09185835800
ReturnHeader/Filer/USAddress/AddressLine1Txt015 WEST 6TH STREET SUITE 2600
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0741195434
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874522129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H RIC HEDGES ATTORNEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 32734
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731230934
ReturnHeader/PreparerPersonGrp/PhoneNum09186299994
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H RIC HEDGES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-01-17T19:58:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENNETH F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALBRIGHT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,422,566
Liabilities
$0
Net assets
$22,422,566
Revenue
$20,026,695
Expenses
$97,241
Net income
$19,929,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$2.28$2.26$0.02
2022Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$11.8$0.96$10.8
2021Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$20.0$0.10$19.9