Charles D & Gertrude H Oconner Educational Tr
- Assets
- $1.8m
- Revenue
- $105.0k
- Investments
- $600.0k
- Employees
- 0
- Location
- Wolcott, IN
- Founding
- 11/1981
- Data as of
- 12/2021
- EIN
- 31-1012552
Organization Overview
Charles D & Gertrude H Oconner Educational Tr is located in Wolcott, IN. The organization was established in 1981. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charles D & Gertrude H Oconner Educational Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Charles D & Gertrude H Oconner Educational Tr generated $105.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (3.9%) each year. All expenses for the organization totaled $117.8k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (3.0%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
20 SCHOLARSHIPS WERE AWARDED TO 20 RECIPIENTS IN THE AMOUNT OF 5,000 EACH IN 2021.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kelly Minniear Trustee | 0 | $0 | |
Mark Mills Treasurer | 0 | $0 | |
Don Lehe Trustee | 0 | $0 | |
Stephanie Gick Trustee | 0 | $0 | |
Margaret Howard Trustee | 0 | $0 | |
Laura Bossaer Secretary | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $1,530 |
| Dividends & Interest | $5,651 |
| Net Rental Income | $94,379 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $105,009 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $9,311 |
| Depreciation | $3,449 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $4,051 |
| Total operating and administrative expenses | $19,025 |
| Contributions, gifts, grants paid | $98,735 |
| Total expenses and disbursements | $117,760 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $594,296 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $650,328 |
| Other assets | $0 |
| Total assets | $1,844,624 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $650 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $650 |
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