Civic Intelligence

Jl & Euval Charles Charitable Trust

990PF • Fiscal year 2016 • EIN 20-6240668

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

PO Box 772Perkins, OK 74059

(405) 547-5757

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

99th percentile

222%

Higher net margin than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

52nd percentile

1.3%

Faster asset growth than 52% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Up

$1,097,025

Up $13,959 (+1.3%) from 2015

Net Assets

Up

$1,097,025

Up $13,959 (+1.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

-$55,706

Down $87,507 (-275%) from 2015

Expenses

Down

$67,744

Down $59,642 (-47%) from 2015

Net Income

Down

-$123,450

Down $27,865 (-29%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,381,441Liabilities 2010: $02010Assets 2011: $1,276,886Liabilities 2011: $0Net Assets 2011: $1,276,8862011Assets 2012: $1,271,492Liabilities 2012: $0Net Assets 2012: $1,271,4922012Assets 2013: $1,285,783Liabilities 2013: $02013Assets 2014: $1,270,232Liabilities 2014: $02014Assets 2015: $1,083,066Liabilities 2015: $0Net Assets 2015: $1,083,0662015Assets 2016: $1,097,025Liabilities 2016: $0Net Assets 2016: $1,097,0252016Assets 2017: $1,175,610Liabilities 2017: $0Net Assets 2017: $1,175,6102017Assets 2018: $953,674Liabilities 2018: $0Net Assets 2018: $953,6742018Assets 2019: $1,072,621Liabilities 2019: $0Net Assets 2019: $1,072,6212019Assets 2020: $1,119,696Liabilities 2020: $0Net Assets 2020: $1,119,6962020Assets 2021: $1,241,402Liabilities 2021: $0Net Assets 2021: $1,241,4022021Assets 2022: $780,411Liabilities 2022: $0Net Assets 2022: $780,4112022Assets 2023: $853,273Liabilities 2023: $0Net Assets 2023: $853,2732023Assets 2024: $895,052Liabilities 2024: $0Net Assets 2024: $895,0522024

Highlighted filing

2016

Assets$1,097,025
Liabilities$0
Net Assets$1,097,025

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2010: $39,307Expenses 2010: $64,772Net Income 2010: -$25,4652010Expenses 2011: $116,2132011Expenses 2012: $13,3602012Revenue 2013: $47,816Expenses 2013: $9,561Net Income 2013: $38,2552013Revenue 2014: $46,781Expenses 2014: $14,801Net Income 2014: $31,9802014Revenue 2015: $31,801Expenses 2015: $127,386Net Income 2015: -$95,5852015Revenue 2016: -$55,706Expenses 2016: $67,744Net Income 2016: -$123,4502016Revenue 2017: -$23,967Expenses 2017: $82,016Net Income 2017: -$105,9832017Revenue 2018: $39,316Expenses 2018: $85,780Net Income 2018: -$46,4642018Revenue 2019: $16,855Expenses 2019: $76,704Net Income 2019: -$59,8492019Revenue 2020: -$58,550Expenses 2020: $65,746Net Income 2020: -$124,2962020Revenue 2021: $150,000Expenses 2021: $75,407Net Income 2021: $74,5932021Revenue 2022: $111,843Expenses 2022: $89,623Net Income 2022: $22,2202022Revenue 2023: $100,869Expenses 2023: $91,560Net Income 2023: $9,3092023Revenue 2024: $136,935Expenses 2024: $94,153Net Income 2024: $42,7822024

Highlighted filing

2016

Revenue-$55,706
Expenses$67,744
Net Income-$123,450
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY C HOLDERTrustee-$0--
BEN HOLDERTrustee/AdmiPT$0--
LEANNE HOLDERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
J L and Euval Charles Chartible Tr
EIN
20-6240668
Address
PO BOX 772, PERKINS, OK 74059

Signing Officer

Name
Ben Holder
Title
Trustee/admin. Secre
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Cck Strategies Pllc
Address
8811 S YALE AVE STE 400, TULSA, OK 74137-3552
Preparer
Eric M Kunkel Cpaabv Cva
Phone
9184914036
Raw XML Appendix300 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.

Path#Value
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01061560
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039679
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065338
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt079896
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731528194
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CCK STRATEGIES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08811 S YALE AVE STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741373552
ReturnHeader/PreparerPersonGrp/PhoneNum09184914036
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC M KUNKEL CPAABV CVA
ReturnHeader/ReturnTs02017-05-10T13:07:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.14$0.09$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.10$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.11$0.09$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.15$0.08$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.06$0.07$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.02$0.08$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.09$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.02$0.08$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06$0.07$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.03$0.13$0.10
2014Summary only. Only limited summary data is available for this year.$1.27$0.00$0.05$0.01$0.03
2013Summary only. Only limited summary data is available for this year.$1.29$0.00$0.05$0.01$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12
2010Summary only. Only limited summary data is available for this year.$1.38$0.00$0.04$0.06$0.03