Civic Intelligence

Wm H and Martha E Atkinson Foundation

EIN 23-7418113 • Catoosa, OK

P O Box 636Catoosa, OK 74015
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

1st percentile

-37747%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-8.3%

Faster asset growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-92%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$62,234

Down $5,662 (-8.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$62,234

Down $5,662 (-8.3%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$15

Down $178 (-92%) from 2023

Expenses

Up

$5,677

Up $1,673 (+42%) from 2023

Net Income

Down

-$5,662

Down $1,851 (-49%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $155,887Liabilities 2012: $0Net Assets 2012: $155,8872012Assets 2013: $157,279Liabilities 2013: $0Net Assets 2013: $157,2792013Assets 2014: $150,623Liabilities 2014: $0Net Assets 2014: $150,6232014Assets 2021: $76,010Liabilities 2021: $0Net Assets 2021: $76,0102021Assets 2022: $71,707Liabilities 2022: $0Net Assets 2022: $71,7072022Assets 2023: $67,896Liabilities 2023: $0Net Assets 2023: $67,8962023Assets 2024: $62,234Liabilities 2024: $0Net Assets 2024: $62,2342024

Highlighted filing

2024

Assets$62,234
Liabilities$0
Net Assets$62,234
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0K-$10KExpenses 2012: $7662012Expenses 2013: $02013Revenue 2014: $1,344Expenses 2014: $8,000Net Income 2014: -$6,6562014Revenue 2021: $1,499Expenses 2021: $4,015Net Income 2021: -$2,5162021Revenue 2022: $774Expenses 2022: $5,077Net Income 2022: -$4,3032022Revenue 2023: $193Expenses 2023: $4,004Net Income 2023: -$3,8112023Revenue 2024: $15Expenses 2024: $5,677Net Income 2024: -$5,6622024

Highlighted filing

2024

Revenue$15
Expenses$5,677
Net Income-$5,662
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,234
Liabilities
$0
Net assets
$62,234
Revenue
$15
Expenses
$5,677
Net income
-$5,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.00$0.06$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.00$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.01$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.01$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.01$0.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY BERRYPresident-$0--
DAVID BARNETTSecrtary-Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wm H and Martha E Atkinson Foundation
EIN
23-7418113
Phone
9186005112
Address
P O BOX 636, CATOOSA, OK 74015

Signing Officer

Name
Cindy Berry
Title
President
Phone
9186005112
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Engelbach Roberts & Co Pllc
Address
4000 CLASSEN CTR STE 100C, OKLAHOMA CITY, OK 73118
Preparer
J H Engelbach
Phone
4055284000
Raw XML Appendix270 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt011
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09186005112
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WM H AND MARTHA E ATKINSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WMHA
ReturnHeader/Filer/EIN0237418113
ReturnHeader/Filer/PhoneNum09186005112
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 636
ReturnHeader/Filer/USAddress/CityNm0CATOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074015
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731049855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ENGELBACH ROBERTS & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04000 CLASSEN CTR STE 100C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073118
ReturnHeader/PreparerPersonGrp/PhoneNum04055284000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J H ENGELBACH
ReturnHeader/ReturnTs02024-11-12T15:15:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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