Civic Intelligence

Wm H and Martha E Atkinson Foundation

990PF • Fiscal year 2021 • EIN 23-7418113

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 26, 2021

Organization Profile
P O Box 636Catoosa, OK 74015

(918) 600-5112

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-168%

Higher net margin than 6% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k 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 / Assets57th percentile

Assets

Down

$76,010

Down $74,613 (-50%) from 2014

Net Assets

Down

$76,010

Down $74,613 (-50%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Up

$1,499

Up $155 (+12%) from 2014

Expenses

Down

$4,015

Down $3,985 (-50%) from 2014

Net Income

Up

-$2,516

Up $4,140 (+62%) from 2014

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$76,010
Liabilities$0
Net Assets$76,010
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$1,499
Expenses$4,015
Net Income-$2,516
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 26, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CINDY BERRYPresident-$0--
JANE A BAUCUMVice President-$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
2021-08-26
Discuss with paid preparer
Yes

Preparer

Firm
Engelbach Roberts & Co Pllc
Address
4000 CLASSEN CTR STE 100C, OKLAHOMA CITY, OK 73118
Preparer
Lynda Herod
Phone
4055284000
Raw XML Appendix272 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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ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09186005112
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WM H AND MARTHA E ATKINSON FOUNDATION
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$76,010
Liabilities
$0
Net assets
$76,010
Revenue
$1,499
Expenses
$4,015
Net income
-$2,516
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