Civic Intelligence

Wm H and Martha E Atkinson Foundation

990PF • Fiscal year 2023 • EIN 23-7418113

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 14, 2023

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-1975%

Higher net margin than 2% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

37th percentile

-5.3%

Faster asset growth than 37% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-75%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$67,896

Down $3,811 (-5.3%) from 2022

Net Assets

Down

$67,896

Down $3,811 (-5.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Down

$193

Down $581 (-75%) from 2022

Expenses

Down

$4,004

Down $1,073 (-21%) from 2022

Net Income

Up

-$3,811

Up $492 (+11%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2023

Assets$67,896
Liabilities$0
Net Assets$67,896
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

2023

Revenue$193
Expenses$4,004
Net Income-$3,811
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2023-11-14
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 Appendix284 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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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES CHARGED TO RECOVER LOST STOCK CERTIFICATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0285
TaxesSchedule/TaxesDetail/Amt011
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDY BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09186005112
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
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/PreparerPersonNm0LYNDA HEROD
ReturnHeader/ReturnTs02023-11-14T12:31:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CINDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERRY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,896
Liabilities
$0
Net assets
$67,896
Revenue
$193
Expenses
$4,004
Net income
-$3,811
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