Civic Intelligence

Mackensen Trust

990PF • Fiscal year 2013 • EIN 68-6223606

Oct 01, 2012 to Sep 30, 2013 • Filed on Jan 29, 2014

PO Box 114674010
Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

61st percentile

$42,968

Higher top officer pay than 61% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

65th percentile

6.1%

Faster asset growth than 65% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$4,100,238

Up $235,130 (+6.1%) from 2012

Net Assets

$4,099,017

No earlier filing loaded for comparison.

Liabilities

Up

$1,221

Up $111 (+10%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$135,153

Down $120,621 (-47%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,565,272Liabilities 2011: $1,1032011Assets 2012: $3,865,108Liabilities 2012: $1,1102012Assets 2013: $4,100,238Liabilities 2013: $1,221Net Assets 2013: $4,099,0172013Assets 2014: $4,305,501Liabilities 2014: $1,221Net Assets 2014: $4,304,2802014Assets 2015: $3,958,602Liabilities 2015: $1,213Net Assets 2015: $3,957,3892015Assets 2016: $4,042,967Liabilities 2016: $1,215Net Assets 2016: $4,041,7522016Assets 2017: $4,292,483Liabilities 2017: $1,571Net Assets 2017: $4,290,9122017Assets 2018: $4,395,566Liabilities 2018: $1,545Net Assets 2018: $4,394,0212018Assets 2019: $4,164,167Liabilities 2019: $1,179Net Assets 2019: $4,162,9882019Assets 2021: $4,707,464Liabilities 2021: $1,304Net Assets 2021: $4,706,1602021Assets 2022: $4,178,539Liabilities 2022: $1,201Net Assets 2022: $4,177,3382022Assets 2023: $4,560,982Liabilities 2023: $1,271Net Assets 2023: $4,559,7112023Assets 2024: $5,297,171Liabilities 2024: $1,352Net Assets 2024: $5,295,8192024

Highlighted filing

2013

Assets$4,100,238
Liabilities$1,221
Net Assets$4,099,017

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $289,135Expenses 2011: $344,104Net Income 2011: -$54,9692011Revenue 2012: $350,291Expenses 2012: $255,774Net Income 2012: $94,5172012Expenses 2013: $135,1532013Revenue 2014: $116,067Expenses 2014: $247,297Net Income 2014: -$131,2302014Revenue 2015: $166,893Expenses 2015: $232,414Net Income 2015: -$65,5212015Revenue 2016: $163,594Expenses 2016: $299,572Net Income 2016: -$135,9782016Revenue 2017: $76,938Expenses 2017: $153,727Net Income 2017: -$76,7892017Revenue 2018: $98,386Expenses 2018: $190,181Net Income 2018: -$91,7952018Revenue 2019: $534,399Expenses 2019: $265,149Net Income 2019: $269,2502019Revenue 2021: $72,056Expenses 2021: $209,142Net Income 2021: -$137,0862021Revenue 2022: $101,843Expenses 2022: $248,291Net Income 2022: -$146,4482022Revenue 2023: $114,017Expenses 2023: $261,516Net Income 2023: -$147,4992023Revenue 2024: $375,615Expenses 2024: $417,196Net Income 2024: -$41,5812024

Highlighted filing

2013

Revenue-
Expenses$135,153
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Jan 29, 2014
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STAN EARNHARDTFoundation ManaPT$42,968-$42,968
BOB WYATTTrustee-$3,300-$3,300
ROY HISKETTTrustee-$3,300-$3,300
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-OPERATIONS-BRISTOW, OK, US$50,000
Paid Grant-DEDICATION MONUMENT AND TO REPAIR WIND SCREENSN/ABRISTOW, OK, US$10,317
Paid Grant-PORTABLE SOUND SYSTEM-BRISTOW, OK, US$5,373
Filing and Contact Details

Filer

EIN
68-6223606
Raw XML Appendix347 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/MinimumInvestmentReturn/AvgMonthlyCashBalances01210515
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROY HISKETT
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Foundation Mana
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2OPERATIONS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine127TH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BRISTOW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BRISTOW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BRISTOW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode074010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode174010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode274010
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear065690
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0100420
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0194654
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1044411
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20125014
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus094234
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY094234
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear075191
IRS990PF/UndistributedIncome/ExcessFromYear1044411
IRS990PF/UndistributedIncome/ExcessFromYear2030780
IRS990PF/UndistributedIncome/QualifyingDistributions0100420
IRS990PF/UndistributedIncome/TotalCorpus075191
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0169425
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount03300
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps01650
LegalFeesSchedule/LegalFees/NetInvestmentIncome01650
OtherAssetsSchedule/OtherAssets/BOYBookValue0585738
OtherAssetsSchedule/OtherAssets/Description0UNREALIZED GAINS
OtherAssetsSchedule/OtherAssets/EOYBookValue0846532
OtherExpensesSchedule/OtherExpenses/Description0Rental Expenses
OtherExpensesSchedule/OtherExpenses/Description1INSURANCE
OtherExpensesSchedule/OtherExpenses/Description2DUES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps03102
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1563
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps2412
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03103
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1563
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2413
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks06205
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11126
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2825
OtherIncreasesSchedule/OtherIncreases/Amount0260794
OtherIncreasesSchedule/OtherIncreases/Description0CHANGE IN UNREALIZED GAIN
TaxesSchedule/Taxes/Amount03014
TaxesSchedule/Taxes/Amount15425
TaxesSchedule/Taxes/Category0PAYROLL
TaxesSchedule/Taxes/Category1EXCISE
TaxesSchedule/Taxes/DisbursementsCharitablePrps01507
TaxesSchedule/Taxes/DisbursementsCharitablePrps12712
TaxesSchedule/Taxes/NetInvestmentIncome01507
TaxesSchedule/Taxes/NetInvestmentIncome12713
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0686223606
ReturnHeader/Filer/Name/BusinessNameLine10MACKENSEN TRUST
ReturnHeader/Filer/NameControl0MACK
ReturnHeader/Filer/Phone09183675979
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1146
ReturnHeader/Filer/USAddress/City0BRISTOW
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode074010
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-29
ReturnHeader/Officer/Name0STAN EARNHARDT
ReturnHeader/Officer/Title0Foundation Manager
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Earnhardt & Root CPAs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10P O Box 1146
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Bristow
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode074010
ReturnHeader/Preparer/Name0STAN EARNHARDT CPA
ReturnHeader/Preparer/Phone09183675979
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-29T08:48:14-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.38$0.42$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.00$4.56$0.11$0.26$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.00$4.18$0.10$0.25$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.07$0.21$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.53$0.27$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$0.00$4.39$0.10$0.19$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.00$4.29$0.08$0.15$0.08
2016Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.16$0.30$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.17$0.23$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.30$0.12$0.25$0.13
2013Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.14
2012Summary only. Only limited summary data is available for this year.$3.87$0.00$0.35$0.26$0.09
2011Summary only. Only limited summary data is available for this year.$3.57$0.00$0.29$0.34$0.05