Civic Intelligence

Mackensen Trust

990PF • Fiscal year 2014 • EIN 68-6223606

Oct 01, 2013 to Sep 30, 2014 • Filed on May 21, 2015

Organization Profile
PO Box 114674010

(918) 367-5979

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

4th percentile

-113%

Higher net margin than 4% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

54th percentile

$46,773

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 40.3% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,305,501

Up $205,263 (+5.0%) from 2013

Net Assets

Up

$4,304,280

Up $205,263 (+5.0%) from 2013

Liabilities

Flat

$1,221

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin4th percentile

Revenue

$116,067

No earlier filing loaded for comparison.

Expenses

Up

$247,297

Up $112,144 (+83%) from 2013

Net Income

-$131,230

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2014

Assets$4,305,501
Liabilities$1,221
Net Assets$4,304,280
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

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

2014

Revenue$116,067
Expenses$247,297
Net Income-$131,230
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
May 21, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STAN EARNHARDTFoundation ManaPT$46,773-$46,773
ROY HISKETTTrustee-$3,595-$3,595
BOB WYATTTrustee-$3,595-$3,595
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-POLAR EXPRESS PREPARATIONS-BRISTOW, OK, US$125,000
Paid Grant-OPERATIONS-BRISTOW, OK, US$52,000
Filing and Contact Details

Filer

EIN
68-6223606
Phone
9183675979

Signing Officer

Name
Stan Earnhardt
Title
Foundation Manager
Signed
2015-05-21
Discuss with paid preparer
Yes

Preparer

Preparer
Stan Earnhardt CPA
Phone
9183675979
Raw XML Appendix338 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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InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0174431
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0174431
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt075359
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt014877
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt05451
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0110718
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0101036
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt015031
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt026981
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt026982
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt053963
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt075359
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-131230
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0260228
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt014877
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt014877
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt014877
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01798
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01799
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03597
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt015031
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt080916
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt05451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03630
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03632
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07262
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02737
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02738
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05475
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0101036
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0116067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0116067
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt035146
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035151
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt070297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0245197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015031
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt015031
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-131230
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0336493
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04304280
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04099017
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04304280
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0205227
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0205227
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0205227
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0206845
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01618
IRS990PF/DistributableAmountGrp/TotalTaxAmt01618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01620
IRS990PF/FMVAssetsEOYAmt04305501
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01221
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01221
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04099017
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021331
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0226158
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0226158
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0174431
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0846532
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01183025
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01221
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01221
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04100238
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04099017
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02701349
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt062999
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0186931
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04199901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt046773
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STAN EARNHARDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROY HISKETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BOB WYATT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Foundation Mana
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11121 E 6TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12121 E 6TH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0BRISTOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1BRISTOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2BRISTOW
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05298
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06039
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.08982
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04483
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10121 E 6TH BRISTOW OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0BRISTOW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode074010
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10STAN EARNHARDT
IRS990PF/StatementsRegardingActyGrp/PhoneNum09183675979
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NARRATIVE/FINANCIAL INFO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STAN EARNHARDT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09183675979
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10121 E 6TH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0BRISTOW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0OK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode074010
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE LIMITED TO ORGANIZATIONS AND PROJECTS THAT PROVIDE BENEFITS TO CITIZENS OF BRISTOW, OKLAHOMA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt052000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1POLAR EXPRESS PREPARATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BRISTOW GOLF COURSE BOARD INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BRISTOW PARK RECREATION CORP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine107TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO BOX 1146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BRISTOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1BRISTOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode074010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode174010
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0177000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0205227
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0205227
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt044411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030780
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt082110
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06919
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt044411
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030780
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0212146
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06919
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt082110
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt075191
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01798
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03597
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01799
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0846532
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0UNREALIZED GAINS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01183025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0393
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1563
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22674
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0394
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1563
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22675
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0787
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11126
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25349
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0336493
OtherIncreasesSchedule/OtherIncreasesDetail/Description0CHANGE IN UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt02201
TaxesSchedule/TaxesDetail/Amt13274
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01100
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11637
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01101
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11637
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STAN EARNHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10MACKENSEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MACK
ReturnHeader/Filer/EIN0686223606
ReturnHeader/Filer/PhoneNum09183675979
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1146
ReturnHeader/Filer/USAddress/City0BRISTOW
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode074010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Earnhardt & Root CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10P O Box 1146
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Bristow
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode074010
ReturnHeader/PreparerPersonGrp/PhoneNum09183675979
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STAN EARNHARDT CPA
ReturnHeader/ReturnTs02015-05-21T09:14:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,305,501
Liabilities
$1,221
Net assets
$4,304,280
Revenue
$116,067
Expenses
$247,297
Net income
-$131,230
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