Mackensen Trust

990PF • Fiscal year 2015 • EIN 68-6223606

Oct 01, 2014 to Sep 30, 2015 • Filed on Jan 14, 2016

Organization Profile

PO Box 1146Bristow, OK 74010

(918) 367-5979

Siviq Scores

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

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

-39%

Higher net margin than 13% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

$45,469

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

-8.1%

Faster asset growth than 14% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

44%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$3,958,602

Down $346,899 (-8.1%) from 2014

Net Assets

Down

$3,957,389

Down $346,891 (-8.1%) from 2014

Liabilities

Down

$1,213

Down $8 (-0.7%) from 2014

Revenue And Expenses

Liabilities / Revenue34th percentile Net Margin13th percentile

Revenue

$166,893

Up $50,826 (+44%) from 2014

Expenses

Down

$232,414

Down $14,883 (-6.0%) from 2014

Net Income

-$65,521

Up $65,709 (+50%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

Highlighted filing

2015

Assets$3,958,602

Liabilities$1,213

Net Assets$3,957,389

Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

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

Highlighted filing

2015

Revenue$166,893

Expenses$232,414

Net Income-$65,521

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2014 to Sep 30, 2015
Signed: Jan 14, 2016
Return Version: 2014v6.0

Compensation and Service Providers

Top Officer Pay95th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
STAN EARNHARDT	Foundation Mana	PT	$45,469	-	$45,469
ROY HISKETT	Trustee	-	$3,493	-	$3,493
BOB WYATT	Trustee	-	$3,493	-	$3,493

Filing and Contact Details

Filer

Filer Name: Mackensen Trust
EIN: 68-6223606
Phone: 9183675979
Address: PO BOX 1146, BRISTOW, OK 74010

Signing Officer

Name: Stan Earnhardt
Title: Foundation Manager
Signed: 2016-01-14
Discuss with paid preparer: Yes

Preparer

Firm: Earnhardt & Root CPAs
Address: P O Box 1146, Bristow, OK 74010
Preparer: Stan Earnhardt CPA
Phone: 9183675979

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/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	52455
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	34954
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	STAN EARNHARDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ROY HISKETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	BOB WYATT
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	STAN EARNHARDT
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9183675979
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	NARRATIVE/FINANCIAL INFO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	STAN EARNHARDT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	9183675979
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	121 E 6TH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	BRISTOW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	OK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	74010
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	GRANTS ARE LIMITED TO ORGANIZATIONS AND PROJECTS THAT PROVIDE BENEFITS TO CITIZENS OF BRISTOW, OKLAHOMA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	TALLENT BOOKING FEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	POLAR EXPRESS PREPARATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	BRISTOW GOLF COURSE BOARD INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	FREELAND CENTER FOR THE PERFORMING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	BRISTOW PARK RECREATION CORP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	7TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 1146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 1146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BRISTOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BRISTOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	BRISTOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	74010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	74010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	74010
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	162500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	197454
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	200741
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	3287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	6919
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	44411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	30780
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	3287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	78823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	6919
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	44411
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	27493
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	197454
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	78823
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	82110
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	1746
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	3493
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	1747
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1183025
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	UNREALIZED GAINS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	901655
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	281370
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	DECREASE IN UNREALIZED GAINS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	404
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	816
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	2810
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	405
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	816
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	2811
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	809
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1632
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	5621
TaxesSchedule/TaxesDetail/Amt	0	2671
TaxesSchedule/TaxesDetail/Amt	1	3233
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt	1	PAYROLL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	1335
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	1616
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1336
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1617
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STAN EARNHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Foundation Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MACKENSEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	MACK
ReturnHeader/Filer/EIN	0	686223606
ReturnHeader/Filer/PhoneNum	0	9183675979
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1146
ReturnHeader/Filer/USAddress/CityNm	0	BRISTOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OK
ReturnHeader/Filer/USAddress/ZIPCd	0	74010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Earnhardt & Root CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	P O Box 1146
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Bristow
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	74010
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9183675979
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	STAN EARNHARDT CPA
ReturnHeader/ReturnTs	0	2016-01-14T09:29:28-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-10-01
ReturnHeader/TaxPeriodEndDt	0	2015-09-30
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,958,602
Liabilities: $1,213
Net assets: $3,957,389
Revenue: $166,893
Expenses: $232,414
Net income: -$65,521

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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