Mackensen Trust

990PF • Fiscal year 2019 • EIN 68-6223606

Oct 01, 2018 to Sep 30, 2019 • Filed on May 11, 2020

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 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

50%

Higher net margin than 89% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

$46,465

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

-5.3%

Faster asset growth than 17% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

443%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets32nd percentile

Assets

Down

$4,164,167

Down $231,399 (-5.3%) from 2018

Net Assets

Down

$4,162,988

Down $231,033 (-5.3%) from 2018

Liabilities

Down

$1,179

Down $366 (-24%) from 2018

Revenue And Expenses

Liabilities / Revenue33rd percentile Net Margin89th percentile

Revenue

$534,399

Up $436,013 (+443%) from 2018

Expenses

$265,149

Up $74,968 (+39%) from 2018

Net Income

$269,250

Up $361,045 (+393%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2019

Assets$4,164,167

Liabilities$1,179

Net Assets$4,162,988

Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

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

Highlighted filing

2019

Revenue$534,399

Expenses$265,149

Net Income$269,250

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2018 to Sep 30, 2019
Signed: May 11, 2020
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay56th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
STAN EARNHARDT	Foundation Mana	PT	$46,465	-	$46,465
ROY HISKETT	Trustee	-	$3,464	-	$3,464
ROBERT WYATT	Trustee	-	$3,464	-	$3,464

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: 2020-05-11
Discuss with paid preparer: Yes

Preparer

Firm: Stanley Earnhardt CPA
Address: 121 E 6th Ave, Bristow, OK 74010
Preparer: Stan Earnhardt CPA
Phone: 9183675979

Raw XML Appendix341 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	GRANTS ARE LIMITED TO PROJECTS AND ORGANIZATIONS THAT BENEFIT THE CITIZENS OF BRISTOW, OKLAHOMA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	127805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	9543
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	9344
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	OPERATIONS AND MAINTENANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	WIND SCREENS FOR TENNIS COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	WALMART SANTA DAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	CRASH EXTRACTION EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	SPONSORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	5	SECURITY UPGRADES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	BRISTOW GOLF COURSE BOARD INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	CITY OF BRISTOW FBO TENNIS COURTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	BRISTOW SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	CITY OF BRISTOW FIRE DEPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	FREELAND CENTER FOR PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	5	BRISTOW PUBLIC SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	GOLF COURSE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	CITY HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	SOUTH CHESTNUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	7TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	9TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	9TH STREET
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/CityNm	3	BRISTOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	BRISTOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	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/StateAbbreviationCd	3	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	74010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	74010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	74010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	74010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	74010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	74010
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	201692
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	205756
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	12558
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	205756
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	15105
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	15105
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	233419
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	15105
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	15105
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	12558
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	1731
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	3463
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	1732
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1642849
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	UNREALIZED GAIN ON SECURITIES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1142566
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	500283
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	DECREASE IN UNREALIZED GAINS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	1028
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	1028
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2056
TaxesSchedule/TaxesDetail/Amt	0	1348
TaxesSchedule/TaxesDetail/Amt	1	3197
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE
TaxesSchedule/TaxesDetail/CategoryTxt	1	PAYROLL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	674
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	1598
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	674
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1599
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STAN EARNHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Foundation Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-05-11
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/PreparerFirmEIN	0	830845170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	STANLEY EARNHARDT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	121 E 6th Ave
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	2020-05-11T12:24:58-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-10-01
ReturnHeader/TaxPeriodEndDt	0	2019-09-30
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,164,167
Liabilities: $1,179
Net assets: $4,162,988
Revenue: $534,399
Expenses: $265,149
Net income: $269,250

	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