Civic Intelligence

Charles Morton Share Trust

990PF • Fiscal year 2013 • EIN 73-6090984

Jul 01, 2012 to Jun 30, 2013

Oklahoma City, OK
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

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

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

83rd percentile

39%

Higher net margin than 83% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

69th percentile

8.6%

Faster asset growth than 69% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

12th percentile

-27%

Faster revenue growth than 12% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Assets

Up

$11,816,773

Up $936,144 (+8.6%) from 2012

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$2,422,239

Down $876,510 (-27%) from 2012

Expenses

Down

$1,486,095

Down $351,000 (-19%) from 2012

Net Income

Down

$936,144

Down $525,510 (-36%) from 2012

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $9,418,975Liabilities 2011: $02011Assets 2012: $10,880,629Liabilities 2012: $02012Assets 2013: $11,816,773Liabilities 2013: $02013Assets 2014: $14,954,635Liabilities 2014: $02014Assets 2015: $16,556,714Liabilities 2015: $1Net Assets 2015: $16,556,7142015Assets 2016: $16,672,210Liabilities 2016: $1Net Assets 2016: $16,672,2102016Assets 2019: $16,807,777Liabilities 2019: $02019Assets 2020: $16,948,169Liabilities 2020: $1Net Assets 2020: $16,948,1692020Assets 2021: $17,736,595Liabilities 2021: $1Net Assets 2021: $17,736,5952021Assets 2022: $19,282,223Liabilities 2022: $1Net Assets 2022: $19,282,2232022Assets 2023: $19,451,499Liabilities 2023: $1Net Assets 2023: $19,451,4992023Assets 2024: $19,037,396Liabilities 2024: $0Net Assets 2024: $19,037,3962024

Highlighted filing

2013

Assets$11,816,773
Liabilities$0
Net Assets-

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,937,801Expenses 2011: $2,940,164Net Income 2011: -$1,002,3632011Revenue 2012: $3,298,749Expenses 2012: $1,837,095Net Income 2012: $1,461,6542012Revenue 2013: $2,422,239Expenses 2013: $1,486,095Net Income 2013: $936,1442013Revenue 2014: $5,391,204Expenses 2014: $2,253,342Net Income 2014: $3,137,8622014Revenue 2015: $4,248,222Expenses 2015: $2,646,143Net Income 2015: $1,602,0792015Revenue 2016: $2,305,360Expenses 2016: $2,189,864Net Income 2016: $115,4962016Revenue 2019: $1,595,032Expenses 2019: $939,231Net Income 2019: $655,8012019Revenue 2020: $1,288,602Expenses 2020: $1,148,210Net Income 2020: $140,3922020Revenue 2021: $1,358,103Expenses 2021: $569,677Net Income 2021: $788,4262021Revenue 2022: $2,102,903Expenses 2022: $557,275Net Income 2022: $1,545,6282022Revenue 2023: $1,912,168Expenses 2023: $1,742,892Net Income 2023: $169,2762023Revenue 2024: $3,205,274Expenses 2024: $3,619,377Net Income 2024: -$414,1032024

Highlighted filing

2013

Revenue$2,422,239
Expenses$1,486,095
Net Income$936,144
Filing Detail Status

This 2013 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Jul 1, 2012 to Jun 30, 2013

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