Civic Intelligence

Js & Wl Mullen Memorial Charitable Trust

990 • Fiscal year 2020 • EIN 73-6265839

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 23, 2021

PO Box 277Ardmore, OK 73402

(580) 220-2753

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$41,463

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

44th percentile

4.9%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$14,175,984

Up $663,698 (+4.9%) from 2019

Net Assets

Up

$14,175,984

Up $663,698 (+4.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$864,045

Down $204,330 (-19%) from 2019

Expenses

Down

$407,557

Down $53,207 (-12%) from 2019

Net Income

Down

$456,488

Down $151,123 (-25%) from 2019

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: $9,492,227Liabilities 2011: $0Net Assets 2011: $9,492,2272011Assets 2012: $9,463,212Liabilities 2012: $0Net Assets 2012: $9,463,2122012Assets 2013: $9,647,126Liabilities 2013: $0Net Assets 2013: $9,647,1262013Assets 2014: $10,207,041Liabilities 2014: $0Net Assets 2014: $10,207,0412014Assets 2015: $10,506,135Liabilities 2015: $0Net Assets 2015: $10,506,1352015Assets 2016: $10,657,414Liabilities 2016: $0Net Assets 2016: $10,657,4142016Assets 2017: $11,660,130Liabilities 2017: $0Net Assets 2017: $11,660,1302017Assets 2018: $12,904,675Liabilities 2018: $0Net Assets 2018: $12,904,6752018Assets 2019: $13,512,286Liabilities 2019: $0Net Assets 2019: $13,512,2862019Assets 2020: $14,175,984Liabilities 2020: $0Net Assets 2020: $14,175,9842020Assets 2021: $16,708,848Liabilities 2021: $0Net Assets 2021: $16,708,8482021Assets 2022: $16,925,772Liabilities 2022: $0Net Assets 2022: $16,925,7722022Assets 2023: $17,112,014Liabilities 2023: $0Net Assets 2023: $17,112,0142023Assets 2024: $17,930,626Liabilities 2024: $0Net Assets 2024: $17,930,6262024Assets 2025: $18,763,091Liabilities 2025: $0Net Assets 2025: $18,763,0912025

Highlighted filing

2020

Assets$14,175,984
Liabilities$0
Net Assets$14,175,984

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $436,130Expenses 2011: $453,807Net Income 2011: -$17,6772011Revenue 2012: $425,172Expenses 2012: $454,187Net Income 2012: -$29,0152012Revenue 2013: $652,510Expenses 2013: $468,596Net Income 2013: $183,9142013Revenue 2014: $1,177,854Expenses 2014: $617,939Net Income 2014: $559,9152014Revenue 2015: $653,142Expenses 2015: $354,048Net Income 2015: $299,0942015Revenue 2016: $476,401Expenses 2016: $325,122Net Income 2016: $151,2792016Revenue 2017: $1,408,746Expenses 2017: $406,030Net Income 2017: $1,002,7162017Revenue 2018: $1,702,683Expenses 2018: $458,137Net Income 2018: $1,244,5462018Revenue 2019: $1,068,375Expenses 2019: $460,764Net Income 2019: $607,6112019Revenue 2020: $864,045Expenses 2020: $407,557Net Income 2020: $456,4882020Revenue 2021: $3,021,888Expenses 2021: $489,024Net Income 2021: $2,532,8642021Revenue 2022: $1,340,704Expenses 2022: $1,118,988Net Income 2022: $221,7162022Revenue 2023: $1,201,600Expenses 2023: $976,518Net Income 2023: $225,0822023Revenue 2024: $1,697,570Expenses 2024: $917,530Net Income 2024: $780,0402024Revenue 2025: $1,679,959Expenses 2025: $851,681Net Income 2025: $828,2782025

Highlighted filing

2020

Revenue$864,045
Expenses$407,557
Net Income$456,488
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 23, 2021
Return Version
2020v4.0
Gross Receipts
$1,947,789
Mission and Program Overview

Mission

Hold, manage, and invest trust assets for the benefit of ten 501c3 organizations identified by the donor in his will.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,335,746$13,043,314▲ $707,568
Savings and Temporary Cash Investments$1,151,243$997,060▼ $154,183
Cash and Non-Interest-Bearing Accounts$1,064--
Total Assets$13,512,286$14,175,984▲ $663,698
Other Assets Total$24,233$135,610▲ $111,377
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$13,512,286$14,175,984▲ $663,698
Total Net Assets Fund Balance$13,512,286$14,175,984▲ $663,698
Total Liabilities and Net Assets / Fund Balance$13,512,286$14,175,984▲ $663,698

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$13,512,286-▲ $1,055,986-$14,175,984
2019$12,904,675-▲ $1,068,376-$13,512,286
2018$11,660,130-▲ $1,702,683-$12,904,675
2017$10,657,414-▲ $1,408,746-$11,660,130
2016$10,506,135-▲ $476,401-$10,657,414
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$41,463$41,463
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$812,765
Other Revenue
$51,280
Change in Net Assets
$456,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$348,807
Salaries, Compensation, and Employee Benefits$41,463
Other Expenses$17,287
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$348,807--$348,807
Current Officers, Directors, Trustees, and Key Employees-$41,463-$41,463
Fees for Services Accounting-$600-$600
Other Expenses-$112-$112
Total Functional Expenses$348,807$58,750$0$407,557
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ardmore Day NurseryArdmore, OK501c3Operating Support$34,881
COMMUNITY CHILDRENS' SHELTERArdmore, OK501c3Operating Support$34,881
Cross Timbers HospiceArdmore, OK501c3Operating Support$34,881
Mercy Health Center FoundationArdmore, OK501c3Operating Support$34,881
Newview Oklahoma FormerlyOklahoma City, OK501c3Operating Support$34,881
Sunshine IndustriesArdmore, OK501c3Operating Support$34,881
United Way of So Central OklahomaArdmore, OK501c3Operating Support$34,881
Salvation Army National CorpNew York City, NY501c3Operating Support$34,880
THE PRIESTS' RETIREMENT FUND OF THEOklahoma City, OK501c3Operating Support$34,880
Wovenlife Formerly OklahomaOklahoma City, OK501c3Operating Support$34,880
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Js & Wl Mullen Memorial Charitable
EIN
73-6265839
Phone
5802202753
Address
PO BOX 277, ARDMORE, OK 73402

Signing Officer

Name
Citizens Bank Trust
Title
Trustee
Phone
5802202753
Signed
2021-02-23

Organization Details

Formed
1993
Legal Domicile
Ok
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Jackson Fox and Richardson Pc
Address
129 C ST NW, ARDMORE, OK 73401
Preparer
Kathy a Fox
Phone
5802231877
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt6PRIESTS' FUND CATHOLIC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt7SALVATION ARMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt8SUNSHINE INDUSTRIES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt9UNITED WAY
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt013512286
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01068376
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt046241
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt011660130
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt012904675
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0411897
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01702683
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt044938
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010657414
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt011660130
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0361092
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01408746
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt038149
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010657414
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0286973
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0476401
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IRS990ScheduleI/RecipientTable/CashGrantAmt034881
IRS990ScheduleI/RecipientTable/CashGrantAmt134881
IRS990ScheduleI/RecipientTable/CashGrantAmt234881
IRS990ScheduleI/RecipientTable/CashGrantAmt334881
IRS990ScheduleI/RecipientTable/CashGrantAmt434881
IRS990ScheduleI/RecipientTable/CashGrantAmt534880
IRS990ScheduleI/RecipientTable/CashGrantAmt634880
IRS990ScheduleI/RecipientTable/CashGrantAmt734880
IRS990ScheduleI/RecipientTable/CashGrantAmt834881
IRS990ScheduleI/RecipientTable/CashGrantAmt934881
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ARDMORE DAY NURSERY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY CHILDRENS' SHELTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CROSS TIMBERS HOSPICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MERCY HEALTH CENTER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4NEWVIEW OKLAHOMA FORMERLY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WOVENLIFE FORMERLY OKLAHOMA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6THE PRIESTS' RETIREMENT FUND OF THE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7SALVATION ARMY NATIONAL CORP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8SUNSHINE INDUSTRIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9UNITED WAY OF SO CENTRAL OKLAHOMA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0OKLAHOMA LEAGUE FOR THE BLIND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1SOCIETY FOR CRIPPLED CHILDREN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt2CATHOLIC ARCHDIOCESE
IRS990ScheduleI/RecipientTable/RecipientEIN0730580251
IRS990ScheduleI/RecipientTable/RecipientEIN1237170658
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt115 MONROE NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2925 15TH NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31011 14TH NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4501 N DOUGLAS BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt52100 NORTHWEST 63RD STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt67501 NORTHWEST EXPRESSWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7120 WEST 14TH
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8500 PARK SE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt91232 MERRICK DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4OKLAHOMA CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm5OKLAHOMA CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm6OKLAHOMA CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm7NEW YORK CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm8ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm9ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd073401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd173401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd273401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd373401
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd573116
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd673132
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd710011
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd973401
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013512286
IRS990/TotalAssetsEOYAmt014175984
IRS990/TotalAssetsGrp/BOYAmt013512286
IRS990/TotalAssetsGrp/EOYAmt014175984
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$1.68$0.85$0.83
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.00$17.9$1.70$0.92$0.78
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.00$17.1$1.20$0.98$0.23
2022Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.34$1.12$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.00$16.7$3.02$0.49$2.53
2020Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.86$0.41$0.46
2019Summary only. Only limited summary data is available for this year.$13.5$0.00$13.5$1.07$0.46$0.61
2018Summary only. Only limited summary data is available for this year.$12.9$0.00$12.9$1.70$0.46$1.24
2017Summary only. Only limited summary data is available for this year.$11.7$0.00$11.7$1.41$0.41$1.00
2016Summary only. Only limited summary data is available for this year.$10.7$0.00$10.7$0.48$0.33$0.15
2015Summary only. Only limited summary data is available for this year.$10.5$0.00$10.5$0.65$0.35$0.30
2014Summary only. Only limited summary data is available for this year.$10.2$0.00$10.2$1.18$0.62$0.56
2013Summary only. Only limited summary data is available for this year.$9.65$0.00$9.65$0.65$0.47$0.18
2012Summary only. Only limited summary data is available for this year.$9.46$0.00$9.46$0.43$0.45$0.03
2011Summary only. Only limited summary data is available for this year.$9.49$0.00$9.49$0.44$0.45$0.02