Civic Intelligence

Macguire-Moor Endowment Fund FBO Lee & Beulah Moor Childrens Home

990PF • Fiscal year 2016 • EIN 74-6373122

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Trust Company Of Okla PO Box 3348Tulsa, OK 74101

(918) 745-2400

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$7,632

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

40th percentile

-1.2%

Faster asset growth than 40% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-17%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$600,160

Down $7,512 (-1.2%) from 2015

Net Assets

Down

$600,160

Down $7,512 (-1.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$42,499

Down $8,407 (-17%) from 2015

Expenses

Down

$47,211

Down $2,575 (-5.2%) from 2015

Net Income

Down

-$4,712

Down $5,832 (-521%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $596,620Liabilities 2011: $02011Assets 2012: $596,997Liabilities 2012: $02012Assets 2013: $601,532Liabilities 2013: $02013Assets 2014: $607,618Liabilities 2014: $0Net Assets 2014: $607,6182014Assets 2015: $607,672Liabilities 2015: $0Net Assets 2015: $607,6722015Assets 2016: $600,160Liabilities 2016: $0Net Assets 2016: $600,1602016Assets 2017: $581,462Liabilities 2017: $0Net Assets 2017: $581,4622017Assets 2018: $590,731Liabilities 2018: $544Net Assets 2018: $590,1872018Assets 2019: $573,027Liabilities 2019: $0Net Assets 2019: $573,0272019Assets 2020: $556,059Liabilities 2020: $0Net Assets 2020: $556,0592020Assets 2021: $552,561Liabilities 2021: $0Net Assets 2021: $552,5612021Assets 2022: $532,441Liabilities 2022: $0Net Assets 2022: $532,4412022Assets 2023: $523,272Liabilities 2023: $0Net Assets 2023: $523,2722023Assets 2024: $532,077Liabilities 2024: $0Net Assets 2024: $532,0772024

Highlighted filing

2016

Assets$600,160
Liabilities$0
Net Assets$600,160

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $28,482Expenses 2011: $45,186Net Income 2011: -$16,7042011Revenue 2012: $47,952Expenses 2012: $47,032Net Income 2012: $9202012Revenue 2013: $55,098Expenses 2013: $43,168Net Income 2013: $11,9302013Revenue 2014: $52,349Expenses 2014: $48,171Net Income 2014: $4,1782014Revenue 2015: $50,906Expenses 2015: $49,786Net Income 2015: $1,1202015Revenue 2016: $42,499Expenses 2016: $47,211Net Income 2016: -$4,7122016Revenue 2017: $38,025Expenses 2017: $49,307Net Income 2017: -$11,2822017Revenue 2018: $31,357Expenses 2018: $22,663Net Income 2018: $8,6942018Revenue 2019: $51,069Expenses 2019: $64,799Net Income 2019: -$13,7302019Revenue 2020: $33,120Expenses 2020: $49,600Net Income 2020: -$16,4802020Revenue 2021: $47,322Expenses 2021: $50,587Net Income 2021: -$3,2652021Revenue 2022: $35,909Expenses 2022: $55,723Net Income 2022: -$19,8142022Revenue 2023: $41,448Expenses 2023: $50,198Net Income 2023: -$8,7502023Revenue 2024: $58,411Expenses 2024: $49,155Net Income 2024: $9,2562024

Highlighted filing

2016

Revenue$42,499
Expenses$47,211
Net Income-$4,712
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUST COMPANY OF OKLAHOMATrustee-$7,632-$7,632
Filing and Contact Details

Filer

Filer Name
Macguire-moor Endowment Fund
EIN
74-6373122
Phone
9187452400
Address
TRUST COMPANY OF OKLA PO BOX 3348, TULSA, OK 74101

Signing Officer

Name
Paul Kallenberger
Title
Trustee
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Lauhon Halley & Cuite Pllc
Address
2727 E 21st Street Suite 102, TULSA, OK 74114
Preparer
Mary Jane Halley CPA
Phone
9184880809
Raw XML Appendix289 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/DistributableAmountGrp/MinimumInvestmentReturnAmt037524
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LEE AND BEULAH MOOR CHILDREN'S HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01100 EAST CLIFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EL PASO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd079902
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt038881
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/AppliedToCurrentYearAmt037221
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037221
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0116
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03719
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02071
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0116
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039292
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02071
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03719
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01648
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02800
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CORP ACTION - NON TAXABLE
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NON TAXABLE DIVIDENDS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02832
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1130
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21285
TaxesSchedule/TaxesDetail/Amt0123
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0123
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL KALLENBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MACGUIRE-MOOR ENDOWMENT FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FBO LEE MOOR CHILDRENS HOME
ReturnHeader/Filer/BusinessNameControlTxt0MACG
ReturnHeader/Filer/EIN0746373122
ReturnHeader/Filer/PhoneNum09187452400
ReturnHeader/Filer/USAddress/AddressLine1Txt0TRUST COMPANY OF OKLA PO BOX 3348
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAUHON HALLEY & CUITE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02727 E 21st Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074114
ReturnHeader/PreparerPersonGrp/PhoneNum09184880809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JANE HALLEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-11T12:16:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.00$5.32$0.58$0.49$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.00$5.23$0.41$0.50$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.00$5.32$0.36$0.56$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.53$0.00$5.53$0.47$0.51$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$0.33$0.50$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.00$5.73$0.51$0.65$0.14
2018Detailed filing. Detailed filing data is available for this year.$5.91$0.01$5.90$0.31$0.23$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$0.00$5.81$0.38$0.49$0.11
2016Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.42$0.47$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$0.00$6.08$0.51$0.50$0.01
2014Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$0.52$0.48$0.04
2013Summary only. Only limited summary data is available for this year.$6.02$0.00$0.55$0.43$0.12
2012Summary only. Only limited summary data is available for this year.$5.97$0.00$0.48$0.47$0.01
2011Summary only. Only limited summary data is available for this year.$5.97$0.00$0.28$0.45$0.17