Civic Intelligence

Charlesson Foundation

990 • Fiscal year 2018 • EIN 81-2890446

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 23, 2019

Organization ProfileN/A
14901 Carlingford WayEdmond, OK 73013

(405) 250-2084

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

88th percentile

35%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-32%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,420,961

Up $632,061 (+35%) from 2017

Net Assets

Up

$2,420,961

Up $632,061 (+35%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin99th percentile

Revenue

Down

$869,143

Down $412,777 (-32%) from 2017

Expenses

Up

$28,013

Up $17,382 (+164%) from 2017

Net Income

Down

$841,130

Down $430,159 (-34%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$6.0M$4.0M$2.0M$0Assets 2016: $500,132Liabilities 2016: $0Net Assets 2016: $500,1322016Assets 2017: $1,788,900Liabilities 2017: $0Net Assets 2017: $1,788,9002017Assets 2018: $2,420,961Liabilities 2018: $0Net Assets 2018: $2,420,9612018Assets 2019: $2,527,097Liabilities 2019: $0Net Assets 2019: $2,527,0972019Assets 2020: $3,250,432Liabilities 2020: $0Net Assets 2020: $3,250,4322020Assets 2021: $4,238,672Liabilities 2021: $0Net Assets 2021: $4,238,6722021Assets 2022: $3,545,819Liabilities 2022: $0Net Assets 2022: $3,545,8192022Assets 2023: $4,673,408Liabilities 2023: $0Net Assets 2023: $4,673,4082023Assets 2024: $5,548,429Liabilities 2024: $0Net Assets 2024: $5,548,4292024

Highlighted filing

2018

Assets$2,420,961
Liabilities$0
Net Assets$2,420,961
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.5M$1.0M$500K$0Revenue 2016: $500,157Expenses 2016: $25Net Income 2016: $500,1322016Revenue 2017: $1,281,920Expenses 2017: $10,631Net Income 2017: $1,271,2892017Revenue 2018: $869,143Expenses 2018: $28,013Net Income 2018: $841,1302018Revenue 2019: $142,180Expenses 2019: $45,249Net Income 2019: $96,9312019Revenue 2020: $416,002Expenses 2020: $43,750Net Income 2020: $372,2522020Revenue 2021: $991,350Expenses 2021: $109,758Net Income 2021: $881,5922021Revenue 2022: $171,861Expenses 2022: $74,658Net Income 2022: $97,2032022Revenue 2023: $861,528Expenses 2023: $101,778Net Income 2023: $759,7502023Revenue 2024: $479,044Expenses 2024: $102,239Net Income 2024: $376,8052024

Highlighted filing

2018

Revenue$869,143
Expenses$28,013
Net Income$841,130
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 23, 2019
Return Version
2018v3.1
Gross Receipts
$1,059,981
Mission and Program Overview

Mission

This foundation was created to provide financial assistance for scientific research which will include, but not limited to, medical research, literary and educational purposes.

This foundation was created to provide financial assistance for scientific research which will include, but not limited to, medical research, literary and educational purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,788,900$2,420,961▲ $632,061
Investments Other Securities$1,250,000$1,813,773▲ $563,773
Savings and Temporary Cash Investments$538,900$607,188▲ $68,288
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,788,900$2,420,961▲ $632,061
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,788,900$2,420,961▲ $632,061
Total Liabilities and Net Assets / Fund Balance$1,788,900$2,420,961▲ $632,061

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,054,437--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jian-xing MaPresident
Yang FengVice President
Symon MaBoard of Director
Blaine R StanselManager
Revenue and Support

Revenue Composition

Contributions and Grants
$745,000
Program Service Revenue
$0
Investment Income
$124,143
Other Revenue
$0
Change in Net Assets
$841,130
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,713
Grants and Similar Amounts Paid$12,300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$12,300--$12,300
Office Expenses$2,764--$2,764
Other Expenses$2,037--$2,037
Travel$1,700--$1,700
Fees for Services Accounting$1,250--$1,250
Information Technology$655--$655
Total Functional Expenses$28,013$0$0$28,013
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Oklahoma--Donation for Research.$10,000
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 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, Part VI, Section A, Line 2

“Jian-xing ma and yan feng are husband and wife. Symon ma is child of jian-sing ma and yan feng. Blaine stansel and jian-xing ma are business associates.”

Form 990, Part VI, Section A, Line 6

“The company was created as a not for profit corporation under the laws of oklahoma.”

Form 990, Part VI, Section B, Line 11B

“The board of directors are presented with a copy of the form 990 for reviewing before filing with the us and state tax authorities.”

Form 990, Part VI, Section C, Line 19

“The organization will provide its form 990 and other documents upon request.”

Filing and Contact Details

Filer

Filer Name
Charlesson Foundation
EIN
81-2890446
Phone
4052502084
Address
14901 CARLINGFORD WAY, EDMOND, OK 73013

Signing Officer

Name
Jian-xing Ma
Title
President
Phone
4052502084
Signed
2019-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jian-xing Ma
Formed
2016
Legal Domicile
Ok
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Smith Carney & Co Pc
Address
5100 N BROOKLINE SUITE 1000, OKLAHOMA CITY, OK 73112-3627
Preparer
Matthew J Major
Phone
4052721040
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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPANY WAS CREATED AS A NOT FOR PROFIT CORPORATION UNDER THE LAWS OF OKLAHOMA.
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02420961
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/ZIPCd073013
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JIAN-XING MA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04052502084
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-23
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ReturnHeader/Filer/BusinessNameControlTxt0CHAR
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ReturnHeader/FilingSecurityInformation/IPTm010:15:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731225615
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 N BROOKLINE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J MAJOR
ReturnHeader/ReturnTs02019-07-25T08:40:04-05:00
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ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,420,961
Liabilities
$0
Net assets
$2,420,961
Revenue
$869,143
Expenses
$28,013
Net income
$841,130
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.48$0.10$0.38
2023Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.86$0.10$0.76
2022Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.17$0.07$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.99$0.11$0.88
2020Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.42$0.04$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.14$0.05$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.87$0.03$0.84
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.28$0.01$1.27
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.50$0.00$0.50