Civic Intelligence

Charlesson Foundation

990 • Fiscal year 2019 • EIN 81-2890446

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 29, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

54th percentile

4.4%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-84%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,527,097

Up $106,136 (+4.4%) from 2018

Net Assets

Up

$2,527,097

Up $106,136 (+4.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin95th percentile

Revenue

Down

$142,180

Down $726,963 (-84%) from 2018

Expenses

Up

$45,249

Up $17,236 (+62%) from 2018

Net Income

Down

$96,931

Down $744,199 (-88%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$2,527,097
Liabilities$0
Net Assets$2,527,097
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$142,180
Expenses$45,249
Net Income$96,931
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 29, 2020
Return Version
2019v5.1
Gross Receipts
$274,040
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$2,420,961$2,527,097▲ $106,136
Investments Other Securities$1,813,773$2,049,309▲ $235,536
Savings and Temporary Cash Investments$607,188$477,788▼ $129,400
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,420,961$2,527,097▲ $106,136
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,420,961$2,527,097▲ $106,136
Total Liabilities and Net Assets / Fund Balance$2,420,961$2,527,097▲ $106,136

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,253,038--
Compensation and Service Providers
Top Officer Pay36th 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
$10,000
Program Service Revenue
$0
Investment Income
$132,180
Other Revenue
$0
Change in Net Assets
$96,931
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,250
Other Expenses$12,999
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,250--$32,250
Fees for Services Accounting$1,750--$1,750
Information Technology$1,683--$1,683
Office Expenses$1,226--$1,226
Other Expenses$192--$192
Total Functional Expenses$45,249$0$0$45,249
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Oklahoma--Scientific Research Grant$20,000
Exitant Therapeutics LLCOklahoma City, OK-Scientific Research Grant$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 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, 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
2020-06-29
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 Appendix365 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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF OKLAHOMA
IRS990ScheduleI/RecipientTable/RecipientEIN0824321330
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPANY WAS CREATED AS A NOT FOR PROFIT CORPORATION UNDER THE LAWS OF OKLAHOMA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ARE PRESENTED WITH A COPY OF THE FORM 990 FOR REVIEWING BEFORE FILING WITH THE US AND STATE TAX AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE ITS FORM 990 AND OTHER DOCUMENTS UPON REQUEST.
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IRS990/TaxExemptBondsInd00
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IRS990/TotalAssetsEOYAmt02527097
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IRS990/TotalAssetsGrp/EOYAmt02527097
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010000
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059728
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142180
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04052502084
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-29
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ReturnHeader/FilingSecurityInformation/IPTm009:42:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731225615
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 N BROOKLINE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J MAJOR
ReturnHeader/ReturnTs02020-07-01T10:06:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,527,097
Liabilities
$0
Net assets
$2,527,097
Revenue
$142,180
Expenses
$45,249
Net income
$96,931
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