Civic Intelligence

Charlesson Foundation

990 • Fiscal year 2023 • EIN 81-2890446

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization ProfileN/A
9206 Sparrow Hawk CTLewisville, NC 27023

(405) 250-2084

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

83rd percentile

32%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

401%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,673,408

Up $1,127,589 (+32%) from 2022

Net Assets

Up

$4,673,408

Up $1,127,589 (+32%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$861,528

Up $689,667 (+401%) from 2022

Expenses

Up

$101,778

Up $27,120 (+36%) from 2022

Net Income

Up

$759,750

Up $662,547 (+682%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2023

Assets$4,673,408
Liabilities$0
Net Assets$4,673,408
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$861,528
Expenses$101,778
Net Income$759,750
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$1,310,313
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,545,819$4,673,408▲ $1,127,589
Investments Other Securities$3,134,019$3,553,043▲ $419,024
Savings and Temporary Cash Investments$88,016$795,789▲ $707,773
Land, Buildings, and Equipment, Net$323,784$313,543▼ $10,241
Cash and Non-Interest-Bearing Accounts-$11,033-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,545,819$4,673,408▲ $1,127,589
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,545,819$4,673,408▲ $1,127,589
Total Liabilities and Net Assets / Fund Balance$3,545,819$4,673,408▲ $1,127,589

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$235,186$14,400$249,586
Land$62,397-$62,397
Other Land Buildings$15,960$7,482$23,442
Other Securities$162,415--
Compensation and Service Providers
Top Officer Pay39th 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
$750,000
Program Service Revenue
$0
Investment Income
$111,528
Other Revenue
$0
Change in Net Assets
$759,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,778
Grants and Similar Amounts Paid$50,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Travel$17,176--$17,176
Depreciation Depletion$10,241--$10,241
Other Expenses$8,853--$8,853
Office Expenses$6,395--$6,395
Occupancy$4,372--$4,372
Fees for Services Management$2,916--$2,916
Fees for Services Accounting$1,775--$1,775
Fees for Service Investment Mgmnt Fees$50--$50
Total Functional Expenses$101,778$0$0$101,778
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wake Forest University--Scientific Research Grant$50,000
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 review and approval before filing with the u.s. 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
9206 SPARROW HAWK CT, LEWISVILLE, NC 27023

Signing Officer

Name
Jian-xing Ma
Title
President
Phone
4052502084
Signed
2024-11-04
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
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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/ExplanationTxt0JIAN-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.
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 REVIEW AND APPROVAL BEFORE FILING WITH THE U.S. AND STATE TAX AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE ITS FORM 990 AND OTHER DOCUMENTS UPON REQUEST.
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0200088840
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0RESEARCH
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0CHARLESSON LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt05301 N BEVERLY DRIVE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd073105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03545819
IRS990/TotalAssetsEOYAmt04673408
IRS990/TotalAssetsGrp/BOYAmt03545819
IRS990/TotalAssetsGrp/EOYAmt04673408
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0750000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0101778
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101778
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04673408
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0101778
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt082154
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029374
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0861528
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04673408
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IRS990/TravelGrp/TotalAmt017176
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WINSTONSALEM
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027101
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIAN-XING MA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04052502084
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLESSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0812890446
ReturnHeader/Filer/PhoneNum04052502084
ReturnHeader/Filer/USAddress/AddressLine1Txt09206 SPARROW HAWK CT
ReturnHeader/Filer/USAddress/CityNm0LEWISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027023
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731225615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH CARNEY & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 N BROOKLINE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731123627
ReturnHeader/PreparerPersonGrp/PhoneNum04052721040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J MAJOR
ReturnHeader/ReturnTs02024-11-05T16:45:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,673,408
Liabilities
$0
Net assets
$4,673,408
Revenue
$861,528
Expenses
$101,778
Net income
$759,750
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