Civic Intelligence

Cornerstone Equities Charitable Tr

EIN 81-4282433 • Ada, OK

PO Box 669Ada, OK 74821
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$6,838

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

67th percentile

9.0%

Faster asset growth than 67% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

77%

Faster revenue growth than 85% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$602,393

Up $49,933 (+9.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$602,393

Up $49,933 (+9.0%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin94th percentile

Revenue

Up

$69,225

Up $30,193 (+77%) from 2023

Expenses

Up

$19,292

Up $1,768 (+10%) from 2023

Net Income

Up

$49,933

Up $28,425 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2016: $403,969Liabilities 2016: $0Net Assets 2016: $403,9692016Assets 2017: $407,960Liabilities 2017: $0Net Assets 2017: $407,9602017Assets 2018: $418,261Liabilities 2018: $0Net Assets 2018: $418,2612018Assets 2019: $428,951Liabilities 2019: $0Net Assets 2019: $428,9512019Assets 2020: $514,706Liabilities 2020: $0Net Assets 2020: $514,7062020Assets 2021: $525,681Liabilities 2021: $0Net Assets 2021: $525,6812021Assets 2022: $530,952Liabilities 2022: $0Net Assets 2022: $530,9522022Assets 2023: $552,460Liabilities 2023: $0Net Assets 2023: $552,4602023Assets 2024: $602,393Liabilities 2024: $0Net Assets 2024: $602,3932024

Highlighted filing

2024

Assets$602,393
Liabilities$0
Net Assets$602,393
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2016: $405,001Expenses 2016: $1,032Net Income 2016: $403,9692016Revenue 2017: $12,077Expenses 2017: $8,086Net Income 2017: $3,9912017Revenue 2018: $22,860Expenses 2018: $12,559Net Income 2018: $10,3012018Revenue 2019: $24,503Expenses 2019: $13,813Net Income 2019: $10,6902019Revenue 2020: $99,434Expenses 2020: $13,679Net Income 2020: $85,7552020Revenue 2021: $26,210Expenses 2021: $15,235Net Income 2021: $10,9752021Revenue 2022: $21,183Expenses 2022: $15,912Net Income 2022: $5,2712022Revenue 2023: $39,032Expenses 2023: $17,524Net Income 2023: $21,5082023Revenue 2024: $69,225Expenses 2024: $19,292Net Income 2024: $49,9332024

Highlighted filing

2024

Revenue$69,225
Expenses$19,292
Net Income$49,933
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$602,393
Liabilities
$0
Net assets
$602,393
Revenue
$69,225
Expenses
$19,292
Net income
$49,933
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.69$0.19$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.39$0.18$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.21$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.26$0.15$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$0.99$0.14$0.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.00$4.29$0.25$0.14$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.00$4.18$0.23$0.13$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.08$0.12$0.08$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$4.05$0.01$4.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trust Office-$6,838-$6,838
WILLIAM J DILLON IIIDirector-$0--
VICTORIA DAVISONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMAMA TS INCCHARITABLE CONTRIBUTION-ADA, OK, US$4,791
Paid GrantCASA - CHILD CARE COTTAGECHARITABLE CONTRIBUTION-ADA, OK, US$2,500
Paid GrantFAMILY CRISIS CENTER OF ADACHARITABLE CONTRIBUTION-ADA, OK, US$2,500
Paid GrantADA SENIOR CARE CENTERCHARITABLE CONTRIBUTION-ADA, OK, US$1,500
Paid GrantUNITY POINT COUNSELING & RESOURCE CCHARITABLE CONTRIBUTION-ADA, OK, US$1,000
Filing and Contact Details

Filer

Filer Name
Cornerstone Equities Charitable Tr
EIN
81-4282433
Phone
5803325132
Address
PO BOX 669, ADA, OK 74821

Signing Officer

Name
Vision Bank Trust Department
Title
Trust Officer
Phone
5803325132
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Griffin & Haney Inc Cpas
Address
3121 SW 137TH ST, OKLAHOMA CITY, OK 73170
Preparer
James D Haney
Phone
5803991107
Raw XML AppendixShowing 400 of 504 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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