Civic Intelligence

Oak Tree Charitable Trust

990PF • Fiscal year 2017 • EIN 81-4858429

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

Organization Profile
335 Nashville Pike MGallatin, TN 37066

(340) 643-2273

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$447,852

No earlier filing loaded for comparison.

Net Assets

$447,852

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

$36,838

No earlier filing loaded for comparison.

Expenses

$11,686

No earlier filing loaded for comparison.

Net Income

$25,152

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2017: $447,852Liabilities 2017: $0Net Assets 2017: $447,8522017Assets 2018: $443,595Liabilities 2018: $0Net Assets 2018: $443,5952018Assets 2019: $432,851Liabilities 2019: $1Net Assets 2019: $432,8512019Assets 2020: $421,109Liabilities 2020: $1Net Assets 2020: $421,1092020Assets 2021: $420,184Liabilities 2021: $1Net Assets 2021: $420,1842021Assets 2022: $415,966Liabilities 2022: $1Net Assets 2022: $415,9662022Assets 2023: $609,372Liabilities 2023: $1,060Net Assets 2023: $608,3122023Assets 2024: $597,057Liabilities 2024: $0Net Assets 2024: $597,0572024

Highlighted filing

2017

Assets$447,852
Liabilities$0
Net Assets$447,852
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2017: $36,838Expenses 2017: $11,686Net Income 2017: $25,1522017Revenue 2018: $20,272Expenses 2018: $24,529Net Income 2018: -$4,2572018Revenue 2019: $21,681Expenses 2019: $32,425Net Income 2019: -$10,7442019Revenue 2020: $20,015Expenses 2020: $31,757Net Income 2020: -$11,7422020Revenue 2021: $21,951Expenses 2021: $22,876Net Income 2021: -$9252021Revenue 2022: $20,918Expenses 2022: $25,136Net Income 2022: -$4,2182022Revenue 2023: $232,672Expenses 2023: $40,267Net Income 2023: $192,4052023Revenue 2024: $33,856Expenses 2024: $45,111Net Income 2024: -$11,2552024

Highlighted filing

2017

Revenue$36,838
Expenses$11,686
Net Income$25,152
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 24, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE E HAYNESChairman-$0--
SARAH E HAYNESTrustee-$0--
KENNETH C HAYNESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Oak Tree Charitable Trust
EIN
81-4858429
Phone
3406432273
Address
335 NASHVILLE PIKE M, GALLATIN, TN 37066

Signing Officer

Name
Michelle E Haynes
Title
Chairman
Phone
3406432273
Signed
2018-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Mcmurray Fox & Associates Pllc
Address
607 COMMONS DR, GALLATIN, TN 37066-6318
Preparer
Ronnie C Fox
Phone
6158242724
Raw XML Appendix245 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/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt053
IRS990PF/FMVAssetsEOYAmt0320000
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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ReturnHeader/PreparerPersonGrp/PhoneNum06158242724
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONNIE C FOX
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-16T09:18:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$447,852
Liabilities
$0
Net assets
$447,852
Revenue
$36,838
Expenses
$11,686
Net income
$25,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.34$0.45$0.11
2023Detailed filing. Detailed filing data is available for this year.$6.09$0.01$6.08$2.33$0.40$1.92
2022Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.21$0.25$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.22$0.23$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.20$0.32$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.22$0.32$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.20$0.25$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.37$0.12$0.25