Civic Intelligence

Malcolm Freeman Charitable Tr

990PF • Fiscal year 2021 • EIN 81-6560740

Jan 01, 2021 to Dec 31, 2021 • Filed on May 31, 2022

Organization Profile
314 W 126th St SJenks, OK 74037

(918) 541-8886

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

45th percentile

11%

Higher net margin than 45% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$60,000

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

25th percentile

-0.6%

Faster asset growth than 25% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

239%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,195,826

Down $17,953 (-0.6%) from 2020

Net Assets

Up

$3,195,826

Up $42,047 (+1.3%) from 2020

Liabilities

Down

$1

Down $59,999 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin45th percentile

Revenue

Up

$280,328

Up $197,559 (+239%) from 2020

Expenses

Down

$250,426

Down $57,639 (-19%) from 2020

Net Income

Up

$29,902

Up $255,198 (+113%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $3,520,422Liabilities 2016: $0Net Assets 2016: $3,520,4222016Assets 2017: $3,748,475Liabilities 2017: $70,000Net Assets 2017: $3,678,4752017Assets 2018: $3,495,760Liabilities 2018: $65,000Net Assets 2018: $3,430,7602018Assets 2019: $3,509,734Liabilities 2019: $80,000Net Assets 2019: $3,429,7342019Assets 2020: $3,213,779Liabilities 2020: $60,000Net Assets 2020: $3,153,7792020Assets 2021: $3,195,826Liabilities 2021: $1Net Assets 2021: $3,195,8262021Assets 2022: $3,054,796Liabilities 2022: $3,150Net Assets 2022: $3,051,6462022Assets 2023: $2,816,912Liabilities 2023: $3,150Net Assets 2023: $2,813,7622023Assets 2024: $2,697,460Liabilities 2024: $136,819Net Assets 2024: $2,560,6412024

Highlighted filing

2021

Assets$3,195,826
Liabilities$1
Net Assets$3,195,826
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2016: -$15,402Expenses 2016: $138,170Net Income 2016: -$153,5722016Revenue 2017: $499,455Expenses 2017: $296,892Net Income 2017: $202,5632017Revenue 2018: $107,254Expenses 2018: $327,915Net Income 2018: -$220,6612018Revenue 2019: $296,966Expenses 2019: $288,133Net Income 2019: $8,8332019Revenue 2020: $82,769Expenses 2020: $308,065Net Income 2020: -$225,2962020Revenue 2021: $280,328Expenses 2021: $250,426Net Income 2021: $29,9022021Revenue 2022: $93,361Expenses 2022: $227,164Net Income 2022: -$133,8032022Revenue 2023: $114,782Expenses 2023: $321,360Net Income 2023: -$206,5782023Revenue 2024: $205,908Expenses 2024: $488,940Net Income 2024: -$283,0322024

Highlighted filing

2021

Revenue$280,328
Expenses$250,426
Net Income$29,902
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 31, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL ABERNATHYTrustee-$60,000-$60,000
Filing and Contact Details

Filer

Filer Name
Malcolm Freeman Charitable Trust
EIN
81-6560740
Phone
9185418886
Address
314 W 126TH ST S, JENKS, OK 74037

Signing Officer

Name
Carol Abernathy
Title
Trustee
Phone
9185418886
Signed
2022-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Briscoe Burke & Grigsby Llp
Address
4120 E 51ST STREET, TULSA, OK 74135-3639
Preparer
Michael K Burke CPA
Phone
9187498337
Raw XML Appendix310 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd374354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0188022
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0188022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt094586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt071665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0134054
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0134054
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0257802
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021978
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt094586
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt071665
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt021428
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0210000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021978
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0391856
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0369878
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM EDUCATIONAL TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06312
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06312
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5REPAIRS & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt027087
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027087
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1827
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2396
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt313
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4491
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012145
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET ASSET ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0854
TaxesSchedule/TaxesDetail/Amt14992
TaxesSchedule/TaxesDetail/Amt25141
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0854
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL ABERNATHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09185418886
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MALCOLM FREEMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MALC
ReturnHeader/Filer/EIN0816560740
ReturnHeader/Filer/PhoneNum09185418886
ReturnHeader/Filer/USAddress/AddressLine1Txt0314 W 126TH ST S
ReturnHeader/Filer/USAddress/CityNm0JENKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731293012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRISCOE BURKE & GRIGSBY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04120 E 51ST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741353639
ReturnHeader/PreparerPersonGrp/PhoneNum09187498337
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL K BURKE CPA
ReturnHeader/ReturnTs02022-06-16T15:18:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ABERNATHY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,195,826
Liabilities
$1
Net assets
$3,195,826
Revenue
$280,328
Expenses
$250,426
Net income
$29,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.14$2.56$0.21$0.49$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.81$0.11$0.32$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.09$0.23$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.28$0.25$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.06$3.15$0.08$0.31$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.51$0.08$3.43$0.30$0.29$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.50$0.07$3.43$0.11$0.33$0.22
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.07$3.68$0.50$0.30$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.02$0.14$0.15