Civic Intelligence

Malcolm Freeman Charitable Tr

990PF • Fiscal year 2022 • EIN 81-6560740

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 24, 2023

Organization Profile
1012 N Forest PlJenks, OK 74037

(918) 541-8886

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

7th percentile

-143%

Higher net margin than 7% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

63rd percentile

$60,000

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 64.3% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

33rd percentile

-4.4%

Faster asset growth than 33% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-67%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$3,054,796

Down $141,030 (-4.4%) from 2021

Net Assets

Down

$3,051,646

Down $144,180 (-4.5%) from 2021

Liabilities

Up

$3,150

Up $3,149 (+314900%) from 2021

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin7th percentile

Revenue

Down

$93,361

Down $186,967 (-67%) from 2021

Expenses

Down

$227,164

Down $23,262 (-9.3%) from 2021

Net Income

Down

-$133,803

Down $163,705 (-547%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2022

Assets$3,054,796
Liabilities$3,150
Net Assets$3,051,646
Open 2022 Filing

Operations Trend

Revenue Growth8th 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

2022

Revenue$93,361
Expenses$227,164
Net Income-$133,803
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 24, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

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

Filer

Filer Name
Malcolm Freeman Charitable Trust
EIN
81-6560740
Phone
9185418886
Address
1012 N FOREST PL, JENKS, OK 74037

Signing Officer

Name
Carol Abernathy
Title
Trustee
Phone
9185418886
Signed
2023-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Briscoe Burke & Grigsby Llp
Address
4120 E 51ST STREET, TULSA, OK 74135-3639
Preparer
Joshua J Winzer CPA
Phone
9187498337
Raw XML Appendix318 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/ZIPCd373132
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0122500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0173801
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0173801
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021978
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt094586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt071665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt048145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021428
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021428
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0245073
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021978
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt094586
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt071665
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt048145
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0182500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08699
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0266501
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0257802
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06312
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM EDUCATIONAL TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06312
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06312
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010377
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET ASSET ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES-CS 8240
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TRAVEL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026018
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21442
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt357
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45607
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt577
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO INVESTOR CHECKING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03150
TaxesSchedule/TaxesDetail/Amt0899
TaxesSchedule/TaxesDetail/Amt13900
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID-CS 8240
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0899
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL ABERNATHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09185418886
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MALCOLM FREEMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MALC
ReturnHeader/Filer/EIN0816560740
ReturnHeader/Filer/PhoneNum09185418886
ReturnHeader/Filer/USAddress/AddressLine1Txt01012 N FOREST PL
ReturnHeader/Filer/USAddress/CityNm0JENKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA J WINZER CPA
ReturnHeader/ReturnTs02023-10-27T08:39:06-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ABERNATHY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,054,796
Liabilities
$3,150
Net assets
$3,051,646
Revenue
$93,361
Expenses
$227,164
Net income
-$133,803
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