Civic Intelligence

Malcolm Freeman Charitable Trust

990PF • Fiscal year 2017 • EIN 81-6560740

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization Profile
504 Meadowlark LaneCommerce, OK 74339

(918) 533-3707

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.14x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

6.5%

Faster asset growth than 62% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$3,748,475

Up $228,053 (+6.5%) from 2016

Net Assets

Up

$3,678,475

Up $158,053 (+4.5%) from 2016

Liabilities

Up

$70,000

Up $70,000 from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Up

$499,455

Up $514,857 (+3343%) from 2016

Expenses

Up

$296,892

Up $158,722 (+115%) from 2016

Net Income

Up

$202,563

Up $356,135 (+232%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2017

Assets$3,748,475
Liabilities$70,000
Net Assets$3,678,475
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$499,455
Expenses$296,892
Net Income$202,563
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL ABERNATHYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Malcolm Freeman Charitable Trust
EIN
81-6560740
Address
504 MEADOWLARK LANE, COMMERCE, OK 74339

Signing Officer

Name
Carol Abernathy
Title
Trustee
Phone
9185333707
Signed
2018-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Briscoe Burke & Grigsby Llp
Address
4120 EAST 51ST STREET SUITE 100, TULSA, OK 74135-3633
Preparer
Michael K Burke CPA
Phone
9187498337
Raw XML Appendix336 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/AddressLine1Txt21111 MCINTOSH CIR CR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32720 N BROADWAY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt411000 NORTH MOPAC EXP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PITTSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JOPLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ROCHESTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd264804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478759
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0210000
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/AppliedToCurrentYearAmt0188572
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0188572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0134054
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0155482
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021428
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0134054
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0210000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021428
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0155482
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0134054
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CAROL ABERNATHY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0504 MEADOWLARK LN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0COMMERCE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd074339
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0305000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt030000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0IN-KIND CONTRIBUTION FOR MGMT FE
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt044510
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET ASSET ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026221
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026221
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt019200
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt111403
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BOND PREMIUME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NON-DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt019200
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt111403
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt019200
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt111403
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt060000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt060000
TaxesSchedule/TaxesDetail/Amt0671
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0671
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL ABERNATHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09185333707
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MALCOLM FREEMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MALC
ReturnHeader/Filer/EIN0816560740
ReturnHeader/Filer/USAddress/AddressLine1Txt0504 MEADOWLARK LANE
ReturnHeader/Filer/USAddress/CityNm0COMMERCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074339
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F3D1017D0498F08F1787C49C1F67C49C9CD96A9F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F3D1017D0498F08F1787C49C1F67C49C9CD96A9F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.207.232.134
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:03:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731293012
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRISCOE BURKE & GRIGSBY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04120 EAST 51ST STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741353633
ReturnHeader/PreparerPersonGrp/PhoneNum09187498337
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL K BURKE CPA
ReturnHeader/ReturnTs02018-11-09T09:03:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,748,475
Liabilities
$70,000
Net assets
$3,678,475
Revenue
$499,455
Expenses
$296,892
Net income
$202,563
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