Civic Intelligence

Malcolm Freeman Charitable Tr

990PF • Fiscal year 2023 • EIN 81-6560740

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-180%

Higher net margin than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$60,000

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 52.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

15th percentile

-7.8%

Faster asset growth than 15% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

23%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$2,816,912

Down $237,884 (-7.8%) from 2022

Net Assets

Down

$2,813,762

Down $237,884 (-7.8%) from 2022

Liabilities

Flat

$3,150

Flat from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin5th percentile

Revenue

Up

$114,782

Up $21,421 (+23%) from 2022

Expenses

Up

$321,360

Up $94,196 (+41%) from 2022

Net Income

Down

-$206,578

Down $72,775 (-54%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2023

Assets$2,816,912
Liabilities$3,150
Net Assets$2,813,762
Open 2023 Filing

Operations Trend

Revenue Growth69th 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

2023

Revenue$114,782
Expenses$321,360
Net Income-$206,578
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay62nd 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
2024-11-12
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 Appendix308 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt0162474
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0162474
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021978
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt094586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt071665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048145
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048145
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0304454
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0107526
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021978
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt094586
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt071665
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0270000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0107526
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0352599
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0245073
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06312
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM EDUCATIONAL TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06312
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06312
OtherDecreasesSchedule/OtherDecreasesDetail/Amt031306
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET ASSET ADJUSTMENT
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES-CS 8240
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt023407
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023407
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22181
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3185
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt414660
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5641
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03150
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO INVESTOR CHECKING
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03150
TaxesSchedule/TaxesDetail/Amt01062
TaxesSchedule/TaxesDetail/Amt15968
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID-CS 8240
TaxesSchedule/TaxesDetail/CategoryTxt1PROPERTY TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01062
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL ABERNATHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09185418886
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
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/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA J WINZER CPA
ReturnHeader/ReturnTs02024-11-12T17:17:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,816,912
Liabilities
$3,150
Net assets
$2,813,762
Revenue
$114,782
Expenses
$321,360
Net income
-$206,578
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