Civic Intelligence

Byrd Fielder Livengood Charitable Trust

990PF • Fiscal year 2021 • EIN 20-1409711

Jun 01, 2020 to May 31, 2021 • Filed on Oct 14, 2021

PO Box 1620Tulsa, OK 74101-1620

(918) 588-6486

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

30th percentile

2.7%

Higher net margin than 30% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

44th percentile

$66,579

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

26th percentile

0.4%

Faster asset growth than 26% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

23%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$5,838,190

Up $25,764 (+0.4%) from 2020

Net Assets

$5,838,190

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$390,816

Up $73,642 (+23%) from 2020

Expenses

Up

$380,452

Up $5,420 (+1.4%) from 2020

Net Income

Up

$10,364

Up $68,222 (+118%) from 2020

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,781,579Liabilities 2012: $02012Assets 2013: $5,731,136Liabilities 2013: $02013Assets 2014: $5,961,751Liabilities 2014: $02014Assets 2015: $6,026,552Liabilities 2015: $02015Assets 2016: $5,762,066Liabilities 2016: $02016Assets 2020: $5,812,426Liabilities 2020: $02020Assets 2021: $5,838,190Liabilities 2021: $0Net Assets 2021: $5,838,1902021Assets 2022: $6,002,582Liabilities 2022: $0Net Assets 2022: $6,002,5822022Assets 2023: $5,854,301Liabilities 2023: $0Net Assets 2023: $5,854,3012023Assets 2024: $5,744,848Liabilities 2024: $0Net Assets 2024: $5,744,8482024

Highlighted filing

2021

Assets$5,838,190
Liabilities$0
Net Assets$5,838,190

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $230,482Expenses 2012: $348,120Net Income 2012: -$117,6382012Revenue 2013: $275,045Expenses 2013: $349,635Net Income 2013: -$74,5902013Revenue 2014: $588,873Expenses 2014: $361,234Net Income 2014: $227,6392014Revenue 2015: $450,268Expenses 2015: $381,099Net Income 2015: $69,1692015Revenue 2016: $201,778Expenses 2016: $391,788Net Income 2016: -$190,0102016Revenue 2020: $317,174Expenses 2020: $375,032Net Income 2020: -$57,8582020Revenue 2021: $390,816Expenses 2021: $380,452Net Income 2021: $10,3642021Revenue 2022: $534,256Expenses 2022: $415,760Net Income 2022: $118,4962022Revenue 2023: $280,339Expenses 2023: $439,313Net Income 2023: -$158,9742023Revenue 2024: $270,713Expenses 2024: $393,009Net Income 2024: -$122,2962024

Highlighted filing

2021

Revenue$390,816
Expenses$380,452
Net Income$10,364
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 14, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Corp Trustee-$66,579-$66,579
CH GILLESPIE IIITrustee-$0--
JIMMY HARRELLTrustee-$0--
RAY THOMASTrustee-$0--
DOROTHY MCKEETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Byrd Fielder Livengood
EIN
20-1409711
Phone
9185886486
Address
PO BOX 1620, TULSA, OK 74101-1620

Signing Officer

Name
Bank of Texas Na
Title
Corp Trustee
Phone
9038135100
Signed
2021-10-14

Preparer

Firm
Harold B Rogers Iii CPA Pc
Address
217 WEST PECAN STREET, SHERMAN, TX 75090-5847
Preparer
Harold B Rogers Iii
Phone
9038682403
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46INVESCO QQQ TRUST
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JAZZ PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49JOHN HANCOCK DISC VAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52KEURIG DR PEPPER INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LIBERTY BROADBAND CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MFS VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MARKETAXESS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MONSTER BEVERAGE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64OKTA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65OPPENHEIMER DEV MKTS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73QUEST DIAGNOSTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74RINGCENTRAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76T ROWE NEW HORIZON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SAREPTA THERAPEUTICS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SPDR S&P 500 ETF TRUST
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm823M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TELEDOC HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TWILIO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TWITTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UBER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VANGUARD MID-CAP INDEX FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VERISIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97WELLS FARGO & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98WORKDAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100ZENDESK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101ZOOMINFO TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102ZSCALER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103CALAMOS MKT NEUTRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104DIAMOND HILL LONG/SHORT
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0310000
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152021-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322017-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362021-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382021-02-08

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