Civic Intelligence

The Clerico Family Education Foundation

EIN 27-5301989 • Tulsa, OK

2200 S Utica Place 525Tulsa, OK 74114
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

35%

Higher net margin than 80% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$66,770

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

8.4%

Faster asset growth than 66% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,766,604

Up $333,707 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$2,766,604

Up $333,707 (+14%) from 2022

Revenue

Down

$617,032

Down $212,696 (-26%) from 2022

Expenses

Down

$404,155

Down $105,282 (-21%) from 2022

Net Income

Down

$212,877

Down $107,414 (-34%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2020: $2,042,404Liabilities 2020: $0Net Assets 2020: $2,042,4042020Assets 2021: $2,115,462Liabilities 2021: $0Net Assets 2021: $2,115,4622021Assets 2022: $2,432,897Liabilities 2022: $0Net Assets 2022: $2,432,8972022Assets 2024: $2,766,604Liabilities 2024: $0Net Assets 2024: $2,766,6042024

Highlighted filing

2024

Assets$2,766,604
Liabilities$0
Net Assets$2,766,604

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2020: $276,144Expenses 2020: $395,610Net Income 2020: -$119,4662020Revenue 2021: $296,012Expenses 2021: $218,152Net Income 2021: $77,8602021Revenue 2022: $829,728Expenses 2022: $509,437Net Income 2022: $320,2912022Revenue 2024: $617,032Expenses 2024: $404,155Net Income 2024: $212,8772024

Highlighted filing

2024

Revenue$617,032
Expenses$404,155
Net Income$212,877

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 27, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Diane C DeakinPresidentPT$66,770-$66,770
John A ClericoDirector-$0--
Mark S SmithDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Clerico Family Education Foundation
EIN
27-5301989
Phone
9184777685
Address
2200 S Utica Place 525, Tulsa, OK 74114

Signing Officer

Name
Diane Deakin
Title
President
Phone
9184777685
Signed
2025-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Rouse & Associates PLLP
Address
4500 South Garnett Road Suite 250, Tulsa, OK 74146
Preparer
Christopher Jenkins
Phone
9187449657
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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/SummaryOfDirectChrtblActyGrp/Description1Txt0Academic Scholarships to Oklahoma State University, Stillwater, Oklahoma
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0121031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1114233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Oklahoma State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Oklahoma State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0219 Student Union
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1219 Student Union
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Stillwater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Stillwater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174074
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0235264
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0235264
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0357889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0122625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01395513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0151099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt083999
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0122625
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01507986
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01395513
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0112473
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0235264
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01507986
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01630611
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02694
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Basis reduction - Blackstone Group, Inc
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04839
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Nondividend Distributions - Blackstone Group, Inc.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt073524
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ChartMark Investments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt073524
TaxesSchedule/TaxesDetail/Amt023038
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Diane Deakin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09184777685
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Clerico Family Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CLER
ReturnHeader/Filer/EIN0275301989
ReturnHeader/Filer/PhoneNum09184777685
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 S Utica Place 525
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074114
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731553481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Johnson Rouse & Associates PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04500 South Garnett Road Suite 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074146
ReturnHeader/PreparerPersonGrp/PhoneNum09187449657
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher Jenkins
ReturnHeader/ReturnTs02025-05-30T09:08:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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