Civic Intelligence

Southeastern Foundation Inc

990 • Fiscal year 2022 • EIN 73-0765384

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 11, 2022

Organization Profilewww.se.edu/foundation
425 W University BlvdDurant, OK 74701

(580) 745-2000

Siviq Scores

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

Liabilities / Assets

49th percentile

0.21x

Higher debt load relative to assets than 49% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

2.19x

Higher debt load relative to revenue than 87% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

32nd percentile

-5.1%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$38,185,590

Down $2,053,051 (-5.1%) from 2021

Net Assets

Down

$30,292,343

Down $1,779,582 (-5.5%) from 2021

Liabilities

Down

$7,893,247

Down $273,469 (-3.3%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin76th percentile

Revenue

Down

$3,597,142

Down $2,069,685 (-37%) from 2021

Expenses

Down

$2,766,879

Down $2,496,076 (-47%) from 2021

Net Income

Up

$830,263

Up $426,391 (+106%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$60M$40M$20M$0Assets 2011: $24,754,184Liabilities 2011: $9,360,776Net Assets 2011: $15,393,4082011Assets 2012: $27,109,925Liabilities 2012: $9,191,024Net Assets 2012: $17,918,9012012Assets 2013: $28,562,242Liabilities 2013: $9,028,223Net Assets 2013: $19,534,0192013Assets 2014: $30,399,908Liabilities 2014: $9,013,503Net Assets 2014: $21,386,4052014Assets 2015: $30,913,335Liabilities 2015: $8,950,726Net Assets 2015: $21,962,6092015Assets 2016: $31,679,269Liabilities 2016: $8,884,943Net Assets 2016: $22,794,3262016Assets 2017: $32,023,480Liabilities 2017: $8,611,445Net Assets 2017: $23,412,0352017Assets 2018: $33,283,597Liabilities 2018: $8,716,128Net Assets 2018: $24,567,4692018Assets 2019: $35,762,117Liabilities 2019: $8,389,718Net Assets 2019: $27,372,3992019Assets 2020: $36,653,849Liabilities 2020: $8,431,543Net Assets 2020: $28,222,3062020Assets 2021: $40,238,641Liabilities 2021: $8,166,716Net Assets 2021: $32,071,9252021Assets 2022: $38,185,590Liabilities 2022: $7,893,247Net Assets 2022: $30,292,3432022Assets 2023: $38,825,234Liabilities 2023: $7,865,786Net Assets 2023: $30,959,4482023Assets 2024: $42,206,684Liabilities 2024: $7,601,570Net Assets 2024: $34,605,1142024Assets 2025: $45,004,972Liabilities 2025: $7,239,276Net Assets 2025: $37,765,6962025

Highlighted filing

2022

Assets$38,185,590
Liabilities$7,893,247
Net Assets$30,292,343
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

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

$6.0M$4.0M$2.0M$0Expenses 2011: $2,263,3222011Revenue 2012: $4,288,316Expenses 2012: $2,104,421Net Income 2012: $2,183,8952012Revenue 2013: $3,993,442Expenses 2013: $2,194,723Net Income 2013: $1,798,7192013Revenue 2014: $2,996,612Expenses 2014: $2,361,006Net Income 2014: $635,6062014Revenue 2015: $3,949,807Expenses 2015: $2,614,300Net Income 2015: $1,335,5072015Revenue 2016: $3,879,352Expenses 2016: $2,700,097Net Income 2016: $1,179,2552016Revenue 2017: $3,985,307Expenses 2017: $3,239,469Net Income 2017: $745,8382017Revenue 2018: $4,685,838Expenses 2018: $3,560,732Net Income 2018: $1,125,1062018Revenue 2019: $5,122,933Expenses 2019: $3,518,372Net Income 2019: $1,604,5612019Revenue 2020: $5,023,055Expenses 2020: $3,310,314Net Income 2020: $1,712,7412020Revenue 2021: $5,666,827Expenses 2021: $5,262,955Net Income 2021: $403,8722021Revenue 2022: $3,597,142Expenses 2022: $2,766,879Net Income 2022: $830,2632022Revenue 2023: $3,429,687Expenses 2023: $2,949,054Net Income 2023: $480,6332023Revenue 2024: $4,407,777Expenses 2024: $3,443,825Net Income 2024: $963,9522024Revenue 2025: $5,879,706Expenses 2025: $3,938,057Net Income 2025: $1,941,6492025

Highlighted filing

2022

Revenue$3,597,142
Expenses$2,766,879
Net Income$830,263
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 11, 2022
Return Version
2021v4.0
Gross Receipts
$10,579,537
Mission and Program Overview

Mission

To provide scholarships and educational support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$31,301,739$29,375,419▼ $1,926,320
Land, Buildings, and Equipment, Net$5,456,109$5,276,875▼ $179,234
Cash and Non-Interest-Bearing Accounts$2,857,149$2,996,504▲ $139,355
Intangible Assets$84,125$77,969▼ $6,156
Savings and Temporary Cash Investments$59,560$59,710▲ $150
Accounts Receivable$157,717$57,288▼ $100,429
Prepaid Expenses and Deferred Charges$39,335$51,889▲ $12,554
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Total Assets$40,238,641$38,185,590▼ $2,053,051
Other Assets Total$282,907$289,936▲ $7,029
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,766,759$6,453,812▼ $312,947
Grants Payable$848,000$734,206▼ $113,794
Accounts Payable and Accrued Expenses$508,850$648,764▲ $139,914
Other Liabilities$31,404$30,218▼ $1,186
Deferred Revenue$11,703$26,247▲ $14,544
Total Liabilities$8,166,716$7,893,247▼ $273,469
Net Assets / Fund Balance
Net Assets With Donor Restrictions$31,874,160$30,075,048▼ $1,799,112
Net Assets Without Donor Restrictions$197,765$217,295▲ $19,530
Total Net Assets Fund Balance$32,071,925$30,292,343▼ $1,779,582
Total Liabilities and Net Assets / Fund Balance$40,238,641$38,185,590▼ $2,053,051

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,276,875$4,388,579$9,665,454
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
John CareyChairman
Hk HatcherVice Chairman
Brett MortonTrustee
Brian CampbellTrustee
Charles MccallTrustee
Gary BattonTrustee
George ClarkTrustee
Heather BurrageTrustee
Jared JohnsonTrustee
Jenny SanchezTrustee
Jerry BuchananTrustee
Jim McguireTrustee
Sharla FrostTrustee
Trace SherrillSecretary
Barry RossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$999,214
Program Service Revenue
$934,803
Investment Income
$1,137,904
Other Revenue
$525,221
All Other Contributions
$999,214
Change in Net Assets
$830,263

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,467,807
Revenue Not Reported on Financial Statements
$129,335
Revenue Not Reported on Form 990
$-2,672,533
Other Revenue Adjustments
$129,335
Total Revenue per Audited Statements
$795,274
Total Revenue per Form 990
$3,597,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,766,879
Total Fundraising Expense$232,038
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$539,645-$149,653$689,298
Interest$376,748--$376,748
Depreciation Depletion$234,425--$234,425
All Other Expenses-$122,553$11,344$133,897
Fees for Service Investment Mgmnt Fees-$129,335-$129,335
Insurance$57,565$13,180-$70,745
Other Expenses$6,810$70,943$69,166$69,166
Fees for Services Accounting-$14,792-$14,792
Total Functional Expenses$2,184,038$350,803$232,038$2,766,879

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,813,317
Expenses per Audited Statements$2,766,879
Total Expenses per Form 990$2,766,879
Expenses Not Reported on Form 990$46,438
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$151,083
Fundraising Direct Expenses$46,438
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$151,083$151,083$46,438$104,645
Total Events$151,083$151,083$46,438$104,645
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest Payable$30,218
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The board is presented a copy of the 990 for acceptance prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members must sign a conflict of interest statement annually.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“A copy will be supplied upon written request.”

Filing and Contact Details

Filer

Filer Name
Southeastern Foundation Inc
EIN
73-0765384
Phone
5807452000
Address
425 W UNIVERSITY BLVD, DURANT, OK 74701

Signing Officer

Name
John Carey
Title
Chairman
Signed
2022-10-11
Discuss with paid preparer
Yes

Organization Details

Formed
1967
Legal Domicile
Ok
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
50

Preparer

Firm
HBC CPAs & Advisors
Address
9905 N May Avenue, Oklahoma City, OK 73120
Preparer
Marty Chisum CPA
Phone
4058487797
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Special event direct expense $46438”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“BROKERAGE FEES $129335”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Special event direct expenses $46438”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
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IRS990/OtherExpensesGrp/TotalAmt1285881
IRS990/OtherExpensesGrp/TotalAmt279628
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1926748
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IRS990/PYContributionsGrantsAmt01093273
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0796200
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IRS990ScheduleA/SubstantialContributorsTotAmt03509856

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Filings

Displayed year

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

Open filing
Assets
$38,185,590
Liabilities
$7,893,247
Net assets
$30,292,343
Revenue
$3,597,142
Expenses
$2,766,879
Net income
$830,263
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$45.0$7.24$37.8$5.88$3.94$1.94
2024Detailed filing. Detailed filing data is available for this year.$42.2$7.60$34.6$4.41$3.44$0.96
2023Detailed filing. Detailed filing data is available for this year.$38.8$7.87$31.0$3.43$2.95$0.48
2022Detailed filing. Detailed filing data is available for this year.$38.2$7.89$30.3$3.60$2.77$0.83
2021Detailed filing. Detailed filing data is available for this year.$40.2$8.17$32.1$5.67$5.26$0.40
2020Detailed filing. Detailed filing data is available for this year.$36.7$8.43$28.2$5.02$3.31$1.71
2019Detailed filing. Detailed filing data is available for this year.$35.8$8.39$27.4$5.12$3.52$1.60
2018Detailed filing. Detailed filing data is available for this year.$33.3$8.72$24.6$4.69$3.56$1.13
2017Detailed filing. Detailed filing data is available for this year.$32.0$8.61$23.4$3.99$3.24$0.75
2016Detailed filing. Detailed filing data is available for this year.$31.7$8.88$22.8$3.88$2.70$1.18
2015Detailed filing. Detailed filing data is available for this year.$30.9$8.95$22.0$3.95$2.61$1.34
2014Detailed filing. Detailed filing data is available for this year.$30.4$9.01$21.4$3.00$2.36$0.64
2013Summary only. Only limited summary data is available for this year.$28.6$9.03$19.5$3.99$2.19$1.80
2012Summary only. Only limited summary data is available for this year.$27.1$9.19$17.9$4.29$2.10$2.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$9.36$15.4$2.26