Civic Intelligence

Chickasaw Foundation

990 • Fiscal year 2023 • EIN 73-1069557

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profilewww.chickasawfoundation.org
PO Box 1726Ada, OK 74821-1726

(580) 421-9030

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$23,034,848

Flat from 2023

Net Assets

Flat

$23,034,848

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Flat

$2,059,504

Flat from 2023

Expenses

Flat

$765,802

Flat from 2023

Net Income

Flat

$1,293,702

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $5,253,137Liabilities 2010: $0Net Assets 2010: $5,253,1372010Assets 2011: $6,624,959Liabilities 2011: $0Net Assets 2011: $6,624,9592011Assets 2012: $7,705,786Liabilities 2012: $0Net Assets 2012: $7,705,7862012Assets 2013: $10,226,331Liabilities 2013: $0Net Assets 2013: $10,226,3312013Assets 2014: $11,534,722Liabilities 2014: $0Net Assets 2014: $11,534,7222014Assets 2015: $12,101,105Liabilities 2015: $0Net Assets 2015: $12,101,1052015Assets 2016: $14,080,107Liabilities 2016: $0Net Assets 2016: $14,080,1072016Assets 2017: $15,340,354Liabilities 2017: $0Net Assets 2017: $15,340,3542017Assets 2018: $14,774,079Liabilities 2018: $0Net Assets 2018: $14,774,0792018Assets 2019: $17,142,145Liabilities 2019: $0Net Assets 2019: $17,142,1452019Assets 2020: $18,073,579Liabilities 2020: $0Net Assets 2020: $18,073,5792020Assets 2021: $20,517,980Liabilities 2021: $0Net Assets 2021: $20,517,9802021Assets 2022: $19,902,480Liabilities 2022: $0Net Assets 2022: $19,902,4802022Assets 2023: $23,034,848Liabilities 2023: $0Net Assets 2023: $23,034,8482023Assets 2023: $23,034,848Liabilities 2023: $0Net Assets 2023: $23,034,8482023Assets 2024: $30,075,234Liabilities 2024: $94,620Net Assets 2024: $29,980,6142024

Highlighted filing

2023

Assets$23,034,848
Liabilities$0
Net Assets$23,034,848
Open 2023 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,579,8222010Expenses 2011: $1,164,0032011Revenue 2012: $2,228,476Expenses 2012: $1,147,649Net Income 2012: $1,080,8272012Revenue 2013: $2,223,387Expenses 2013: $761,048Net Income 2013: $1,462,3392013Revenue 2014: $1,715,458Expenses 2014: $642,137Net Income 2014: $1,073,3212014Revenue 2015: $1,958,103Expenses 2015: $643,278Net Income 2015: $1,314,8252015Revenue 2016: $1,789,521Expenses 2016: $1,097,866Net Income 2016: $691,6552016Revenue 2017: $892,559Expenses 2017: $949,167Net Income 2017: -$56,6082017Revenue 2018: $1,033,524Expenses 2018: $738,745Net Income 2018: $294,7792018Revenue 2019: $1,712,176Expenses 2019: $784,299Net Income 2019: $927,8772019Revenue 2020: $1,023,814Expenses 2020: $558,590Net Income 2020: $465,2242020Revenue 2021: $984,236Expenses 2021: $687,824Net Income 2021: $296,4122021Revenue 2022: $1,355,079Expenses 2022: $656,509Net Income 2022: $698,5702022Revenue 2023: $2,059,504Expenses 2023: $765,802Net Income 2023: $1,293,7022023Revenue 2023: $2,059,504Expenses 2023: $765,802Net Income 2023: $1,293,7022023Revenue 2024: $2,632,725Expenses 2024: $792,978Net Income 2024: $1,839,7472024

Highlighted filing

2023

Revenue$2,059,504
Expenses$765,802
Net Income$1,293,702
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Gross Receipts
$2,059,504
Mission and Program Overview

Mission

To promote the general welfare & culture of the Chickasaw people by supporting educational, health, historical and community activities and programs.

To promote the general welfare and culture of the Chickasaw people by supporting educational, health, historical and community activities and programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,452,985$19,615,041▲ $2,162,056
Savings and Temporary Cash Investments$2,415,395$3,385,707▲ $970,312
Total Assets$19,902,480$23,034,848▲ $3,132,368
Other Assets Total$34,100$34,100→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$19,368,176$22,234,698▲ $2,866,522
Net Assets Without Donor Restrictions$534,304$800,150▲ $265,846
Total Net Assets Fund Balance$19,902,480$23,034,848▲ $3,132,368
Total Liabilities and Net Assets / Fund Balance$19,902,480$23,034,848▲ $3,132,368
Compensation and Service Providers

Board Members and Trustees

NameTitle
Leta BurwellChairman
Jay KeelImmediate Past Chair
John E FryrearVice chairman
Debra GeeTrustee
Jalinda KelleyTrustee
Jenny TrettTrustee
Joshua BessTrustee
Nicole SchulzTrustee
Wayne ScribnerTrustee
Matthew ChesnutSecretary
Jerry D JonesTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Chickasaw NationManagement servicesPO Box 1548, Ada, OK 74821$441,166
Revenue and Support

Revenue Composition

Contributions and Grants
$1,475,258
Program Service Revenue
$0
Investment Income
$584,246
Other Revenue
$0
All Other Contributions
$692,128
Change in Net Assets
$1,293,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$601,235
Grants and Similar Amounts Paid$164,567
Total Fundraising Expense$66,122
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$141,343$242,926$56,897$441,166
Grants to Domestic Individuals$164,567--$164,567
Other Expenses$62,124$0$0$62,124
Office Expenses-$44,942$9,225$54,167
Fees for Services Accounting-$32,495-$32,495
Travel-$6,474-$6,474
Information Technology-$3,068-$3,068
Insurance-$1,392-$1,392
Occupancy-$349-$349
Total Functional Expenses$368,034$331,646$66,122$765,802
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
golf scramble$33,130$0$956$-956
Total Events$33,130$0$9,225$-9,225
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The Chickasaw Foundation entered into an agreement with the Chickasaw Nation to manage the activities and office of the Chickasaw Foundation.”

Form 990, Part VI, Section A, Line 6

“Any member of the Chickasaw Foundation can nominate a person for the Chickasaw Foundation board of trustees. The board then votes on the nominees to determine who fills the open position.”

Form 990, Part VI, Section B, Line 11B

“The Form 990 is sent to all board members for them to review, ask questions and request changes before the final form is filed.”

Form 990, Part VI, Section B, Line 12C

“If there is a possible conflict of interest with a proposed transaction or activity of the foundation, it will be brought to the board's attention. The board will then make a determination if there is an actual conflict of interest and what action is deemed necessary.”

Form 990, Part VI, Section C, Line 19

“The public can a request the documents by contacting the Chickasaw Foundation office or by visiting our website.”

Filing and Contact Details

Filer

Filer Name
Chickasaw Foundation
EIN
73-1069557
Phone
5804219030
Address
PO Box 1726, Ada, OK 74821-1726

Signing Officer

Name
Rachel Wood
Title
Treasurer
Phone
5803106428
Signed
2024-05-06

Organization Details

Principal Officer
Jenny Trett
Formed
1980
Legal Domicile
Ok
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Schedule D, Part III, Line 4

“The Chickasaw Foundation's collection includes tribal cultural items including an Indian headdress. They are currently loaned to the Chickasaw Nation and are kept at the Chickasaw Nation's Council House Museum in Tishomingo, Oklahoma.”

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IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02415395
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03385707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01475258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0808945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0538883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0690856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01358602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04872544
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0584246
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0546134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0445353
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0332958
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0353574
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02262265
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.68293
IRS990ScheduleA/PublicSupportPY170Pct00.66730
IRS990ScheduleA/PublicSupportTotal170Amt04872544
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01475258
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0808945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0538883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0690856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01358602
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04872544
IRS990ScheduleA/TotalSupportAmt07134809
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt034100
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/RevenuesIncludedAmt00
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/HeldWorksArtGrp/AssetsIncludedAmt00
IRS990ScheduleD/HeldWorksArtGrp/RevenuesIncludedAmt00
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Chickasaw Foundation's collection includes tribal cultural items including an Indian headdress. They are currently loaned to the Chickasaw Nation and are kept at the Chickasaw Nation's Council House Museum in Tishomingo, Oklahoma.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part III, Line 4
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt033130
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt033130
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09225
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0golf scramble
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02278
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033130
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-9225
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01720
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01720
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0956
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0956
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04271
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04271
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0149358
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt115209
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships for higher education for Chickasaw students
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Disaster relief assistance to Chickasaw citizens and Chickasaw Nation employees.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt10
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0137
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt150
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Scholarships are awarded to Chickasaw students selected by a scholarship committee. The scholarships are paid directly to the applicants' institutions of higher learning. Chickasaw citizens and Chickasaw Nation employees who suffer from a natural disaster can apply for aid through the foundation. The Chief Executive Officer determines the amount and type of aid the individual needs. The Foundation, with assistance of the Chickasaw Nation, also searches out citizens and employees who might need assistance after a natural disaster.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Chickasaw Foundation entered into an agreement with the Chickasaw Nation to manage the activities and office of the Chickasaw Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Any member of the Chickasaw Foundation can nominate a person for the Chickasaw Foundation board of trustees. The board then votes on the nominees to determine who fills the open position.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is sent to all board members for them to review, ask questions and request changes before the final form is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3If there is a possible conflict of interest with a proposed transaction or activity of the foundation, it will be brought to the board's attention. The board will then make a determination if there is an actual conflict of interest and what action is deemed necessary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The public can a request the documents by contacting the Chickasaw Foundation office or by visiting our website.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt019902480
IRS990/TotalAssetsEOYAmt023034848
IRS990/TotalAssetsGrp/BOYAmt019902480
IRS990/TotalAssetsGrp/EOYAmt023034848
IRS990/TotalCompGreaterThan150KInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$23,034,848
Liabilities
$0
Net assets
$23,034,848
Revenue
$2,059,504
Expenses
$765,802
Net income
$1,293,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.1$0.09$30.0$2.63$0.79$1.84
2023Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$2.06$0.77$1.29
2023Summary only. Only limited summary data is available for this year.$23.0$0.00$23.0$2.06$0.77$1.29
2022Summary only. Only limited summary data is available for this year.$19.9$0.00$19.9$1.36$0.66$0.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$0.00$20.5$0.98$0.69$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$0.00$18.1$1.02$0.56$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.00$17.1$1.71$0.78$0.93
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$1.03$0.74$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$0.00$15.3$0.89$0.95$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$1.79$1.10$0.69
2015Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.96$0.64$1.31
2014Summary only. Only limited summary data is available for this year.$11.5$0.00$11.5$1.72$0.64$1.07
2013Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$2.22$0.76$1.46
2012Summary only. Only limited summary data is available for this year.$7.71$0.00$7.71$2.23$1.15$1.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.62$0.00$6.62$1.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.00$5.25$1.58