Civic Intelligence

Sovereignty Symposium Inc

EIN 73-1341775 • 501(c)3 • Oklahoma City, OK

Profile

To provide a forum in which ideas concerning common legal issues can be exchanged in a scholarly,non-adversarial environment and to provide education of the interface of Tribal, State and Federal laws. Sponsor and promote educational events devoted to issues and topics of Tribal, State and Federal laws; engage in works calculated to improve understanding and knowledge.

2100 N Lincoln BlvdOklahoma City, OK 73105

www.thesovereigntysymposium.com

Siviq Scores

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

Liabilities / Assets

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

30th percentile

-11%

Higher net margin than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

-1.2%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$220,548

Down $2,659 (-1.2%) from 2022

Liabilities

Up

$16,175

Up $16,175 from 2022

Net Assets

Down

$204,373

Down $18,834 (-8.4%) from 2022

Revenue

Up

$172,546

Up $30,311 (+21%) from 2022

Expenses

Up

$191,379

Up $84,983 (+80%) from 2022

Net Income

Down

-$18,833

Down $54,672 (-153%) from 2022

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $211,493Liabilities 2011: $0Net Assets 2011: $211,4932011Assets 2012: $192,206Liabilities 2012: $0Net Assets 2012: $192,2062012Assets 2013: $164,490Liabilities 2013: $0Net Assets 2013: $164,4902013Assets 2014: $161,954Liabilities 2014: $0Net Assets 2014: $161,9542014Assets 2015: $162,912Liabilities 2015: $0Net Assets 2015: $162,9122015Assets 2016: $165,622Liabilities 2016: $0Net Assets 2016: $165,6222016Assets 2017: $190,263Liabilities 2017: $0Net Assets 2017: $190,2632017Assets 2018: $201,750Liabilities 2018: $0Net Assets 2018: $201,7502018Assets 2019: $198,839Liabilities 2019: $0Net Assets 2019: $198,8392019Assets 2020: $198,460Liabilities 2020: $8,760Net Assets 2020: $189,7002020Assets 2021: $196,578Liabilities 2021: $9,210Net Assets 2021: $187,3682021Assets 2022: $223,207Liabilities 2022: $0Net Assets 2022: $223,2072022Assets 2023: $220,548Liabilities 2023: $16,175Net Assets 2023: $204,3732023

Highlighted filing

2023

Assets$220,548
Liabilities$16,175
Net Assets$204,373

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $105,604Expenses 2011: $102,605Net Income 2011: $2,9992011Revenue 2012: $106,217Expenses 2012: $125,504Net Income 2012: -$19,2872012Revenue 2013: $100,613Expenses 2013: $128,329Net Income 2013: -$27,7162013Revenue 2014: $115,939Expenses 2014: $118,475Net Income 2014: -$2,5362014Revenue 2015: $124,284Expenses 2015: $123,326Net Income 2015: $9582015Revenue 2016: $152,738Expenses 2016: $150,028Net Income 2016: $2,7102016Revenue 2017: $158,149Expenses 2017: $133,610Net Income 2017: $24,5392017Revenue 2018: $141,494Expenses 2018: $130,007Net Income 2018: $11,4872018Revenue 2019: $137,729Expenses 2019: $140,640Net Income 2019: -$2,9112019Revenue 2020: $144,237Expenses 2020: $153,374Net Income 2020: -$9,1372020Revenue 2021: $3,326Expenses 2021: $5,656Net Income 2021: -$2,3302021Revenue 2022: $142,235Expenses 2022: $106,396Net Income 2022: $35,8392022Revenue 2023: $172,546Expenses 2023: $191,379Net Income 2023: -$18,8332023

Highlighted filing

2023

Revenue$172,546
Expenses$191,379
Net Income-$18,833

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Aug 7, 2023
Return Version
2022v5.0
Gross Receipts
$172,546
Mission and Program Overview

Mission

To provide a forum in which ideas concerning common legal issues can be exchanged in a scholarly,non-adversarial environment and to provide education of the interface of Tribal, State and Federal laws. Sponsor and promote educational events devoted to issues and topics of Tribal, State and Federal laws; engage in works calculated to improve understanding and knowledge.

To provide a forum in which ideas concerning common legal issues can be exchanged in a scholarly, non-adversarial environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$223,207$204,373▼ $18,834
Savings and Temporary Cash Investments$115,289$116,562▲ $1,273
Cash and Non-Interest-Bearing Accounts$92,872$89,103▼ $3,769
Inventories for Sale or Use$15,046$14,883▼ $163
Total Assets$223,207$220,548▼ $2,659
Liabilities
Deferred Revenue$0$16,175▲ $16,175
Total Liabilities$0$16,175▲ $16,175
Net Assets / Fund Balance
Total Net Assets Fund Balance$223,207$204,373▼ $18,834
Total Liabilities and Net Assets / Fund Balance$223,207$220,548▼ $2,659
Compensation and Service Providers

Board Members and Trustees

NameTitle
Allison CaveChairperson
Aletia Hayes TimmonsMember
Selden JonesMember/Secretary
Julie RorieMember/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$170,688
Investment Income
$1,858
Other Revenue
$0
Change in Net Assets
$-18,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$120,284
Grants and Similar Amounts Paid$71,095
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$82,705$0$0$82,705
Grants to Domestic Individuals$71,095--$71,095
Other Expenses$1,200$0$0$1,200
Insurance$1,187$0$0$1,187
Total Functional Expenses$191,379$0$0$191,379
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Sovereignty Symposium Inc
EIN
73-1341775
Phone
4055569371
Address
2100 N Lincoln Blvd, OKLAHOMA CITY, OK 73105

Signing Officer

Name
Julie Rorie
Title
Treasurer
Phone
4055569371
Signed
2023-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allison Cave
Formed
1989
Legal Domicile
Ok
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
20

Preparer

Firm
C Farrell Lewis CPA
Address
3405 East Memorial Road, Edmond, OK 73013
Preparer
Laura Cooke Attorney
Phone
4052854455
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Reviewed on signing

Pt VI, Line 19

This information is at the Organization's office and is made available upon request.

Form 990, Part IX, Line 24E

Art of the Oklahoma Judicial Center cost of books sold 163. 163. 0. 0.

Form 990, Part IX, Line 24E

Awards Writing Competion 4500. 4500. 0. 0.

Form 990, Part IX, Line 24E

Facilities & Food 34989. 34989. 0. 0.

Form 990, Part IX, Line 24E

Honor Guard 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Honorariums 150. 150. 0. 0.

Form 990, Part IX, Line 24E

Music 4762. 4762. 0. 0.

Form 990, Part IX, Line 24E

Artwork 9580. 9580. 0. 0.

Form 990, Part IX, Line 24E

Photography 800. 800. 0. 0.

Form 990, Part IX, Line 24E

Bank Charges/CC Fees 3467. 3467. 0. 0.

Form 990, Part IX, Line 24E

Beaded Presentation 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Parking 100. 100. 0. 0.

Form 990, Part IX, Line 24E

Supplies Other 500. 500. 0. 0.

Form 990, Part IX, Line 24E

Cvent Annual Fee 4382. 4382. 0. 0.

Form 990, Part IX, Line 24E

Supplies 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Tax Prep Fees 725. 725. 0. 0.

Form 990, Part IX, Line 24E

Travel & Lodging Speakers 9217. 9217. 0. 0.

Form 990, Part IX, Line 24E

Working Lunches Judges & Staff 985. 985. 0. 0.

Form 990, Part IX, Line 24E

Contract Labor 6000. 6000. 0. 0.

Form 990, Part IX, Line 24E

Postage 974. 974. 0. 0.

Form 990, Part IX, Line 24E

Rental 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Education/CLE Accreditation 1248. 1248. 0. 0.

Form 990, Part IX, Line 24E

Domain Registration 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Flowers 163. 163. 0. 0.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Artwork 9580. 9580. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Photography 800. 800. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Charges/CC Fees 3467. 3467. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Beaded Presentation 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Parking 100. 100. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Supplies Other 500. 500. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Cvent Annual Fee 4382. 4382. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Supplies 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Tax Prep Fees 725. 725. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Travel & Lodging Speakers 9217. 9217. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Working Lunches Judges & Staff 985. 985. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Contract Labor 6000. 6000. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Postage 974. 974. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Rental 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Education/CLE Accreditation 1248. 1248. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Domain Registration 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Flowers 163. 163. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990, Part IX, Line 24e
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0191379
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IRS990/TotalLiabilitiesEOYAmt016175
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IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0170688
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotalProgramServiceRevenueAmt0170688
IRS990/TotalRevenueGrp/ExclusionAmt01858
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0170688
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0172546
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
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IRS990/USAddress/AddressLine1Txt0PO Box 30424
IRS990/USAddress/CityNm0Edmond
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073003
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.thesovereigntysymposium.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Rorie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04055569371
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOVEREIGNTY SYMPOSIUM INC
ReturnHeader/Filer/BusinessNameControlTxt0SOVE
ReturnHeader/Filer/EIN0731341775
ReturnHeader/Filer/PhoneNum04055569371
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 N Lincoln Blvd
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C FARRELL LEWIS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03405 East Memorial Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Edmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04052854455
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Cooke Attorney
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-11T11:05:26-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rorie
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

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