Civic Intelligence

Sovereignty Symposium Inc

990 • Fiscal year 2022 • EIN 73-1341775

Apr 01, 2021 to Mar 31, 2022 • Filed on Aug 04, 2022

2100 N Lincoln BlvdOklahoma City, OK 73105

(405) 556-9371

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

75th percentile

25%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

4176%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$223,207

Up $26,629 (+14%) from 2021

Net Assets

Up

$223,207

Up $35,839 (+19%) from 2021

Liabilities

Down

$0

Down $9,210 (-100%) from 2021

Revenue

Up

$142,235

Up $138,909 (+4176%) from 2021

Expenses

Up

$106,396

Up $100,740 (+1781%) from 2021

Net Income

Up

$35,839

Up $38,169 (+1638%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$223,207
Liabilities$0
Net Assets$223,207

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$142,235
Expenses$106,396
Net Income$35,839
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Aug 4, 2022
Return Version
2021v4.1
Gross Receipts
$142,235
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$187,368$223,207▲ $35,839
Savings and Temporary Cash Investments$114,005$115,289▲ $1,284
Cash and Non-Interest-Bearing Accounts$66,747$92,872▲ $26,125
Inventories for Sale or Use$15,826$15,046▼ $780
Total Assets$196,578$223,207▲ $26,629
Liabilities
Deferred Revenue$9,210$0▼ $9,210
Total Liabilities$9,210$0▼ $9,210
Net Assets / Fund Balance
Total Net Assets Fund Balance$187,368$223,207▲ $35,839
Total Liabilities and Net Assets / Fund Balance$196,578$223,207▲ $26,629
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
$140,531
Investment Income
$1,704
Other Revenue
$0
Change in Net Assets
$35,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,900
Other Expenses$41,496
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$64,900--$64,900
All Other Expenses$21,653$0$0$21,653
Other Expenses$838$0$0$838
Total Functional Expenses$106,396$0$0$106,396
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
2022-08-04
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
12

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 780. 780. 0. 0.

Form 990, Part IX, Line 24E

Awards Writing Competion 5500. 5500. 0. 0.

Form 990, Part IX, Line 24E

Facilities & Food 5103. 5103. 0. 0.

Form 990, Part IX, Line 24E

Honor Guard 340. 340. 0. 0.

Form 990, Part IX, Line 24E

Honorariums 1900. 1900. 0. 0.

Form 990, Part IX, Line 24E

Music 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Artwork 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Photography 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Bank Charges/CC Fees 2365. 2365. 0. 0.

Form 990, Part IX, Line 24E

Beaded Presentation 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Parking 34. 34. 0. 0.

Form 990, Part IX, Line 24E

Supplies Other 93. 93. 0. 0.

Form 990, Part IX, Line 24E

Cvent Annual Fee 3303. 3303. 0. 0.

Form 990, Part IX, Line 24E

Supplies 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Tax Prep Fees 590. 590. 0. 0.

Form 990, Part IX, Line 24E

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

Form 990, Part IX, Line 24E

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

Form 990, Part IX, Line 24E

Contract Labor 500. 500. 0. 0.

Form 990, Part IX, Line 24E

Postage 899. 899. 0. 0.

Form 990, Part IX, Line 24E

Rental 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Donation AMAR Fnd 248. 248. 0. 0.

Form 990, Part IX, Line 24E

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

Form 990, Part IX, Line 24E

Domain Registration 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Dollar Rounding -2. -2. 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/ExplanationTxt13Supplies Other 93. 93. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Cvent Annual Fee 3303. 3303. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Supplies 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Tax Prep Fees 590. 590. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Travel & Lodging Speakers 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Working Lunches Judges & Staff 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Contract Labor 500. 500. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Postage 899. 899. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Rental 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Donation AMAR Fnd 248. 248. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Education/CLE Accreditation 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Domain Registration 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Dollar Rounding -2. -2. 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990, Part IX, Line 24e
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0106396
IRS990/TotalGrossUBIAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt01704
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0140531
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142235
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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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Rorie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04055569371
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-04
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/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/PreparationDt02022-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Cooke Attorney
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-08-14T12:21:06-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rorie
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

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