Civic Intelligence

Fleur D Sigmon Charitable Trust 0220-0001017

EIN 73-6119153 • 501(c)3 • Tulsa, OK

Profile

Per the will, funds given to casady school are to be used for scholarships for needy and deserving students. The episcopal diocese funds are to be used to benefit the aged at two oklahoma institutions.

PO Box 1620Tulsa, OK 74101-1620

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$10,804

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

46th percentile

2.0%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,580,711

Up $31,421 (+2.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,580,711

Up $31,421 (+2.0%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin87th percentile

Revenue

Down

$82,139

Down $106,446 (-56%) from 2024

Expenses

Up

$46,315

Up $17,471 (+61%) from 2024

Net Income

Down

$35,824

Down $123,917 (-78%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,266,445Liabilities 2020: $0Net Assets 2020: $1,266,4452020Assets 2021: $1,294,002Liabilities 2021: $0Net Assets 2021: $1,294,0022021Assets 2022: $1,344,350Liabilities 2022: $0Net Assets 2022: $1,344,3502022Assets 2023: $1,387,962Liabilities 2023: $0Net Assets 2023: $1,387,9622023Assets 2024: $1,549,290Liabilities 2024: $0Net Assets 2024: $1,549,2902024Assets 2025: $1,580,711Liabilities 2025: $0Net Assets 2025: $1,580,7112025

Highlighted filing

2025

Assets$1,580,711
Liabilities$0
Net Assets$1,580,711
Open 2025 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$150K$100K$50K$0Revenue 2020: $47,326Expenses 2020: $31,287Net Income 2020: $16,0392020Revenue 2021: $56,815Expenses 2021: $30,867Net Income 2021: $25,9482021Revenue 2022: $76,411Expenses 2022: $24,507Net Income 2022: $51,9042022Revenue 2023: $72,545Expenses 2023: $26,037Net Income 2023: $46,5082023Revenue 2024: $188,585Expenses 2024: $28,844Net Income 2024: $159,7412024Revenue 2025: $82,139Expenses 2025: $46,315Net Income 2025: $35,8242025

Highlighted filing

2025

Revenue$82,139
Expenses$46,315
Net Income$35,824
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,580,711
Liabilities
$0
Net assets
$1,580,711
Revenue
$82,139
Expenses
$46,315
Net income
$35,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.08$0.05$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.19$0.03$0.16
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.07$0.03$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.08$0.02$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.00$1.29$0.06$0.03$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.05$0.03$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$453,249
Mission and Program Overview

Mission

Per the will, funds given to casady school are to be used for scholarships for needy and deserving students. The episcopal diocese funds are to be used to benefit the aged at two oklahoma institutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,549,290$1,580,711▲ $31,421
Investments in Publicly Traded Securities$1,465,588$1,494,689▲ $29,101
Savings and Temporary Cash Investments$83,702$86,022▲ $2,320
Total Assets$1,549,290$1,580,711▲ $31,421
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,549,290$1,580,711▲ $31,421
Total Liabilities and Net Assets / Fund Balance$1,549,290$1,580,711▲ $31,421
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleBaseTotal
-Trustee$10,804$10,804
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$82,139
Other Revenue
$0
Change in Net Assets
$35,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,761
Salaries, Compensation, and Employee Benefits$10,804
Other Expenses$1,750
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,761--$33,761
Current Officers, Directors, Trustees, and Key Employees-$10,804-$10,804
Fees for Services Accounting-$1,750-$1,750
Total Functional Expenses$33,761$12,554$0$46,315
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Return is prepared and reviewed by institutional trustee”

Form 990, Page 6, Part VI, Line 19

“No documents are made available to the public”

Filing and Contact Details

Filer

Filer Name
Fleur D Sigmon Charitable Trust 0220-0001017
EIN
73-6119153
Phone
9186191525
Address
PO BOX 1620, TULSA, OK 74101-1620

Signing Officer

Name
Bokf Na Trustee
Title
Vice President
Phone
9186191525
Signed
2025-11-04

Organization Details

Formed
1968
Legal Domicile
Ok
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Form 900, Part 1, Line 1

“Description of organization mission, deserving students. The episcopal diocese funds are to be used to benefit the aged at two institutions located in oklahoma.”

Sch A, Section D, Question 2

“The beneficiary organizations receive regular statements regarding portfolio”

Explanation for Form 990, Part XI, Line 9

“Other changes in net assets and fund balances of $4403 due to timing adjustment”

Raw XML Appendix321 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/FormationYr01968
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IRS990/GoverningBodyVotingMembersCnt01
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt033761
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt050186
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050186
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01465588
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01494689
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0371110
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PER THE WILL, FUNDS GIVEN TO CASADY SCHOOL ARE TO BE USED FOR SCHOLARSHIPS FOR NEEDY AND DESERVING STUDENTS. THE EPISCOPAL DIOCESE FUNDS ARE TO BE USED TO BENEFIT THE AGED AT TWO OKLAHOMA INSTITUTIONS.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt01549290
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt031953
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-4403
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS FOR NEEDY AND DESERVING STUDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011254
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt018896
IRS990/PYInvestmentIncomeAmt0188585
IRS990/PYRevenuesLessExpensesAmt0159741
IRS990/PYSalariesCompEmpBnftPaidAmt09948
IRS990/PYTotalExpensesAmt028844
IRS990/PYTotalRevenueAmt0188585
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt035824
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01549290
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt083702
IRS990/SavingsAndTempCashInvstGrp/EOYAmt086022
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION OF ORGANIZATION MISSION, DESERVING STUDENTS. THE EPISCOPAL DIOCESE FUNDS ARE TO BE USED TO BENEFIT THE AGED AT TWO INSTITUTIONS LOCATED IN OKLAHOMA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BENEFICIARY ORGANIZATIONS RECEIVE REGULAR STATEMENTS REGARDING PORTFOLIO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RETURN IS PREPARED AND REVIEWED BY INSTITUTIONAL TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER CHANGES IN NET ASSETS AND FUND BALANCES OF $4403 DUE TO TIMING ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 900, PART 1, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1SCH A, SECTION D, QUESTION 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01549290
IRS990/TotalAssetsEOYAmt01580711
IRS990/TotalAssetsGrp/BOYAmt01549290
IRS990/TotalAssetsGrp/EOYAmt01580711
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012554
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033761
IRS990/TotalFunctionalExpensesGrp/TotalAmt046315
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01549290
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01580711
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt033761
IRS990/TotalReportableCompFromOrgAmt010804
IRS990/TotalRevenueGrp/ExclusionAmt050186
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt082139
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01549290
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01580711
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BOKF NA TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09186191525
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLEUR D SIGMON CHARITABLE TRUST 0220-0001017
ReturnHeader/Filer/BusinessNameControlTxt0FLEU
ReturnHeader/Filer/EIN0736119153
ReturnHeader/Filer/PhoneNum09186191525
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1620
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0741011620
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-05T15:01:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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