Civic Intelligence

Fleur D Sigmon Charitable Tr

990 • Fiscal year 2020 • EIN 73-6119153

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 01, 2021

Organization ProfileN/A
PO Box 1620Tulsa, OK 74101-1620

(918) 619-1520

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$9,826

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

41st percentile

2.5%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-63%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

$1,266,445

No earlier filing loaded for comparison.

Net Assets

$1,266,445

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin83rd percentile

Revenue

$47,326

No earlier filing loaded for comparison.

Expenses

$31,287

No earlier filing loaded for comparison.

Net Income

$16,039

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$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

2020

Assets$1,266,445
Liabilities$0
Net Assets$1,266,445
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

2020

Revenue$47,326
Expenses$31,287
Net Income$16,039
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 1, 2021
Return Version
2019v5.2
Gross Receipts
$350,698
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.

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 institutions located in oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,235,503$1,266,445▲ $30,942
Investments in Publicly Traded Securities$1,172,499$1,218,179▲ $45,680
Savings and Temporary Cash Investments$63,004$48,266▼ $14,738
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,235,503$1,266,445▲ $30,942
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,235,503$1,266,445▲ $30,942
Total Liabilities and Net Assets / Fund Balance$1,235,503$1,266,445▲ $30,942
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleBaseTotal
-Trustee$9,826$9,826
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$47,326
Other Revenue
$0
Change in Net Assets
$16,039
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,099
Salaries, Compensation, and Employee Benefits$9,270
Other Expenses$1,918
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,099--$20,099
Current Officers, Directors, Trustees, and Key Employees-$9,270-$9,270
Fees for Services Accounting-$893-$893
Other Expenses-$325-$325
Total Functional Expenses$20,099$11,188$0$31,287
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Diocese of OklahomaOklahoma City, OK3Charitable$13,399
Casady SchoolOklahoma City, OK3Educational$6,700
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
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, Part VI, Section B, Line 11B

“Form 990, part vi, line 11b - organization's process to review form 990 form 990 is prepared by a third party and reviewed by the institutional trustee prior to filing.”

Form 990, Part VI, Section C, Line 19

“Form 990, part vi, line 19 - governing documents disclosure information no documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Fleur D Sigmon Charitable Trust
EIN
73-6119153
Phone
9186191520
Address
PO BOX 1620, TULSA, OK 74101-1620

Signing Officer

Name
Sean Leamy
Title
Tax Manager
Phone
9186191520
Signed
2021-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Rochell
Formed
1968
Legal Domicile
Ok
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
210 PARK AVE SUITE 1725, OKLAHOMA CITY, OK 73102
Preparer
Lauren Nowakowski
Phone
4052397961
Raw XML Appendix310 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
IRS990/AccountantCompileOrReviewInd00
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IRS990/ActivityOrMissionDesc0PER 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 INSTITUTIONS LOCATED IN OKLAHOMA.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE PRIVATE BANK TAX SERVICES
IRS990/BooksInCareOfDetail/PhoneNum09186191520
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1620
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01172499
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01218179
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0303372
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SANDRA ROCHELL
IRS990/PriorPeriodAdjustmentsAmt014903
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS FOR NEEDY AND DESERVING STUDENTS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06700
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06700
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
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IRS990/PYGrantsAndSimilarPaidAmt018146
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RelatedEntityInd00
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IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ONLY MAKES GRANTS TO ITS SUPPORTED ORGANIZATIONS, WHICH ARE CLASSIFIED AS IRC SECTION 501(C)(3) PUBLIC CHARITIES. THE ORGANIZATION MAY REQUEST INFORMATION FROM THE GRANTEES AS NEEDED TO MONITOR AND ENSURE ITS GRANTS ARE USED FOR PROPER PURPOSES AND AREN'T OTHERWISE DIVERTED FROM THE INTENDED USE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990 FORM 990 IS PREPARED BY A THIRD PARTY AND REVIEWED BY THE INSTITUTIONAL TRUSTEE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE INFORMATION NO DOCUMENTS AVAILABLE TO THE PUBLIC.
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IRS990/VotingMembersGoverningBodyCnt01
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum09186191520
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-01
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 PARK AVE SUITE 1725
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073102
ReturnHeader/PreparerPersonGrp/PhoneNum04052397961
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN NOWAKOWSKI
ReturnHeader/ReturnTs02021-05-10T10:10:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,266,445
Liabilities
$0
Net assets
$1,266,445
Revenue
$47,326
Expenses
$31,287
Net income
$16,039
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
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.03$0.02