Civic Intelligence

Fleur D Sigmon Charitable Tr

990 • Fiscal year 2021 • EIN 73-6119153

Jul 01, 2020 to Jun 30, 2021 • Filed on May 02, 2022

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

84th percentile

46%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

40th percentile

$9,348

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

33rd percentile

2.2%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

20%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,294,002

Up $27,557 (+2.2%) from 2020

Net Assets

Up

$1,294,002

Up $27,557 (+2.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Up

$56,815

Up $9,489 (+20%) from 2020

Expenses

Down

$30,867

Down $420 (-1.3%) from 2020

Net Income

Up

$25,948

Up $9,909 (+62%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2021

Assets$1,294,002
Liabilities$0
Net Assets$1,294,002
Open 2021 Filing

Operations Trend

Revenue Growth58th 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

2021

Revenue$56,815
Expenses$30,867
Net Income$25,948
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 2, 2022
Return Version
2020v4.2
Gross Receipts
$135,729
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$1,266,445$1,294,002▲ $27,557
Investments in Publicly Traded Securities$1,218,179$1,253,396▲ $35,217
Savings and Temporary Cash Investments$48,266$40,606▼ $7,660
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,266,445$1,294,002▲ $27,557
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,266,445$1,294,002▲ $27,557
Total Liabilities and Net Assets / Fund Balance$1,266,445$1,294,002▲ $27,557
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
-Trustee$9,348$9,348
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$56,815
Other Revenue
$0
Change in Net Assets
$25,948
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,099
Salaries, Compensation, and Employee Benefits$9,691
Other Expenses$1,077
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-$9,691-$9,691
Fees for Services Accounting-$945-$945
Other Expenses-$132-$132
Total Functional Expenses$20,099$10,768$0$30,867
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Diocese of OklahomaOklahoma City, OK501c3Charitable$13,399
Casady SchoolOklahoma City, OK501c3Educational$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 is prepared by a third party and reviewed by the institutional trustee prior to filing.”

Form 990, Part VI, Section C, Line 19

“No documents are made 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
2022-05-02
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
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
Sara Smith
Phone
2022932200
Raw XML Appendix312 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/ActivitiesConductedPrtshpInd00
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/BusinessNameLine1Txt0BOKF NA
IRS990/BooksInCareOfDetail/PhoneNum09186191520
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1620
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IRS990/ConflictOfInterestPolicyInd00
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IRS990/CreditCounselingInd00
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IRS990/GrossReceiptsAmt0135729
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt030830
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030830
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01218179
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01253396
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt078914
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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 INSTITUTIONS LOCATED IN OKLAHOMA.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/OfficerMailingAddressInd00
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IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SANDRA ROCHELL
IRS990/PriorPeriodAdjustmentsAmt01609
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06700
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06700
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt020099
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IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt016039
IRS990/PYSalariesCompEmpBnftPaidAmt09270
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IRS990/PYTotalRevenueAmt047326
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt025948
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt048266
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IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CASADY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1EPISCOPAL DIOCESE OF OKLAHOMA
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHARITABLE
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1924 N ROBINSON
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IRS990ScheduleI/RecipientTable/USAddress/CityNm1OKLAHOMA CITY
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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 IS PREPARED BY A THIRD PARTY AND REVIEWED BY THE INSTITUTIONAL TRUSTEE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
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IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd074135
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN LEAMY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum09186191520
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02021 L STREET NW SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020036
ReturnHeader/PreparerPersonGrp/PhoneNum02022932200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA SMITH
ReturnHeader/ReturnTs02022-05-02T15:16:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEAMY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,294,002
Liabilities
$0
Net assets
$1,294,002
Revenue
$56,815
Expenses
$30,867
Net income
$25,948
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits