Civic Intelligence

Fleur D Sigmon Charitable Tr

990 • Fiscal year 2022 • EIN 73-6119153

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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

(918) 619-1525

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

41st percentile

$10,326

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

56th percentile

3.9%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

34%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,344,350

Up $50,348 (+3.9%) from 2021

Net Assets

Up

$1,344,350

Up $50,348 (+3.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin94th percentile

Revenue

Up

$76,411

Up $19,596 (+34%) from 2021

Expenses

Down

$24,507

Down $6,360 (-21%) from 2021

Net Income

Up

$51,904

Up $25,956 (+100%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2022

Assets$1,344,350
Liabilities$0
Net Assets$1,344,350
Open 2022 Filing

Operations Trend

Revenue Growth76th 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

2022

Revenue$76,411
Expenses$24,507
Net Income$51,904
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.1
Gross Receipts
$136,870
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$1,294,002$1,344,350▲ $50,348
Investments in Publicly Traded Securities$1,253,396$1,249,981▼ $3,415
Savings and Temporary Cash Investments$40,606$94,369▲ $53,763
Total Assets$1,294,002$1,344,350▲ $50,348
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,294,002$1,344,350▲ $50,348
Total Liabilities and Net Assets / Fund Balance$1,294,002$1,344,350▲ $50,348
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
-Trustee$10,326$10,326
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$76,411
Other Revenue
$0
Change in Net Assets
$51,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,368
Salaries, Compensation, and Employee Benefits$10,326
Other Expenses$813
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,368--$13,368
Current Officers, Directors, Trustees, and Key Employees-$10,326-$10,326
Fees for Services Accounting-$500-$500
All Other Expenses-$313-$313
Total Functional Expenses$13,368$11,139$0$24,507
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Diocese of OklahomaOklahoma City, OK501c3Charitable$8,912
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 484002019
EIN
73-6119153
Phone
9186191525
Address
PO BOX 1620, TULSA, OK 74101-1620

Signing Officer

Name
Bokf N a Trustee
Title
Vice President
Phone
9186191525
Signed
2023-05-15

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 $1,558 due to timing adjustment”

Raw XML Appendix336 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.

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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsBOYAmt01294002
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt024507
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01294002
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01344350
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt013368
IRS990/TotalReportableCompFromOrgAmt010326
IRS990/TotalRevenueGrp/ExclusionAmt027075
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076411
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01294002
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01344350
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BOKF N A TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09186191525
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLEUR D SIGMON CHARITABLE TRUST 484002019
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/ReturnTs02023-05-15T11:00:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,344,350
Liabilities
$0
Net assets
$1,344,350
Revenue
$76,411
Expenses
$24,507
Net income
$51,904
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
2022Detailed filing. Detailed filing data is available for this year.$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