Civic Intelligence

Paul L Sisk and Helen I Sisk Charitable Trust

EIN 73-6243607

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

84th percentile

42%

Higher net margin than 84% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$54,013

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

65th percentile

8.0%

Faster asset growth than 65% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

72%

Faster revenue growth than 83% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,929,843

Up $216,515 (+8.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,929,843

Up $216,515 (+8.0%) from 2023

Revenue

Up

$518,804

Up $217,238 (+72%) from 2023

Expenses

Down

$298,961

Down $96,514 (-24%) from 2023

Net Income

Up

$219,843

Up $313,752 (+334%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,598,274Liabilities 2020: $0Net Assets 2020: $2,598,2742020Assets 2021: $2,755,101Liabilities 2021: $0Net Assets 2021: $2,755,1012021Assets 2022: $2,805,498Liabilities 2022: $0Net Assets 2022: $2,805,4982022Assets 2023: $2,713,328Liabilities 2023: $0Net Assets 2023: $2,713,3282023Assets 2024: $2,929,843Liabilities 2024: $0Net Assets 2024: $2,929,8432024

Highlighted filing

2024

Assets$2,929,843
Liabilities$0
Net Assets$2,929,843

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2020: $196,475Expenses 2020: $272,628Net Income 2020: -$76,1532020Revenue 2021: $410,373Expenses 2021: $300,566Net Income 2021: $109,8072021Revenue 2022: $499,537Expenses 2022: $291,239Net Income 2022: $208,2982022Revenue 2023: $301,566Expenses 2023: $395,475Net Income 2023: -$93,9092023Revenue 2024: $518,804Expenses 2024: $298,961Net Income 2024: $219,8432024

Highlighted filing

2024

Revenue$518,804
Expenses$298,961
Net Income$219,843

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH A KERSEYTrustee/BkprPT$54,013-$54,013
AL RD SOWARDSTrusteePT$21,627-$21,627
Filing and Contact Details

Filer

Filer Name
Paul L Sisk and Helen I Sisk
EIN
73-6243607
Phone
9187491542
Address
5319 SOUTH LEWIS SUITE 206, TULSA, OK 74105

Signing Officer

Name
Al Rd Sowards
Title
Trustee
Phone
9187491542
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
810 S CINCINNATI AVE STE 600, TULSA, OK 74119-1623
Preparer
Katie Hickerson CPA
Phone
9187485000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6182958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7118559
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1891214
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25118469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2677463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt087653
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0372156
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/BusinessCd0211100
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/UnrelatedBusinessTaxblIncmAmt036993
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt022002
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0481811
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt036993
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0518804
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03465
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09425
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012890
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0372156
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt029723
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040622
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt070345
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0168402
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0168402
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt058239
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt087653
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt087653
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0219843
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt036993
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt095232
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01849536
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0372156
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0390928
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt02724
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt02343
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt05067
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03285
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010561
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt022002
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt022002
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt029606
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt029606
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01611
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0207599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt090883
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0298961
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0481811
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0518804
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt039197
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt090883
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0130559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0421845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2187970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3796415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt081115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt134307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt221342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3172154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt458823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt64402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt081115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt134307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt221342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3172154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt458823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0502960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1105457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2209312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3968569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt458823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY #2069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY #5985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FIDELITY #8573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BOK WM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FIDELITY #2069 CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FIDELITY #8573 CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BOK CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0372156

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