Civic Intelligence

St George Foundation

990PF • Fiscal year 2021 • EIN 73-6256751

Oct 01, 2020 to Sep 30, 2021 • Filed on Feb 09, 2022

Organization Profile
PO Box 1620Tulsa, OK 74101

(405) 843-4637

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

40th percentile

1.8%

Higher net margin than 40% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$5,877

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 27.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

43rd percentile

0.1%

Faster asset growth than 43% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-25%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$341,958

Up $383 (+0.1%) from 2020

Net Assets

Up

$341,958

Up $383 (+0.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin40th percentile

Revenue

Down

$21,796

Down $7,457 (-25%) from 2020

Expenses

Up

$21,413

Up $935 (+4.6%) from 2020

Net Income

Down

$383

Down $8,392 (-96%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $135,569Liabilities 2011: $02011Assets 2012: $138,642Liabilities 2012: $02012Assets 2013: $145,711Liabilities 2013: $02013Assets 2014: $148,242Liabilities 2014: $02014Assets 2015: $143,889Liabilities 2015: $02015Assets 2019: $332,800Liabilities 2019: $02019Assets 2020: $341,575Liabilities 2020: $0Net Assets 2020: $341,5752020Assets 2021: $341,958Liabilities 2021: $0Net Assets 2021: $341,9582021Assets 2022: $331,455Liabilities 2022: $0Net Assets 2022: $331,4552022Assets 2023: $366,536Liabilities 2023: $0Net Assets 2023: $366,5362023Assets 2024: $357,515Liabilities 2024: $0Net Assets 2024: $357,5152024Assets 2025: $353,705Liabilities 2025: $0Net Assets 2025: $353,7052025

Highlighted filing

2021

Assets$341,958
Liabilities$0
Net Assets$341,958
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $13,067Expenses 2011: $7,392Net Income 2011: $5,6752011Revenue 2012: $11,198Expenses 2012: $8,125Net Income 2012: $3,0732012Revenue 2013: $13,694Expenses 2013: $6,625Net Income 2013: $7,0692013Revenue 2014: $7,396Expenses 2014: $4,865Net Income 2014: $2,5312014Revenue 2015: $7,232Expenses 2015: $11,600Net Income 2015: -$4,3682015Revenue 2019: $17,909Expenses 2019: $21,206Net Income 2019: -$3,2972019Revenue 2020: $29,253Expenses 2020: $20,478Net Income 2020: $8,7752020Revenue 2021: $21,796Expenses 2021: $21,413Net Income 2021: $3832021Revenue 2022: $15,176Expenses 2022: $25,679Net Income 2022: -$10,5032022Revenue 2023: $58,639Expenses 2023: $23,558Net Income 2023: $35,0812023Revenue 2024: $14,168Expenses 2024: $23,189Net Income 2024: -$9,0212024Revenue 2025: $20,096Expenses 2025: $23,906Net Income 2025: -$3,8102025

Highlighted filing

2021

Revenue$21,796
Expenses$21,413
Net Income$383
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Feb 9, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOKF NATrustee-$5,877-$5,877
Filing and Contact Details

Filer

Filer Name
St George Foundation
EIN
73-6256751
Address
PO BOX 1620, TULSA, OK 74101

Signing Officer

Name
Sean Leamy
Title
Vice President
Signed
2022-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Day Samuelson & Cobbs CPAs
Address
1900 NW Expressway Suite 512, Oklahoma City, OK 73118
Preparer
Bill J Day
Phone
4058434637
Raw XML Appendix354 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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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0341575
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0341958
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0341575
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0341958
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0413084
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04166
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0408918
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06196
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020344
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0406888
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0413084
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05877
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BOKF NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1620
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0741011620
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt017340
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt017340
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt017340
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1620
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0741011620
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BOKF NA TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum09186191520
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014989
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO BE USED FOR GENERAL EXPENSE OF CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST GEORGE GREEK CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02101 NW 145TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073134
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014989
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02351
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014989
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020095
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017340
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017744
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014989
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0790
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt115
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OIL AND GAS LEASES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0751
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt115
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0751
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt115
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0961
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0961
TaxesSchedule/TaxesDetail/Amt0172
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN LEAMY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST GEORGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STGE
ReturnHeader/Filer/EIN0736256751
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1620
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731030230
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Day Samuelson & Cobbs CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 NW Expressway Suite 512
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073118
ReturnHeader/PreparerPersonGrp/PhoneNum04058434637
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bill J Day
ReturnHeader/ReturnTs02022-02-09T06:35:01-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEAMY
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$341,958
Liabilities
$0
Net assets
$341,958
Revenue
$21,796
Expenses
$21,413
Net income
$383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.20$0.24$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$0.14$0.23$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$0.59$0.24$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.15$0.26$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.22$0.21$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.29$0.20$0.09
2019Summary only. Only limited summary data is available for this year.$3.33$0.00$0.18$0.21$0.03
2015Summary only. Only limited summary data is available for this year.$1.44$0.00$0.07$0.12$0.04
2014Summary only. Only limited summary data is available for this year.$1.48$0.00$0.07$0.05$0.03
2013Summary only. Only limited summary data is available for this year.$1.46$0.00$0.14$0.07$0.07
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$0.11$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$0.13$0.07$0.06