Civic Intelligence

Fleischaker Family Foundation

990PF • Fiscal year 2019 • EIN 81-0627666

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profile
100 N Broadway Suite 2460Oklahoma City, OK 73102

(405) 235-8444

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-153%

Higher net margin than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,243,753

Down $194,340 (-5.7%) from 2015

Net Assets

$3,243,753

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

Down

$79,609

Down $123,247 (-61%) from 2015

Expenses

Down

$201,501

Down $63,949 (-24%) from 2015

Net Income

Down

-$121,892

Down $59,298 (-95%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,987,637Liabilities 2011: $02011Assets 2012: $3,268,626Liabilities 2012: $02012Assets 2013: $3,527,156Liabilities 2013: $02013Assets 2014: $3,500,687Liabilities 2014: $02014Assets 2015: $3,438,093Liabilities 2015: $02015Assets 2019: $3,243,753Liabilities 2019: $0Net Assets 2019: $3,243,7532019Assets 2020: $3,106,518Liabilities 2020: $0Net Assets 2020: $3,106,5182020Assets 2021: $3,104,651Liabilities 2021: $0Net Assets 2021: $3,104,6512021Assets 2022: $3,042,556Liabilities 2022: $0Net Assets 2022: $3,042,5562022Assets 2023: $2,930,957Liabilities 2023: $0Net Assets 2023: $2,930,9572023Assets 2024: $2,930,992Liabilities 2024: $0Net Assets 2024: $2,930,9922024

Highlighted filing

2019

Assets$3,243,753
Liabilities$0
Net Assets$3,243,753
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2011: $310,449Expenses 2011: $238,691Net Income 2011: $71,7582011Revenue 2012: $500,409Expenses 2012: $219,420Net Income 2012: $280,9892012Revenue 2013: $478,571Expenses 2013: $220,041Net Income 2013: $258,5302013Revenue 2014: $227,127Expenses 2014: $253,596Net Income 2014: -$26,4692014Revenue 2015: $202,856Expenses 2015: $265,450Net Income 2015: -$62,5942015Revenue 2019: $79,609Expenses 2019: $201,501Net Income 2019: -$121,8922019Revenue 2020: $76,945Expenses 2020: $214,180Net Income 2020: -$137,2352020Revenue 2021: $214,430Expenses 2021: $216,297Net Income 2021: -$1,8672021Revenue 2022: $171,993Expenses 2022: $224,319Net Income 2022: -$52,3262022Revenue 2023: $81,022Expenses 2023: $192,640Net Income 2023: -$111,6182023Revenue 2024: $207,138Expenses 2024: $207,103Net Income 2024: $352024

Highlighted filing

2019

Revenue$79,609
Expenses$201,501
Net Income-$121,892
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA A FLEISCHAKERPresident-$0--
DAVID S FLEISCHAKERVice President-$0--
JOSEPH L FLEISCHAKERTreasurer-$0--
EMILY R FLEISCHAKERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Fleischaker Family Foundation
EIN
81-0627666
Phone
4052358444
Address
100 N BROADWAY SUITE 2460, OKLAHOMA CITY, OK 73102

Signing Officer

Name
Joseph L Fleischaker
Title
Treasurer
Phone
4052358444
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
210 PARK AVE SUITE 1725, OKLAHOMA CITY, OK 73102
Preparer
Lauren Nowakowski
Phone
4052397961
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2013957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2113526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2223059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2317488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2412815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2524862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2614013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2725188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2820553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2912379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3020068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3118705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3226249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3328995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3420543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3524576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3633073
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt321366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt414537
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1313122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1428731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1521768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1620948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1728067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1816046
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3030881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3123786
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3335893
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3730480
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CINEMARK HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FIRST AMER FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11FLOWERS FOODS INC FLO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12FNB CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14GENERAL MOTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17INTERPUBLIC GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19KEYCORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20LYONDELLBASELL INDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21M D C HOLDINGS INC: MDC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MSC INDL DIRECT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NATIONAL HEALTH INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24NETAPP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25OLD REPUBLIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PACKAGING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ROCHE HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SANOFI SPOND ADR: SNY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35UMPQUA HOLDINGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37WILLIAMS COMPANIES
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0149949
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0153614
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0338607
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0346760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0125015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1281867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2122919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3262646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46179
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt536752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BAIRD CORE PLUS MUTUTAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1METROPOLITAN WEST TOTAL MUTUTAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SCHWAB S&P 500 INDEX FUND MUTUTAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD TOTAL INTL STOCK MKT FD MUTUTAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4INVEST- MK/ORR PARTNERS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5INVEST - MK/ORR PARTNERS II, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0130533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1281550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2147011
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0114136
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-38197
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt079609
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04130
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04130
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0155736
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0155736
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt04153
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04153
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0109453
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0114136
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-121892
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01328475
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-38197
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt077813
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05363
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt029455
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035780
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03670
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03670
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01702
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt079609
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09493
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035310
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt045765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01366672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-39221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-39221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11327451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-38197
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-121892
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01170

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,243,753
Liabilities
$0
Net assets
$3,243,753
Revenue
$79,609
Expenses
$201,501
Net income
-$121,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.21$0.21$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.08$0.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.17$0.22$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.21$0.22$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.08$0.21$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.08$0.20$0.12
2015Summary only. Only limited summary data is available for this year.$3.44$0.00$0.20$0.27$0.06
2014Summary only. Only limited summary data is available for this year.$3.50$0.00$0.23$0.25$0.03
2013Summary only. Only limited summary data is available for this year.$3.53$0.00$0.48$0.22$0.26
2012Summary only. Only limited summary data is available for this year.$3.27$0.00$0.50$0.22$0.28
2011Summary only. Only limited summary data is available for this year.$2.99$0.00$0.31$0.24$0.07