Civic Intelligence

Bungardt Foundation

990PF • Fiscal year 2020 • EIN 84-2816765

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 14, 2021

Organization Profile
PO Box 3627Tulsa, OK 74101

(918) 774-0553

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

71st percentile

20%

Higher net margin than 71% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$33,025

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

49th percentile

2.8%

Faster asset growth than 49% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

88%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,226,583

Up $86,916 (+2.8%) from 2019

Net Assets

Up

$3,226,583

Up $86,916 (+2.8%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin71st percentile

Revenue

Up

$121,369

Up $56,978 (+88%) from 2019

Expenses

Up

$97,204

Up $97,204 from 2019

Net Income

Down

$24,165

Down $40,226 (-62%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $3,139,667Liabilities 2019: $1Net Assets 2019: $3,139,6672019Assets 2020: $3,226,583Liabilities 2020: $1Net Assets 2020: $3,226,5832020Assets 2021: $3,579,915Liabilities 2021: $1Net Assets 2021: $3,579,9152021Assets 2022: $5,862,720Liabilities 2022: $1Net Assets 2022: $5,862,7202022Assets 2023: $5,800,321Liabilities 2023: $1Net Assets 2023: $5,800,3212023Assets 2024: $5,904,241Liabilities 2024: $3,590Net Assets 2024: $5,900,6512024

Highlighted filing

2020

Assets$3,226,583
Liabilities$1
Net Assets$3,226,583
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $64,391Expenses 2019: $0Net Income 2019: $64,3912019Revenue 2020: $121,369Expenses 2020: $97,204Net Income 2020: $24,1652020Revenue 2021: $417,555Expenses 2021: $143,255Net Income 2021: $274,3002021Revenue 2022: $2,793,808Expenses 2022: $432,615Net Income 2022: $2,361,1932022Revenue 2023: $247,958Expenses 2023: $321,759Net Income 2023: -$73,8012023Revenue 2024: $392,452Expenses 2024: $299,616Net Income 2024: $92,8362024

Highlighted filing

2020

Revenue$121,369
Expenses$97,204
Net Income$24,165
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE TRUST COMPANY OF OKLAHOMATrusteePT$33,025-$33,025
JOHN JAY MCCAINTrustee-$15,790-$15,790
Filing and Contact Details

Filer

Filer Name
Bungardt Foundation
EIN
84-2816765
Phone
9187740553
Address
PO BOX 3627, TULSA, OK 74101

Signing Officer

Name
Jennifer May
Title
Trustee
Signed
2021-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Halley McDaniel & Cuite PLLC
Address
2727 E 21st Street Suite 102, Tulsa, OK 74114
Preparer
Mary Jane Halley CPA
Phone
9184880809
Raw XML Appendix322 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE TRUST COMPANY OF OKLAHOMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN JAY MCCAIN
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SOUTHWESTERN OKLAHOMA STATE UNIVERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OSU OFFICE OF THE BURSAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OKLAHOMA CITY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt042139
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018230
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0233857
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060369
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0191718
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018230
LandEtcSchedule2/LandEtcGrp/BookValueAmt0513154
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0513154
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01947000
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03023
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03023
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0663
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt25
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FARMERS COOP EXCHANGE - BESSIE, OK
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1MINERAL INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ROYALTY INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0663
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11
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OtherIncomeSchedule2/OtherIncomeDetail/Desc1NET ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NONTAXABLE DIVIDENDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt051525
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt146163
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt051525
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt146163
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21316
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01854
OtherIncreasesSchedule/OtherIncreasesDetail/Amt160897
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADDITION TO PRINCIPAL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BOOK/TAX DIFFERENCE
TaxesSchedule/TaxesDetail/Amt010380
TaxesSchedule/TaxesDetail/Amt1386
TaxesSchedule/TaxesDetail/Amt21662
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0386
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/PersonNm0JENNIFER MAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUNGARDT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BUNG
ReturnHeader/Filer/EIN0842816765
ReturnHeader/Filer/PhoneNum09187740553
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3627
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474609457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Halley McDaniel & Cuite PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02727 E 21st Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074114
ReturnHeader/PreparerPersonGrp/PhoneNum09184880809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JANE HALLEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-06-14T15:28:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,226,583
Liabilities
$1
Net assets
$3,226,583
Revenue
$121,369
Expenses
$97,204
Net income
$24,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.39$0.30$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.25$0.32$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$2.79$0.43$2.36
2021Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.42$0.14$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.12$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.06$0.00$0.06