Civic Intelligence

Bungardt Foundation

990PF • Fiscal year 2021 • EIN 84-2816765

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

90th percentile

66%

Higher net margin than 90% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

60th percentile

$48,890

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

59th percentile

11%

Faster asset growth than 59% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

244%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,579,915

Up $353,332 (+11%) from 2020

Net Assets

Up

$3,579,915

Up $353,332 (+11%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin90th percentile

Revenue

Up

$417,555

Up $296,186 (+244%) from 2020

Expenses

Up

$143,255

Up $46,051 (+47%) from 2020

Net Income

Up

$274,300

Up $250,135 (+1035%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th 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: $0Net 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

2021

Assets$3,579,915
Liabilities$0
Net Assets$3,579,915
Open 2021 Filing

Operations Trend

Revenue Growth92nd 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

2021

Revenue$417,555
Expenses$143,255
Net Income$274,300
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE TRUST COMPANY OF OKLAHOMATrusteePT$48,890-$48,890
JOHN JAY MCCAINTrustee-$8,400-$8,400
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
Phone
9187440553
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Halley McDaniel & Cuite PLLC
Address
2727 E 21st Street Suite 102, Tulsa, OK 74114
Preparer
Courtney Rueb CPA
Phone
9184880809
Raw XML Appendix341 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SOUTHWESTERN OKLAHOMA STATE UNIVERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OSU OFFICE OF THE BURSAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2BETHEL COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 CAMPUS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 269038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 E 27TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEATHERFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTH NEWTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd267117
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt072500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0100718
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0267897
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100718
IRS990PF/UndistributedIncomeGrp/Taxable2Amt091000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0267897
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0191718
LandEtcSchedule2/LandEtcGrp/BookValueAmt0513154
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0513154
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01947000
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0891
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0891
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
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt25
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0663
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt28
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0684
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12507
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0684
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12507
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FARM INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FEDERAL REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NET ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc3NONTAXABLE DIVIDENDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc4STATE REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt042604
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1157053
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt042604
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt19273
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2157053
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3984
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt41600
OtherIncreasesSchedule/OtherIncreasesDetail/Amt079032
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCE
TaxesSchedule/TaxesDetail/Amt03913
TaxesSchedule/TaxesDetail/Amt1917
TaxesSchedule/TaxesDetail/Amt23353
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2REAL ESTATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0917
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/PhoneNum09187440553
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/PreparerPersonNm0COURTNEY RUEB CPA
ReturnHeader/ReturnTs02022-11-15T08:17:01-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,579,915
Liabilities
$0
Net assets
$3,579,915
Revenue
$417,555
Expenses
$143,255
Net income
$274,300
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