Civic Intelligence

Campbell Charitable Trust XXX-XX-XXXX

EIN 85-6117641 • 501(c)3 • Tulsa, OK

Profile

Support specific catholic charities

PO Box 1620Tulsa, OK 74101-1620

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

89th percentile

51%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$33,391

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

42nd percentile

1.7%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

78%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$5,922,802

Up $99,627 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,922,802

Up $99,627 (+1.7%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin89th percentile

Revenue

Up

$256,773

Up $112,711 (+78%) from 2023

Expenses

Down

$125,840

Down $18,691 (-13%) from 2023

Net Income

Up

$130,933

Up $131,402 (+28017%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,574,036Liabilities 2010: $99,161Net Assets 2010: $5,474,8752010Assets 2011: $5,365,309Liabilities 2011: $0Net Assets 2011: $5,365,3092011Assets 2012: $5,911,681Liabilities 2012: $165,317Net Assets 2012: $5,746,3642012Assets 2013: $5,915,938Liabilities 2013: $14,767Net Assets 2013: $5,901,1712013Assets 2020: $5,443,571Liabilities 2020: $0Net Assets 2020: $5,443,5712020Assets 2021: $5,856,839Liabilities 2021: $0Net Assets 2021: $5,856,8392021Assets 2022: $5,847,029Liabilities 2022: $0Net Assets 2022: $5,847,0292022Assets 2023: $5,823,175Liabilities 2023: $0Net Assets 2023: $5,823,1752023Assets 2024: $5,922,802Liabilities 2024: $0Net Assets 2024: $5,922,8022024

Highlighted filing

2024

Assets$5,922,802
Liabilities$0
Net Assets$5,922,802
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $146,3492010Expenses 2011: $196,4302011Expenses 2012: $181,0992012Revenue 2013: $438,212Expenses 2013: $245,161Net Income 2013: $193,0512013Revenue 2020: $165,202Expenses 2020: $101,240Net Income 2020: $63,9622020Revenue 2021: $480,674Expenses 2021: $63,729Net Income 2021: $416,9452021Revenue 2022: $167,037Expenses 2022: $174,905Net Income 2022: -$7,8682022Revenue 2023: $144,062Expenses 2023: $144,531Net Income 2023: -$4692023Revenue 2024: $256,773Expenses 2024: $125,840Net Income 2024: $130,9332024

Highlighted filing

2024

Revenue$256,773
Expenses$125,840
Net Income$130,933
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,922,802
Liabilities
$0
Net assets
$5,922,802
Revenue
$256,773
Expenses
$125,840
Net income
$130,933
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.00$5.92$0.26$0.13$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$0.14$0.14$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$0.00$5.85$0.17$0.17$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.86$0.00$5.86$0.48$0.06$0.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.44$0.00$5.44$0.17$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$5.92$0.01$5.90$0.44$0.25$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.17$5.75$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$0.00$5.37$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.57$0.10$5.47$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$364,299
Mission and Program Overview

Mission

Support specific Catholic charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,821,594$5,916,647▲ $95,053
Cash and Non-Interest-Bearing Accounts$1,581$6,155▲ $4,574
Total Assets$5,823,175$5,922,802▲ $99,627
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,823,175$5,922,802▲ $99,627
Total Net Assets Fund Balance$5,823,175$5,922,802▲ $99,627
Total Liabilities and Net Assets / Fund Balance$5,823,175$5,922,802▲ $99,627
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bokf NaCorporate TrusteePT$33,391$33,391

Board Members and Trustees

NameTitle
Father John FullertonDist Comm
Father Scott GardnerDistrict Bursar
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$256,773
Other Revenue
$0
Change in Net Assets
$130,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$89,048
Salaries, Compensation, and Employee Benefits$33,391
Other Expenses$3,401
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$89,048--$89,048
Current Officers, Directors, Trustees, and Key Employees-$33,391-$33,391
Other Expenses-$1,901-$1,901
Fees for Services Accounting-$1,500-$1,500
Total Functional Expenses$89,048$36,792$0$125,840
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Society of Saint Pius XPlatte City, MO-Support catholic charities$89,048
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 19

“No documents available to the public”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee is responsible for the coordination of the preparation and review of the form 990”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Campbell Charitable Trust 1700-0001006
EIN
85-6117641
Phone
9186191546
Address
PO BOX 1620, TULSA, OK 74101-1620

Signing Officer

Name
Bokf Na Trustee
Title
Vice President
Phone
9186191546
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Nm
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Ernst & Young Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Shelley Moy
Phone
3128792000
Supplemental Narrative

Additional Explanations

Form 990 Sch A Part IV Sect D Line 3

“All funds are going to the supported organization. The investments are mutual funds managed under the direction of the supported organization by a third party investment manager”

Explanation for Form 990, Part XI, Line 9

“2024 Transaction Posted in 2025 ($40,161.05); 2023 Transaction Posted in 2024 $9,903.10; Cost Basis Adjustment for 2023 remaining ROC ($1047.21); Rounding adjustment $1”

Raw XML Appendix336 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.

Path#Value
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06242 E 41st St So
IRS990/BooksInCareOfDetail/USAddress/CityNm0Tulsa
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt033391
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IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
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IRS990/CYInvestmentIncomeAmt0256773
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IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0256773
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/EmployeeCnt00
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IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.0
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0FATHER SCOTT GARDNER
IRS990/Form990PartVIISectionAGrp/PersonNm1FATHER JOHN FULLERTON
IRS990/Form990PartVIISectionAGrp/PersonNm2BOKF NA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt233391
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0District Bursar
IRS990/Form990PartVIISectionAGrp/TitleTxt1Dist Comm
IRS990/Form990PartVIISectionAGrp/TitleTxt2Corporate Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0108356
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt089048
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt089048
IRS990/GrantsToDomesticOrgsGrp/TotalAmt089048
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0215882
IRS990/GrossReceiptsAmt0364299
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0148417
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0148417
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05821594
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05916647
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0107526
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support specific Catholic charities
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05823175
IRS990/NetAssetsOrFundBalancesEOYAmt05922802
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0108356
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0108356
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05823175
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05922802
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-31306
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES WITHHELD
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01901
IRS990/OtherExpensesGrp/TotalAmt01901
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0BOKF NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0112153
IRS990/PYInvestmentIncomeAmt0144062
IRS990/PYOtherExpensesAmt01098
IRS990/PYRevenuesLessExpensesAmt0-469
IRS990/PYSalariesCompEmpBnftPaidAmt031280
IRS990/PYTotalExpensesAmt0144531
IRS990/PYTotalRevenueAmt0144062
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0130933
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0480908752
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt089048
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/RecipientTable/RecipientEIN0480908752
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011485 N FARLEY RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PLATTE CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd064079
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0OFFICERS OF ORGANIZATION ALSO OFFICERS OF SUPPORTED ORGANIZATION AND REVIEW USE OF GRANTS
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All funds are going to the supported organization. The investments are mutual funds managed under the direction of the supported organization by a third party investment manager
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATE TRUSTEE IS RESPONSIBLE FOR THE COORDINATION OF THE PREPARATION AND REVIEW OF THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42024 Transaction Posted in 2025 ($40,161.05); 2023 Transaction Posted in 2024 $9,903.10; Cost Basis Adjustment for 2023 remaining ROC ($1047.21); Rounding adjustment $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 Sch A Part IV Sect D Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0480908752
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PLATTE CITY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd064079
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt089048
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-05-14T10:01:29-05:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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