FLEUR D SIGMON CHARITABLE TRUST 0220-0001017

EIN: 736119153 501(c)(3)

TULSA, OK

Total Revenue
$188,585
Total Expenses
$28,844
Total Assets
$1,549,290
Net Assets
$1,549,290
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
OK
Phone
9186191525
Tax Period
2023-07-01 to 2024-06-30

FLEUR D SIGMON CHARITABLE TRUST 0220-0001017, founded in 1968, is a small nonprofit that reported $189K in total revenue in fiscal year 2023. Revenue surged 160% from the prior year, signaling strong growth momentum. The organization ran a surplus of $160K, a strong 85% operating margin.

Mission

PER THE WILL, FUNDS GIVEN TO CASADY SCHOOL ARE TO BE USED FOR SCHOLARSHIPS FOR NEEDY AND DESERVING STUDENTS. THE EPISCOPAL DIOCESE FUNDS ARE TO BE USED TO BENEFIT THE AGED AT TWO OKLAHOMA INSTITUTIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $188,585
Other Revenue $0
TOTAL REVENUE $188,585

Expense Breakdown

Grants Paid $18,896
Salaries & Benefits $9,948
Fundraising Expenses $0
Program Expenses $18,896
Other Expenses $0
TOTAL EXPENSES $28,844

Year-over-Year Comparison

2023 2022 Change
Revenue $188,585 $72,545 +1.6%
Expenses $28,844 $26,037 +0.1%
Net Income $159,741 $46,508 +2.4%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$9,948 $0 $9,948
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $188,585 $28,844 $1,549,290 $159,741
2023 $72,545 $26,037 $1,387,962 $46,508
2022 $76,411 $24,507 $1,344,350 $51,904
2021 $56,815 $30,867 $1,294,002 $25,948
2020 $47,326 $31,287 $1,266,445 $16,039
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