Civic Intelligence

Lake Thunderbird Educational Foundation

990EZ • Fiscal year 2021 • EIN 73-1522799

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

PO Box 1756Norman, OK 73070

(405) 294-0061

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$278,308

Down $5,502 (-1.9%) from 2020

Net Assets

Down

$278,308

Down $5,502 (-1.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Up

$33,513

Up $1,905 (+6.0%) from 2020

Expenses

Down

$39,015

Down $7,903 (-17%) from 2020

Net Income

Up

-$5,502

Up $9,808 (+64%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $206,537Net Assets 2011: $206,5372011Assets 2012: $206,847Net Assets 2012: $206,8472012Assets 2013: $215,690Net Assets 2013: $215,6902013Assets 2014: $219,861Net Assets 2014: $219,8612014Assets 2015: $210,955Liabilities 2015: $02015Assets 2016: $237,245Liabilities 2016: $02016Assets 2017: $253,318Net Assets 2017: $253,3182017Assets 2018: $281,923Liabilities 2018: $0Net Assets 2018: $281,9232018Assets 2019: $299,120Liabilities 2019: $0Net Assets 2019: $299,1202019Assets 2020: $283,810Liabilities 2020: $0Net Assets 2020: $283,8102020Assets 2021: $278,308Liabilities 2021: $0Net Assets 2021: $278,3082021Assets 2021: $280,179Liabilities 2021: $0Net Assets 2021: $280,1792021Assets 2022: $286,125Liabilities 2022: $0Net Assets 2022: $286,1252022Assets 2023: $263,950Liabilities 2023: $02023

Highlighted filing

2021

Assets$278,308
Liabilities$0
Net Assets$278,308

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $23,110Expenses 2011: $16,109Net Income 2011: $7,0012011Revenue 2012: $16,263Expenses 2012: $15,953Net Income 2012: $3102012Revenue 2013: $24,493Expenses 2013: $15,650Net Income 2013: $8,8432013Revenue 2014: $17,076Expenses 2014: $12,905Net Income 2014: $4,1712014Revenue 2015: $20,169Expenses 2015: $26,016Net Income 2015: -$5,8472015Revenue 2016: $43,293Expenses 2016: $17,003Net Income 2016: $26,2902016Revenue 2017: $32,313Expenses 2017: $16,240Net Income 2017: $16,0732017Revenue 2018: $14,326Expenses 2018: $25,071Net Income 2018: -$10,7452018Revenue 2019: $43,973Expenses 2019: $26,776Net Income 2019: $17,1972019Revenue 2020: $31,608Expenses 2020: $46,918Net Income 2020: -$15,3102020Revenue 2021: $33,513Expenses 2021: $39,015Net Income 2021: -$5,5022021Revenue 2021: $28,666Expenses 2021: $32,297Net Income 2021: -$3,6312021Revenue 2022: $38,639Expenses 2022: $32,693Net Income 2022: $5,9462022Revenue 2023: $17,350Expenses 2023: $39,525Net Income 2023: -$22,1752023

Highlighted filing

2021

Revenue$33,513
Expenses$39,015
Net Income-$5,502
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$33,513
Mission and Program Overview

Mission

Provide education for water safety

Program Services

DescriptionGrantsExpenses
CAST/Community Service--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Phil MoershelPresident-$0--
David GrayVice-President-$0--
Lorrie SylvesterSecretary-$0--
Jim ChapmanTreasurer-$0--
Roger ElliottDirector-$0--
Connie DevineDirector-$0--
Steven EnglishDirector-$0--
Brenda WoodsDirector-$0--
Jerry LojkaDirector-$0--
Walter HedrickDirector-$0--
Frank LawlerDirector-$0--
Lester CummingsDirector-$0--
Betsey Streuli JDDirector-$0--
Jim EllerExec Director-$0--
Marilyn FriendHonorary Director-$0--
Filing and Contact Details

Filer

Filer Name
Lake Thunderbird Educational Foundation
EIN
73-1522799
Address
PO Box 1756, Norman, OK 73070

Signing Officer

Name
Jim Chapman MA
Title
Treasurer
Phone
4052940061
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Larry Pace & Co PC
Address
1225 W Main Suite 124, Norman, OK 73069
Preparer
Larry Pace
Phone
4053213026
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountInkind income 1,000Realized/Unrealized Gains on Invest 3,704

Description of other expenses Part I line 16

Description AmountDepreciation 27,754

Description of other assets Part II line 24

Category Beginning of Year End of YearBeneficial Interest 63,499 67,203

Raw XML Appendix224 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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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.64$0.00$0.17$0.40$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.39$0.33$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.29$0.32$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.34$0.39$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.32$0.47$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.44$0.27$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.14$0.25$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$2.53$0.32$0.16$0.16
2016Summary only. Only limited summary data is available for this year.$2.37$0.00$0.43$0.17$0.26
2015Summary only. Only limited summary data is available for this year.$2.11$0.00$0.20$0.26$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.20$2.20$0.17$0.13$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.16$2.16$0.24$0.16$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$2.07$0.16$0.16$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$2.07$0.23$0.16$0.07