Civic Intelligence

Lloyd K & Peggy L Stephens Foundation

990PF • Fiscal year 2015 • EIN 73-1604702

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile
7156 S Canton AveTulsa, OK 74136

(918) 409-4981

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

74th percentile

8.1%

Faster asset growth than 74% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-59%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,668,349

Up $125,493 (+8.1%) from 2014

Net Assets

Up

$1,668,349

Up $125,493 (+8.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin90th percentile

Revenue

Down

$63,879

Down $90,577 (-59%) from 2014

Expenses

Down

$30,127

Down $105,990 (-78%) from 2014

Net Income

Up

$33,752

Up $15,413 (+84%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,587,499Liabilities 2011: $6,962Net Assets 2011: $1,580,5372011Assets 2012: $1,599,922Liabilities 2012: $0Net Assets 2012: $1,599,9222012Assets 2013: $1,543,279Liabilities 2013: $0Net Assets 2013: $1,543,2792013Assets 2014: $1,542,856Liabilities 2014: $0Net Assets 2014: $1,542,8562014Assets 2015: $1,668,349Liabilities 2015: $0Net Assets 2015: $1,668,3492015Assets 2016: $1,704,751Liabilities 2016: $0Net Assets 2016: $1,704,7512016Assets 2017: $1,771,634Liabilities 2017: $0Net Assets 2017: $1,771,6342017Assets 2018: $1,719,987Liabilities 2018: $0Net Assets 2018: $1,719,9872018Assets 2019: $1,798,718Liabilities 2019: $0Net Assets 2019: $1,798,7182019Assets 2020: $3,306,531Liabilities 2020: $0Net Assets 2020: $3,306,5312020Assets 2021: $3,117,807Liabilities 2021: $0Net Assets 2021: $3,117,8072021Assets 2022: $2,915,157Liabilities 2022: $0Net Assets 2022: $2,915,1572022Assets 2023: $2,721,606Liabilities 2023: $0Net Assets 2023: $2,721,6062023Assets 2024: $2,551,388Liabilities 2024: $0Net Assets 2024: $2,551,3882024

Highlighted filing

2015

Assets$1,668,349
Liabilities$0
Net Assets$1,668,349
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$500K$0-$500KExpenses 2011: $98,8082011Expenses 2012: $119,3922012Revenue 2013: $78,191Expenses 2013: $130,410Net Income 2013: -$52,2192013Revenue 2014: $154,456Expenses 2014: $136,117Net Income 2014: $18,3392014Revenue 2015: $63,879Expenses 2015: $30,127Net Income 2015: $33,7522015Revenue 2016: $64,434Expenses 2016: $40,204Net Income 2016: $24,2302016Revenue 2017: $55,391Expenses 2017: $35,550Net Income 2017: $19,8412017Revenue 2018: $52,583Expenses 2018: $87,969Net Income 2018: -$35,3862018Revenue 2019: $41,938Expenses 2019: $99,449Net Income 2019: -$57,5112019Revenue 2020: -$225,556Expenses 2020: $111,548Net Income 2020: -$337,1042020Revenue 2021: $217,306Expenses 2021: $217,209Net Income 2021: $972021Revenue 2022: -$195,352Expenses 2022: $177,427Net Income 2022: -$372,7792022Revenue 2023: $4,473Expenses 2023: $448,501Net Income 2023: -$444,0282023Revenue 2024: $118,967Expenses 2024: $263,862Net Income 2024: -$144,8952024

Highlighted filing

2015

Revenue$63,879
Expenses$30,127
Net Income$33,752
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM D LOHREYTrustee-$0--
PHILIP W KYLETrustee-$0--
WILLIAM S DOENGESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lloyd K & Peggy L Stephens Foundation
EIN
73-1604702
Phone
9184094981
Address
7156 S CANTON AVE, TULSA, OK 74136

Signing Officer

Name
Philip W Kyle
Title
Trustee
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Lohrey & Associates PLLC
Address
1924 S Utica 900, Tulsa, OK 74104
Preparer
Lisa Neely Martinez
Phone
9187438900
Raw XML Appendix321 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc250000 SHS GOLDMAN SACHS GROUP INC
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PHILIP W KYLE
IRS990PF/StatementsRegardingActyGrp/PhoneNum09184094981
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIGIOUS/ EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT & COUNCILING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHILD DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0IRON GATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ST DUNSTAN'S EPISCOPAL CHURCH PRESC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2DVIS INS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3TULSA ADVOCATES PROTECTION OF CHILD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0501 SOUTH CINCINNATI AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15635 E 71ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23223 EAST 31ST STREET SUITE 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 14044
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd274135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd374159
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069753
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt039753
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt062443
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt054118
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt039753
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0141742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt062443
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt054118
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025181
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0141742
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0181495
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08611
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0350
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1100000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt22
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED INTEREST
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1CONTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2ROUNDING
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0103
TaxesSchedule/TaxesDetail/Amt0103
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0103
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP W KYLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LLOYD K & PEGGY L STEPHENS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LLOY
ReturnHeader/Filer/EIN0731604702
ReturnHeader/Filer/PhoneNum09184094981
ReturnHeader/Filer/USAddress/AddressLine1Txt07156 S CANTON AVE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lohrey & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01924 S Utica 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074104
ReturnHeader/PreparerPersonGrp/PhoneNum09187438900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA NEELY MARTINEZ
ReturnHeader/ReturnTs02016-11-15T13:04:10-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,668,349
Liabilities
$0
Net assets
$1,668,349
Revenue
$63,879
Expenses
$30,127
Net income
$33,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.12$0.26$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.00$0.45$0.44
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.20$0.18$0.37
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.22$0.22$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.23$0.11$0.34
2019Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.04$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.05$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.06$0.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.06$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.06$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.15$0.14$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.08$0.13$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.59$0.01$1.58$0.10