Civic Intelligence

Lloyd K & Peggy L Stephens Foundation

990PF • Fiscal year 2020 • EIN 73-1604702

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
1924 South Utica Suite 900Tulsa, OK 74104

(918) 743-8900

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

99th percentile

149%

Higher net margin than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$7,200

Higher top officer pay than 48% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

93rd percentile

84%

Faster asset growth than 93% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,306,531

Up $1,507,813 (+84%) from 2019

Net Assets

Up

$3,306,531

Up $1,507,813 (+84%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$225,556

Down $267,494 (-638%) from 2019

Expenses

Up

$111,548

Up $12,099 (+12%) from 2019

Net Income

Down

-$337,104

Down $279,593 (-486%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2020

Assets$3,306,531
Liabilities$0
Net Assets$3,306,531
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue-$225,556
Expenses$111,548
Net Income-$337,104
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHIL DESSAUERTrustee-$0$7,200$7,200
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSPROUTS CHILD DEVELOPMENTEDUCATIONALPCTULSA, OK, US$30,000
Paid GrantCOMMUNITY FOOD BANKPROVIDE FUNDS FOR FOOD FOR VETERANSPCTULSA, OK, US$26,500
Paid GrantMORTON COMPREHENSIVE HEALTH SERVICES INCEMERGENCY HEALTH SERVICESPCTULSA, OK, US$15,000
Paid Grant-EMERGENCY BASIC NEEDS ASSISTANCEPCTULSA, OK, US$10,000
Paid GrantCAROL EMMOTT FOUNDATIONEDUCATIONALPCPORTLAND, OR, US$6,000
Paid GrantUNION EDUCATION FOUNDATIONHELP FOR HOMELESS FAMILIES AND STUDENTSPCTULSA, OK, US$3,500
Filing and Contact Details

Filer

Filer Name
Lloyd K & Peggy L Stephens Foundation
EIN
73-1604702
Phone
9187438900
Address
1924 SOUTH UTICA SUITE 900, TULSA, OK 74104

Signing Officer

Name
Phil Dessauer
Title
Trustee
Signed
2021-11-12
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 Appendix362 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/PropertyDesc0VIRTUS NEWFLEET SR FLTG RATE A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NUVEEN CORPORATE INCM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TORTOISE ENERGY INFRA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VIRTUS NEWFLEET SR FLTG RATE A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VORNADO REALTY TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VAR LT MSDW CAP LOSS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7TEMPLETON GLOBAL BD FD A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8TEMPLETON GLOBAL BD FD A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9TEMPLETON GLBAL BD FD A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3HELP FOR HOMELESS FAMILIES AND STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EMERGENCY BASIC NEEDS ASSISTANCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MORTON COMPREHENSIVE HEALTH SERVICES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNION EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CAROL EMMOTT FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HELPING HAND MINISTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05840 S MEMORIAL DRIVE STE 111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11304 N KENOSHA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21334 NORTH LANSING AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36011 S 89TH E AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44931 SW 76TH AVENUE 229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5709 S BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TULSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5TULSA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd274106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd374145
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd497225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd574119
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt091000
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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/AppliedToCurrentYearAmt091000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt094565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04270
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03565
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06099
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05394
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0705
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06099
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09664
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0755
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0765
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01836993
OtherIncreasesSchedule/OtherIncreasesDetail/Amt17924
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CONTRIBUTIONS FROM PEGGY L STEPHENS ESTATE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1REINVESTMENTS AND NON TAXABLE DISTRIBUTIONS RECEIVED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06936
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGER EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0551
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
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/PersonNm0PHIL DESSAUER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LLOYD K & PEGGY L STEPHENS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LLOY
ReturnHeader/Filer/EIN0731604702
ReturnHeader/Filer/PhoneNum09187438900
ReturnHeader/Filer/USAddress/AddressLine1Txt01924 SOUTH UTICA SUITE 900
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731013505
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/ReturnTs02021-11-12T11:51:25-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHIL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DESSAUER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,306,531
Liabilities
$0
Net assets
$3,306,531
Revenue
-$225,556
Expenses
$111,548
Net income
-$337,104
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