Civic Intelligence

The Lee M Lobeck-Marks Foundation

990PF • Fiscal year 2013 • EIN 73-6297659

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization Profile
1406 Terrace DriveTulsa, OK 74104-4626

(918) 583-2112

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

91st percentile

0.41x

Higher debt load relative to revenue than 91% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

61st percentile

5.6%

Faster asset growth than 61% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$265,108

Up $13,980 (+5.6%) from 2012

Net Assets

Up

$255,087

Up $3,959 (+1.6%) from 2012

Liabilities

Up

$10,021

Up $10,021 from 2012

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin73rd percentile

Revenue

$24,314

No earlier filing loaded for comparison.

Expenses

Up

$20,355

Up $10,225 (+101%) from 2012

Net Income

$3,959

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$400K$300K$200K$100K$0Assets 2010: $266,909Liabilities 2010: $0Net Assets 2010: $266,9092010Assets 2011: $252,121Liabilities 2011: $0Net Assets 2011: $252,1212011Assets 2012: $251,128Liabilities 2012: $0Net Assets 2012: $251,1282012Assets 2013: $265,108Liabilities 2013: $10,021Net Assets 2013: $255,0872013Assets 2014: $262,073Liabilities 2014: $1Net Assets 2014: $262,0732014Assets 2015: $276,815Liabilities 2015: $1Net Assets 2015: $276,8152015Assets 2016: $279,868Liabilities 2016: $0Net Assets 2016: $279,8682016Assets 2017: $298,951Liabilities 2017: $0Net Assets 2017: $298,9512017Assets 2018: $326,028Liabilities 2018: $0Net Assets 2018: $326,0282018Assets 2019: $336,927Liabilities 2019: $1Net Assets 2019: $336,9272019Assets 2020: $348,178Liabilities 2020: $1Net Assets 2020: $348,1782020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2013

Assets$265,108
Liabilities$10,021
Net Assets$255,087
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $31,7302010Expenses 2011: $24,1452011Expenses 2012: $10,1302012Revenue 2013: $24,314Expenses 2013: $20,355Net Income 2013: $3,9592013Revenue 2014: $33,354Expenses 2014: $27,812Net Income 2014: $5,5422014Revenue 2015: $30,230Expenses 2015: $15,887Net Income 2015: $14,3432015Revenue 2016: $15,348Expenses 2016: $12,042Net Income 2016: $3,3062016Revenue 2017: $35,328Expenses 2017: $16,321Net Income 2017: $19,0072017Revenue 2018: $39,445Expenses 2018: $12,343Net Income 2018: $27,1022018Revenue 2019: $27,478Expenses 2019: $16,631Net Income 2019: $10,8472019Revenue 2020: $41,853Expenses 2020: $30,000Net Income 2020: $11,8532020Revenue 2021: $267,611Expenses 2021: $615,789Net Income 2021: -$348,1782021

Highlighted filing

2013

Revenue$24,314
Expenses$20,355
Net Income$3,959
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee M LobeckTrustee-$0--
R Blake AtkinsTrustee-$0--
Filing and Contact Details

Filer

EIN
73-6297659
Phone
9185832112

Signing Officer

Name
Blake Atkins
Title
Agent
Phone
9187488800
Signed
2014-11-06
Discuss with paid preparer
Yes

Preparer

Preparer
R Blake Atkins
Phone
9187488800
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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lee M Lobeck
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1R Blake Atkins
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09187488800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Lee M Lobeck
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Saint Simeon's
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11Colonial Williamsburg Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine103701 Martin Luther King Jr Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO Box 1776
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Williamsburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0741066450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode123187
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020086
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0237
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0237
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09832
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030934
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt030500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt099244
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019849
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09832
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023490
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030934
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015139
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020086
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019849
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0129744
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0109895
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Foreign Tax Paid
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090
TaxesSchedule/TaxesDetail/Amt0179
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on Net Investment Income
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0179
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Blake Atkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Agent
ReturnHeader/BusinessOfficerGrp/PhoneNum09187488800
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Lee M Lobeck-Marks Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEEM
ReturnHeader/Filer/EIN0736297659
ReturnHeader/Filer/PhoneNum09185832112
ReturnHeader/Filer/USAddress/AddressLine101406 Terrace Drive
ReturnHeader/Filer/USAddress/City0Tulsa
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode0741044626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731354375
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Atkins and Atkins PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101406 Terrace Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0741044626
ReturnHeader/PreparerPersonGrp/PhoneNum09187488800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Blake Atkins
ReturnHeader/ReturnTs02014-11-13T12:03:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$265,108
Liabilities
$10,021
Net assets
$255,087
Revenue
$24,314
Expenses
$20,355
Net income
$3,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.68$6.16$3.48
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.42$0.30$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.27$0.17$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.39$0.12$0.27
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.35$0.16$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.15$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.30$0.16$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.33$0.28$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.65$0.10$2.55$0.24$0.20$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.10
2011Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.24
2010Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.32