Civic Intelligence

The Lee M Lobeck-Marks Foundation

990PF • Fiscal year 2017 • EIN 73-6297659

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
1406 Terrace DriveTulsa, OK 74104-4626

(918) 748-8800

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

6.8%

Faster asset growth than 61% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

130%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$298,951

Up $19,083 (+6.8%) from 2016

Net Assets

Up

$298,951

Up $19,083 (+6.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$35,328

Up $19,980 (+130%) from 2016

Expenses

Up

$16,321

Up $4,279 (+36%) from 2016

Net Income

Up

$19,007

Up $15,701 (+475%) from 2016

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

2017

Assets$298,951
Liabilities$0
Net Assets$298,951
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

2017

Revenue$35,328
Expenses$16,321
Net Income$19,007
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE M LOBECKTrustee-$0--
R BLAKE ATKINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lee M Lobeck-marks Foundation
EIN
73-6297659
Phone
9187488800
Address
1406 TERRACE DRIVE, TULSA, OK 74104-4626

Signing Officer

Name
Blake Atkins
Title
Agent
Phone
9187488800
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Atkins and Atkins Pc
Address
1406 TERRACE DRIVE, TULSA, OK 74104-4626
Preparer
R Blake Atkins
Phone
9187488800
Raw XML Appendix371 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.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt039076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt259214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt319235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt434862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt542500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt638920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt053840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt156567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt275432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt348037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt439607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt553824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt636327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN FD GROWTH CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1OPPENHEIMER GLOBAL FD CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MFS TOTAL RETURN A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3INVESCO S&P 500 INDEX FUND A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4INVESCO SMALL CAP VAL CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5INVESCO GROW & INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6INVESCO SMALL CAP GROW CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt115220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES CORE US GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES CORE US VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt037639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt129085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04828
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt030498
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt035328
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt035328
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt030498
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015952
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015952
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04828
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04828
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt019007
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt038333
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt030498
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt035265
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt035328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt035328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12003-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32003-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt423838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt423838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt423838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0INVESCO GROWTH & INCOME FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1INVESCO S&P 500 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMERICAN FUNDS GROWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3OPPENHEIMER GLOBAL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt030498
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt019007
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt076
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0298951
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0279868
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0298951
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019032
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019032
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019032
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019737
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0705
IRS990PF/DistributableAmountGrp/TotalTaxAmt0705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0705
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0715
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0430691
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0117950
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0117950
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0248296
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0268095
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0363634
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt030523
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt030523
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt066724
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0161918
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0181001
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01049
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0333
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0333
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0279868
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0298951
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0430691
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0279868
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0298951
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0279868
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0298951
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0400745
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0691
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0400054
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06011
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019737
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0394734
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0400745
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LEE M LOBECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1R BLAKE ATKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02216 E 26TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11406 TERRACE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0741142956
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1741044626
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0237324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0237677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt011320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt015150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt027470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt010000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.601224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.031912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.081435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt01.398649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt01.440715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0394734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0354723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0283655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0337323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt014361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt015952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt03.006121
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015952
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015952
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015952
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ATKINS AND ATKINS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01406 TERRACE DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0741044626
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COLONIAL WILLIAMSBURG FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 FIRST ST SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1776
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WILLIAMSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123187
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015952
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/AppliedToCurrentYearAmt015952
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03080
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06752
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011264
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019849
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015952
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039422
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042502
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt076
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUST BASIS OF ASSETS
TaxesSchedule/TaxesDetail/Amt0306
TaxesSchedule/TaxesDetail/Amt163
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt163
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BLAKE ATKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09187488800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEE M LOBECK-MARKS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEM
ReturnHeader/Filer/EIN0736297659
ReturnHeader/Filer/PhoneNum09187488800
ReturnHeader/Filer/USAddress/AddressLine1Txt01406 TERRACE DRIVE
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0741044626
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A4B0CC35EBB13D904D01320EC640AA6455A20158
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.188.104.233
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:57:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731354375
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATKINS AND ATKINS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01406 TERRACE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741044626
ReturnHeader/PreparerPersonGrp/PhoneNum09187488800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R BLAKE ATKINS
ReturnHeader/ReturnTs02018-05-09T10:15:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,951
Liabilities
$0
Net assets
$298,951
Revenue
$35,328
Expenses
$16,321
Net income
$19,007
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