Civic Intelligence

The Lee M Lobeck-Marks Foundation

990PF • Fiscal year 2019 • EIN 73-6297659

Jan 01, 2019 to Dec 31, 2019 • Filed on May 11, 2020

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

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

3.3%

Faster asset growth than 55% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$336,927

Up $10,899 (+3.3%) from 2018

Net Assets

Up

$336,927

Up $10,899 (+3.3%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin87th percentile

Revenue

Down

$27,478

Down $11,967 (-30%) from 2018

Expenses

Up

$16,631

Up $4,288 (+35%) from 2018

Net Income

Down

$10,847

Down $16,255 (-60%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2019

Assets$336,927
Liabilities$1
Net Assets$336,927
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$27,478
Expenses$16,631
Net Income$10,847
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 11, 2020
Return Version
2019v5.1
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
2020-05-11
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 Appendix346 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/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/Amt010814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLONIAL WILLIAMSBURG FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1776
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 FIRST ST SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WILLIAMSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023187
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155905
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015814
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/AppliedToCurrentYearAmt015814
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020956
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05142
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011264
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05142
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06122
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01557
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015814
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07679
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012821
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt052
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUST BASIS OF ASSETS
TaxesSchedule/TaxesDetail/Amt0817
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BLAKE ATKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09187488800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-11
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/AtSubmissionFilingDeviceId0D0020C5EBF0145A074D8F18E3FB8BB7A577C9289
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.188.104.233
ReturnHeader/FilingSecurityInformation/IPDt02020-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:18:13
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/PreparationDt02020-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R BLAKE ATKINS
ReturnHeader/ReturnTs02020-05-12T16:13:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$336,927
Liabilities
$1
Net assets
$336,927
Revenue
$27,478
Expenses
$16,631
Net income
$10,847
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