Civic Intelligence

John W Marshall and Jerry E Marshall Foundation C/O R Blake Atkins

990T • Fiscal year 2022 • EIN 76-0716481

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization Profile
2021 S Lewis Ave Suite 760Tulsa, OK 74104

(918) 748-8800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,797,153Liabilities 2010: $0Net Assets 2010: $4,797,1532010Assets 2011: $4,504,524Liabilities 2011: $0Net Assets 2011: $4,504,5242011Assets 2012: $4,681,995Liabilities 2012: $0Net Assets 2012: $4,681,9952012Assets 2013: $4,768,843Liabilities 2013: $0Net Assets 2013: $4,768,8432013Assets 2014: $4,761,565Liabilities 2014: $0Net Assets 2014: $4,761,5652014Assets 2015: $4,914,847Liabilities 2015: $0Net Assets 2015: $4,914,8472015Assets 2016: $4,892,662Liabilities 2016: $0Net Assets 2016: $4,892,6622016Assets 2017: $4,563,242Liabilities 2017: $0Net Assets 2017: $4,563,2422017Assets 2018: $4,437,423Liabilities 2018: $0Net Assets 2018: $4,437,4232018Assets 2019: $4,064,369Liabilities 2019: $0Net Assets 2019: $4,064,3692019Assets 2020: $3,824,613Liabilities 2020: $0Net Assets 2020: $3,824,6132020Assets 2021: $3,751,999Liabilities 2021: $0Net Assets 2021: $3,751,9992021Assets 2022: $3,478,403Liabilities 2022: $0Net Assets 2022: $3,478,4032022Assets 2023: $3,222,320Liabilities 2023: $0Net Assets 2023: $3,222,3202023Assets 2024: $3,356,535Liabilities 2024: $0Net Assets 2024: $3,356,5352024

Latest loaded filing

2024

Assets$3,356,535
Liabilities$0
Net Assets$3,356,535
Open 2024 Filing

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $207,6222010Expenses 2011: $310,9382011Expenses 2012: $263,0282012Revenue 2013: $432,047Expenses 2013: $345,199Net Income 2013: $86,8482013Revenue 2014: $377,603Expenses 2014: $328,005Net Income 2014: $49,5982014Revenue 2015: $554,637Expenses 2015: $390,503Net Income 2015: $164,1342015Revenue 2016: $332,965Expenses 2016: $415,546Net Income 2016: -$82,5812016Revenue 2017: $168,257Expenses 2017: $383,295Net Income 2017: -$215,0382017Revenue 2018: $254,485Expenses 2018: $495,126Net Income 2018: -$240,6412018Revenue 2019: $159,771Expenses 2019: $420,897Net Income 2019: -$261,1262019Revenue 2020: $103,306Expenses 2020: $351,238Net Income 2020: -$247,9322020Revenue 2021: $14,091Expenses 2021: $203,850Net Income 2021: -$189,7592021Revenue 2022: $76,600Expenses 2022: $282,985Net Income 2022: -$206,3852022Revenue 2023: $59,269Expenses 2023: $315,214Net Income 2023: -$255,9452023Revenue 2024: $515,901Expenses 2024: $332,667Net Income 2024: $183,2342024

Latest loaded filing

2024

Revenue$515,901
Expenses$332,667
Net Income$183,234
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
John W Marshall and Jerry E Marshall
EIN
76-0716481
Phone
9187488800
Address
2021 S LEWIS AVE SUITE 760, TULSA, OK 74104

Signing Officer

Name
Jerry E Marshall
Title
Agent
Phone
9187488800
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Atkins and Atkins Pc
Address
2021 S LEWIS AVE, TULSA, OK 74104-5713
Preparer
R Blake Atkins
Phone
9187488800
Raw XML Appendix87 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
IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0ATKINS AND ATKINS
IRS990T/BooksInCareOfDetail/PhoneNum09187488800
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01406 TERRACE DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0741044626
IRS990T/BookValueAssetsEOYAmt03478403
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt05398
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY E MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09187488800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN W MARSHALL AND JERRY E MARSHALL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O R BLAKE ATKINS
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0760716481
ReturnHeader/Filer/PhoneNum09187488800
ReturnHeader/Filer/USAddress/AddressLine1Txt02021 S LEWIS AVE SUITE 760
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074104
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731354375
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATKINS AND ATKINS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02021 S LEWIS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741045713
ReturnHeader/PreparerPersonGrp/PhoneNum09187488800
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R BLAKE ATKINS
ReturnHeader/ReturnTs02023-05-15T09:38:30-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARSHALL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.52$0.33$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.06$0.32$0.26
2022Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.08$0.28$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.01$0.20$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.10$0.35$0.25
2019Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.16$0.42$0.26
2018Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.25$0.50$0.24
2017Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.17$0.38$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.33$0.42$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.55$0.39$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.38$0.33$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.43$0.35$0.09
2012Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.26
2011Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.31
2010Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.21