Civic Intelligence

Oakdale Foundation Inc

EIN 04-2717961 • 501(c)3 • Great Barrington, MA

Profile

Rehabilitation of special needs adults.

16 Oak StreetGreat Barrington, MA 01230

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.07x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

53rd percentile

0.09x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

77th percentile

24%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

62nd percentile

$89,263

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 11.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

84th percentile

29%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,076,514

Up $240,967 (+29%) from 2024

Liabilities

Up

$74,413

Up $42,892 (+136%) from 2024

Net Assets

Up

$1,002,101

Up $198,075 (+25%) from 2024

Operations
Liabilities / Revenue53rd percentileNet Margin77th percentile

Revenue

Up

$808,692

Up $105,119 (+15%) from 2024

Expenses

Down

$610,617

Down $22,627 (-3.6%) from 2024

Net Income

Up

$198,075

Up $127,746 (+182%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500KAssets 2011: $188,671Liabilities 2011: $353,768Net Assets 2011: -$165,0972011Assets 2012: $223,183Liabilities 2012: $341,464Net Assets 2012: -$118,2812012Assets 2013: $169,381Liabilities 2013: $303,694Net Assets 2013: -$134,3132013Assets 2014: $189,823Liabilities 2014: $292,050Net Assets 2014: -$102,2272014Assets 2015: $187,177Liabilities 2015: $259,964Net Assets 2015: -$72,7872015Assets 2016: $187,564Liabilities 2016: $230,736Net Assets 2016: -$43,1722016Assets 2017: $201,942Liabilities 2017: $191,762Net Assets 2017: $10,1802017Assets 2018: $239,944Liabilities 2018: $155,653Net Assets 2018: $84,2912018Assets 2019: $349,861Liabilities 2019: $158,304Net Assets 2019: $191,5572019Assets 2020: $525,100Liabilities 2020: $168,454Net Assets 2020: $356,6462020Assets 2021: $595,100Liabilities 2021: $86,325Net Assets 2021: $508,7752021Assets 2022: $743,399Liabilities 2022: $48,591Net Assets 2022: $694,8082022Assets 2023: $891,686Liabilities 2023: $157,989Net Assets 2023: $733,6972023Assets 2024: $835,547Liabilities 2024: $31,521Net Assets 2024: $804,0262024Assets 2025: $1,076,514Liabilities 2025: $74,413Net Assets 2025: $1,002,1012025

Highlighted filing

2025

Assets$1,076,514
Liabilities$74,413
Net Assets$1,002,101
Open 2025 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $406,998Expenses 2011: $361,452Net Income 2011: $45,5462011Expenses 2012: $329,8502012Revenue 2013: $383,725Expenses 2013: $399,757Net Income 2013: -$16,0322013Revenue 2014: $415,282Expenses 2014: $383,196Net Income 2014: $32,0862014Revenue 2015: $428,790Expenses 2015: $399,350Net Income 2015: $29,4402015Revenue 2016: $412,025Expenses 2016: $382,410Net Income 2016: $29,6152016Revenue 2017: $429,667Expenses 2017: $376,315Net Income 2017: $53,3522017Revenue 2018: $430,917Expenses 2018: $356,806Net Income 2018: $74,1112018Revenue 2019: $525,974Expenses 2019: $418,708Net Income 2019: $107,2662019Revenue 2020: $547,387Expenses 2020: $382,298Net Income 2020: $165,0892020Revenue 2021: $548,931Expenses 2021: $396,802Net Income 2021: $152,1292021Revenue 2022: $634,164Expenses 2022: $448,131Net Income 2022: $186,0332022Revenue 2023: $604,321Expenses 2023: $565,432Net Income 2023: $38,8892023Revenue 2024: $703,573Expenses 2024: $633,244Net Income 2024: $70,3292024Revenue 2025: $808,692Expenses 2025: $610,617Net Income 2025: $198,0752025

Highlighted filing

2025

Revenue$808,692
Expenses$610,617
Net Income$198,075
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,076,514
Liabilities
$74,413
Net assets
$1,002,101
Revenue
$808,692
Expenses
$610,617
Net income
$198,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.07$1.00$0.81$0.61$0.20
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.03$0.80$0.70$0.63$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.16$0.73$0.60$0.57$0.04
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.74$0.05$0.69$0.63$0.45$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.09$0.51$0.55$0.40$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.17$0.36$0.55$0.38$0.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.16$0.19$0.53$0.42$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.16$0.08$0.43$0.36$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.19$0.01$0.43$0.38$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.23$0.04$0.41$0.38$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.26$0.07$0.43$0.40$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.29$0.10$0.42$0.38$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.30$0.13$0.38$0.40$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.34$0.12$0.33
2011Summary only. Only limited summary data is available for this year.$0.19$0.35$0.17$0.41$0.36$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$808,692
Mission and Program Overview

Mission

Rehabilitation of special needs adults.

The organization provides guidance and support in community living, oversight of medical needs, and direction in work-based opportunities for its special needs clients through co-educational residential and outreach programs. The organization provides pathways to: meaningful and productive community participation; employment/volunteerism, increased awareness and responsibility for personal health, wellness, safety and growth; and development of meaningful relationships with friends, family and others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$431,504$541,337▲ $109,833
Land, Buildings, and Equipment, Net$330,649$335,654▲ $5,005
Cash and Non-Interest-Bearing Accounts$389$138,608▲ $138,219
Accounts Receivable$62,307$50,415▼ $11,892
Prepaid Expenses and Deferred Charges$10,698$10,500▼ $198
Total Assets$835,547$1,076,514▲ $240,967
Liabilities
Accounts Payable and Accrued Expenses$31,414$47,028▲ $15,614
Escrow Account Liability-$16,028-
Deferred Revenue$107$11,357▲ $11,250
Total Liabilities$31,521$74,413▲ $42,892
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$804,026$994,399▲ $190,373
Net Assets With Donor Restrictions-$7,702-
Total Net Assets Fund Balance$804,026$1,002,101▲ $198,075
Total Liabilities and Net Assets / Fund Balance$835,547$1,076,514▲ $240,967

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$290,183$515,959$806,142
Other Land Buildings$15,246$112,163$127,409
Equipment$6,625$35,427$42,052
Land$23,600-$23,600
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel KalinSecretary/executive DirectorFT$77,979$11,284$89,263

Board Members and Trustees

NameTitle
James MardenPresident/chair
Gabby SternDirector
Judy Lever-duffyDirector
Margie HutterDirector
Betty StephensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,702
Program Service Revenue
$795,364
Investment Income
$2,626
Other Revenue
$0
All Other Contributions
$10,702
Change in Net Assets
$198,075

Audited Revenue Reconciliation

Revenue per Audited Statements
$808,692
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$808,692
Total Revenue per Form 990
$808,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$316,658
Salaries, Compensation, and Employee Benefits$293,959
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$157,814--$157,814
Occupancy$131,579--$131,579
Current Officers, Directors, Trustees, and Key Employees$36,299$54,448-$90,747
Depreciation Depletion$25,164$6,291-$31,455
Fees for Services Accounting-$28,414-$28,414
Other Employee Benefits$24,958$313-$25,271
Payroll Taxes$16,103$4,024-$20,127
Insurance$14,151$3,537-$17,688
Office Expenses$10,885$705-$11,590
Travel$9,667--$9,667
Other Expenses$3,539--$3,539
Information Technology$1,356$339-$1,695
Advertising$1,608--$1,608
Conferences and Meetings$859--$859
Total Functional Expenses$512,546$98,071$0$610,617

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$610,617
Total Expenses per Audited Statements$610,617
Total Expenses per Form 990$610,617
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Gabby stern is the daughter of james marden (board president).”

Form 990, Part VI, Section B, Line 11B

“The executive director, who is a member of the board of directors, reviews the form 990 before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Annual conflict of interest disclosure statement is completed by all officers, directors and key employees and reviewed.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Public can also view at guidestar and attorney general of massachusetts websites. Public can view ufr at osd website.”

Filing and Contact Details

Filer

Filer Name
Oakdale Foundation Inc
EIN
04-2717961
Phone
4135282346
Address
16 OAK STREET, GREAT BARRINGTON, MA 01230

Signing Officer

Name
Rachel Kalin
Title
Executive Director
Phone
4135282346
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Kalin
Formed
1981
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
3
Employees
6
Volunteers
0

Preparer

Firm
Adelson & Company Pc
Address
100 NORTH STREET, PITTSFIELD, MA 01201
Preparer
David M Irwin CPA
Phone
4134436408
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The organization serves as custodian for funds belonging to clients who are unable to manage their own financial affairs. These clients are adults with special needs.”

PART X, LINE 2:

“Management has evaluated significant tax positions against the criteria established by professional standards and believes there are no such tax positions requiring accounting recognition.”

Raw XML Appendix395 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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IRS990/Desc0RESIDENTIAL SERVICESTHE ORGANIZATION'S GOAL IS TO CREATE A REAL HOME ENVIRONMENT. THE OAKDALE HOMES AND APARTMENTS FOSTER FAMILY-ORIENTATED ENVIRONMENTS. THE ORGANIZATION WORKS CLOSELY WITH FAMILY MEMBERS TO ENSURE THAT THE BEST SUPPORTS POSSIBLE ARE IN PLACE FOR EACH INDIVIDUAL'S UNIQUE NEEDS. OUR TEAM PROVIDES OVERSIGHT OF ACTIVITIES OF DAILY LIVING, PERSONAL FINANCES, MEDICATION MANAGEMENT, EMPLOYMENT GUIDANCE, AND SELF-CARE/NUTRITIONAL AWARENESS. WEEKLY FOOD SHOPPING TRIPS ARE ARRANGED FOR EACH INDIVIDUAL AND GROUP DINNERS WITH PLANNED ACTIVITIES ARE OFFERED SEVERAL TIMES A WEEK FOR BOTH RESIDENTS AND OUTREACH CLIENTS. THESE GROUP GATHERINGS OFFER ORGANIC OPPORTUNITIES FOR RELATIONSHIP BUILDING AND PLAIN OLD FUN. BIRTHDAYS, HOLIDAYS, AND SPECIAL EVENTS ARE CELEBRATED AS THEY WOULD IN ANY FAMILY'S HOME. OUR PROPERTIES ARE WITHIN WALKING DISTANCE OF THE TOWN CENTER, WITH PUBLIC AND PRIVATE TRANSPORTATION AVAILABLE TO INDIVIDUALS CAPABLE OF INDEPENDENT TRAVEL.
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0804026
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0994399
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0131579
IRS990/OccupancyGrp/TotalAmt0131579
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0705
IRS990/OfficeExpensesGrp/ProgramServicesAmt010885
IRS990/OfficeExpensesGrp/TotalAmt011590
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0313
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt024958
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025271
IRS990/OtherExpensesGrp/Desc0FOOD AND HOUSEHOLD
IRS990/OtherExpensesGrp/Desc1BAD DEBTS
IRS990/OtherExpensesGrp/Desc2DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/ProgramServicesAmt070314
IRS990/OtherExpensesGrp/ProgramServicesAmt18250
IRS990/OtherExpensesGrp/ProgramServicesAmt23539
IRS990/OtherExpensesGrp/TotalAmt070314
IRS990/OtherExpensesGrp/TotalAmt18250
IRS990/OtherExpensesGrp/TotalAmt23539
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0157814
IRS990/OtherSalariesAndWagesGrp/TotalAmt0157814
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04024
IRS990/PayrollTaxesGrp/ProgramServicesAmt016103
IRS990/PayrollTaxesGrp/TotalAmt020127
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010698
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010500
IRS990/PrincipalOfficerNm0RACHEL KALIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0795364
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0795364
IRS990/ProgSrvcAccomActy2Grp/Desc0INDIVIDUAL SUPPORT SERVICESTHE ORGANIZATION PROVIDES CUSTOMIZED SUPPORT FOR INDIVIDUALS WHO ARE LIVING INDEPENDENTLY IN THE COMMUNITY. TOGETHER WE NAVIGATE DIFFICULTIES AND CHALLENGES TO HELP OUR CLIENTS ACHIEVE THEIR GREATEST LEVEL OF SUCCESS. TEAM MEMBERS PROVIDE REGULAR CHECK-INS AND OVERSIGHT OF PERSONAL FINANCES, ACTIVITIES OF DAILY LIVING, HEALTH MAINTENANCE, MEDICATION MANAGEMENT, NUTRITIONAL AWARENESS, AND EMPLOYMENT GUIDANCE. INDIVIDUALS CONDUCT THEIR LIVES WITH THE SUPPORT OF ORGANIZATIONAL STAFF WHO PROVIDE CONSISTENT NON-INVASIVE OVERSIGHT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0212122
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0273301
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01451
IRS990/PYOtherExpensesAmt0345440
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0698622
IRS990/PYRevenuesLessExpensesAmt070329
IRS990/PYSalariesCompEmpBnftPaidAmt0287804
IRS990/PYTotalExpensesAmt0633244
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0703573
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0198075
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0522063
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0431504
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0541337
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0290183
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0515959
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0806142
IRS990ScheduleD/EquipmentGrp/BookValueAmt06625
IRS990ScheduleD/EquipmentGrp/DepreciationAmt035427
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042052
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0610617
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LandGrp/BookValueAmt023600
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt023600
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015246
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0112163
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0127409
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0808692
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION SERVES AS CUSTODIAN FOR FUNDS BELONGING TO CLIENTS WHO ARE UNABLE TO MANAGE THEIR OWN FINANCIAL AFFAIRS. THESE CLIENTS ARE ADULTS WITH SPECIAL NEEDS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0335654
IRS990ScheduleD/TotalExpensesPerForm990Amt0610617
IRS990ScheduleD/TotalRevenuePerForm990Amt0808692
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0808692
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0610617
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVES FUNDS FOR THE SUPPORT OF SEVERAL OF ITS CLIENTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GABBY STERN IS THE DAUGHTER OF JAMES MARDEN (BOARD PRESIDENT).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR, WHO IS A MEMBER OF THE BOARD OF DIRECTORS, REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT IS COMPLETED BY ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES AND REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PUBLIC CAN ALSO VIEW AT GUIDESTAR AND ATTORNEY GENERAL OF MASSACHUSETTS WEBSITES. PUBLIC CAN VIEW UFR AT OSD WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0835547
IRS990/TotalAssetsEOYAmt01076514
IRS990/TotalAssetsGrp/BOYAmt0835547
IRS990/TotalAssetsGrp/EOYAmt01076514
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010702
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098071
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0512546
IRS990/TotalFunctionalExpensesGrp/TotalAmt0610617
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031521
IRS990/TotalLiabilitiesEOYAmt074413
IRS990/TotalLiabilitiesGrp/BOYAmt031521
IRS990/TotalLiabilitiesGrp/EOYAmt074413
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0804026
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01002101
IRS990/TotalOtherCompensationAmt011284
IRS990/TotalProgramServiceExpensesAmt0512546
IRS990/TotalProgramServiceRevenueAmt0795364
IRS990/TotalReportableCompFromOrgAmt077979
IRS990/TotalRevenueGrp/ExclusionAmt02626
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0795364
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0808692
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0835547
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01076514
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt09667
IRS990/TravelGrp/TotalAmt09667
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016 OAK STREET
IRS990/USAddress/CityNm0GREAT BARRINGTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001230
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.OAKDALEFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL KALIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04135282346
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKDALE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKD
ReturnHeader/Filer/EIN0042717961
ReturnHeader/Filer/PhoneNum04135282346
ReturnHeader/Filer/USAddress/AddressLine1Txt016 OAK STREET
ReturnHeader/Filer/USAddress/CityNm0GREAT BARRINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001230
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205711238
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADELSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 NORTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001201
ReturnHeader/PreparerPersonGrp/PhoneNum04134436408
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M IRWIN CPA
ReturnHeader/ReturnTs02025-10-31T15:25:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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