Civic Intelligence

The Oak Society Inc

990EZ • Fiscal year 2022 • EIN 04-3638457

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 29, 2022

Organization ProfileN/A
PO Box 28Whitewater, WI 53190

(920) 728-1968

Siviq Scores

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

Liabilities / Assets

98th percentile

1.45x

Higher debt load relative to assets than 98% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

100th percentile

7.34x

Higher debt load relative to revenue than 100% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

7th percentile

-41%

Higher net margin than 7% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

22nd percentile

-13%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

62nd percentile

23%

Faster revenue growth than 62% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$313,668

Down $45,486 (-13%) from 2021

Net Assets

-$142,170

No earlier filing loaded for comparison.

Liabilities

Down

$455,838

Down $20,033 (-4.2%) from 2021

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin7th percentile

Revenue

Up

$62,076

Up $11,488 (+23%) from 2021

Expenses

Up

$87,529

Up $8,559 (+11%) from 2021

Net Income

Up

-$25,453

Up $2,929 (+10%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$600K$400K$200K$0-$200K-$400KAssets 2011: $357,381Liabilities 2011: $301,0622011Assets 2012: $349,120Liabilities 2012: $290,6862012Assets 2013: $326,971Liabilities 2013: $276,8792013Assets 2014: $324,067Liabilities 2014: $268,3832014Assets 2015: $307,440Liabilities 2015: $251,5622015Assets 2016: $290,594Liabilities 2016: $257,4472016Assets 2017: $270,998Liabilities 2017: $242,2672017Assets 2018: $256,269Liabilities 2018: $250,0882018Assets 2019: $310,082Liabilities 2019: $348,8442019Assets 2020: $320,201Liabilities 2020: $408,5992020Assets 2021: $359,154Liabilities 2021: $475,8712021Assets 2022: $313,668Liabilities 2022: $455,838Net Assets 2022: -$142,1702022Assets 2023: $300,872Liabilities 2023: $487,992Net Assets 2023: -$187,1202023Assets 2024: $276,374Liabilities 2024: $491,046Net Assets 2024: -$214,6722024Assets 2025: $251,490Liabilities 2025: $477,611Net Assets 2025: -$226,1212025

Highlighted filing

2022

Assets$313,668
Liabilities$455,838
Net Assets-$142,170
Open 2022 Filing

Operations Trend

Revenue Growth62nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $41,724Expenses 2011: $51,823Net Income 2011: -$10,0992011Revenue 2012: $46,894Expenses 2012: $44,779Net Income 2012: $2,1152012Revenue 2013: $35,955Expenses 2013: $44,297Net Income 2013: -$8,3422013Revenue 2014: $53,341Expenses 2014: $47,749Net Income 2014: $5,5922014Revenue 2015: $39,867Expenses 2015: $43,882Net Income 2015: -$4,0152015Revenue 2016: $47,500Expenses 2016: $60,232Net Income 2016: -$12,7322016Revenue 2017: $51,244Expenses 2017: $65,660Net Income 2017: -$14,4162017Revenue 2018: $35,426Expenses 2018: $57,976Net Income 2018: -$22,5502018Revenue 2019: $45,533Expenses 2019: $90,477Net Income 2019: -$44,9442019Revenue 2020: $54,861Expenses 2020: $104,433Net Income 2020: -$49,5722020Revenue 2021: $50,588Expenses 2021: $78,970Net Income 2021: -$28,3822021Revenue 2022: $62,076Expenses 2022: $87,529Net Income 2022: -$25,4532022Revenue 2023: $51,420Expenses 2023: $74,863Net Income 2023: -$23,4432023Revenue 2024: $64,821Expenses 2024: $92,373Net Income 2024: -$27,5522024Revenue 2025: $62,438Expenses 2025: $73,887Net Income 2025: -$11,4492025

Highlighted filing

2022

Revenue$62,076
Expenses$87,529
Net Income-$25,453
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 29, 2022
Return Version
2021v4.1
Gross Receipts
$62,076
Mission and Program Overview

Mission

Student facility for meeting

Program Services

DescriptionGrantsExpenses
PROVIDE A FACILITY FOR OVER 500 MEMBERS TO USE FOR LODGING SOCIAL GATHERINGS MEETINGS AND A PLACE TO HOLD MEMBERS-$63,844
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joe FrevillePresident-$0--
Andrew BarnesSecretary-$0--
Chad HolpferVP Of Facilities-$0--
Jesus VerduzcoTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Oak Society Inc
EIN
04-3638457
Address
PO BOX 28, WHITEWATER, WI 53190

Signing Officer

Name
Jesus Verduzco
Title
Treasurer
Phone
9207281968
Signed
2022-09-29
Discuss with paid preparer
Yes

Preparer

Firm
JC Pike Financial Services LLC
Address
175 S Elizabeth St, WHITEWATER, WI 53190
Preparer
Jesus Verduzco
Phone
9207281968
Supplemental Narrative

Additional Explanations

990 EZ Part 1 Line 16

“Bank Charges 123 Office Expense 1933 Property Insurance 4510 Property Taxes 8189 Depreciation 23681 Interest 27910 Vehicle 1161”

990 EZ Part 2 Line 25

“Prepaid Legal Services 200 Prepaid Insurance 5140”

990 EZ Part 2 Line 26

“Short Term Liabilities 24507 Long Term Liabilities 455838”

Raw XML Appendix107 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jesus Verduzco
IRS990EZ/BooksInCareOfDetail/PhoneNum09207281968
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0175 S Elizabeth St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WHITEWATER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053190
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086354
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03085
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt062040
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-25453
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06909
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0359154
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0313668
IRS990EZ/GrossReceiptsAmt062076
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt036
IRS990EZ/LandAndBuildingsGrp/BOYAmt0268436
IRS990EZ/LandAndBuildingsGrp/EOYAmt0305243
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-116717
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-142170
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-116717
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-142170
IRS990EZ/OccupancyRentUtltsAndMaintAmt013113
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joe Freville
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andrew Barnes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chad Holpfer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jesus Verduzco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP of Facilities
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04364
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05340
IRS990EZ/OtherExpensesTotalAmt067507
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Student facility for meeting
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE A FACILITY FOR OVER 500 MEMBERS TO USE FOR LODGING SOCIAL GATHERINGS MEETINGS AND A PLACE TO HOLD MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063844
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0475871
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0455838
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087529
IRS990EZ/TotalProgramServiceExpensesAmt063844
IRS990EZ/TotalRevenueAmt062076
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Charges 123 Office Expense 1933 Property Insurance 4510 Property Taxes 8189 Depreciation 23681 Interest 27910 Vehicle 1161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prepaid Legal Services 200 Prepaid Insurance 5140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Short Term Liabilities 24507 Long Term Liabilities 455838
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990 EZ Part 1 Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 EZ Part 2 Line 25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990 EZ Part 2 Line 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESUS VERDUZCO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09207281968
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKS
ReturnHeader/Filer/EIN0043638457
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 28
ReturnHeader/Filer/USAddress/CityNm0WHITEWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053190
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465086306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JC Pike Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 S Elizabeth St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITEWATER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053190
ReturnHeader/PreparerPersonGrp/PhoneNum09207281968
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jesus Verduzco
ReturnHeader/ReturnTs02022-10-06T11:10:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jesus Verduzco
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Treasurer
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$313,668
Liabilities
$455,838
Net assets
-$142,170
Revenue
$62,076
Expenses
$87,529
Net income
-$25,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.51$4.78$2.26$0.62$0.74$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$4.91$2.15$0.65$0.92$0.28
2023Detailed filing. Detailed filing data is available for this year.$3.01$4.88$1.87$0.51$0.75$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.14$4.56$1.42$0.62$0.88$0.25
2021Summary only. Only limited summary data is available for this year.$3.59$4.76$0.51$0.79$0.28
2020Summary only. Only limited summary data is available for this year.$3.20$4.09$0.55$1.04$0.50
2019Summary only. Only limited summary data is available for this year.$3.10$3.49$0.46$0.90$0.45
2018Summary only. Only limited summary data is available for this year.$2.56$2.50$0.35$0.58$0.23
2017Summary only. Only limited summary data is available for this year.$2.71$2.42$0.51$0.66$0.14
2016Summary only. Only limited summary data is available for this year.$2.91$2.57$0.48$0.60$0.13
2015Summary only. Only limited summary data is available for this year.$3.07$2.52$0.40$0.44$0.04
2014Summary only. Only limited summary data is available for this year.$3.24$2.68$0.53$0.48$0.06
2013Summary only. Only limited summary data is available for this year.$3.27$2.77$0.36$0.44$0.08
2012Summary only. Only limited summary data is available for this year.$3.49$2.91$0.47$0.45$0.02
2011Summary only. Only limited summary data is available for this year.$3.57$3.01$0.42$0.52$0.10