Civic Intelligence

The Oak Society Inc

990EZ • Fiscal year 2024 • EIN 04-3638457

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 10, 2025

Organization ProfileN/A
175 S Elizabeth StWhitewater, 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

1.78x

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

7.58x

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Net Margin

5th percentile

-43%

Higher net margin than 5% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2024 filings • 501(c)7 • <$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-8.1%

Faster asset growth than 26% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

26%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • 501(c)7 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$276,374

Down $24,498 (-8.1%) from 2023

Net Assets

Down

-$214,672

Down $27,552 (-15%) from 2023

Liabilities

Up

$491,046

Up $3,054 (+0.6%) from 2023

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin5th percentile

Revenue

Up

$64,821

Up $13,401 (+26%) from 2023

Expenses

Up

$92,373

Up $17,510 (+23%) from 2023

Net Income

Down

-$27,552

Down $4,109 (-18%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2024

Assets$276,374
Liabilities$491,046
Net Assets-$214,672
Open 2024 Filing

Operations Trend

Revenue Growth81st 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

2024

Revenue$64,821
Expenses$92,373
Net Income-$27,552
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 10, 2025
Return Version
2023v6.0
Gross Receipts
$64,821
Mission and Program Overview

Mission

Student facility for meeting

Provide a facility for over 600 members to use for lodging social gatherings meetings and a place to hold members

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE FREVILLEPresident-$0--
ANDREW BARNESSecretary-$0--
JESUS VERDUZCOTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Oak Society
EIN
04-3638457
Phone
9207281968
Address
175 S Elizabeth St, WHITEWATER, WI 53190

Signing Officer

Name
Jesus Verduzco
Title
Treasurer
Phone
9207281968
Signed
2025-08-10
Supplemental Narrative

Additional Explanations

Schedule O:

“Part 1.16 Other Expenses: Interest Expense (Loan, CC, etc.) $15,283, Depreciation $22,397 Part 2.24 Other Assets: Prepaid Insurance: $200 Part 2.26 Total Liabilities: Security Deposit $17,600, CC Payable $13,797, Loans payable $459,792, Other liabilities$6,342”

Raw XML Appendix126 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/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
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/BOYAmt0977
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05738
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt064821
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-27552
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt038556
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0300872
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0276374
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt064821
IRS990EZ/GrossReceiptsForPublicUseAmt064821
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0299895
IRS990EZ/LandAndBuildingsGrp/EOYAmt0270436
IRS990EZ/LoansToFromOfficersAmt063418
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-187120
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-214672
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-187120
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-214672
IRS990EZ/OccupancyRentUtltsAndMaintAmt015747
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOE FREVILLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW BARNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESUS VERDUZCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0200
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037680
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE A FACILITY FOR OVER 600 MEMBERS TO USE FOR LODGING SOCIAL GATHERINGS MEETINGS AND A PLACE TO HOLD MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt0390
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0487992
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0491046
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092373
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt064821
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1.16 Other Expenses: Interest Expense (Loan, CC, etc.) $15,283, Depreciation $22,397 Part 2.24 Other Assets: Prepaid Insurance: $200 Part 2.26 Total Liabilities: Security Deposit $17,600, CC Payable $13,797, Loans payable $459,792, Other liabilities$6,342
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jesus Verduzco
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09207281968
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0OAKS
ReturnHeader/Filer/EIN0043638457
ReturnHeader/Filer/PhoneNum09207281968
ReturnHeader/Filer/USAddress/AddressLine1Txt0175 S Elizabeth St
ReturnHeader/Filer/USAddress/CityNm0WHITEWATER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053190
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-08-10T20:30:02Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,374
Liabilities
$491,046
Net assets
-$214,672
Revenue
$64,821
Expenses
$92,373
Net income
-$27,552
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
2024Detailed filing. Detailed filing data is available for this year.$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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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