Civic Intelligence

The Old Oak Trust

990PF • Fiscal year 2022 • EIN 06-6487646

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 03, 2023

Organization Profile

Refreshing map…

78 Bulkley Ave NorthWestport, CT 06880-4006

(203) 268-0187

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

50th percentile

4.0%

Higher net margin than 50% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

51st percentile

0.0%

Faster asset growth than 51% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

77th percentile

58%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$88,230

Up $40 (+0.0%) from 2020

Net Assets

$88,189

No earlier filing loaded for comparison.

Liabilities

Up

$41

Up $41 from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin50th percentile

Revenue

Up

$6,680

Up $4,007 (+150%) from 2020

Expenses

Up

$6,414

Up $5,916 (+1188%) from 2020

Net Income

Down

$266

Down $1,909 (-88%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$150K$100K$50K$0Assets 2012: $1,026Liabilities 2012: $02012Assets 2013: $1,026Liabilities 2013: $02013Assets 2014: $1,026Liabilities 2014: $02014Assets 2015: $1,026Liabilities 2015: $02015Assets 2016: $92,041Liabilities 2016: $02016Assets 2020: $88,190Liabilities 2020: $02020Assets 2022: $88,230Liabilities 2022: $41Net Assets 2022: $88,1892022Assets 2023: $87,431Liabilities 2023: $1,806Net Assets 2023: $85,6252023Assets 2024: $91,274Liabilities 2024: $6,125Net Assets 2024: $85,1492024Assets 2025: $120,718Liabilities 2025: $125Net Assets 2025: $120,5932025

Highlighted filing

2022

Assets$88,230
Liabilities$41
Net Assets$88,189
Open 2022 Filing

Operations Trend

Revenue Growth77th percentile

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

$100K$50K$0-$50KRevenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $91,183Expenses 2016: $168Net Income 2016: $91,0152016Revenue 2020: $2,673Expenses 2020: $498Net Income 2020: $2,1752020Revenue 2022: $6,680Expenses 2022: $6,414Net Income 2022: $2662022Revenue 2023: $4,060Expenses 2023: $6,625Net Income 2023: -$2,5652023Revenue 2024: $6,172Expenses 2024: $6,648Net Income 2024: -$4762024Revenue 2025: $42,688Expenses 2025: $7,244Net Income 2025: $35,4442025

Highlighted filing

2022

Revenue$6,680
Expenses$6,414
Net Income$266
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 3, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESLEY TYLERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Old Oak Trust
EIN
06-6487646
Phone
2032680187
Address
78 BULKLEY AVE NORTH, WESTPORT, CT 06880-4006

Signing Officer

Name
Wesley Tyler
Title
Trustee
Signed
2023-02-03

Preparer

Firm
Palsa Palsa LLC
Address
230 SPRUCE ST, SOUTHPORT, CT 06890-1403
Preparer
Joseph a Palsa
Phone
2032597035
Raw XML Appendix219 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/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04771
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt084
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt084
IRS990PF/FMVAssetsEOYAmt0107306
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt086249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt073271
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt092347
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt041
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt087923
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt088189
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01716
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0107500
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012500
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt095000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01613
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05294
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0105887
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0107500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WESLEY TYLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt03283
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WESLEY TYLER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0A BROADER WAY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0420 LEXINGTON AVE SUITE 2
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE OFFICER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt041
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0623
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0623
TaxesSchedule/TaxesDetail/Amt0790
TaxesSchedule/TaxesDetail/CategoryTxt0FOUNDATION FED TAXES-PAID
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WESLEY TYLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OLD OAK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OLDO
ReturnHeader/Filer/EIN0066487646
ReturnHeader/Filer/PhoneNum02032680187
ReturnHeader/Filer/USAddress/AddressLine1Txt078 BULKLEY AVE NORTH
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0068804006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800510102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PALSA PALSA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 SPRUCE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0068901403
ReturnHeader/PreparerPersonGrp/PhoneNum02032597035
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A PALSA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-03-23T14:25:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WESLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TYLER
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,230
Liabilities
$41
Net assets
$88,189
Revenue
$6,680
Expenses
$6,414
Net income
$266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.43$0.07$0.35
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.06$0.85$0.06$0.07$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.02$0.86$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.07$0.06$0.00
2020Summary only. Only limited summary data is available for this year.$0.88$0.00$0.03$0.00$0.02
2016Summary only. Only limited summary data is available for this year.$0.92$0.00$0.91$0.00$0.91
2015Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00