Civic Intelligence

The Old Oak Trust

990PF • Fiscal year 2024 • EIN 06-6487646

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 07, 2024

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

79th percentile

0.07x

Higher debt load relative to assets than 79% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

0.99x

Higher debt load relative to revenue than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

31st percentile

-7.7%

Higher net margin than 31% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

4.4%

Faster asset growth than 59% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

52%

Faster revenue growth than 82% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$91,274

Up $3,843 (+4.4%) from 2023

Net Assets

Down

$85,149

Down $476 (-0.6%) from 2023

Liabilities

Up

$6,125

Up $4,319 (+239%) from 2023

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin31st percentile

Revenue

Up

$6,172

Up $2,112 (+52%) from 2023

Expenses

Up

$6,648

Up $23 (+0.3%) from 2023

Net Income

Up

-$476

Up $2,089 (+81%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2024

Assets$91,274
Liabilities$6,125
Net Assets$85,149
Open 2024 Filing

Operations Trend

Revenue Growth82nd 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

2024

Revenue$6,172
Expenses$6,648
Net Income-$476
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
Phone
2032680187
Signed
2024-10-07

Preparer

Firm
Palsa Palsa LLC
Address
230 SPRUCE ST, SOUTHPORT, CT 06890-1403
Preparer
Joseph a Palsa
Phone
2032597035
Raw XML Appendix240 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0127500
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01916
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06292
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11681
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1CASH OVERDRAFT
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TaxesSchedule/TaxesDetail/Amt049
TaxesSchedule/TaxesDetail/CategoryTxt0FOUNDATION FED TAXES-PAID
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WESLEY TYLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02032680187
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-07
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A PALSA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-11T15:22:09-04:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,274
Liabilities
$6,125
Net assets
$85,149
Revenue
$6,172
Expenses
$6,648
Net income
-$476
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