Civic Intelligence

Oak Hill Caddie Scholarship Fund

EIN 11-3760609 • 501(c)3 • Fairport, NY

Profile

To provide financial assistance in the form stipends to caddies for leadership and professional development in the hopes of obtaining scholarships to pursue undergraduate studies while providing caddy services to oak hill country club.

83 East Church Street Unit 412Fairport, NY 14450

n/A

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE B82 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE B82 • <$500k nonprofits • Source year 2022

Net Margin

85th percentile

69%

Higher net margin than 85% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Source year 2022

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

NTEE B82 • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-5.8%

Faster asset growth than 35% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-59%

Faster revenue growth than 16% of similar nonprofits.

NTEE B82 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$28,465

Down $1,742 (-5.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$28,465

Down $1,742 (-5.8%) from 2021

Operations
Liabilities / Revenue82nd percentileNet Margin85th percentile

Revenue

Down

$539

Down $789 (-59%) from 2021

Expenses

Down

$169

Down $71 (-30%) from 2021

Net Income

Down

$370

Down $718 (-66%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$40K$30K$20K$10K$0Assets 2013: $29,814Liabilities 2013: $02013Assets 2014: $30,205Liabilities 2014: $02014Assets 2015: $25,073Liabilities 2015: $02015Assets 2016: $24,893Liabilities 2016: $02016Assets 2017: $24,843Liabilities 2017: $02017Assets 2018: $33,316Liabilities 2018: $02018Assets 2019: $32,511Liabilities 2019: $02019Assets 2020: $29,789Liabilities 2020: $02020Assets 2021: $30,207Liabilities 2021: $0Net Assets 2021: $30,2072021Assets 2022: $28,465Liabilities 2022: $0Net Assets 2022: $28,4652022

Highlighted filing

2022

Assets$28,465
Liabilities$0
Net Assets$28,465
Open 2022 Filing

Operations Trend

Revenue Growth16th percentile

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

$20K$10K$0-$10KRevenue 2013: $25Expenses 2013: $3,222Net Income 2013: -$3,1972013Revenue 2014: $1,041Expenses 2014: $650Net Income 2014: $3912014Revenue 2015: $23Expenses 2015: $5,155Net Income 2015: -$5,1322015Revenue 2016: $18Expenses 2016: $198Net Income 2016: -$1802016Revenue 2017: $17Expenses 2017: $67Net Income 2017: -$502017Revenue 2018: $15,421Expenses 2018: $7,357Net Income 2018: $8,0642018Revenue 2019: $11,718Expenses 2019: $8,190Net Income 2019: $3,5282019Revenue 2020: $8,669Expenses 2020: $11,659Net Income 2020: -$2,9902020Revenue 2021: $1,328Expenses 2021: $240Net Income 2021: $1,0882021Revenue 2022: $539Expenses 2022: $169Net Income 2022: $3702022

Highlighted filing

2022

Revenue$539
Expenses$169
Net Income$370
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$28,465
Liabilities
$0
Net assets
$28,465
Revenue
$539
Expenses
$169
Net income
$370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$0.54$0.17$0.37
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$30.2$0.00$30.2$1.33$0.24$1.09
2020Summary only. Only limited summary data is available for this year.$29.8$0.00$8.67$11.7$2.99
2019Summary only. Only limited summary data is available for this year.$32.5$0.00$11.7$8.19$3.53
2018Summary only. Only limited summary data is available for this year.$33.3$0.00$15.4$7.36$8.06
2017Summary only. Only limited summary data is available for this year.$24.8$0.00$0.02$0.07$0.05
2016Summary only. Only limited summary data is available for this year.$24.9$0.00$0.02$0.20$0.18
2015Summary only. Only limited summary data is available for this year.$25.1$0.00$0.02$5.16$5.13
2014Summary only. Only limited summary data is available for this year.$30.2$0.00$1.04$0.65$0.39
2013Summary only. Only limited summary data is available for this year.$29.8$0.00$0.03$3.22$3.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 19, 2023
Return Version
2022v5.0
Gross Receipts
$539
Mission and Program Overview

Mission

To provide financial assistance in the form stipends to caddies for leadership and professional development in the hopes of obtaining scholarships to pursue undergraduate studies while providing caddy services to oak hill country club.

Program Services

DescriptionGrantsExpenses
THE OAK HILL CADDIE SCHOLARSHIP FUND DID NOT GENERATE ANY CONTRIBUTIONS FOR THE SCHOLARSHIP PROGRAM IN THE CURRENT YEAR.$0$0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES A ROGERSPresident-$0--
GREGORY W LANESecretary-$0--
DANIEL W PLUTATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Oak Hill Caddie Scholarship Fund
EIN
11-3760609
Phone
5855861660
Address
83 EAST CHURCH STREET UNIT 412, FAIRPORT, NY 14450

Signing Officer

Name
Daniel Pluta
Title
Treasurer
Phone
5855861660
Signed
2023-10-19

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Karen Lynch
Phone
5853811000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 539.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: banking charges. Amount: 144. Description: other. Amount: 25. Total to form 990-ez, line 16: 169.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized losses. Amount: -2,112.”

Raw XML Appendix162 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DANIEL PLUTA
IRS990EZ/BooksInCareOfDetail/PhoneNum05855861660
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 HADLEY DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FAIRPORT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014450
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030207
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028465
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0370
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030207
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028465
IRS990EZ/GrossReceiptsAmt0539
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0539
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030207
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028465
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030207
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028465
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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/PersonNm0CHARLES A ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREGORY W LANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIEL W PLUTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-2112
IRS990EZ/OtherExpensesTotalAmt0169
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM STIPENDS TO CADDIES FOR LEADERSHIP AND PROFESSIONAL DEVELOPMENT IN THE HOPES OF OBTAINING SCHOLARSHIPS TO PURSUE UNDERGRADUATE STUDIES WHILE PROVIDING CADDY SERVICES TO OAK HILL COUNTRY CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE OAK HILL CADDIE SCHOLARSHIP FUND DID NOT GENERATE ANY CONTRIBUTIONS FOR THE SCHOLARSHIP PROGRAM IN THE CURRENT YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0169
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0539
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0767
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07980
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034810
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0539
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0511
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0689
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0718
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0358
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02815
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0539
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0511
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0689
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0718
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0358
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02815
IRS990ScheduleA/InvestmentIncomeCYPct00.07480
IRS990ScheduleA/InvestmentIncomePYPct00.06180
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92520
IRS990ScheduleA/PublicSupportPY509Pct00.93820
IRS990ScheduleA/PublicSupportTotal509Amt034810
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07980
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt015063
IRS990ScheduleA/Total509Grp/TotalAmt034810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0539
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08669
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt015421
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 539.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANKING CHARGES. AMOUNT: 144. DESCRIPTION: OTHER. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 169.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED LOSSES. AMOUNT: -2,112.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL PLUTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05855861660
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK HILL CADDIE SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0OAKH
ReturnHeader/Filer/EIN0113760609
ReturnHeader/Filer/PhoneNum05855861660
ReturnHeader/Filer/USAddress/AddressLine1Txt083 EAST CHURCH STREET UNIT 412
ReturnHeader/Filer/USAddress/CityNm0FAIRPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014450
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 SULLYS TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN LYNCH
ReturnHeader/ReturnTs02023-10-23T09:54:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PLUTA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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