Civic Intelligence

Oppenheim Family Fund Inc.

EIN 13-6158857 • New York, NY

Pub. 78 Eligible
CO Anchin 3 Times Square 25th FLNew York, NY 10036
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

5th percentile

-93%

Higher net margin than 5% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2025

Asset Growth

20th percentile

-3.9%

Faster asset growth than 20% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

267%

Faster revenue growth than 94% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$9,859,077

Down $396,730 (-3.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$9,859,077

Down $396,730 (-3.9%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Up

$426,798

Up $310,414 (+267%) from 2024

Expenses

Up

$821,641

Up $16,707 (+2.1%) from 2024

Net Income

Up

-$394,843

Up $293,707 (+43%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$15M$10M$5.0M$0Assets 2011: $10,323,808Liabilities 2011: $02011Assets 2012: $10,104,489Liabilities 2012: $02012Assets 2013: $10,741,089Liabilities 2013: $02013Assets 2014: $11,190,605Liabilities 2014: $02014Assets 2015: $11,035,318Liabilities 2015: $02015Assets 2016: $10,575,253Liabilities 2016: $02016Assets 2019: $9,788,202Liabilities 2019: $02019Assets 2020: $9,226,600Liabilities 2020: $0Net Assets 2020: $9,226,6002020Assets 2021: $14,311,691Liabilities 2021: $0Net Assets 2021: $14,311,6912021Assets 2022: $12,760,778Liabilities 2022: $0Net Assets 2022: $12,760,7782022Assets 2023: $10,947,194Liabilities 2023: $0Net Assets 2023: $10,947,1942023Assets 2024: $10,255,807Liabilities 2024: $0Net Assets 2024: $10,255,8072024Assets 2025: $9,859,077Liabilities 2025: $0Net Assets 2025: $9,859,0772025

Highlighted filing

2025

Assets$9,859,077
Liabilities$0
Net Assets$9,859,077
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $866,906Expenses 2011: $579,207Net Income 2011: $287,6992011Revenue 2012: $1,228,364Expenses 2012: $700,034Net Income 2012: $528,3302012Revenue 2013: $1,072,950Expenses 2013: $685,441Net Income 2013: $387,5092013Revenue 2014: $1,373,342Expenses 2014: $766,998Net Income 2014: $606,3442014Revenue 2015: $825,394Expenses 2015: $865,631Net Income 2015: -$40,2372015Revenue 2016: $640,542Expenses 2016: $840,107Net Income 2016: -$199,5652016Revenue 2019: $417,634Expenses 2019: $870,542Net Income 2019: -$452,9082019Revenue 2020: $518,398Expenses 2020: $1,091,826Net Income 2020: -$573,4282020Revenue 2021: $5,715,528Expenses 2021: $694,843Net Income 2021: $5,020,6852021Revenue 2022: -$503,135Expenses 2022: $974,971Net Income 2022: -$1,478,1062022Revenue 2023: -$1,083,003Expenses 2023: $730,555Net Income 2023: -$1,813,5582023Revenue 2024: $116,384Expenses 2024: $804,934Net Income 2024: -$688,5502024Revenue 2025: $426,798Expenses 2025: $821,641Net Income 2025: -$394,8432025

Highlighted filing

2025

Revenue$426,798
Expenses$821,641
Net Income-$394,843
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,859,077
Liabilities
$0
Net assets
$9,859,077
Revenue
$426,798
Expenses
$821,641
Net income
-$394,843
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$0.43$0.82$0.39
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.12$0.80$0.69
2023Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.08$0.73$1.81
2022Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.50$0.97$1.48
2021Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$5.72$0.69$5.02
2020Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.52$1.09$0.57
2019Summary only. Only limited summary data is available for this year.$9.79$0.00$0.42$0.87$0.45
2016Summary only. Only limited summary data is available for this year.$10.6$0.00$0.64$0.84$0.20
2015Summary only. Only limited summary data is available for this year.$11.0$0.00$0.83$0.87$0.04
2014Summary only. Only limited summary data is available for this year.$11.2$0.00$1.37$0.77$0.61
2013Summary only. Only limited summary data is available for this year.$10.7$0.00$1.07$0.69$0.39
2012Summary only. Only limited summary data is available for this year.$10.1$0.00$1.23$0.70$0.53
2011Summary only. Only limited summary data is available for this year.$10.3$0.00$0.87$0.58$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 18, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J OPPENHEIM JRTreasurer-$0--
PAULA K OPPENHEIMPresident-$0--
LISA OPPENHEIM SCHULTZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Oppenheim Family Fund Inc
EIN
13-6158857
Phone
2128403456
Address
CO ANCHIN 3 TIMES SQUARE 25TH FL, NEW YORK, NY 10036

Signing Officer

Name
William J Oppenheim Jr
Title
Treasurer
Phone
2128403456
Signed
2025-12-18
Discuss with paid preparer
Yes

Preparer

Firm
Anchin Block & Anchin Llp
Address
3 TIMES SQUARE, NEW YORK, NY 10036
Preparer
James Ferrara
Phone
2128403456
Raw XML AppendixShowing 400 of 1,894 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27FLOWERS FOODS INC B/E 2.4% DUE 03/15/31 NOTE
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30GLP CAP LP/GLP FING II INC B/E 5.375% DUE 04/15/26
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35HUNTSMAN INTERNATIONAL LLC B/E 4.5% DUE 05/01/29
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