Civic Intelligence

Oakhill Foundation

EIN 20-6021595 • Lincoln, MA

55 Old Bedford Road 206Lincoln, MA 01773
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

4th percentile

-118%

Higher net margin than 4% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

15th percentile

-5.7%

Faster asset growth than 15% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$13,669,946

Down $830,783 (-5.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$13,669,946

No earlier filing loaded for comparison.

Revenue

Down

$846,700

Down $2,175,379 (-72%) from 2023

Expenses

Up

$1,843,232

Up $1,241,719 (+206%) from 2023

Net Income

Down

-$996,532

Down $3,417,098 (-141%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $31,237Liabilities 2011: $02011Assets 2012: $4,293,202Liabilities 2012: $02012Assets 2013: $4,663,383Liabilities 2013: $02013Assets 2014: $5,291,452Liabilities 2014: $02014Assets 2015: $5,151,207Liabilities 2015: $02015Assets 2019: $10,853,086Liabilities 2019: $02019Assets 2020: $8,701,442Liabilities 2020: $0Net Assets 2020: $8,701,4422020Assets 2021: $11,138,452Liabilities 2021: $0Net Assets 2021: $11,138,4522021Assets 2022: $11,970,551Liabilities 2022: $0Net Assets 2022: $11,970,5512022Assets 2023: $14,500,729Liabilities 2023: $12023Assets 2024: $13,669,946Liabilities 2024: $0Net Assets 2024: $13,669,9462024

Highlighted filing

2024

Assets$13,669,946
Liabilities$0
Net Assets$13,669,946

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $39Expenses 2011: $1,160Net Income 2011: -$1,1212011Revenue 2012: $5,013,036Expenses 2012: $3,556Net Income 2012: $5,009,4802012Revenue 2013: $394,040Expenses 2013: $22,178Net Income 2013: $371,8622013Revenue 2014: $895,784Expenses 2014: $268,663Net Income 2014: $627,1212014Revenue 2015: $155,437Expenses 2015: $295,672Net Income 2015: -$140,2352015Revenue 2019: $474,981Expenses 2019: $1,155,094Net Income 2019: -$680,1132019Revenue 2020: $268,872Expenses 2020: $2,421,365Net Income 2020: -$2,152,4932020Revenue 2021: $12,954,666Expenses 2021: $1,951,945Net Income 2021: $11,002,7212021Revenue 2022: $960,436Expenses 2022: $62,773Net Income 2022: $897,6632022Revenue 2023: $3,022,079Expenses 2023: $601,513Net Income 2023: $2,420,5662023Revenue 2024: $846,700Expenses 2024: $1,843,232Net Income 2024: -$996,5322024

Highlighted filing

2024

Revenue$846,700
Expenses$1,843,232
Net Income-$996,532

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R BERTUCCITrustee-$0--
CLAIRE R BERTUCCITrustee-$0--
DAVID C MEGANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIDELITY CHARITABLE GIFT FUNDCHARITABLE PURPOSES501(C)(3)CINCINNATI, OH, US$1,250,000
Paid GrantFIDELITY CHARITABLE GIFT FUNDCHARITABLE PURPOSES501(C)(3)CINCINNATI, OH, US$257,058
Paid GrantFIDELITY CHARITABLE GIFT FUNDCHARITABLE PURPOSES501(C)(3)CINCINNATI, OH, US$130,848
Paid GrantFIDELITY CHARITABLE GIFT FUNDCHARITABLE PURPOSES501(C)(3)CINCINNATI, OH, US$128,983
Filing and Contact Details

Filer

Filer Name
Oakhill Foundation
EIN
20-6021595
Phone
7815384998
Address
55 OLD BEDFORD ROAD 206, LINCOLN, MA 01773

Signing Officer

Name
John R Bertucci
Title
Trustee
Phone
7815384998
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Mp Pc
Address
ONE MONARCH PLACE, SPRINGFIELD, MA 01144
Preparer
Lisa G Behan
Phone
4137391800
Raw XML Appendix373 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/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0926960
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID INCOME - ACCRUED US GOV'T INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03421
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES - MA ANNUAL FILING FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24509
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt09751
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14370
TaxesSchedule/TaxesDetail/Amt043258
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R BERTUCCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07815384998
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKHILL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKH
ReturnHeader/Filer/EIN0206021595
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043191789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MONARCH PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
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ReturnHeader/PreparerPersonGrp/PhoneNum04137391800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA G BEHAN
ReturnHeader/ReturnTs02025-05-15T08:12:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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