Civic Intelligence

Oakhill Foundation

990PF • Fiscal year 2020 • EIN 20-6021595

Jan 01, 2020 to Dec 31, 2020 • Filed on May 19, 2021

Organization Profile
55 Old Bedford Road No 206Lincoln, MA 01173-1125

(781) 538-4998

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

1st percentile

-801%

Higher net margin than 1% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

3rd percentile

-20%

Faster asset growth than 3% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-43%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$8,701,442

Down $2,151,644 (-20%) from 2019

Net Assets

$8,701,442

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin1st percentile

Revenue

Down

$268,872

Down $206,109 (-43%) from 2019

Expenses

Up

$2,421,365

Up $1,266,271 (+110%) from 2019

Net Income

Down

-$2,152,493

Down $1,472,380 (-216%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$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

2020

Assets$8,701,442
Liabilities$0
Net Assets$8,701,442
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$268,872
Expenses$2,421,365
Net Income-$2,152,493
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 19, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R BERTUCCITrustee-$0--
CLAIRE R BERTUCCITrustee-$0--
DAVID C MEGANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Oakhill Foundation
EIN
20-6021595
Phone
7815384998
Address
55 OLD BEDFORD ROAD NO 206, LINCOLN, MA 01173-1125

Signing Officer

Name
John R Bertucci
Title
Trustee
Phone
7815384998
Signed
2021-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Mp Pc
Address
ONE MONARCH PLACE, SPRINGFIELD, MA 01144
Preparer
Douglas Theobald
Phone
4137391800
Raw XML Appendix355 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/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE GIFT FUND - BERTUCCI FAMILY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIDELITY CHARITABLE GIFT FUND - BERTUCCI FAMILY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ARCHDIOCESE OF BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt266 BROOKS DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BRAINTREE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0531950
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0531950
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt039823
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01909008
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01869185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt039823
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02401135
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01869185
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01909008
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039823
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016023
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11156
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PY NONDIVIDEND DISTRIBUTIONS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1CAPITAL GAIN ADJUSTMENT TO BOOKS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES - MA ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08696
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NT #26-22374 - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08696
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04051
OtherIncreasesSchedule/OtherIncreasesDetail/Amt113977
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGES IN ACCRUED INCOME FROM 2018 TO 2019
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAIN ON DISTRIBUTED SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05876
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1729
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02938
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt04500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R BERTUCCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07815384998
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKHILL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKH
ReturnHeader/Filer/EIN0206021595
ReturnHeader/Filer/PhoneNum07815384998
ReturnHeader/Filer/USAddress/AddressLine1Txt055 OLD BEDFORD ROAD NO 206
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0011731125
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043191789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MONARCH PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001144
ReturnHeader/PreparerPersonGrp/PhoneNum04137391800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS THEOBALD
ReturnHeader/ReturnTs02021-05-19T10:17:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERTUCCI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,701,442
Liabilities
$0
Net assets
$8,701,442
Revenue
$268,872
Expenses
$2,421,365
Net income
-$2,152,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.85$1.84$1.00
2023Summary only. Only limited summary data is available for this year.$14.5$0.00$3.02$0.60$2.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$0.96$0.06$0.90
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.00$11.1$13.0$1.95$11.0
2020Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$0.27$2.42$2.15
2019Summary only. Only limited summary data is available for this year.$10.9$0.00$0.47$1.16$0.68
2015Summary only. Only limited summary data is available for this year.$5.15$0.00$0.16$0.30$0.14
2014Summary only. Only limited summary data is available for this year.$5.29$0.00$0.90$0.27$0.63
2013Summary only. Only limited summary data is available for this year.$4.66$0.00$0.39$0.02$0.37
2012Summary only. Only limited summary data is available for this year.$4.29$0.00$5.01$0.00$5.01
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00