Civic Intelligence

Oakhill Foundation

990PF • Fiscal year 2021 • EIN 20-6021595

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Lincoln 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

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

95th percentile

85%

Higher net margin than 95% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

4718%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$11,138,452

Up $2,437,010 (+28%) from 2020

Net Assets

Up

$11,138,452

Up $2,437,010 (+28%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$12,954,666

Up $12,685,794 (+4718%) from 2020

Expenses

Down

$1,951,945

Down $469,420 (-19%) from 2020

Net Income

Up

$11,002,721

Up $13,155,214 (+611%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$11,138,452
Liabilities$0
Net Assets$11,138,452

Operations Trend

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

2021

Revenue$12,954,666
Expenses$1,951,945
Net Income$11,002,721
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Compensation and Service Providers

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
LINCOLN 206, LINCOLN, MA 01173-1125

Signing Officer

Name
John R Bertucci
Title
Trustee
Phone
7815384998
Signed
2022-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Mp Pc
Address
ONE MONARCH PLACE, SPRINGFIELD, MA 01144
Preparer
Douglas Theobald
Phone
4137391800
Raw XML Appendix382 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/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0520792
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11009890
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2400000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARCHDIOCESE OF BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIDELITY CHARITABLE GIFT FUND - BERTUCCI FAMILY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FIDELITY CHARITABLE GIFT FUND - BERTUCCI FAMILY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt066 BROOKS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRAINTREE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CINCINNATI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002184
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1452770053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2452770053
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01930682
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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/AppliedToCurrentYearAmt0752864
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0752864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01869185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt039823
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03086826
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01177818
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01869185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt039823
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01930682
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01177818
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03086826
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01909008
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN R BERTUCCI
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1CLAIRE R BERTUCCI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O ROBINSON HILL LLC 55 OLD BEDFOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O ROBINSON HILL LLC 55 OLD BEDFOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LINCOLN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LINCOLN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001773
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd101773
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05045364
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15045364
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt05045364
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt15045364
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc026,900 SHARES OF MKS INSTRUMENTS (MSKI)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc126,900 SHARES OF MKS INSTRUMENTS (MSKI)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-05-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-05-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010088487
OtherDecreasesSchedule/OtherDecreasesDetail/Amt19276
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION ON DISTRIBUTED SECURITIES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PY NONDIVIDEND DISTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES - MA ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt070722
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NT #26-22374 - OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02336
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt070722
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0577
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11156
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21530319
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGES IN ACCRUED INCOME FROM 2019 TO 2020
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1CAPITAL GAIN ADJUSTMENT TO BOOKS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2UNREALIZED GAIN ON DISTRIBUTED SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0242
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15796
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12898
TaxesSchedule/TaxesDetail/Amt02500
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/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKHILL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKH
ReturnHeader/Filer/EIN0206021595
ReturnHeader/Filer/PhoneNum07815384998
ReturnHeader/Filer/USAddress/AddressLine1Txt0LINCOLN 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/ReturnTs02022-05-16T08:14:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERTUCCI
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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