Civic Intelligence

The Ryan and Jin O'Grady Foundation

990PF • Fiscal year 2018 • EIN 20-8638509

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 28, 2019

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-2.7%

Faster asset growth than 40% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

81st percentile

34%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$395,227

Down $21,977 (-5.3%) from 2016

Net Assets

Down

$395,227

Down $21,977 (-5.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin68th percentile

Revenue

Up

$24,289

Up $10,835 (+81%) from 2016

Expenses

Down

$21,129

Down $2,962 (-12%) from 2016

Net Income

Up

$3,160

Up $13,797 (+130%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2010: $305,564Liabilities 2010: $0Net Assets 2010: $305,5642010Assets 2011: $301,626Liabilities 2011: $0Net Assets 2011: $301,6262011Assets 2012: $297,163Liabilities 2012: $0Net Assets 2012: $297,1632012Assets 2013: $346,759Liabilities 2013: $0Net Assets 2013: $346,7592013Assets 2014: $446,817Liabilities 2014: $0Net Assets 2014: $446,8172014Assets 2015: $427,841Liabilities 2015: $0Net Assets 2015: $427,8412015Assets 2016: $417,204Liabilities 2016: $0Net Assets 2016: $417,2042016Assets 2018: $395,227Liabilities 2018: $0Net Assets 2018: $395,2272018Assets 2019: $404,056Liabilities 2019: $0Net Assets 2019: $404,0562019Assets 2020: $426,707Liabilities 2020: $0Net Assets 2020: $426,7072020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$395,227
Liabilities$0
Net Assets$395,227
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500KExpenses 2010: $16,0092010Expenses 2011: $17,6692011Expenses 2012: $16,8652012Revenue 2013: $68,967Expenses 2013: $19,371Net Income 2013: $49,5962013Revenue 2014: $123,826Expenses 2014: $23,768Net Income 2014: $100,0582014Revenue 2015: $2,602Expenses 2015: $21,578Net Income 2015: -$18,9762015Revenue 2016: $13,454Expenses 2016: $24,091Net Income 2016: -$10,6372016Revenue 2018: $24,289Expenses 2018: $21,129Net Income 2018: $3,1602018Revenue 2019: $32,691Expenses 2019: $23,862Net Income 2019: $8,8292019Revenue 2020: $46,295Expenses 2020: $23,644Net Income 2020: $22,6512020Revenue 2021: -$31,344Expenses 2021: $395,363Net Income 2021: -$426,7072021

Highlighted filing

2018

Revenue$24,289
Expenses$21,129
Net Income$3,160
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 28, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jin O'GradyCo-Pres, Director-$0--
Ryan O'GradyCo-Pres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
The Charitable Oak Foundation
EIN
20-8638509
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
RYAN O'GRADY
Title
Co-President
Phone
8008391754
Signed
2019-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix307 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jin O'Grady
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ryan O'Grady
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Pres, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Pres, Dir, Sec
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07545
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012780
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019301
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020325
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011756
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012780
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp ROW DIVERSIFIED FUND L
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0804
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1804
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07464
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN O'GRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Charitable Oak Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RYAN
ReturnHeader/Filer/EIN0208638509
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId054CCAE8F7BC02385263C2CCCA723B6609AD4C170
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId078D185D94E59032E4B5D677F857013E059842DEA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520191335000548
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.187.244.114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02019-05-13T15:19:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$395,227
Liabilities
$0
Net assets
$395,227
Revenue
$24,289
Expenses
$21,129
Net income
$3,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.31$3.95$4.27
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.46$0.24$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.33$0.24$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.24$0.21$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.13$0.24$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.03$0.22$0.19
2014Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$1.24$0.24$1.00
2013Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.69$0.19$0.50
2012Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.17
2011Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.16