Civic Intelligence

The Ryan and Jin O'Grady Foundation

990PF • Fiscal year 2019 • EIN 20-8638509

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 08, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

2.2%

Faster asset growth than 53% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

35%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$404,056

Up $8,829 (+2.2%) from 2018

Net Assets

Up

$404,056

Up $8,829 (+2.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

Up

$32,691

Up $8,402 (+35%) from 2018

Expenses

Up

$23,862

Up $2,733 (+13%) from 2018

Net Income

Up

$8,829

Up $5,669 (+179%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2019

Assets$404,056
Liabilities$0
Net Assets$404,056
Open 2019 Filing

Operations Trend

Revenue Growth82nd 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

2019

Revenue$32,691
Expenses$23,862
Net Income$8,829
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 8, 2020
Return Version
2019v5.1
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
2020-07-08
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 Appendix280 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/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010565
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011756
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019619
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022321
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09054
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011756
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp ROW DIVERSIFIED FUND L
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05696
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0685
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05696
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1685
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 Inc ROW DIVERSIFIED FUND LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07188
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07188
TaxesSchedule/TaxesDetail/Amt0700
TaxesSchedule/TaxesDetail/Amt1156
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2019
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2018
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN O'GRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-08
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/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/ReturnTs02020-07-13T14:21:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$404,056
Liabilities
$0
Net assets
$404,056
Revenue
$32,691
Expenses
$23,862
Net income
$8,829
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