Civic Intelligence

The Ryan and Jin O'Grady Foundation

990PF • Fiscal year 2020 • EIN 20-8638509

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 09, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

88th percentile

49%

Higher net margin than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

5.6%

Faster asset growth than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

42%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$426,707

Up $22,651 (+5.6%) from 2019

Net Assets

Up

$426,707

Up $22,651 (+5.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin88th percentile

Revenue

Up

$46,295

Up $13,604 (+42%) from 2019

Expenses

Down

$23,644

Down $218 (-0.9%) from 2019

Net Income

Up

$22,651

Up $13,822 (+157%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$426,707
Liabilities$0
Net Assets$426,707
Open 2020 Filing

Operations Trend

Revenue Growth87th 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

2020

Revenue$46,295
Expenses$23,644
Net Income$22,651
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 9, 2021
Return Version
2020v4.1
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
2021-08-09
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 Appendix240 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/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0635
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0245
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0635
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0880
IRS990PF/FMVAssetsEOYAmt0427299
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0404056
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0428919
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013798
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06434
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0415121
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021124
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0422485
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0428919
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt022525
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt022525
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jin O'Grady
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Ryan O'Grady
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04041 MACARTHUR BLVD STE 510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEWPORT BEACH
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1K-1 Exp ROW DIVERSIFIED FUND L
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1619
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08555
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08555
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2020
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN O'GRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Charitable Oak Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
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/ReturnTs02021-08-24T13:11:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OGRADY
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
$426,707
Liabilities
$0
Net assets
$426,707
Revenue
$46,295
Expenses
$23,644
Net income
$22,651
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