Civic Intelligence

Oberkotter Foundation

EIN 23-2686151 • Philadelphia, PA

123 South Broad Street 1500Philadelphia, PA 19109
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$518,904

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

98th percentile

139%

Faster asset growth than 98% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

535%

Faster revenue growth than 98% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$213,766,716

Up $124,375,331 (+139%) from 2023

Liabilities

Up

$20,394

Up $3,229 (+19%) from 2023

Net Assets

Up

$213,746,322

Up $124,372,102 (+139%) from 2023

Operations
Liabilities / Revenue11th percentileNet Margin97th percentile

Revenue

Up

$150,007,629

Up $126,367,564 (+535%) from 2023

Expenses

Up

$15,881,852

Up $1,138,558 (+7.7%) from 2023

Net Income

Up

$134,125,777

Up $125,229,006 (+1408%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2011: $80,177,429Liabilities 2011: $3,038,921Net Assets 2011: $77,138,5082011Assets 2012: $80,614,639Liabilities 2012: $185,814Net Assets 2012: $80,428,8252012Assets 2013: $103,670,510Liabilities 2013: $1,799,7192013Assets 2014: $101,938,308Liabilities 2014: $0Net Assets 2014: $101,938,3082014Assets 2015: $98,030,793Liabilities 2015: $0Net Assets 2015: $98,030,7932015Assets 2016: $95,653,386Liabilities 2016: $0Net Assets 2016: $95,653,3862016Assets 2017: $101,808,395Liabilities 2017: $0Net Assets 2017: $101,808,3952017Assets 2018: $105,830,377Liabilities 2018: $0Net Assets 2018: $105,830,3772018Assets 2019: $105,652,379Liabilities 2019: $5,718Net Assets 2019: $105,646,6612019Assets 2020: $119,159,499Liabilities 2020: $8,217Net Assets 2020: $119,151,2822020Assets 2021: $130,773,093Liabilities 2021: $11,062Net Assets 2021: $130,762,0312021Assets 2022: $83,021,123Liabilities 2022: $12,595Net Assets 2022: $83,008,5282022Assets 2023: $89,391,385Liabilities 2023: $17,165Net Assets 2023: $89,374,2202023Assets 2024: $213,766,716Liabilities 2024: $20,394Net Assets 2024: $213,746,3222024

Highlighted filing

2024

Assets$213,766,716
Liabilities$20,394
Net Assets$213,746,322
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$150M$100M$50M$0-$50MExpenses 2011: $20,029,9802011Expenses 2012: $13,705,5542012Revenue 2013: $52,214,962Expenses 2013: $20,129,714Net Income 2013: $32,085,2482013Revenue 2014: $22,555,165Expenses 2014: $13,589,846Net Income 2014: $8,965,3192014Revenue 2015: $9,963,212Expenses 2015: $13,870,727Net Income 2015: -$3,907,5152015Revenue 2016: $10,912,838Expenses 2016: $13,290,245Net Income 2016: -$2,377,4072016Revenue 2017: $21,536,880Expenses 2017: $13,036,211Net Income 2017: $8,500,6692017Revenue 2018: $23,418,333Expenses 2018: $16,737,714Net Income 2018: $6,680,6192018Revenue 2019: $16,311,607Expenses 2019: $14,439,540Net Income 2019: $1,872,0672019Revenue 2020: $36,779,907Expenses 2020: $14,981,072Net Income 2020: $21,798,8352020Revenue 2021: $30,304,806Expenses 2021: $17,952,973Net Income 2021: $12,351,8332021Revenue 2022: $23,009,013Expenses 2022: $70,481,656Net Income 2022: -$47,472,6432022Revenue 2023: $23,640,065Expenses 2023: $14,743,294Net Income 2023: $8,896,7712023Revenue 2024: $150,007,629Expenses 2024: $15,881,852Net Income 2024: $134,125,7772024

Highlighted filing

2024

Revenue$150,007,629
Expenses$15,881,852
Net Income$134,125,777
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,766,716
Liabilities
$20,394
Net assets
$213,746,322
Revenue
$150,007,629
Expenses
$15,881,852
Net income
$134,125,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$214$0.02$214$150$15.9$134
2023Detailed filing. Detailed filing data is available for this year.$89.4$0.02$89.4$23.6$14.7$8.90
2022Detailed filing. Detailed filing data is available for this year.$83.0$0.01$83.0$23.0$70.5$47.5
2021Detailed filing. Detailed filing data is available for this year.$131$0.01$131$30.3$18.0$12.4
2020Detailed filing. Detailed filing data is available for this year.$119$0.01$119$36.8$15.0$21.8
2019Detailed filing. Detailed filing data is available for this year.$106$0.01$106$16.3$14.4$1.87
2018Detailed filing. Detailed filing data is available for this year.$106$0.00$106$23.4$16.7$6.68
2017Detailed filing. Detailed filing data is available for this year.$102$0.00$102$21.5$13.0$8.50
2016Detailed filing. Detailed filing data is available for this year.$95.7$0.00$95.7$10.9$13.3$2.38
2015Detailed filing. Detailed filing data is available for this year.$98.0$0.00$98.0$9.96$13.9$3.91
2014Detailed filing. Detailed filing data is available for this year.$102$0.00$102$22.6$13.6$8.97
2013Summary only. Only limited summary data is available for this year.$104$1.80$52.2$20.1$32.1
2012Detailed filing. Detailed filing data is available for this year.$80.6$0.19$80.4$13.7
2011Detailed filing. Detailed filing data is available for this year.$80.2$3.04$77.1$20.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Apr 24, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA CARAWAYCEOFT$508,104$10,800$518,904
BRUCE ROSENFIELDTrusteePT$100,000-$100,000
DAVID PIERSONTrusteePT$75,000-$75,000
LYDIA DENWORTHTrusteePT$75,000-$75,000
MILDRED L OBERKOTTERTrustee To May 2024-$0--
Filing and Contact Details

Filer

Filer Name
Oberkotter Foundation
EIN
23-2686151
Phone
4054184151
Address
123 SOUTH BROAD STREET 1500, PHILADELPHIA, PA 19109

Signing Officer

Name
Teresa Caraway
Title
CEO
Phone
4054184151
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
Preparer
Connie M Lira
Phone
2156433900
Raw XML AppendixShowing 400 of 4,268 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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AccountingFeesSchedule/AccountingFeesDetail/Amt013337
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt012066
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01271
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART XII, LINE 7
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0OBERKOTTER FOUNDATION'S EXEMPT PURPOSE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1EXPLANATION OF CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2ELECTION UNDER REG 53.4942(A)-3(C)(2)(VI)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE MISSION OF THE OBERKOTTER FOUNDATION (WWW.OBERKOTTERFOUNDATION.ORG) IS TO HELP FAMILIES ENSURE THEIR CHILDREN WHO ARE DEAF OR HARD OF HEARING HAVE OPPORTUNITIES TO REACH THEIR FULL POTENTIAL THROUGH LISTENING AND SPOKEN LANGUAGE (LSL).
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1FAMILIES' NEEDSEARLY LEARNING IS CRITICAL TO A CHILD'S LANGUAGE DEVELOPMENT AND LIFETIME SUCCESS, AND CHILDREN WHO ARE DEAF OR HARD OF HEARING MUST HAVE THE SAME OPPORTUNITIES AS THEIR HEARING PEERS TO CAPITALIZE ON THE CRITICAL EARLY PERIOD FOR BRAIN DEVELOPMENT. FAMILIES MUST HAVE ACCESS TO QUALITY PEDIATRIC AUDIOLOGY AND LISTENING AND SPOKEN LANGUAGE INTERVENTION AS CLOSE TO THEIR BABY'S BIRTH OR ACQUIRED HEARING LOSS AS POSSIBLE. AND FAMILIES MUST BE EMPOWERED AND EQUIPPED TO EFFECTIVELY SUPPORT THEIR BABY'S LEARNING, LANGUAGE AND LITERACY DEVELOPMENT. IT IS A FUNDAMENTAL PRINCIPLE AT OBERKOTTER THAT PARENTS DECIDE THE LANGUAGE AND MODALITY FOR THEIR CHILD TO PURSUE. ALL OF OBERKOTTER'S ACTIVITIES AND INVESTMENTS ARE INTEGRATED AND COORDINATED IN FURTHERANCE OF OUR GOAL OF HELPING CARING ADULTS TO SUPPORT INFANTS AND TODDLERS WHO ARE DEAF OR HARD OF HEARING TO HAVE THE SAME LISTENING, SPOKEN LANGUAGE AND LITERACY OPPORTUNITIES AS THEIR HEARING PEERS. WE CONDUCT OUR WORK BY SUPPORTING PROGRAMS AND PROJECTS THAT RAISE AWARENESS AND INCREASE ACCESS TO EDUCATION, RESOURCES, HEARING TECHNOLOGY AND COORDINATED SERVICES. OUR WORKSINCE OUR FOUNDING, THE TRUSTEES OF THE OBERKOTTER FOUNDATION HAVE BEEN COMMITTED TO CARRYING OUT THE OBERKOTTER FAMILY'S VISION THAT CHILDREN WHO ARE DEAF OR HARD OF HEARING SHOULD HAVE ACCESS TO LISTENING AND SPOKEN LANGUAGE SERVICES IN THEIR COMMUNITY. OVER OUR 39-YEAR HISTORY, WE HAVE PROVIDED OVER $500 MILLION TO ORGANIZATIONS SERVING FAMILIES. (CONTINUED)IN JUNE 2023, THE BOARD OF TRUSTEES ADOPTED THE 2023-2027 OBERKOTTER FOUNDATION STRATEGIC PLAN GROUNDED IN OUR MISSION TO HELP FAMILIES ENSURE THEIR CHILDREN WHO ARE DEAF OR HARD OF HEARING HAVE OPPORTUNITIES TO REACH THEIR FULL POTENTIAL THROUGH LISTENING AND SPOKEN LANGUAGE. THE PLAN IS DRIVEN BY A SET OF VISIONARY GOALS AND BOLD ACTIONS TO GROW OUR IMPACT AND PAVE THE WAY FOR A MORE INCLUSIVE AND SUPPORTIVE FUTURE FOR CHILDREN AND THEIR FAMILIES: 1. ADVANCE SCIENCE AND INNOVATION TO IMPROVE AUDIOLOGICAL, LISTENING, AND SPOKEN LANGUAGE (LSL), AND LITERACY OUTCOMES FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING. 2. RAISE AWARENESS BROADLY OF THE NEWBORN HEARING SCREENING, THE IMPORTANCE OF HEARING TO BRAIN DEVELOPMENT, AND THAT BABIES WHO ARE DEAF OR HARD OF HEARING ARE LEARNING TO LISTEN AND TALK. 3. INCREASE NATIONWIDE ACCESS TO HEARING TECHNOLOGY, COORDINATED PEDIATRIC AUDIOLOGY AND LSL SERVICES, AND FAMILY SUPPORT. 4. EXPAND THE KNOWLEDGE, SKILLS, AND CONNECTIONS AMONG FAMILIES OF CHILDREN WHO ARE DEAF OR HARD OF HEARING AND THE PROFESSIONALS WHO SUPPORT THEM. 5. EXERCISE NATIONAL LEADERSHIP AS AN EXEMPLARY FOUNDATION. WE KNOW THAT EARLY LEARNING IS CRITICAL TO A CHILD'S LANGUAGE DEVELOPMENT AND LIFETIME SUCCESS, AND CHILDREN WHO ARE DEAF OR HARD OF HEARING SHOULD HAVE THE SAME OPPORTUNITIES AS THEIR HEARING PEERS TO CAPITALIZE ON THE CRITICAL EARLY PERIOD FOR BRAIN DEVELOPMENT. OUR VISION FOR THE FUTURE IS THAT QUALITY PEDIATRIC AUDIOLOGY AND LISTENING AND SPOKEN LANGUAGE INTERVENTION WILL BE AVAILABLE AND AFFORDABLE FOR ALL FAMILIES AS CLOSE AS POSSIBLE TO THEIR BABY'S BIRTH OR ACQUIRED HEARING LOSS, AND FAMILIES WILL BE EMPOWERED AND EQUIPPED TO EFFECTIVELY SUPPORT THEIR BABY'S LEARNING, SPOKEN LANGUAGE, AND LITERACY DEVELOPMENT. IN PURSUIT OF OUR MISSION AND VISION, THE OBERKOTTER FOUNDATION IS POISED TO CREATE TRANSFORMATIVE IMPACT BY DRIVING SCIENCE AND INNOVATION, SPEARHEADING GROUNDBREAKING IMPACT, INFLUENCING POLICY, AND FOSTERING COLLABORATIONS TO IMPROVE AUDIOLOGICAL OUTCOMES AND ENHANCE THE DEVELOPMENT OF LISTENING AND SPOKEN LANGUAGE AND LITERACY SKILLS FOR CHILDREN WHO ARE DEAF OR HARD OF HEARING. HEARING FIRST: EVERY PARENT NEEDS TO KNOW THE STATUS OF THEIR BABY'S HEARING FIRST, BECAUSE THE EARLIER A CHILD WITH HEARING LOSS IS IDENTIFIED, AMPLIFIED, AND RECEIVING HELP, THE MORE OPPORTUNITIES THAT CHILD WILL HAVE. IN OCTOBER 2015, OBERKOTTER LAUNCHED ITS WHOLLY-OWNED SUBSIDIARY, HEARING FIRST (WWW.HEARINGFIRST.ORG) TO HELP CARING AD
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONS:PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THIS FOUNDATION ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN THESE PRIOR TAX YEAR(S):TAX YEAR: 2020 AMOUNT: $705,157SIGNED: TERESA CARAWAY, CEODATE: APRIL 28, 2025THIS RETURN IS BEING ELECTRONICALLY FILED, THE FORM 8879-TE IS BEING SIGNED BY AN INDIVIDUAL WHO IS ALSO AUTHORIZED TO SIGN THIS ELECTION, TERESA CARAWAY, CEO. THE SIGNATURE ON THE FORM 8879-TE IS DEEMED A SIGNATURE BY AN AUTHORIZED INDIVIDUAL FOR THIS ELECTION. A SIGNED COPY OF THIS ELECTION IS ALSO BEING KEPT ON FILE AS PART OF THE FOUNDATION'S TAX RECORDS.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ADVANCED DRAINAGE SYSTEM INC COM 506 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ARISTA NETWORKS INC COM STK 195 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ARTHUR J GALLAGHER & CO 2,375 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ASPEN TECHNOLOGY, INC. COM STK 300 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19AUTOMATIC DATA PROCESSING INC 1,053 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BOOKING HOLDINGS INC COM STK 92 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BRIGHT HORIZONS FAMILY SOLUT COM STK 414 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31COCA-COLA CO 17,100 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38GFL ENVIRONMENTAL COM STK 4,578 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HONEYWELL INTERNATIONAL INC 9,890 SH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ISHARES MSCI EAFE INTERNATIONAL INDEX FUND CLASS G 1,102,575 SH
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