Civic Intelligence

Oberkotter Foundation

990PF • Fiscal year 2014 • EIN 23-2686151

Dec 01, 2013 to Nov 30, 2014 • Filed on Oct 12, 2015

Organization Profile
1600 Market Street19103-7286

(215) 751-2601

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2014 filings • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

7th percentile

0.00x

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

2014 filings • $100M-$250M nonprofits • Source year 2014

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

49th percentile

$350,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2014 filings • $100M-$250M nonprofits • Source year 2014

Asset Growth

15th percentile

-1.7%

Faster asset growth than 15% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-57%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$101,938,308

Down $1,732,202 (-1.7%) from 2013

Net Assets

$101,938,308

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1,799,719 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin86th percentile

Revenue

Down

$22,555,165

Down $29,659,797 (-57%) from 2013

Expenses

Down

$13,589,846

Down $6,539,868 (-32%) from 2013

Net Income

Down

$8,965,319

Down $23,119,929 (-72%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$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

2014

Assets$101,938,308
Liabilities$0
Net Assets$101,938,308
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$22,555,165
Expenses$13,589,846
Net Income$8,965,319
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2013 to Nov 30, 2014
Signed
Oct 12, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce RosenfieldTrustee & Executive DirectorPT$350,000-$350,000
Amy NewnamAssoc. Exec. DirectorFT$203,326$7,723$211,049
CARIANNE MUSEDirector, Family EngagementFT$172,000$35,356$207,356
TERESA CARAWAYCEO, Educational EndeavorFT$178,000-$178,000
David PiersonTrusteePT$50,000-$50,000
Mildred L OberkotterTrusteePT$0--
Filing and Contact Details

Filer

EIN
23-2686151
In Care Of
% BRUCE A ROSENFIELD EXEC DI
Phone
2157512601

Signing Officer

Name
Bruce a Rosenfield
Title
Executive Director
Phone
2157512601
Signed
2015-10-12
Discuss with paid preparer
Yes

Preparer

Preparer
Russlee Armstrong
Phone
2157512601
Raw XML AppendixShowing 400 of 1,277 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/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0134085
CompensationExplanation/CompensationExplanationGrp/PersonNm0CARIANNE MUSE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0*The Executive Director (B Rosenfield) and the Associate Executive Director (A Newnam), referred to in Part I, Line 13 and Part VIII, Line 1, and the Administrative Assistant, referred to in Part I, Line 16c and Part VIII, Line 2, are partners or employees of the law firm Schnader Harrison Segal & Lewis, LLP ("Schnader"). The Oberkotter Foundation ("Foundation") has contracted with Schnader to lease a percentage of each individual's time for matters relating to the administration of the Foundation. The Foundation pays its share of the compensation and related expenses, as applicable, for each individual and Schnader assumes the appropriate payroll responsibilities. These payments to Schnader are separate from the payments shown at Part I, Line 16a for legal and other administrative support fees. ** The CEO of the Foundation's Educational Endeavor (T Caraway), referred to in Part I, Line 13 and Part VIII, Line 1, is an employee of Learning Innovation Associates, LLC ("LIA"). The Foundat
EmployeeCompensationExpln/EmployeeCompExplanationGrp/EmployeeNm0MEGAN OWEN
EmployeeCompensationExpln/EmployeeCompExplanationGrp/ExplanationTxt0*Wendy DeMoss was an independent contractor of the Foundation for the first part of the year. She was then hired as an employee of the Foundation and has been determined to be a highest compensated employee for purposes of the Form 990 PF. The total compensation above includes her services as an independent contractor and as an employee. ** FOUNDATION EMPLOYEE ROSANNE DIMARTINO IS AN EMPLOYEE OF THE LAW FIRM OF SCHNADER HARRISON SEGAL & LEWIS LLP ("SCHNADER"). THE OBERKOTTER FOUNDATION ("FOUNDATION") HAS CONTRACTED WITH SCHNADER TO LEASE A PERCENTAGE OF MS. DIMARTINO'S TIME FOR MATTERS RELATING TO THE ADMINISTRATION OF THE FOUNDATION. THE FOUNDATION PAYS ITS SHARE OF THE COMPENSATION AND RELATED EXPENSES, AS APPLICABLE, FOR MS. DIMARTINO AND SCHNADER ASSUMES THE APPROPRIATE PAYROLL RESPONSIBILITIES. THESE PAYMENTS TO SCHNADER ARE SEPARATE FROM THE PAYMENTS SHOWN AT PART I, LINE 16A FOR LEGAL AND OTHER ADMINISTRATIVE SUPPORT FEES.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2HAVERFORD TRUST COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TACS ENHANCED DIV (LARGE)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41818 PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SPRUCEGROVE NON-US EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DYNAMIC EQ MGRS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7REAL ESTATE MEZZ PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VINTAGE FUND V OFFSHORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VONTOBEL NON-US EQUITY OFFSHORE
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1MARY ELLEN NEVINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2ROSANNE DIMARTINO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1SR. STRAT PROF DEV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2EXECUTIVE ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3EXECUTIVE ASSISTANT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine121600 MARKET ST STE 3600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine131600 MARKET ST STE 3600
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/City2PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/City3PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCode019103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCode119103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCode219103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCode319103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine10The Mom Complex
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine11Booz Allen Hamilton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine12Stephen Barry CPA LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1321st Century Collaborative
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine14Martin Sussman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0140461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1130000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2101285
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt394555
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt493102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0MARKETING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1TECHNOLOGY CONSULT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2finan cons/accting
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3LEARNING CONSULTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4STRATEGIC ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine103324 west cary street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine11PO Box 8500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine12PO Box 961
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine134068 Bridgehampton Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine14PO BOX 50215
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City0RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City1PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City2VOORHEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City3VIRGINIA BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City4PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State3VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode023219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode119178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode208043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode323455
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode494303
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt125.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt440.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt540.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1350000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt250000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3203326
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4178000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5172000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt31304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt535356
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt36419
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mildred L Oberkotter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bruce Rosenfield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Pierson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Amy Newnam
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TERESA CARAWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CARIANNE MUSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE & EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Assoc. Exec. Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CEO, EDUCATIONAL ENDEAVOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR, FAMILY ENGAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101600 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine111600 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine121600 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine131600 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine141600 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine151600 MARKET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City5PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State5PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0191037286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1191037286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode2191037286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode319103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode4191037286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode5191037286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt022351602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt022486202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt019174089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt013136102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt019013605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt016652261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt020118411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.137147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.128605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.098625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.144566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.132637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.1813
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0134600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0162975508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0149092651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0133191867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0131522223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0125547529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0110967649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012329070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.685733
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012329070
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012329070
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012329070
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0grants that have been returned to the foundation for a variety of acceptable reasons.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0true
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0true
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0true
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
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101600 MARKET ST STE 3600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PHILADELPHIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0191037286
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10BRUCE A ROSENFIELD EXEC DIR
IRS990PF/StatementsRegardingActyGrp/PhoneNum02157512601
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.oberkotterfoundation.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SUPPORT FOR LISTENING AND SPOKEN LANGUAGE SERVICES TO CHILDREN AND FAMILIES (SEE ATTACHMENT 17)
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0SUPPORT FOR FAMILY ENGAGEMENT IN LISTENING AND SPOKEN LANGUAGE, INCLUDING AWARENESS, COMMUNITY BUILDING, LEARNING OPPORTUNITIES AND PROFESSIONAL ENGAGEMENT(SEE ATTACHMENT 17)
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt06562006
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt04504070
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MILDRED L OBERKOTTER
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0910000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt137500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2250000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt348750
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt437500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt5224750
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt620000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt7243750
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt8375382
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt919000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1052325
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt11434900
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1247500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1321000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt14107500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1572730
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1650000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt17334224
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1812500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1942500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2037500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt217500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2245000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2386000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2441433
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2525000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt26203189

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,938,308
Liabilities
$0
Net assets
$101,938,308
Revenue
$22,555,165
Expenses
$13,589,846
Net income
$8,965,319
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