Civic Intelligence

Ogilvy Family Foundation

EIN 26-6056808 • Scottsdale, AZ

7098 E Cochise Road 100Scottsdale, AZ 85253
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

29th percentile

-13%

Higher net margin than 29% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

54th percentile

-0.3%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

19173%

Faster revenue growth than 100% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$84,950

Down $284 (-0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$84,950

Down $284 (-0.3%) from 2023

Revenue

Up

$2,120

Up $2,109 (+19173%) from 2023

Expenses

Down

$2,404

Down $52,839 (-96%) from 2023

Net Income

Up

-$284

Up $54,948 (+99%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $480Liabilities 2010: $0Net Assets 2010: $4802010Assets 2012: $74,470Liabilities 2012: $0Net Assets 2012: $74,4702012Assets 2013: $44,482Liabilities 2013: $0Net Assets 2013: $44,4822013Assets 2014: $25,982Liabilities 2014: $0Net Assets 2014: $25,9822014Assets 2015: $16,657Liabilities 2015: $0Net Assets 2015: $16,6572015Assets 2016: $9,745Liabilities 2016: $0Net Assets 2016: $9,7452016Assets 2017: $8,750Liabilities 2017: $0Net Assets 2017: $8,7502017Assets 2018: $146,626Liabilities 2018: $0Net Assets 2018: $146,6262018Assets 2019: $145,499Liabilities 2019: $0Net Assets 2019: $145,4992019Assets 2020: $143,288Liabilities 2020: $0Net Assets 2020: $143,2882020Assets 2021: $142,102Liabilities 2021: $0Net Assets 2021: $142,1022021Assets 2022: $140,466Liabilities 2022: $0Net Assets 2022: $140,4662022Assets 2023: $85,234Liabilities 2023: $0Net Assets 2023: $85,2342023Assets 2024: $84,950Liabilities 2024: $0Net Assets 2024: $84,9502024

Highlighted filing

2024

Assets$84,950
Liabilities$0
Net Assets$84,950

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $151,6732010Expenses 2012: $78,0132012Revenue 2013: $0Expenses 2013: $29,988Net Income 2013: -$29,9882013Revenue 2014: $0Expenses 2014: $18,500Net Income 2014: -$18,5002014Revenue 2015: $1,000Expenses 2015: $10,325Net Income 2015: -$9,3252015Revenue 2016: $7Expenses 2016: $6,919Net Income 2016: -$6,9122016Revenue 2017: $5Expenses 2017: $1,000Net Income 2017: -$9952017Revenue 2018: $138,876Expenses 2018: $1,000Net Income 2018: $137,8762018Revenue 2019: $73Expenses 2019: $1,200Net Income 2019: -$1,1272019Revenue 2020: $45Expenses 2020: $2,256Net Income 2020: -$2,2112020Revenue 2021: $14Expenses 2021: $1,200Net Income 2021: -$1,1862021Revenue 2022: $14Expenses 2022: $1,650Net Income 2022: -$1,6362022Revenue 2023: $11Expenses 2023: $55,243Net Income 2023: -$55,2322023Revenue 2024: $2,120Expenses 2024: $2,404Net Income 2024: -$2842024

Highlighted filing

2024

Revenue$2,120
Expenses$2,404
Net Income-$284

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.02$0.02$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.00$0.55$0.55
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.00$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.00$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.39$0.01$1.38
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.00$0.07$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.10$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.19$0.19
2013Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.00$0.30$0.30
2012Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.78
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 9, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEOFFREY C OGILVYTrustee-$0--
JULI J OGILVYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ogilvy Family Foundation
EIN
26-6056808
Phone
4804831170
Address
7098 E COCHISE ROAD 100, SCOTTSDALE, AZ 85253

Signing Officer

Name
Geoff Ogilvy
Title
Trustee
Phone
4804831170
Signed
2025-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
7098 E COCHISE RD STE 100, SCOTTSDALE, AZ 85253
Preparer
Kelsey L Phillips CPA
Phone
4804831170
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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/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04804831170
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0200
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04132
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt042372
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04132
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt038240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038240
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt038240
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042372
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0378
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0378
TaxesSchedule/TaxesDetail/Amt00
TaxesSchedule/TaxesDetail/Amt126
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt126
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEOFF OGILVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04804831170
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OGILVY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BAKER TILLY ADVISORY GROUP LP
ReturnHeader/Filer/BusinessNameControlTxt0OGIL
ReturnHeader/Filer/EIN0266056808
ReturnHeader/Filer/PhoneNum04804831170
ReturnHeader/Filer/USAddress/AddressLine1Txt07098 E COCHISE ROAD 100
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07098 E COCHISE RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085253
ReturnHeader/PreparerPersonGrp/PhoneNum04804831170
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELSEY L PHILLIPS CPA
ReturnHeader/ReturnTs02025-06-17T12:19:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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