Civic Intelligence

Oak Initiative Inc

990EZ • Fiscal year 2017 • EIN 27-0803307

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 05, 2018

375 Star Light DriveFort Mill, SC 29715

(803) 547-8217

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

68th percentile

12%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-22%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$76,580

Up $7,092 (+10%) from 2016

Net Assets

Up

$76,580

Up $7,092 (+10%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$60,724

Down $17,478 (-22%) from 2016

Expenses

Down

$53,632

Down $48,438 (-47%) from 2016

Net Income

Up

$7,092

Up $30,960 (+130%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $28,145Net Assets 2010: $28,1452010Assets 2011: $43,651Net Assets 2011: $43,6512011Assets 2012: $79,775Net Assets 2012: $79,7752012Assets 2013: $65,236Net Assets 2013: $65,2362013Assets 2014: $80,184Net Assets 2014: $80,1842014Assets 2015: $93,356Net Assets 2015: $93,3562015Assets 2016: $69,488Net Assets 2016: $69,4882016Assets 2017: $76,580Net Assets 2017: $76,5802017Assets 2018: $70,817Net Assets 2018: $70,8172018Assets 2019: $32,250Net Assets 2019: $32,2502019Assets 2020: $35,393Net Assets 2020: $35,3932020Assets 2021: $47,454Net Assets 2021: $47,4542021Assets 2022: $67,608Net Assets 2022: $67,6082022

Highlighted filing

2017

Assets$76,580
Liabilities-
Net Assets$76,580

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $192,432Expenses 2010: $195,412Net Income 2010: -$2,9802010Revenue 2011: $142,661Expenses 2011: $127,155Net Income 2011: $15,5062011Revenue 2012: $146,554Expenses 2012: $110,430Net Income 2012: $36,1242012Revenue 2013: $53,319Expenses 2013: $67,858Net Income 2013: -$14,5392013Revenue 2014: $57,757Expenses 2014: $42,809Net Income 2014: $14,9482014Revenue 2015: $99,939Expenses 2015: $86,767Net Income 2015: $13,1722015Revenue 2016: $78,202Expenses 2016: $102,070Net Income 2016: -$23,8682016Revenue 2017: $60,724Expenses 2017: $53,632Net Income 2017: $7,0922017Revenue 2018: $53,427Expenses 2018: $66,104Net Income 2018: -$12,6772018Revenue 2019: $50,768Expenses 2019: $24,584Net Income 2019: $26,1842019Revenue 2020: $38,071Expenses 2020: $34,928Net Income 2020: $3,1432020Revenue 2021: $47,011Expenses 2021: $34,950Net Income 2021: $12,0612021Revenue 2022: $59,671Expenses 2022: $39,517Net Income 2022: $20,1542022

Highlighted filing

2017

Revenue$60,724
Expenses$53,632
Net Income$7,092
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 5, 2018
Return Version
2017v2.2
Gross Receipts
$60,724
Mission and Program Overview

Mission

Promotion of christian solutions to world issues

Program Services

DescriptionGrantsExpenses
OAK INITIATIVE, INC. IS A NOT-FOR-PROFIT SOCIAL WELFARE ORGANIZATION ESTABLISHED TO UNITE, MOBILIZE, EQUIP, AND ACTIVATE CHRISTIANS TO FIND AND PROMOTE CHRISTIAN SOLUTIONS TO CURRENT WORLD ISSUES.$400$32,873
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK JOYNERPresident-$0--
NICHOLAS PAPANICOLAUTreasurer-$0--
LANCE WALLNAUDirector-$0--
LARRY JACKSONDirector-$0--
MARC NUTTLEChairman-$0--
BOB WEINERDirector-$0--
ARDELL DANIELSDirector-$0--
JERRY BOYKINDirector-$0--
CINDY JACOBSDirector-$0--
JANET PORTERDirector-$0--
NEGIEL BIGPONDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oak Initiative Inc
EIN
27-0803307
Phone
8035478217
Address
375 STAR LIGHT DRIVE, FORT MILL, SC 29715

Signing Officer

Name
Rick Joyner
Title
President
Phone
8035478217
Signed
2018-07-05
Discuss with paid preparer
Yes

Preparer

Firm
Franklin & Franklin Pa
Address
3320 Siskey Parkway Suite 102, Matthews, NC 28105
Preparer
John a Franklin CPA
Phone
7048451195
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Charitable contribution; program; morningstar ministries: 375 star light drive, fort mill, sc, 29715

Form 990EZ, Part I, Line 10

General contribution; program; aclj: p.o. Box 90555, washington, dc, xxx-xx-xxxx; none, 150.

Form 990EZ, Part I, Line 16

MEMBER EXPENSES 3494.

Form 990EZ, Part I, Line 16

Bank service charges 3198.

Form 990EZ, Part I, Line 16

COMPUTER/INTERNET 2467.

Form 990EZ, Part I, Line 16

Office supplies and expense 7785.

Form 990EZ, Part I, Line 16

Domain/website charges 319.

Form 990EZ, Part I, Line 16

PRODUCT INVENTORY 1192.

Form 990EZ, Part I, Line 16

MINISTRY EXPENSE 722.

Form 990EZ, Part I, Line 16

Depreciation 0.

Form 990EZ, Part II, Line 24

Accounts receivable 25. 25.

Form 990EZ, Part II, Line 24

INVENTORY 64. 65.

Raw XML Appendix167 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0ANN FARRELL
IRS990EZ/BooksInCareOfDetail/PhoneNum08035478217
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT MILL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029715
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK JOYNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICHOLAS PAPANICOLAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LANCE WALLNAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LARRY JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARC NUTTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB WEINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ARDELL DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JERRY BOYKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CINDY JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JANET PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10NEGIEL BIGPOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt089
IRS990EZ/OtherAssetsTotalDetail/EOYAmt090
IRS990EZ/OtherExpensesTotalAmt019177
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF CHRISTIAN SOLUTIONS TO WORLD ISSUES
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OAK INITIATIVE, INC. IS A NOT-FOR-PROFIT SOCIAL WELFARE ORGANIZATION ESTABLISHED TO UNITE, MOBILIZE, EQUIP, AND ACTIVATE CHRISTIANS TO FIND AND PROMOTE CHRISTIAN SOLUTIONS TO CURRENT WORLD ISSUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032873
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033330
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053632
IRS990EZ/TotalProgramServiceExpensesAmt032873
IRS990EZ/TotalRevenueAmt060724
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE CONTRIBUTION; PROGRAM; MORNINGSTAR MINISTRIES: 375 STAR LIGHT DRIVE, FORT MILL, SC, 29715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GENERAL CONTRIBUTION; PROGRAM; ACLJ: P.O. BOX 90555, WASHINGTON, DC, XXX-XX-XXXX; NONE, 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBER EXPENSES 3494.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SERVICE CHARGES 3198.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPUTER/INTERNET 2467.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE SUPPLIES AND EXPENSE 7785.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOMAIN/WEBSITE CHARGES 319.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRODUCT INVENTORY 1192.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MINISTRY EXPENSE 722.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Depreciation 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACCOUNTS RECEIVABLE 25. 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11INVENTORY 64. 65.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK JOYNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08035478217
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK INITIATIVE INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKI
ReturnHeader/Filer/EIN0270803307
ReturnHeader/Filer/PhoneNum08035478217
ReturnHeader/Filer/USAddress/AddressLine1Txt0375 STAR LIGHT DRIVE
ReturnHeader/Filer/USAddress/CityNm0FORT MILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029715
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01619E429C60BE0C3BED386108721B57D090AA05E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01619E429C60BE0C3BED386108721B57D090AA05E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.21.250.73
ReturnHeader/FilingSecurityInformation/IPDt02018-08-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:36:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANKLIN & FRANKLIN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03320 Siskey Parkway Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Matthews
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028105
ReturnHeader/PreparerPersonGrp/PhoneNum07048451195
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A FRANKLIN CPA
ReturnHeader/ReturnTs02018-08-20T06:36:34-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.60$0.40$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.47$0.35$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.35$0.38$0.35$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.51$0.25$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.71$0.53$0.66$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.61$0.54$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.78$1.02$0.24
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.93$1.00$0.87$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.58$0.43$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.53$0.68$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.80$1.47$1.10$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.44$1.43$1.27$0.16
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.28$1.92$1.95$0.03