Civic Intelligence

Oakstone Foundation Inc.

990PF • Fiscal year 2012 • EIN 27-1568754

Jan 01, 2012 to Dec 31, 2012 • Filed on May 08, 2013

Organization Profile
PO Box 69204932869
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

70th percentile

$1,248

Higher top officer pay than 70% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

43rd percentile

-0.7%

Faster asset growth than 43% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,950,279

Down $13,019 (-0.7%) from 2011

Net Assets

Down

$1,950,279

Down $13,019 (-0.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$103,069

Down $48,540 (-32%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,023,910Liabilities 2010: $0Net Assets 2010: $2,023,9102010Assets 2011: $1,963,298Liabilities 2011: $0Net Assets 2011: $1,963,2982011Assets 2012: $1,950,279Liabilities 2012: $0Net Assets 2012: $1,950,2792012Assets 2013: $1,927,118Liabilities 2013: $0Net Assets 2013: $1,927,1182013Assets 2014: $1,974,591Liabilities 2014: $0Net Assets 2014: $1,974,5912014Assets 2015: $1,800,490Liabilities 2015: $0Net Assets 2015: $1,800,4902015Assets 2016: $1,731,335Liabilities 2016: $0Net Assets 2016: $1,731,3352016Assets 2017: $1,676,092Liabilities 2017: $0Net Assets 2017: $1,676,0922017Assets 2018: $1,776,720Liabilities 2018: $0Net Assets 2018: $1,776,7202018Assets 2019: $1,762,924Liabilities 2019: $0Net Assets 2019: $1,762,9242019Assets 2020: $1,742,210Liabilities 2020: $0Net Assets 2020: $1,742,2102020Assets 2021: $2,093,655Liabilities 2021: $0Net Assets 2021: $2,093,6552021Assets 2022: $1,907,888Liabilities 2022: $0Net Assets 2022: $1,907,8882022Assets 2023: $1,847,766Liabilities 2023: $0Net Assets 2023: $1,847,7662023Assets 2024: $1,821,328Liabilities 2024: $0Net Assets 2024: $1,821,3282024

Highlighted filing

2012

Assets$1,950,279
Liabilities$0
Net Assets$1,950,279
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $15,8942010Expenses 2011: $151,6092011Expenses 2012: $103,0692012Revenue 2013: $116,531Expenses 2013: $139,692Net Income 2013: -$23,1612013Revenue 2014: $185,765Expenses 2014: $138,292Net Income 2014: $47,4732014Revenue 2015: -$37,966Expenses 2015: $136,135Net Income 2015: -$174,1012015Revenue 2016: $74,741Expenses 2016: $143,896Net Income 2016: -$69,1552016Revenue 2017: $77,914Expenses 2017: $133,157Net Income 2017: -$55,2432017Revenue 2018: $205,905Expenses 2018: $105,277Net Income 2018: $100,6282018Revenue 2019: $109,939Expenses 2019: $123,735Net Income 2019: -$13,7962019Revenue 2020: $92,924Expenses 2020: $113,638Net Income 2020: -$20,7142020Revenue 2021: $476,144Expenses 2021: $124,699Net Income 2021: $351,4452021Revenue 2022: -$49,425Expenses 2022: $136,342Net Income 2022: -$185,7672022Revenue 2023: $58,351Expenses 2023: $118,473Net Income 2023: -$60,1222023Revenue 2024: $93,736Expenses 2024: $120,174Net Income 2024: -$26,4382024

Highlighted filing

2012

Revenue-
Expenses$103,069
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT L KOLLERTreasurer-$1,248-$1,248
WILLIAM A STEELEPresident-$0--
MAYNARD GOFFVice President-$0--
LUKE S WIDMERSecretary-$0--
JENICA S TIMMESDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY FOUNDATIONThe Community Foundation of Central Florida is a public grantmaking foundation that serves as a trusted philanthropic home for nearly 400 charitable funds established by generous individuals, families and corporations.501(C)(3)ORLANDO, FL, US$80,000
Filing and Contact Details

Filer

EIN
27-1568754
Raw XML Appendix380 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM A STEELE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MAYNARD GOFF
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ROBERT L KOLLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3LUKE S WIDMER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JENICA S TIMMES
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12206 SOUTH IOWA AVENUE
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions080000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10LUKE WIDMER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04079096220
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 692049
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ORLANDO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode032869
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WILLIAM A STEELE FOUNDATION GRANT APPLICATION FORM. ATTACH MISSION STATEMENT WITH AN OVERVIEW OF ORGANIZATION'S PROGRAMS, A DESCRIPTION OF THE PROJECT SEEKING FUNDING FOR, LISTING OF PRINCIPAL STAFF, LISTING OF OTHER FUNDING SOURCES, LISTING OF ORGANIZATION'S BOARD MEMBERS, COPY OF IRS LETTER DETERMINING 501(C)(3) STATUS, A STATEMENT SIGNED BY THE ORGANIZATION THAT YOUR STATUS AS SECTION 501 (C)(3) HAS NOT BEEN REVOKED OR MODIFIED AND THE ORGANIZATION'S LATEST ANNUAL IRS FORM 990 AND AUDIT IF SUCH AUDITS ARE MADE.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0KERI WIDMER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04079096220
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 692049
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0ORLANDO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0328692049
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0SEE REQUIREMENTS ON APPLICATION FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APRIL 1 AND OCTOBER 1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount080000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0The Community Foundation of Central Florida is a public grantmaking foundation that serves as a trusted philanthropic home for nearly 400 charitable funds established by generous individuals, families and corporations.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101411 EDGEWATER DRIVE STE 203
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ORLANDO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode032804
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear080000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear07340
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1072660
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted097894
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions080000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY090554
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear072660
LegalFeesSchedule/LegalFees/Amount0225
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description1DUES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1348
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount016274
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0WEALTH MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome016274
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0271568754
ReturnHeader/Filer/Name/BusinessNameLine10OAKSTONE FOUNDATION INC
ReturnHeader/Filer/NameControl0OAKS
ReturnHeader/Filer/Phone04079096220
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 692049
ReturnHeader/Filer/USAddress/City0ORLANDO
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032869
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-08
ReturnHeader/Officer/Name0ROBERT KOLLER
ReturnHeader/Officer/Phone03196536561
ReturnHeader/Officer/Title0DIRECTOR, TREASURER
ReturnHeader/Preparer/DatePrepared02013-05-08
ReturnHeader/PreparerFirm/EIN0421512528
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KOLLER & COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10206 SOUTH IOWA AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WASHINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0523531736
ReturnHeader/Preparer/Name0ROBERT L KOLLER CPA
ReturnHeader/Preparer/Phone03196536561
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-08T11:11:53-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,950,279
Liabilities
$0
Net assets
$1,950,279
Revenue
-
Expenses
$103,069
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.09$0.12$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.06$0.12$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.05$0.14$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.48$0.12$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.09$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.11$0.12$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.21$0.11$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.08$0.13$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.07$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.04$0.14$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.19$0.14$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.12$0.14$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.02