Civic Intelligence

The Oak Foundation

EIN 27-4741901 • Minneapolis, MN

PO Box 5628Minneapolis, MN 55440-5628
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-112%

Higher net margin than 6% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-4.3%

Faster asset growth than 23% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,936,150

Down $95,335 (-4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,936,150

Down $95,335 (-4.7%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin6th percentile

Revenue

Down

$85,177

Down $41,772 (-33%) from 2023

Expenses

Down

$180,512

Down $29,964 (-14%) from 2023

Net Income

Down

-$95,335

Down $11,808 (-14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $62,664Liabilities 2012: $0Net Assets 2012: $62,6642012Assets 2013: $93,864Liabilities 2013: $0Net Assets 2013: $93,8642013Assets 2014: $2,033,494Liabilities 2014: $0Net Assets 2014: $2,033,4942014Assets 2016: $2,620,226Liabilities 2016: $0Net Assets 2016: $2,620,2262016Assets 2017: $2,569,255Liabilities 2017: $0Net Assets 2017: $2,569,2552017Assets 2018: $2,502,802Liabilities 2018: $0Net Assets 2018: $2,502,8022018Assets 2020: $2,259,513Liabilities 2020: $0Net Assets 2020: $2,259,5132020Assets 2021: $2,337,871Liabilities 2021: $0Net Assets 2021: $2,337,8712021Assets 2022: $2,115,012Liabilities 2022: $0Net Assets 2022: $2,115,0122022Assets 2023: $2,031,485Liabilities 2023: $0Net Assets 2023: $2,031,4852023Assets 2024: $1,936,150Liabilities 2024: $0Net Assets 2024: $1,936,1502024

Highlighted filing

2024

Assets$1,936,150
Liabilities$0
Net Assets$1,936,150
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $79,9812012Revenue 2013: $100,039Expenses 2013: $68,839Net Income 2013: $31,2002013Revenue 2014: $2,004,518Expenses 2014: $64,888Net Income 2014: $1,939,6302014Revenue 2016: $14,730Expenses 2016: $159,446Net Income 2016: -$144,7162016Revenue 2017: $113,446Expenses 2017: $164,417Net Income 2017: -$50,9712017Revenue 2018: $40,565Expenses 2018: $107,018Net Income 2018: -$66,4532018Revenue 2020: -$48,884Expenses 2020: $161,884Net Income 2020: -$210,7682020Revenue 2021: $263,873Expenses 2021: $185,515Net Income 2021: $78,3582021Revenue 2022: $62,040Expenses 2022: $284,899Net Income 2022: -$222,8592022Revenue 2023: $126,949Expenses 2023: $210,476Net Income 2023: -$83,5272023Revenue 2024: $85,177Expenses 2024: $180,512Net Income 2024: -$95,3352024

Highlighted filing

2024

Revenue$85,177
Expenses$180,512
Net Income-$95,335
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,936,150
Liabilities
$0
Net assets
$1,936,150
Revenue
$85,177
Expenses
$180,512
Net income
-$95,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.09$0.18$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.13$0.21$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.06$0.28$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.26$0.19$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.05$0.16$0.21
2018Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.04$0.11$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.11$0.16$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.01$0.16$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$2.00$0.06$1.94
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.10$0.07$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY L MACMILLANDirector/Vice President-$0--
ROBERT THEILERDirector/President/Treasurer-$0--
GLENNY LEGENDREDirector-$0--
TOM MCGINNDirector-$0--
JOHN HENRY HULLSIEKDirector/Secretary-$0--
CARGILL MACMILLAN IIIDirector/Vice President-$0--
Filing and Contact Details

Filer

Filer Name
The Oak Foundation
EIN
27-4741901
Phone
9526742800
Address
PO BOX 5628, MINNEAPOLIS, MN 55440-5628

Signing Officer

Name
Robert Theiler
Title
Officer
Phone
9526742800
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
833 EAST MICHIGAN STREET SUITE 1550, MILWAUKEE, WI 53202
Preparer
Sarah Hughes
Phone
4142735900
Raw XML AppendixShowing 400 of 592 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13TAKING THE REINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14THERE WITH CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15TREES THAT FEED FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16TROUT UNLIMITED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17ALWAYS CHOOSE ADVENTURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18CONVERGE 45
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110386 NORTH 65TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21535 SPRUCE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3401 KINGS HIGHWAY SOUTH NO 3E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41630 HAWTHORN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51955 JULIAN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62230 SOUTH FRASER STREET UNIT 3

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