Civic Intelligence

The Oak Foundation

990PF • Fiscal year 2022 • EIN 27-4741901

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

PO Box 5628Minneapolis, MN 55440-5628

(952) 674-2800

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-359%

Higher net margin than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

19th percentile

-9.5%

Faster asset growth than 19% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,115,012

Down $222,859 (-9.5%) from 2021

Net Assets

Down

$2,115,012

Down $222,859 (-9.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$62,040

Down $201,833 (-76%) from 2021

Expenses

Up

$284,899

Up $99,384 (+54%) from 2021

Net Income

Down

-$222,859

Down $301,217 (-384%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$2,115,012
Liabilities$0
Net Assets$2,115,012

Operations Trend

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

2022

Revenue$62,040
Expenses$284,899
Net Income-$222,859
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY L MACMILLANDirector/President-$0--
ROBERT THEILERDirector/Treasurer-$0--
GLENNY LEGENDREDirector/Vice President-$0--
TOM MCGINNDirector-$0--
JOHN HENRY HULLSIEKDirector/Chairperson-$0--
CARGILL MACMILLAN IIIMember-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTROUT UNLIMITEDCOLORADO GOLD PROJECT + OTHERPUBLIC CHARITYARLINGTON, VA, US$70,000
Paid GrantWILD SALMON CENTERUNRESTRICTEDPUBLIC CHARITYPORTLAND, OR, US$32,500
Paid GrantOUR LADY OF PEACEUNRESTRICTEDPUBLIC CHARITYST PAUL, MN, US$22,500
Paid GrantETOWNUNRESTRICTEDPUBLIC CHARITYBOULDER, CO, US$18,750
Paid GrantTHERE WITH CARENATIONAL EXPANSION PROGRAMPUBLIC CHARITYBOULDER, CO, US$16,667
Paid GrantAMP THE CAUSEUNRESTRICTEDPUBLIC CHARITYDENVER, CO, US$7,500
Paid GrantCOLORADO HORSE RESCUEUNRESTRICTEDPUBLIC CHARITYLONGMONT, CO, US$7,500
Paid GrantGROWING GARDENS OF BOULDERUNRESTRICTEDPUBLIC CHARITYBOULDER, CO, US$7,500
Paid GrantSEA SHEPHERD CONSERVATION SOCIETYUNRESTRICTEDPUBLIC CHARITYALEXANDRIA, VA, US$7,500
Paid GrantGO4THEGOAL FOUNDATIONUNRESTRICTEDPUBLIC CHARITYCHERRY HILL, NJ, US$6,000
Paid GrantASSISTANCE DOGS OF HAWAIIASSISTANCE DOGS NORTHWESTPUBLIC CHARITYMAKAWAO, HI, US$5,000
Paid GrantSMALL SUMSUNRESTRICTEDPUBLIC CHARITYST PAUL, MN, US$5,000
Paid GrantTAKING THE REINSUNRESTRICTEDPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantCOLORADO NON-PROFIT DEVELOPMENT CENTERUNRESTRICTEDPUBLIC CHARITYDENVER, CO, US$5,000
Paid GrantMN INDEPENDENCE COLLEGE AND COMMUNITYUNRESTRICTEDPUBLIC CHARITYRICHFIELD, MN, US$5,000
Paid GrantRE WILDFUNDS TO SUPPORT LONELY WHALEPUBLIC CHARITYAUSTIN, TX, US$5,000
Paid GrantKENZI'S CAUSESUNRESTRICTEDPUBLIC CHARITYAURORA, CO, US$4,000
Paid GrantSOCK IT TO EM SOCK CAMPAIGNUNRESTRICTEDPUBLIC CHARITYHIGHLANDS RANCH, CO, US$2,500
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
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Waycrosse Inc
Address
15407 MCGINTY RD WEST DEPT 28, WAYZATA, MN 55391
Preparer
Kristen Cole
Phone
9526742800
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/BusinessNameLine1Txt10SOCK IT TO EM SOCK CAMPAIGN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12THERE WITH CARE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17RE WILD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt17PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
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/RecipientUSAddress/AddressLine1Txt01616 SEVENTEENTH STREET SUITE 462
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1803
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210386 NORTH 65TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31535 SPRUCE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4401 KINGS HIGHWAY SOUTH NO 3E

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