Civic Intelligence

Great Oaks Foundation Inc.

990 • Fiscal year 2018 • EIN 27-5281234

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization ProfileN/A

View Organization Page

200 Broadway Suite 3rd FlNew York, NY 10038

(212) 233-5152

Siviq Scores

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

Liabilities / Assets

70th percentile

0.39x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.06x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

84th percentile

$249,844

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

76th percentile

12%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

3.7%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$1,321,660

Up $140,280 (+12%) from 2017

Net Assets

Up

$802,402

Up $134,530 (+20%) from 2017

Liabilities

Up

$519,258

Up $5,750 (+1.1%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin46th percentile

Revenue

Up

$8,012,674

Up $282,535 (+3.7%) from 2017

Expenses

Up

$7,878,144

Up $411,869 (+5.5%) from 2017

Net Income

Down

$134,530

Down $129,334 (-49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$30M$20M$10M$0Assets 2013: $339,651Liabilities 2013: $20,000Net Assets 2013: $319,6512013Assets 2014: $760,644Liabilities 2014: $149,646Net Assets 2014: $610,9982014Assets 2015: $936,229Liabilities 2015: $322,839Net Assets 2015: $613,3902015Assets 2016: $1,169,310Liabilities 2016: $765,302Net Assets 2016: $404,0082016Assets 2017: $1,181,380Liabilities 2017: $513,508Net Assets 2017: $667,8722017Assets 2018: $1,321,660Liabilities 2018: $519,258Net Assets 2018: $802,4022018Assets 2019: $1,934,619Liabilities 2019: $1,085,229Net Assets 2019: $849,3902019Assets 2020: $2,073,779Liabilities 2020: $1,165,415Net Assets 2020: $908,3642020Assets 2021: $2,451,527Liabilities 2021: $808,249Net Assets 2021: $1,643,2782021Assets 2022: $2,578,218Liabilities 2022: $1,078,961Net Assets 2022: $1,499,2572022Assets 2023: $3,509,020Liabilities 2023: $2,497,474Net Assets 2023: $1,011,5462023Assets 2024: $28,079,161Liabilities 2024: $27,101,343Net Assets 2024: $977,8182024

Highlighted filing

2018

Assets$1,321,660
Liabilities$519,258
Net Assets$802,402
Open 2018 Filing

Operations Trend

Revenue Growth49th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2013: $190,9522013Revenue 2014: $1,255,408Expenses 2014: $964,061Net Income 2014: $291,3472014Revenue 2015: $2,456,323Expenses 2015: $2,453,931Net Income 2015: $2,3922015Revenue 2016: $4,959,644Expenses 2016: $5,169,026Net Income 2016: -$209,3822016Revenue 2017: $7,730,139Expenses 2017: $7,466,275Net Income 2017: $263,8642017Revenue 2018: $8,012,674Expenses 2018: $7,878,144Net Income 2018: $134,5302018Revenue 2019: $8,698,452Expenses 2019: $8,651,464Net Income 2019: $46,9882019Revenue 2020: $9,230,122Expenses 2020: $9,171,148Net Income 2020: $58,9742020Revenue 2021: $9,169,233Expenses 2021: $8,434,319Net Income 2021: $734,9142021Revenue 2022: $10,108,472Expenses 2022: $10,252,493Net Income 2022: -$144,0212022Revenue 2023: $8,261,567Expenses 2023: $8,749,278Net Income 2023: -$487,7112023Revenue 2024: $12,341,108Expenses 2024: $12,374,836Net Income 2024: -$33,7282024

Highlighted filing

2018

Revenue$8,012,674
Expenses$7,878,144
Net Income$134,530
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$8,012,674
Mission and Program Overview

Mission

The mission of the great oaks foundation is to launch and support a network of charter schools that prepare students for college success through high-dosage tutoring.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$275,245$604,229▲ $328,984
Pledges and Grants Receivable$2,418$339,711▲ $337,293
Cash and Non-Interest-Bearing Accounts$807,411$316,212▼ $491,199
Prepaid Expenses and Deferred Charges$77,298$38,183▼ $39,115
Land, Buildings, and Equipment, Net$4,608$8,925▲ $4,317
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,181,380$1,321,660▲ $140,280
Other Assets Total$14,400$14,400→ $0
Liabilities
Accounts Payable and Accrued Expenses$513,508$423,363▼ $90,145
Grants Payable$0$95,895▲ $95,895
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$513,508$519,258▲ $5,750
Net Assets / Fund Balance
Unrestricted Net Assets$667,872$502,402▼ $165,470
Temporarily Rstr Net Assets$0$300,000▲ $300,000
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$667,872$802,402▲ $134,530
Total Liabilities and Net Assets / Fund Balance$1,181,380$1,321,660▲ $140,280

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,925$32,056$40,981
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
michael duffypresidentFT$229,685$20,159$249,844
RICK IANDOLI through 012018CFOFT$131,194$23,212$154,406
Michael McgregorCOOFT$122,192$5,637$127,829

Board Members and Trustees

NameTitle
Adam WeinsteinChair
Bill StephneyMember
Derrick DiggsMember
Gerald EspositoMember
Gregorio MayersMember
L Jay CrossMember
Mary BrabeckMember
Maureen SherryMember
Odd EikenMember
Peggy ShaughnessyMember
Steve KlinskyMember
susan akselradmember

Highest Paid Contractors

ContractorServicesLocationCompensation
Skyrocket TrainingConsulting694 DUTTON CIRCLE, Springfield, PA 19064$121,643
Revenue and Support

Revenue Composition

Contributions and Grants
$4,657,465
Program Service Revenue
$3,129,835
Investment Income
$0
Other Revenue
$225,374
All Other Contributions
$688,641
Change in Net Assets
$134,530

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,012,674
Total Revenue per Audited Statements
$8,012,674
Total Revenue per Form 990
$8,012,674
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,566,103
Other Expenses$1,264,452
Grants and Similar Amounts Paid$1,047,589
Total Fundraising Expense$173,005
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,225,744$111,204$111,204$4,448,152
Grants to Domestic Orgs$1,047,589--$1,047,589
Current Officers, Directors, Trustees, and Key Employees$461,949$12,157$12,156$486,262
Other Expenses$434,504--$434,504
Payroll Taxes$409,128$10,767$10,766$430,661
Fees for Services Other$315,369$32,023-$347,392
Travel$176,059$20,713$10,356$207,128
Other Employee Benefits$156,146$4,109$4,109$164,364
Occupancy-$104,819-$104,819
Office Expenses$30,303$53,240$7,132$90,675
Fees for Services Accounting-$47,189-$47,189
Pension Plan Contributions$34,830$916$918$36,664
Advertising-$9,801$16,364$26,165
Depreciation Depletion-$6,580-$6,580
Total Functional Expenses$7,291,621$413,518$173,005$7,878,144

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,878,144
Total Expenses per Audited Statements$7,878,144
Total Expenses per Form 990$7,878,144
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“THE FORM 990 AND RELATED SCHEDULES ARE E-MAILED TO THE BOARD OF TRUSTEES AND MANAGEMENT FOR APPROVAL BEFORE THE FINAL RETURN IS FILED WITH THE IRS. If there are questions, management will discuss with the tax preparer.”

Form 990, Part VI, Section B, Line 12C

“Each covered person shall annually sign a statement that affirms that such person: 1. has received a copy of the policy. 2. has read and understands the policy. 3. has agreed to comply with the policy, and 4. understands that the corporation is a charitable organization and that in order to maintain its federal tax exemption and the trust of the public it must diligently avoid conflicts of interest or the appearance of any conflict and engage primarily in activities that accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section B, Line 15A

“the COMPENSATION for the president is REVIEWED AND APPROVED BY THE BOARD. the most recent review took place in 2018.”

Form 990, Part VI, Section B, Line 15B

“the COMPENSATION for other officers is REVIEWED AND APPROVED BY THE BOARD. the most recent review took place in 2018.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Great Oaks Foundation Inc
EIN
27-5281234
In Care Of
% MICHAEL DUFFY
Phone
2122335152
Address
200 Broadway Suite 3rd Fl, New York, NY 10038

Signing Officer

Name
Michael Duffy
Title
President
Phone
2122335152
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Duffy
Formed
2011
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
12
Employees
21
Volunteers
13

Preparer

Firm
Bkd Llp
Address
655 Third Avenue 1200, New York, NY 10017
Preparer
Aaron Shapiro
Phone
2128674000
Supplemental Narrative

Additional Explanations

Form 990, General

“Great Oaks Foundation, Inc. is filing its initial Form 990 to signify that it has been operating as a public charity under 509(a)(1) for a continuous 60-month period as described in Reg 1.507-2. Hereafter, the organization will continue to operate as a public charity rather than a private foundation.”

Form 990, part XII, line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

Part X, line 2

“The Foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending June 30, 2015 and subsequent remain subject to examination by applicable taxing authorities.”

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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/TotalAmt090675
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014400
IRS990/OtherAssetsTotalGrp/EOYAmt014400
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04109
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04109
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0156146
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0164364
IRS990/OtherExpensesGrp/Desc0NEW SCHOOL DEVELOPMENT
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IRS990/OtherExpensesGrp/TotalAmt0434504
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0111204
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IRS990/PrincipalOfficerNm0MICHAEL DUFFY
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01897748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01255408

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,321,660
Liabilities
$519,258
Net assets
$802,402
Revenue
$8,012,674
Expenses
$7,878,144
Net income
$134,530
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$27.1$0.98$12.3$12.4$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$2.50$1.01$8.26$8.75$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$1.08$1.50$10.1$10.3$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.81$1.64$9.17$8.43$0.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$1.17$0.91$9.23$9.17$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$1.09$0.85$8.70$8.65$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.52$0.80$8.01$7.88$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.51$0.67$7.73$7.47$0.26
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.77$0.40$4.96$5.17$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.32$0.61$2.46$2.45$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.15$0.61$1.26$0.96$0.29
2013Detailed filing. Detailed filing data is available for this year.$0.34$0.02$0.32$0.19