Civic Intelligence

Oertly Surianata Family Foundation

EIN 27-7053502 • Quechee, VT

PO Box 1008Quechee, VT 05059
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

72nd percentile

10%

Faster asset growth than 72% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

6.1%

Faster revenue growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$87,786

Up $3,491 (+4.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$87,786

Up $3,491 (+4.1%) from 2021

Operations
Liabilities / Revenue66th percentileNet Margin89th percentile

Revenue

Down

$8,862

Down $5,474 (-38%) from 2021

Expenses

Down

$6,964

Down $7,264 (-51%) from 2021

Net Income

Up

$1,898

Up $1,790 (+1657%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$100K$50K$0Assets 2013: $86,491Liabilities 2013: $0Net Assets 2013: $86,4912013Assets 2014: $80,999Liabilities 2014: $0Net Assets 2014: $80,9992014Assets 2015: $82,263Liabilities 2015: $0Net Assets 2015: $82,2632015Assets 2016: $86,174Liabilities 2016: $0Net Assets 2016: $86,1742016Assets 2017: $85,998Liabilities 2017: $0Net Assets 2017: $85,9982017Assets 2018: $85,212Liabilities 2018: $0Net Assets 2018: $85,2122018Assets 2019: $83,579Liabilities 2019: $0Net Assets 2019: $83,5792019Assets 2020: $82,790Liabilities 2020: $0Net Assets 2020: $82,7902020Assets 2021: $84,295Liabilities 2021: $0Net Assets 2021: $84,2952021Assets 2022: $87,786Liabilities 2022: $0Net Assets 2022: $87,7862022

Highlighted filing

2022

Assets$87,786
Liabilities$0
Net Assets$87,786
Open 2022 Filing

Operations Trend

Revenue Growth60th percentile

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

$20K$10K$0-$10K-$20KRevenue 2013: $6,553Expenses 2013: $17,740Net Income 2013: -$11,1872013Revenue 2014: $8,582Expenses 2014: $9,959Net Income 2014: -$1,3772014Revenue 2015: $10,765Expenses 2015: $9,637Net Income 2015: $1,1282015Revenue 2016: $8,238Expenses 2016: $9,658Net Income 2016: -$1,4202016Revenue 2017: $9,154Expenses 2017: $10,224Net Income 2017: -$1,0702017Revenue 2018: $9,036Expenses 2018: $10,335Net Income 2018: -$1,2992018Revenue 2019: $9,002Expenses 2019: $11,827Net Income 2019: -$2,8252019Revenue 2020: $11,375Expenses 2020: $13,408Net Income 2020: -$2,0332020Revenue 2021: $14,336Expenses 2021: $14,228Net Income 2021: $1082021Revenue 2022: $8,862Expenses 2022: $6,964Net Income 2022: $1,8982022

Highlighted filing

2022

Revenue$8,862
Expenses$6,964
Net Income$1,898
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$87,786
Liabilities
$0
Net assets
$87,786
Revenue
$8,862
Expenses
$6,964
Net income
$1,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.8$0.00$87.8$8.86$6.96$1.90
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.3$0.00$84.3$14.3$14.2$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.8$0.00$82.8$11.4$13.4$2.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.6$0.00$83.6$9.00$11.8$2.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.2$0.00$85.2$9.04$10.3$1.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.0$0.00$86.0$9.15$10.2$1.07
2016Detailed filing. Detailed filing data is available for this year.$86.2$0.00$86.2$8.24$9.66$1.42
2015Detailed filing. Detailed filing data is available for this year.$82.3$0.00$82.3$10.8$9.64$1.13
2014Detailed filing. Detailed filing data is available for this year.$81.0$0.00$81.0$8.58$9.96$1.38
2013Detailed filing. Detailed filing data is available for this year.$86.5$0.00$86.5$6.55$17.7$11.2
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 20, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rukiah S OertlyPresident-$0--
Sarah R OertlyVice President-$0--
Sarah R OertlySecretary-$0--
Sarah R OertlyTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Oertly Surianata Family Foundation
EIN
27-7053502
Phone
8028648000
Address
PO Box 1008, Quechee, VT 05059

Signing Officer

Name
Sarah R Oertly
Title
Treasurer
Signed
2017-03-20
Discuss with paid preparer
Yes

Preparer

Preparer
Kerry R Bushey
Phone
8024533581
Raw XML AppendixShowing 400 of 1,077 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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AccountingFeesSchedule/AccountingFeesDetail/Amt11024
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt512015-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt522011-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc01 Amgen Inc
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc362 Polaris INDS Inc
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc392 Qualcomm Inc
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc411 J M Smucker Co
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc513 Medtronic PLC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5223 Chubb Corp
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt43214
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt44152
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt45173
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt46214
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt47232
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt48203
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt4955
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt5069
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt51244
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt522984
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt9P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt10P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt11P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt12P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt13P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt14P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt15P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt16P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt17P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt18P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt19P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt20P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt23P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt25P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt26P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt32P
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt34P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt35P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt36P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt37P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt38P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt39P
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt46Wells Fargo Advisors
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt47Wells Fargo Advisors
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt48Wells Fargo Advisors
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt49Wells Fargo Advisors
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt50Wells Fargo Advisors
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt51Wells Fargo Advisors
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12016-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152016-11
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272016-11
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt392016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt402016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt412016-11
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt432016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt442016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt452016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt462016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt472016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt482016-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt492016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt502016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt512016-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt522016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-17
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-18
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-18
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt313
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4128
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt547
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-38
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt765
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8130
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10188
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1350
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14-671
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1552
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1621
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1980
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20178
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2178
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22109
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2380
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24154

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