Civic Intelligence

Oertle Foundation

990PF • Fiscal year 2020 • EIN 31-1726327

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 08, 2020

Organization Profile
114 W 47th St Ny8-114-07-07 AftNew York, NY 10036-1510

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.00x

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Net Margin

91st percentile

94%

Higher net margin than 91% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Asset Growth

90th percentile

58%

Faster asset growth than 90% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

1670%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$546,799

Up $201,582 (+58%) from 2019

Net Assets

Up

$546,799

Up $201,582 (+58%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin91st percentile

Revenue

Up

$400,020

Up $377,423 (+1670%) from 2019

Expenses

Down

$24,669

Down $5,908 (-19%) from 2019

Net Income

Up

$375,351

Up $383,331 (+4804%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$800K$600K$400K$200K$0Assets 2019: $345,217Liabilities 2019: $0Net Assets 2019: $345,2172019Assets 2020: $546,799Liabilities 2020: $0Net Assets 2020: $546,7992020Assets 2021: $588,444Liabilities 2021: $0Net Assets 2021: $588,4442021Assets 2023: $623,851Liabilities 2023: $0Net Assets 2023: $623,8512023Assets 2025: $674,651Liabilities 2025: $0Net Assets 2025: $674,6512025

Highlighted filing

2020

Assets$546,799
Liabilities$0
Net Assets$546,799
Open 2020 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $22,597Expenses 2019: $30,577Net Income 2019: -$7,9802019Revenue 2020: $400,020Expenses 2020: $24,669Net Income 2020: $375,3512020Revenue 2021: $81,530Expenses 2021: $39,228Net Income 2021: $42,3022021Revenue 2023: $56,988Expenses 2023: $33,641Net Income 2023: $23,3472023Revenue 2025: $92,118Expenses 2025: $60,993Net Income 2025: $31,1252025

Highlighted filing

2020

Revenue$400,020
Expenses$24,669
Net Income$375,351
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 8, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID L OERTLEChairman-$0--
LISA OERTLEPres/Treas-$0--
JEFFREY D OERTLESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Oertle Foundation
EIN
31-1726327
Phone
8888663275
Address
114 W 47TH ST NY8-114-07-07 AFT, NEW YORK, NY 10036-1510

Signing Officer

Name
David L Oertle Chairman
Title
Trustee
Phone
8888663275
Signed
2020-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802
Preparer
Karen J Kiser
Phone
8888663275
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4969331C108 PG&E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51055622104 BP P L C SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5209062X103 BIOGEN IDEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54444859102 HUMANA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55443510607 HUBBELL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5600130H105 AES CORP/VA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60874039100 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6122052L104 DOWDUPONT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6367103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6425470M109 DISH NETWORK CORPATI
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69IAA INC REG
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ALCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72DUPONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7337045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7605523R107 BAE SYSTEMS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77770323103 ROBERT HALF INTERNAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7892826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79036752103 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80500472303 KONINKLIJKE PHILIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81904784709 UNILEVER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8230303M102 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8480105N105 SANOFI-SYNTHELABO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8501609W102 ALIBABA GROUP HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8609857L108 BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8720825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88084670702 BERKSHIRE HATHAWAYIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8912504L109 CBRE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9035137L105 FOX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9168902V107 OTIS WORLDWIDE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95G0750C108 AXALTA COATING SYSTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08093
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt08016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt09057
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0192651
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0201840
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0192651
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0198180
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09057
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09057
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0375351
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0392509
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0192651
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0196820
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0497
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0513
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0132
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02819
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04228
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07047
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0163
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt019781
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt024669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0201708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0400020
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04781
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04888
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09669
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0446
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262017-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272015-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302017-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322017-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332017-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342017-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362017-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382016-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402014-03-04

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$546,799
Liabilities
$0
Net assets
$546,799
Revenue
$400,020
Expenses
$24,669
Net income
$375,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.92$0.61$0.31
2023Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.57$0.34$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.82$0.39$0.42
2020Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$4.00$0.25$3.75
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$0.23$0.31$0.08