Civic Intelligence

Oertle Foundation

990PF • Fiscal year 2022 • EIN 31-1726327

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 31, 2022

Organization Profile
Pobox 1532 AftPennington, NJ 08534

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.00x

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

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Net Margin

65th percentile

23%

Higher net margin than 65% of similar nonprofits.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Asset Growth

73rd percentile

1.9%

Faster asset growth than 73% of similar nonprofits.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

44th percentile

-39%

Faster revenue growth than 44% of similar nonprofits.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$599,665

Up $11,221 (+1.9%) from 2021

Net Assets

Up

$599,665

Up $11,221 (+1.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin65th percentile

Revenue

Down

$50,025

Down $31,505 (-39%) from 2021

Expenses

Down

$38,570

Down $658 (-1.7%) from 2021

Net Income

Down

$11,455

Down $30,847 (-73%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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 2022: $599,665Liabilities 2022: $0Net Assets 2022: $599,6652022Assets 2023: $623,851Liabilities 2023: $0Net Assets 2023: $623,8512023Assets 2025: $674,651Liabilities 2025: $0Net Assets 2025: $674,6512025

Highlighted filing

2022

Assets$599,665
Liabilities$0
Net Assets$599,665
Open 2022 Filing

Operations Trend

Revenue Growth44th 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 2022: $50,025Expenses 2022: $38,570Net Income 2022: $11,4552022Revenue 2023: $56,988Expenses 2023: $33,641Net Income 2023: $23,3472023Revenue 2025: $92,118Expenses 2025: $60,993Net Income 2025: $31,1252025

Highlighted filing

2022

Revenue$50,025
Expenses$38,570
Net Income$11,455
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 31, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

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

Filer

Filer Name
Oertle Foundation
EIN
31-1726327
Phone
8888663275
Address
POBOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
Jeffrey Oertle
Title
Trustee
Phone
8888663275
Signed
2022-08-31
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534
Preparer
Karen J Kiser
Phone
8888663275
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-08-28

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$599,665
Liabilities
$0
Net assets
$599,665
Revenue
$50,025
Expenses
$38,570
Net income
$11,455
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
2022Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.50$0.39$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.82$0.39$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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