Civic Intelligence

Oertle Foundation

990PF • Fiscal year 2024 • EIN 31-1726327

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 15, 2024

Organization Profile
PO Box 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

85th percentile

0.00x

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

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Net Margin

67th percentile

29%

Higher net margin than 67% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2024 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2024

Asset Growth

63rd percentile

3.2%

Faster asset growth than 63% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

23%

Faster revenue growth than 49% of similar nonprofits.

2024 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$643,937

Up $20,086 (+3.2%) from 2023

Net Assets

Up

$643,937

Up $20,086 (+3.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin67th percentile

Revenue

Up

$70,275

Up $13,287 (+23%) from 2023

Expenses

Up

$50,103

Up $16,462 (+49%) from 2023

Net Income

Down

$20,172

Down $3,175 (-14%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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 2024: $643,937Liabilities 2024: $0Net Assets 2024: $643,9372024Assets 2025: $674,651Liabilities 2025: $0Net Assets 2025: $674,6512025

Highlighted filing

2024

Assets$643,937
Liabilities$0
Net Assets$643,937
Open 2024 Filing

Operations Trend

Revenue Growth49th 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 2024: $70,275Expenses 2024: $50,103Net Income 2024: $20,1722024Revenue 2025: $92,118Expenses 2025: $60,993Net Income 2025: $31,1252025

Highlighted filing

2024

Revenue$70,275
Expenses$50,103
Net Income$20,172
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay83rd 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
PO BOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
Jeffrey Oertle
Title
Trustee
Phone
8888663275
Signed
2024-10-15
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/AcquiredDt22024-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-06-15
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242016-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332021-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-08-03

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$643,937
Liabilities
$0
Net assets
$643,937
Revenue
$70,275
Expenses
$50,103
Net income
$20,172
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
2024Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.70$0.50$0.20
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
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