Civic Intelligence

White Oak Foundation Inc

EIN 35-2090392 • Indianapolis, IN

PO Box 80238Indianapolis, IN 46280-0238
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

92nd percentile

68%

Higher net margin than 92% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

94th percentile

57%

Faster asset growth than 94% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

82nd percentile

45%

Faster revenue growth than 82% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,152,047

Up $3,588,556 (+29%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$16,152,047

Up $3,588,556 (+29%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin92nd percentile

Revenue

Up

$10,467,693

Up $550,445 (+5.6%) from 2023

Expenses

Up

$3,371,099

Up $2,388,300 (+243%) from 2023

Net Income

Down

$7,096,594

Down $1,837,855 (-21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $224,416Liabilities 2010: $0Net Assets 2010: $224,4162010Assets 2011: $674,505Liabilities 2011: $0Net Assets 2011: $674,5052011Assets 2012: $1,088,525Liabilities 2012: $0Net Assets 2012: $1,088,5252012Assets 2013: $1,451,971Liabilities 2013: $0Net Assets 2013: $1,451,9712013Assets 2014: $1,762,053Liabilities 2014: $0Net Assets 2014: $1,762,0532014Assets 2015: $2,135,172Liabilities 2015: $0Net Assets 2015: $2,135,1722015Assets 2016: $2,320,655Liabilities 2016: $0Net Assets 2016: $2,320,6552016Assets 2017: $2,835,077Liabilities 2017: $0Net Assets 2017: $2,835,0772017Assets 2018: $3,377,322Liabilities 2018: $0Net Assets 2018: $3,377,3222018Assets 2019: $5,075,522Liabilities 2019: $0Net Assets 2019: $5,075,5222019Assets 2020: $5,597,110Liabilities 2020: $0Net Assets 2020: $5,597,1092020Assets 2021: $6,572,358Liabilities 2021: $0Net Assets 2021: $6,572,3582021Assets 2022: $6,580,389Liabilities 2022: $0Net Assets 2022: $6,580,3892022Assets 2023: $12,563,491Liabilities 2023: $0Net Assets 2023: $12,563,4912023Assets 2024: $16,152,047Liabilities 2024: $0Net Assets 2024: $16,152,0472024

Highlighted filing

2024

Assets$16,152,047
Liabilities$0
Net Assets$16,152,047
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$15M$10M$5.0M$0Expenses 2010: $56,9852010Expenses 2011: $52,0322011Expenses 2012: $42,9462012Revenue 2013: $583,750Expenses 2013: $34,442Net Income 2013: $549,3082013Revenue 2014: $607,860Expenses 2014: $173,561Net Income 2014: $434,2992014Revenue 2015: $619,032Expenses 2015: $198,418Net Income 2015: $420,6142015Revenue 2016: $627,091Expenses 2016: $190,390Net Income 2016: $436,7012016Revenue 2017: $1,640,903Expenses 2017: $362,795Net Income 2017: $1,278,1082017Revenue 2018: $1,184,657Expenses 2018: $394,936Net Income 2018: $789,7212018Revenue 2019: $4,421,311Expenses 2019: $508,178Net Income 2019: $3,913,1332019Revenue 2020: $2,080,578Expenses 2020: $747,654Net Income 2020: $1,332,9242020Revenue 2021: $3,775,610Expenses 2021: $1,069,488Net Income 2021: $2,706,1222021Revenue 2022: $4,981,750Expenses 2022: $2,466,060Net Income 2022: $2,515,6902022Revenue 2023: $9,917,248Expenses 2023: $982,799Net Income 2023: $8,934,4492023Revenue 2024: $10,467,693Expenses 2024: $3,371,099Net Income 2024: $7,096,5942024

Highlighted filing

2024

Revenue$10,467,693
Expenses$3,371,099
Net Income$7,096,594
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$16,152,047
Liabilities
$0
Net assets
$16,152,047
Revenue
$10,467,693
Expenses
$3,371,099
Net income
$7,096,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$10.5$3.37$7.10
2023Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$9.92$0.98$8.93
2022Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$4.98$2.47$2.52
2021Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$3.78$1.07$2.71
2020Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$2.08$0.75$1.33
2019Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$4.42$0.51$3.91
2018Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$1.18$0.39$0.79
2017Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$1.64$0.36$1.28
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.63$0.19$0.44
2015Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.62$0.20$0.42
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.61$0.17$0.43
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.58$0.03$0.55
2012Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Director-$0--
-Director-$0--
-Director-$0--
-Director-$0--
-President And Director-$0--
-Secretary And Treasurer-$0--
-Chairman, Treasurer, And Director-$0--
Filing and Contact Details

Filer

Filer Name
White Oak Foundation Inc
EIN
35-2090392
Phone
3178435678
Address
PO Box 80238, Indianapolis, IN 46280-0238

Signing Officer

Name
John C Lechleiter
Title
Chairman, Treasurer, and Director
Phone
3178435678
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars
Address
820 Massachusetts Ave Suite 1370, Indianapolis, IN 46204
Preparer
Holly Pantzer
Phone
3173834000
Raw XML AppendixShowing 400 of 697 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Allison R Lechleiter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Daniel M Lechleiter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2Elizabeth L Kelly
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt3Rachel Lechleiter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt4Andrew J Lechleiter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt5Sarah L Lechleiter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt6John Lechleiter
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Secretary and Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Chairman, Treasurer, and Director
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0John C Lechleiter
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Brebeuf Jesuit Preparatory School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1United Way of Central Indiana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Brown County Community Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Saint Meinrad Seminary and School of Theology
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4United Way of Greenbrier Valley Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Sagamore Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Hope Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Friends of Brown County State Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Shepherd Community Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Indianapolis Downtown Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Sisters of Providence of Saint Mary-of-The-Woods
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Franklin College - Elwood Fitness Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Park Tudor School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Harpeth Hall School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Montgomery Bell Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Tennessee Performing Arts Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Cheekwood Estate & Gardens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Friends of Warner Parks
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18Oak Hill School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Banner Alzheimer's Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20Harvard Business School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21Indianapolis Art Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22Riley's Children Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23Mind What Matters
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24Finish Well Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25Vanderbilt University Medical Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC

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