Civic Intelligence

White Oak Foundation Inc.

990PF • Fiscal year 2011 • EIN 35-2090392

Jan 01, 2011 to Dec 31, 2011 • Filed on May 15, 2012

Organization Profile
11711 N Meridian Street46032
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

98th percentile

201%

Faster asset growth than 98% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$674,505

Up $450,089 (+201%) from 2010

Net Assets

Up

$674,505

Up $450,089 (+201%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$52,032

Down $4,953 (-8.7%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$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

2011

Assets$674,505
Liabilities$0
Net Assets$674,505
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$52,032
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C LECHLEITERPresident-$0--
SARAH L LECHLEITERSecretary-$0--
DANIEL M LECHLEITERBoard Member-$0--
ANDREW J LECHLEITERBoard Member-$0--
ELIZABETH B KELLYBoard Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARIAN UNIVERSITYANNUAL SCHOLARSHIPSPUBLICINDIANAPOLIS, IN, US$49,978
Filing and Contact Details

Filer

EIN
35-2090392
Raw XML Appendix329 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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GeneralExplanationAttachment/GeneralExplanation/Explanation0WHITE OAK FOUNDATION, INC. 35-2090392 ELECTION WITH REGARD TO TREATMENT OF QUALIFYING DISTRIBUTIONS PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS IN THE FOLLOWING AMOUNT: 12/31/11 - $51,778
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock024,405 ELI LILLY & CO
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN C LECHLEITER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SARAH L LECHLEITER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DANIEL M LECHLEITER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3ANDREW J LECHLEITER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4ELIZABETH B KELLY
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4BOARD MEMBER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode046222
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear049978
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted027722
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1032632
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2031554
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3045806
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4032376
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5061523
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus027722
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY027722
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5033801
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0194146
IRS990PF/UndistributedIncome/ExcessFromCurrentYear051778
IRS990PF/UndistributedIncome/ExcessFromYear1032632
IRS990PF/UndistributedIncome/ExcessFromYear2031554
IRS990PF/UndistributedIncome/ExcessFromYear3045806
IRS990PF/UndistributedIncome/ExcessFromYear4032376
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/QualifyingDistributions051778
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0227947
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0203891
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus051778
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0500806
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10ONE NORTH ILLINOIS ST RESIDENCE 2
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0INDIANAPOLIS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0IN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode046204
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JOHN C LECHLEITER
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02011-11-17
IRS990ScheduleB/NoncashProperty/FairMarketValue0500806
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription013,607 Shares of Eli Lilly (LLY)
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount021839
OtherDecreasesSchedule/OtherDecreases/Description0ADJUSTMENT OF CONTRIBUTION TO COST BASIS
OtherIncomeSchedule2/OtherIncome/Description0TAX REFUND
TaxesSchedule/Taxes/Amount0254
TaxesSchedule/Taxes/Category0EXCISE TAX PRIOR YEARS TAX PD
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0352090392
ReturnHeader/Filer/InCareOfName0% GINNIFER MACLEAN
ReturnHeader/Filer/Name/BusinessNameLine10WHITE OAK FOUNDATION INC
ReturnHeader/Filer/NameControl0WHIT
ReturnHeader/Filer/Phone03178435678
ReturnHeader/Filer/USAddress/AddressLine1011711 N Meridian Street
ReturnHeader/Filer/USAddress/City0Carmel
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode046032
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-05-15
ReturnHeader/Officer/Name0John C Lechleiter
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BKD LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10201 N Illinois Street
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Indianapolis
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode046204
ReturnHeader/Preparer/Phone03173834000
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-08T14:43:07-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$674,505
Liabilities
$0
Net assets
$674,505
Revenue
-
Expenses
$52,032
Net income
-
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • $500k-$1M nonprofits