Civic Intelligence

Sandy Oaks Foundation Inc.

990PF • Fiscal year 2022 • EIN 39-2043437

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization Profile
6907 University Avenue 285Middleton, WI 53562

(608) 238-5006

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

5th percentile

-208%

Higher net margin than 5% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

40th percentile

-2.5%

Faster asset growth than 40% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-48%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,153,950

Down $79,663 (-2.5%) from 2021

Net Assets

Down

$3,153,950

Down $79,663 (-2.5%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

Down

$133,528

Down $122,527 (-48%) from 2021

Expenses

Up

$411,751

Up $377,986 (+1119%) from 2021

Net Income

Down

-$278,223

Down $500,513 (-225%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $859,695Liabilities 2010: $0Net Assets 2010: $859,6952010Assets 2011: $1,246,044Liabilities 2011: $02011Assets 2012: $1,590,732Liabilities 2012: $0Net Assets 2012: $1,590,7322012Assets 2013: $2,805,496Liabilities 2013: $1Net Assets 2013: $2,805,4962013Assets 2014: $3,142,789Liabilities 2014: $1Net Assets 2014: $3,142,7892014Assets 2015: $3,047,573Liabilities 2015: $1Net Assets 2015: $3,047,5732015Assets 2016: $3,066,358Liabilities 2016: $0Net Assets 2016: $3,066,3582016Assets 2017: $2,803,993Liabilities 2017: $0Net Assets 2017: $2,803,9932017Assets 2018: $3,196,459Liabilities 2018: $0Net Assets 2018: $3,196,4592018Assets 2019: $3,283,517Liabilities 2019: $1Net Assets 2019: $3,283,5172019Assets 2020: $3,012,594Liabilities 2020: $1Net Assets 2020: $3,012,5942020Assets 2021: $3,233,613Liabilities 2021: $1Net Assets 2021: $3,233,6132021Assets 2022: $3,153,950Liabilities 2022: $1Net Assets 2022: $3,153,9502022Assets 2023: $3,581,235Liabilities 2023: $1Net Assets 2023: $3,581,2352023Assets 2024: $3,425,695Liabilities 2024: $0Net Assets 2024: $3,425,6952024

Highlighted filing

2022

Assets$3,153,950
Liabilities$1
Net Assets$3,153,950
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $2,6852010Revenue 2011: $783,722Expenses 2011: $24,882Net Income 2011: $758,8402011Expenses 2012: $57,2682012Revenue 2013: $1,665,750Expenses 2013: $116,267Net Income 2013: $1,549,4832013Revenue 2014: $611,516Expenses 2014: $103,115Net Income 2014: $508,4012014Revenue 2015: $203,241Expenses 2015: $268,475Net Income 2015: -$65,2342015Revenue 2016: $170,826Expenses 2016: $166,412Net Income 2016: $4,4142016Revenue 2017: $606,775Expenses 2017: $848,755Net Income 2017: -$241,9802017Revenue 2018: $423,624Expenses 2018: $25,630Net Income 2018: $397,9942018Revenue 2019: $96,514Expenses 2019: $7,675Net Income 2019: $88,8392019Revenue 2020: $43,753Expenses 2020: $314,935Net Income 2020: -$271,1822020Revenue 2021: $256,055Expenses 2021: $33,765Net Income 2021: $222,2902021Revenue 2022: $133,528Expenses 2022: $411,751Net Income 2022: -$278,2232022Revenue 2023: $475,069Expenses 2023: $43,039Net Income 2023: $432,0302023Revenue 2024: $523,830Expenses 2024: $10,686Net Income 2024: $513,1442024

Highlighted filing

2022

Revenue$133,528
Expenses$411,751
Net Income-$278,223
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS W CAVESPresident-$0--
SHERRY CAVESVice President-$0--
KEVIN CAVESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sandy Oaks Foundation
EIN
39-2043437
Phone
6082385006
Address
6907 UNIVERSITY AVENUE 285, MIDDLETON, WI 53562

Signing Officer

Name
Douglas Caves
Title
President
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Sorge CPA & Business Advisors SC
Address
5221 Monona Drive, Monona, WI 53716
Preparer
Amy Heileman EA
Phone
6082212253
Raw XML Appendix318 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8200 Seaport Boulevard Mail Zone NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9200 Seaport Boulevard Mail Zone NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd902210
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0253327
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt099214
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0253327
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt049884
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt049884
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0402425
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt049884
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049884
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt099214
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt04000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt13731
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2350
TaxesSchedule/TaxesDetail/Amt04000
TaxesSchedule/TaxesDetail/Amt13731
TaxesSchedule/TaxesDetail/Amt2350
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2TAX DUE WITH LAST YEAR RETURN
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13731
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2350
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS CAVES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANDY OAKS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DOUGLAS W CAVES
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0392043437
ReturnHeader/Filer/PhoneNum06082385006
ReturnHeader/Filer/USAddress/AddressLine1Txt06907 UNIVERSITY AVENUE 285
ReturnHeader/Filer/USAddress/CityNm0MIDDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053562
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391795519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sorge CPA & Business Advisors SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05221 Monona Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monona
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053716
ReturnHeader/PreparerPersonGrp/PhoneNum06082212253
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amy Heileman EA
ReturnHeader/ReturnTs02023-11-14T13:29:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DOUGLAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAVES
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,153,950
Liabilities
$1
Net assets
$3,153,950
Revenue
$133,528
Expenses
$411,751
Net income
-$278,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.52$0.01$0.51
2023Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.48$0.04$0.43
2022Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.13$0.41$0.28
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.26$0.03$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.04$0.31$0.27
2019Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.10$0.01$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.42$0.03$0.40
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.61$0.85$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.17$0.17$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.20$0.27$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.61$0.10$0.51
2013Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$1.67$0.12$1.55
2012Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.06
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$0.78$0.02$0.76
2010Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.00