Civic Intelligence

Oakleaf Endowment Tr FBO St Paul Orchestra 063097

990 • Fiscal year 2011 • EIN 41-6429380

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

Organization ProfileN/A
80 S 8th St 1800 Ids Center No 180055402
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2011 filings • 501(c)3 • $1M-$5M 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

$3,420,570

No earlier filing loaded for comparison.

Net Assets

$3,420,570

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$227,969

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,420,570Liabilities 2011: $0Net Assets 2011: $3,420,5702011Assets 2012: $3,313,435Liabilities 2012: $0Net Assets 2012: $3,313,4352012Assets 2013: $3,382,911Liabilities 2013: $0Net Assets 2013: $3,382,9112013Assets 2014: $3,417,872Liabilities 2014: $0Net Assets 2014: $3,417,8722014Assets 2015: $3,375,010Liabilities 2015: $0Net Assets 2015: $3,375,0102015Assets 2016: $3,227,604Liabilities 2016: $0Net Assets 2016: $3,227,6042016Assets 2017: $3,137,093Liabilities 2017: $0Net Assets 2017: $3,137,0932017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2011

Assets$3,420,570
Liabilities$0
Net Assets$3,420,570
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $227,9692011Expenses 2012: $218,9602012Revenue 2013: $233,752Expenses 2013: $223,721Net Income 2013: $10,0312013Revenue 2014: $268,874Expenses 2014: $233,889Net Income 2014: $34,9852014Revenue 2015: $191,637Expenses 2015: $234,510Net Income 2015: -$42,8732015Revenue 2016: $94,410Expenses 2016: $241,809Net Income 2016: -$147,3992016Revenue 2017: $145,420Expenses 2017: $235,853Net Income 2017: -$90,4332017Revenue 2018: $385,366Expenses 2018: $209,438Net Income 2018: $175,9282018

Highlighted filing

2011

Revenue-
Expenses$227,969
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Gross Receipts
$172,714
Mission and Program Overview

Mission

To establish an endowment to maintain and enhance the quality of the saint paul chamber orchestra.

Filing and Contact Details

Filer

EIN
41-6429380
Raw XML AppendixShowing 400 of 408 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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IRS990/Description0THE GRANT ASSISTS THE ST PAUL CHAMBER ORCHESTRA WITH ITS DAILYOPERATING COSTS IN ADVANCING ITS MISSION BY REACHING A MOREDIVERSE AUDIENCE, BY ENHANCING STUDENT LEARNING THROUGH THECONNECT PROGRAM WHICH TEACHES MANY STUDENTS, BY ACHIEVINGWORLDWIDE EXPOSURE THROUGH A EUROPEAN TOUR, THROUGH PARTICIPATIONIN VARIOUS CONCERTS, AND THROUGH THE USE OF ADULT EDUCATIONPROGRAMS. ENDOWMENT REVENUE IS COMPOSED OF CONTRIBUTIONS ANDINVESTMENT INCOME.
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation1THERE IS CROSSOVER IN LEADERSHIP OF THE ENDOWMENT AND THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION DETERMINES THE ULTIMATE DISBURSEMENT OF THE FUNDS.
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IRS990ScheduleO/GeneralExplanation/Explanation1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/GeneralExplanation/Explanation2THE OAKLEAF ENDOWMENT TRUST FOR THE SAINT PAUL CHAMBER ORCHESTRA MAKES ITS GOVERNING DOCUMENTS AND OTHER FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION BY REQUEST TO HAVE DOCUMENTS RECEIVED VIA E-MAIL, REGULAR MAIL, OR IN PERSON AT THE OKABENA COMPANY, 180O IDS CENTER, MINNEAPOLIS, MN, 55402. A FEE MAY APPLY FOR COPYING AND MAILING COSTS ASSOCIATED WITH THE REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation3THE OTHER CHANGES IN NET ASSETS OR FUND BALANCES ARE DUE TO THE BOOK/TAX ALLOCATION DIFFERENCE.
IRS990ScheduleO/GeneralExplanation/Explanation4THE LEGAL NAME OF THE ORGANIZATION IS OAKLEAF ENDOWMENT TRUST FOR THE SAINT PAUL CHAMBER ORCHESTRA.
IRS990ScheduleO/GeneralExplanation/Explanation5THE TRUSTEES, HAVING BEEN SELECTED BY THE SAINT PAUL CHAMBER ORCHESTRA BOARD OF DIRECTORS, ARE SUBJECT TO THE POLICIES AND PROCEDURES OF THE SAINT PAUL CHAMBER ORCHESTRA, THE SUPPORTED ORGANIZATION. THE ENDOWMENT TRUST DOES NOT COMPENSATE ANY TRUSTEES, OFFICERS, OR KEY EMPLOYEES.
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ReturnHeader/Filer/USAddress/ZIPCode055402
ReturnHeader/Officer/AuthorizeThirdParty00
ReturnHeader/Officer/DateSigned02012-05-14
ReturnHeader/Officer/Name0GARY WOELTGE
ReturnHeader/Officer/Phone06123397151
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0390758449
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WIPFLI LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine107601 FRANCE AVENUE S 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MINNEAPOLIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,420,570
Liabilities
$0
Net assets
$3,420,570
Revenue
-
Expenses
$227,969
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.39$0.21$0.18
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.15$0.24$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.09$0.24$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.19$0.23$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.27$0.23$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.23$0.22$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.00$3.31$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.00$3.42$0.23