Civic Intelligence

Oakleaf Endowment Trust FBO Connecticut College

990 • Fiscal year 2011 • EIN 41-6429969

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

$3,882,831

No earlier filing loaded for comparison.

Net Assets

$3,882,831

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

$247,790

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.

$6.0M$4.0M$2.0M$0Assets 2011: $3,882,831Liabilities 2011: $0Net Assets 2011: $3,882,8312011Assets 2012: $3,766,290Liabilities 2012: $0Net Assets 2012: $3,766,2902012Assets 2013: $3,728,651Liabilities 2013: $0Net Assets 2013: $3,728,6512013Assets 2014: $3,766,167Liabilities 2014: $0Net Assets 2014: $3,766,1672014Assets 2015: $3,720,591Liabilities 2015: $0Net Assets 2015: $3,720,5912015Assets 2016: $3,555,932Liabilities 2016: $0Net Assets 2016: $3,555,9322016Assets 2017: $3,458,868Liabilities 2017: $0Net Assets 2017: $3,458,8682017Assets 2018: $3,420,343Liabilities 2018: $0Net Assets 2018: $3,420,3432018Assets 2019: $3,480,471Liabilities 2019: $0Net Assets 2019: $3,480,4712019Assets 2020: $3,563,379Liabilities 2020: $0Net Assets 2020: $3,563,3792020Assets 2021: $3,769,303Liabilities 2021: $0Net Assets 2021: $3,769,3032021Assets 2022: $4,550,483Liabilities 2022: $0Net Assets 2022: $4,550,4832022Assets 2023: $4,518,520Liabilities 2023: $0Net Assets 2023: $4,518,5202023Assets 2024: $4,726,039Liabilities 2024: $0Net Assets 2024: $4,726,0392024

Highlighted filing

2011

Assets$3,882,831
Liabilities$0
Net Assets$3,882,831
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $247,7902011Expenses 2012: $240,1862012Revenue 2013: $255,764Expenses 2013: $247,006Net Income 2013: $8,7582013Revenue 2014: $294,912Expenses 2014: $257,370Net Income 2014: $37,5422014Revenue 2015: $212,969Expenses 2015: $258,557Net Income 2015: -$45,5882015Revenue 2016: $100,939Expenses 2016: $265,590Net Income 2016: -$164,6512016Revenue 2017: $161,515Expenses 2017: $258,488Net Income 2017: -$96,9732017Revenue 2018: $211,685Expenses 2018: $251,272Net Income 2018: -$39,5872018Revenue 2019: $309,593Expenses 2019: $249,514Net Income 2019: $60,0792019Revenue 2020: $329,520Expenses 2020: $246,611Net Income 2020: $82,9092020Revenue 2021: $443,192Expenses 2021: $237,231Net Income 2021: $205,9612021Revenue 2022: $1,038,283Expenses 2022: $256,827Net Income 2022: $781,4562022Revenue 2023: $231,897Expenses 2023: $263,697Net Income 2023: -$31,8002023Revenue 2024: $492,389Expenses 2024: $284,285Net Income 2024: $208,1042024

Highlighted filing

2011

Revenue-
Expenses$247,790
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
$196,838
Mission and Program Overview

Mission

To establish an endowment to maintain and enhance the quality of connecticut college or its successor by merger or consolidation.

Filing and Contact Details

Filer

EIN
41-6429969
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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 CONNECTICUT COLLEGE 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 FULL LEGAL NAME OF THE ORGANIZATION IS OAKLEAF ENDOWMENT TRUST FOR CONNECTICUT COLLEGE
IRS990ScheduleO/GeneralExplanation/Explanation5THE TRUSTEES, HAVING BEEN SELECTED BY THE CONNECTICUT COLLEGE BOARD OF DIRECTORS, ARE SUBJECT TO THE POLICIES AND PROCEDURES OF CONNECTICUT COLLEGE, THE SUPPORTED ORGANIZATION. THE ENDOWMENT TRUST DOES NOT COMPENSATE ANY TRUSTEES, OFFICERS, OR KEY EMPLOYEES.
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IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0SCH. A #7
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg01
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved0192231
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0FMV
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10CONNECTICUT COLLEGE
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0B
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MN
IRS990/StatesWhereCopyOfReturnIsFiled0MN
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1080 S 8TH ST 1800 IDS CENTER
IRS990/TheBooksAreInCareOf/AddressUS/City0MINNEAPOLIS
IRS990/TheBooksAreInCareOf/AddressUS/State0MN
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode055402
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10OKABENA COMPANY
IRS990/TheBooksAreInCareOf/TelephoneNumber06123397151
IRS990/TotalAssets/BOY03928321
IRS990/TotalAssetsBOY03928321
IRS990/TotalAssets/EOY03882831
IRS990/TotalAssetsEOY03882831
IRS990/TotalCompGT150K01
IRS990/TotalContributions0122206
IRS990/TotalExpensesCurrentYear0247790
IRS990/TotalExpensesPriorYear0255618
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral055559
IRS990/TotalFunctionalExpenses/ProgramServices0192231
IRS990/TotalFunctionalExpenses/Total0247790
IRS990/TotalFundrsngExpCurrentYear00

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
$3,882,831
Liabilities
$0
Net assets
$3,882,831
Revenue
-
Expenses
$247,790
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.00$4.73$0.49$0.28$0.21
2023Summary only. Only limited summary data is available for this year.$4.52$0.00$4.52$0.23$0.26$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$1.04$0.26$0.78
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$0.44$0.24$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.33$0.25$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.31$0.25$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.21$0.25$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$0.00$3.46$0.16$0.26$0.10
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.00$3.56$0.10$0.27$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.00$3.72$0.21$0.26$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$0.29$0.26$0.04
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.26$0.25$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.00$3.77$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.00$3.88$0.25