Civic Intelligence

Oakleaf Endowment Trust for the Blake School

990 • Fiscal year 2012 • EIN 41-6469031

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 11, 2013

Organization ProfileN/A
80 S 8th St 1800 Ids Center No 180055402-4139
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.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

55th percentile

2.3%

Faster asset growth than 55% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$2,942,578

Up $65,906 (+2.3%) from 2011

Net Assets

Up

$2,942,578

Up $65,906 (+2.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$44,828

Down $160 (-0.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,876,672Liabilities 2011: $0Net Assets 2011: $2,876,6722011Assets 2012: $2,942,578Liabilities 2012: $0Net Assets 2012: $2,942,5782012Assets 2013: $2,691,901Liabilities 2013: $0Net Assets 2013: $2,691,9012013Assets 2014: $2,932,514Liabilities 2014: $0Net Assets 2014: $2,932,5142014Assets 2015: $2,915,111Liabilities 2015: $0Net Assets 2015: $2,915,1112015Assets 2016: $2,218,626Liabilities 2016: $0Net Assets 2016: $2,218,6262016Assets 2017: $2,225,882Liabilities 2017: $0Net Assets 2017: $2,225,8822017Assets 2018: $2,265,898Liabilities 2018: $0Net Assets 2018: $2,265,8982018Assets 2019: $2,339,113Liabilities 2019: $0Net Assets 2019: $2,339,1132019Assets 2020: $2,410,861Liabilities 2020: $0Net Assets 2020: $2,410,8612020Assets 2021: $2,765,067Liabilities 2021: $0Net Assets 2021: $2,765,0672021Assets 2022: $3,104,090Liabilities 2022: $0Net Assets 2022: $3,104,0902022Assets 2023: $3,144,887Liabilities 2023: $0Net Assets 2023: $3,144,8872023Assets 2024: $3,401,034Liabilities 2024: $0Net Assets 2024: $3,401,0342024

Highlighted filing

2012

Assets$2,942,578
Liabilities$0
Net Assets$2,942,578
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $173,288Expenses 2011: $44,988Net Income 2011: $128,3002011Expenses 2012: $44,8282012Revenue 2013: $286,771Expenses 2013: $47,073Net Income 2013: $239,6982013Revenue 2014: $346,222Expenses 2014: $105,610Net Income 2014: $240,6122014Revenue 2015: $176,373Expenses 2015: $193,778Net Income 2015: -$17,4052015Revenue 2016: $103,169Expenses 2016: $799,653Net Income 2016: -$696,4842016Revenue 2017: $178,571Expenses 2017: $171,315Net Income 2017: $7,2562017Revenue 2018: $200,672Expenses 2018: $160,607Net Income 2018: $40,0652018Revenue 2019: $221,753Expenses 2019: $148,498Net Income 2019: $73,2552019Revenue 2020: $222,368Expenses 2020: $150,620Net Income 2020: $71,7482020Revenue 2021: $508,646Expenses 2021: $154,440Net Income 2021: $354,2062021Revenue 2022: $506,324Expenses 2022: $167,183Net Income 2022: $339,1412022Revenue 2023: $210,187Expenses 2023: $169,200Net Income 2023: $40,9872023Revenue 2024: $436,736Expenses 2024: $180,237Net Income 2024: $256,4992024

Highlighted filing

2012

Revenue-
Expenses$44,828
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 11, 2013
Return Version
2012v2.1
Gross Receipts
$110,930
Mission and Program Overview

Mission

To establish an endowment to maintain and enhance the quality of the blake school, or its successors by merger or consolidation.

Filing and Contact Details

Filer

EIN
41-6469031
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IRS990ScheduleO/GeneralExplanation/Explanation0PER THE ENDOWMENT'S TRUST AGREEMENT, THE NOMINATING GROUP FOR THE ENDOWMENT'S BOARD OF DIRECTORS IS COMPRISED OF THE CHAIRPERSON OF BLAKE SCHOOL'S BOARD OF DIRECTORS, THE CHAIRPERSON OF THE BLAKE SCHOOL'S GOVERNANCE COMMITTEE, AND THE CHAIRPERSON OF THE BLAKE SCHOOL'S COMMITTEE THAT IS RESPONSIBLE FOR ITS INVESTMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/GeneralExplanation/Explanation2THE OAKLEAF ENDOWMENT TRUST FOR THE BLAKE SCHOOL 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 FULL LEGAL NAME OF THE ORGANIZATION IS THE OAKLEAF ENDOWMENT TRUST FOR THE BLAKE SCHOOL.
IRS990ScheduleO/GeneralExplanation/Explanation4THE TRUSTEES, HAVING BEEN SELECTED BY THE BLAKE SCHOOL BOARD OF DIRECTORS, ARE SUBJECT TO THE POLICIES AND PROCEDURES OF THE BLAKE SCHOOL, THE SUPPORTED ORGANIZATION. THE ENDOWMENT TRUST DOES NOT COMPENSATE ANY TRUSTEES, OFFICERS, OR KEY EMPLOYEES.
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IRS990ScheduleR/SharingOfPaidEmployees00
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/BOY02876672
IRS990/TotalAssetsBOY02876672
IRS990/TotalAssets/EOY02942578
IRS990/TotalAssetsEOY02942578
IRS990/TotalCompGT150K01
IRS990/TotalContributions03346
IRS990/TotalExpensesCurrentYear044828
IRS990/TotalExpensesPriorYear044988
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral044828
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total044828
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
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IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY02876672
IRS990/TotalLiabNetAssetsFundBalances/EOY02942578
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers010
IRS990/TotalNetAssetsFundBalances/BOY02876672
IRS990/TotalNetAssetsFundBalances/EOY02942578
IRS990/TotalOtherCompensation0211764
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalReportableCompFrmRltdOrgs0914937
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0110930
IRS990/TotalRevenue/ExclusionAmount0107584
IRS990/TotalRevenuePriorYear0173288
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0110930
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation02000
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0416469031
ReturnHeader/Filer/Name/BusinessNameLine10OAKLEAF ENDOWMENT TRUST FOR THE BLAKE SCHOOL
ReturnHeader/Filer/NameControl0OAKL
ReturnHeader/Filer/Phone06123397151
ReturnHeader/Filer/USAddress/AddressLine1080 S 8TH ST 1800 IDS CENTER NO 1800
ReturnHeader/Filer/USAddress/City0MINNEAPOLIS

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,942,578
Liabilities
$0
Net assets
$2,942,578
Revenue
-
Expenses
$44,828
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.00$3.40$0.44$0.18$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.21$0.17$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.00$3.10$0.51$0.17$0.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$0.51$0.15$0.35
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.00$2.41$0.22$0.15$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.22$0.15$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.00$2.27$0.20$0.16$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$0.18$0.17$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.10$0.80$0.70
2015Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.18$0.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.35$0.11$0.24
2013Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.29$0.05$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.00$2.94$0.04
2011Summary only. Only limited summary data is available for this year.$2.88$0.00$2.88$0.17$0.04$0.13