Civic Intelligence

Oakton Foundation Inc.

990 • Fiscal year 2020 • EIN 45-2196605

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2022

Organization ProfileN/A
410 Westcott StHouston, TX 77007

(713) 523-4351

Siviq Scores

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

Liabilities / Assets

68th percentile

0.37x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

4.05x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

45th percentile

2.6%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$2,400

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

21st percentile

-2.1%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-51%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$9,902,429

Down $216,443 (-2.1%) from 2019

Net Assets

Up

$6,249,623

Up $23,805 (+0.4%) from 2019

Liabilities

Down

$3,652,806

Down $240,248 (-6.2%) from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin45th percentile

Revenue

Down

$901,169

Down $924,000 (-51%) from 2019

Expenses

Up

$877,363

Up $94,864 (+12%) from 2019

Net Income

Down

$23,806

Down $1,018,864 (-98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$15M$10M$5.0M$0Assets 2012: $2,101,128Liabilities 2012: $1,100,000Net Assets 2012: $1,001,1282012Assets 2013: $3,067,437Liabilities 2013: $1,415,347Net Assets 2013: $1,652,0892013Assets 2014: $3,090,452Liabilities 2014: $1,342,014Net Assets 2014: $1,748,4382014Assets 2015: $3,455,336Liabilities 2015: $1,285,461Net Assets 2015: $2,169,8742015Assets 2016: $6,921,279Liabilities 2016: $2,685,461Net Assets 2016: $4,235,8182016Assets 2017: $10,251,908Liabilities 2017: $5,393,447Net Assets 2017: $4,858,4612017Assets 2018: $10,293,186Liabilities 2018: $5,035,734Net Assets 2018: $5,257,4522018Assets 2019: $10,118,872Liabilities 2019: $3,893,054Net Assets 2019: $6,225,8182019Assets 2020: $9,902,429Liabilities 2020: $3,652,806Net Assets 2020: $6,249,6232020Assets 2021: $9,494,879Liabilities 2021: $3,387,105Net Assets 2021: $6,107,7742021Assets 2022: $9,293,134Liabilities 2022: $1,997,228Net Assets 2022: $7,295,9062022Assets 2023: $9,195,045Liabilities 2023: $1,237,503Net Assets 2023: $7,957,5422023Assets 2024: $8,845,998Liabilities 2024: $903,055Net Assets 2024: $7,942,9432024

Highlighted filing

2020

Assets$9,902,429
Liabilities$3,652,806
Net Assets$6,249,623
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $1,020,006Expenses 2012: $18,877Net Income 2012: $1,001,1292012Revenue 2013: $730,000Expenses 2013: $45,785Net Income 2013: $684,2152013Revenue 2014: $141,000Expenses 2014: $44,651Net Income 2014: $96,3492014Revenue 2015: $470,139Expenses 2015: $45,157Net Income 2015: $424,9822015Revenue 2016: $2,108,500Expenses 2016: $42,556Net Income 2016: $2,065,9442016Revenue 2017: $1,010,292Expenses 2017: $312,037Net Income 2017: $698,2552017Revenue 2018: $1,031,264Expenses 2018: $627,322Net Income 2018: $403,9422018Revenue 2019: $1,825,169Expenses 2019: $782,499Net Income 2019: $1,042,6702019Revenue 2020: $901,169Expenses 2020: $877,363Net Income 2020: $23,8062020Revenue 2021: $730,022Expenses 2021: $871,871Net Income 2021: -$141,8492021Revenue 2022: $2,005,953Expenses 2022: $820,163Net Income 2022: $1,185,7902022Revenue 2023: $1,476,780Expenses 2023: $815,143Net Income 2023: $661,6372023Revenue 2024: $959,722Expenses 2024: $885,060Net Income 2024: $74,6622024

Highlighted filing

2020

Revenue$901,169
Expenses$877,363
Net Income$23,806
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2022
Return Version
2020v4.0
Gross Receipts
$901,169
Mission and Program Overview

Mission

To provide room and board for laity and priests, support religious & educational activity conducted by the Roman Catholic Prelature of Opus Dei via Holly Mass, Spiritual Guidance, Retreat, Classes and Residence

To provide room and board for laity and priests, support religious & educational activity conducted by the Roman Catholic Prelature of Opus Dei via Holy Mass, Spiritual Guidance, Retreat, Classes and Residence

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,945,580$9,714,873▼ $230,707
Rtn Earn Endowment Incm Other Fnds$6,225,818$6,249,623▲ $23,805
Cash and Non-Interest-Bearing Accounts$142,987$155,187▲ $12,200
Accounts Receivable$26,048$26,048→ $0
Prepaid Expenses and Deferred Charges$4,257$6,321▲ $2,064
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$10,118,872$9,902,429▼ $216,443
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,742,543$3,489,380▼ $253,163
Unsecured Notes Loans Payable$150,000$150,000→ $0
Accounts Payable and Accrued Expenses$511$13,426▲ $12,915
Total Liabilities$3,893,054$3,652,806▼ $240,248
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,225,818$6,249,623▲ $23,805
Total Liabilities and Net Assets / Fund Balance$10,118,872$9,902,429▼ $216,443

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,427,203$562,773$6,989,976
Land$2,964,935-$2,964,935
Other Land Buildings$273,265-$273,265
Equipment$49,470-$49,470
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Juan L MartiPresidentFT$2,400$2,400

Board Members and Trustees

NameTitle
Alex HoffVice President
Jim CuthrellDirector
Johann D'SouzaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$677,079
Program Service Revenue
$221,441
Investment Income
$0
Other Revenue
$2,649
All Other Contributions
$654,829
Change in Net Assets
$23,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$724,023
Salaries, Compensation, and Employee Benefits$153,340
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$281,386-$281,386
Interest-$170,417-$170,417
Comp Disqual Persons-$122,078-$122,078
Insurance-$45,466-$45,466
Payroll Taxes-$28,862-$28,862
Other Expenses$49,131$28,168-$28,168
All Other Expenses-$13,033-$13,033
Office Expenses-$3,434-$3,434
Current Officers, Directors, Trustees, and Key Employees-$2,400-$2,400
Travel-$2,283-$2,283
Fees for Services Accounting-$1,941-$1,941
Total Functional Expenses$49,131$828,232$0$877,363
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The organization engaged a 3rd party to prepare the form 990 based on the underlying financial statements. The form is then reviewed by the board of directors.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization provides all necessary parties with up to date copies of the policy annually.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Oakton Foundation Inc
EIN
45-2196605
Phone
7135234351
Address
410 Westcott St, Houston, TX 77007

Signing Officer

Name
Alex Hoff
Title
President
Signed
2022-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alex Hoff
Formed
2012
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
8
Volunteers
10

Preparer

Firm
Nimble Tax and Accounting Solutions
Address
1522 Olive Park, Houston, TX 77077
Preparer
Kevin Dunham
Phone
8329307485
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0191545
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt052273
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt052273
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0515536
IRS990ScheduleA/InvestmentIncomeCYPct00.07500
IRS990ScheduleA/InvestmentIncomePYPct00.07100
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0562773
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06989976
IRS990ScheduleD/EquipmentGrp/BookValueAmt049470
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt049470
IRS990ScheduleD/LandGrp/BookValueAmt02964935
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02964935
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0273265
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0273265
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09714873
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization engaged a 3rd party to prepare the form 990 based on the underlying financial statements. The form is then reviewed by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization provides all necessary parties with up to date copies of the policy annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0150000
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IRS990/USAddress/AddressLine1Txt0410 Westcott St
IRS990/USAddress/CityNm0Houston
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0770075016
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alex Hoff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oakton Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0452196605
ReturnHeader/Filer/PhoneNum07135234351
ReturnHeader/Filer/USAddress/AddressLine1Txt0410 Westcott St
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861800764
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nimble Tax and Accounting Solutions

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,902,429
Liabilities
$3,652,806
Net assets
$6,249,623
Revenue
$901,169
Expenses
$877,363
Net income
$23,806
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.85$0.90$7.94$0.96$0.89$0.07
2023Detailed filing. Detailed filing data is available for this year.$9.20$1.24$7.96$1.48$0.82$0.66
2022Detailed filing. Detailed filing data is available for this year.$9.29$2.00$7.30$2.01$0.82$1.19
2021Detailed filing. Detailed filing data is available for this year.$9.49$3.39$6.11$0.73$0.87$0.14
2020Detailed filing. Detailed filing data is available for this year.$9.90$3.65$6.25$0.90$0.88$0.02
2019Summary only. Only limited summary data is available for this year.$10.1$3.89$6.23$1.83$0.78$1.04
2018Summary only. Only limited summary data is available for this year.$10.3$5.04$5.26$1.03$0.63$0.40
2017Summary only. Only limited summary data is available for this year.$10.3$5.39$4.86$1.01$0.31$0.70
2016Summary only. Only limited summary data is available for this year.$6.92$2.69$4.24$2.11$0.04$2.07
2015Summary only. Only limited summary data is available for this year.$3.46$1.29$2.17$0.47$0.05$0.42
2014Summary only. Only limited summary data is available for this year.$3.09$1.34$1.75$0.14$0.04$0.10
2013Summary only. Only limited summary data is available for this year.$3.07$1.42$1.65$0.73$0.05$0.68
2012Summary only. Only limited summary data is available for this year.$2.10$1.10$1.00$1.02$0.02$1.00