Civic Intelligence

Oakdale Foundation

990 • Fiscal year 2013 • EIN 45-2662046

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 17, 2014

3200 Beacham Dr48329
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$193,421

Flat from 2013

Net Assets

Flat

$11,555

Flat from 2013

Liabilities

Flat

$181,866

Flat from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$693,761

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $171,754Liabilities 2012: $134,373Net Assets 2012: $37,3812012Assets 2013: $193,421Liabilities 2013: $181,866Net Assets 2013: $11,5552013Assets 2013: $193,421Liabilities 2013: $181,866Net Assets 2013: $11,5552013Assets 2014: $199,481Liabilities 2014: $198,771Net Assets 2014: $7102014Assets 2015: $358,241Liabilities 2015: $340,446Net Assets 2015: $17,7952015Assets 2016: $1,197,108Liabilities 2016: $1,090,037Net Assets 2016: $107,0712016Assets 2017: $1,190,622Liabilities 2017: $1,172,848Net Assets 2017: $17,7742017Assets 2018: $1,127,633Liabilities 2018: $1,060,998Net Assets 2018: $66,6352018Assets 2019: $1,026,129Liabilities 2019: $996,562Net Assets 2019: $29,5672019Assets 2020: $1,154,487Liabilities 2020: $1,122,814Net Assets 2020: $31,6732020Assets 2021: $1,396,505Liabilities 2021: $1,116,649Net Assets 2021: $279,8562021Assets 2022: $2,088,106Liabilities 2022: $1,559,734Net Assets 2022: $528,3722022Assets 2023: $2,820,979Liabilities 2023: $2,100,981Net Assets 2023: $719,9982023Assets 2024: $2,792,573Liabilities 2024: $1,894,146Net Assets 2024: $898,4272024Assets 2025: $2,888,943Liabilities 2025: $1,955,199Net Assets 2025: $933,7442025

Highlighted filing

2013

Assets$193,421
Liabilities$181,866
Net Assets$11,555

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $419,346Expenses 2012: $423,115Net Income 2012: -$3,7692012Expenses 2013: $693,7612013Revenue 2013: $657,935Expenses 2013: $693,761Net Income 2013: -$35,8262013Revenue 2014: $916,169Expenses 2014: $927,014Net Income 2014: -$10,8452014Revenue 2015: $1,040,371Expenses 2015: $1,023,286Net Income 2015: $17,0852015Revenue 2016: $1,299,296Expenses 2016: $1,210,175Net Income 2016: $89,1212016Revenue 2017: $1,353,547Expenses 2017: $1,442,844Net Income 2017: -$89,2972017Revenue 2018: $1,439,615Expenses 2018: $1,390,754Net Income 2018: $48,8612018Revenue 2019: $1,388,758Expenses 2019: $1,425,828Net Income 2019: -$37,0702019Revenue 2020: $1,384,045Expenses 2020: $1,381,939Net Income 2020: $2,1062020Revenue 2021: $1,565,379Expenses 2021: $1,312,195Net Income 2021: $253,1842021Revenue 2022: $1,740,685Expenses 2022: $1,492,169Net Income 2022: $248,5162022Revenue 2023: $2,179,617Expenses 2023: $1,987,991Net Income 2023: $191,6262023Revenue 2024: $2,283,414Expenses 2024: $2,103,959Net Income 2024: $179,4552024Revenue 2025: $1,802,250Expenses 2025: $1,764,383Net Income 2025: $37,8672025

Highlighted filing

2013

Revenue-
Expenses$693,761
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 17, 2014
Return Version
2012v2.3
Gross Receipts
$658,332
Mission and Program Overview

Mission

The mission of oakdale foundation is to provide funding and other resources necessary to further the mission of oakdale academy: to instill character, truth, and wisdom in our students in such a way that when they leave us at graduation, they are truly prepared for a life of service to god, country, community, and family.

Filing and Contact Details

Filer

EIN
45-2662046
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IRS990/Description0ON JUNE 11, 2011, EIGHT FAMILIES GOT TOGETHER, PRAYED, TALKED, AND VOTED TO COMMIT TO DOING WHATEVER IT TOOK TO OPEN A HILLSDALE ACADEMY MODEL SCHOOL IN OAKLAND COUNTY. OAKDALE FOUNDATION, THROUGH ITS ACADEMY, STRIVES TO DEVELOP WITHIN ITS STUDENTS THE INTELLECTUAL AND PERSONAL HABITS AND SKILLS UPON WHICH RESPONSIBLE AND PRODUCTIVE LIVES ARE BUILT, IN THE FIRM BELIEF THAT SUCH LIVES ARE THE BASIS OF A FREE AND JUST SOCIETY. OAKDALE ACADEMY HELPS GUIDE STUDENTS IN THE DEVELOPMENT OF THEIR CHARACTER AND ACADEMIC POTENTIAL THROUGH ACADEMICALLY RIGOROUS, CONTENT-RICH EDUCATIONAL PROGRAMS AND EXTRACURRICULAR ACTIVITIES. THE LIBERAL ARTS CURRICULUM DIRECTS STUDENT ACHIEVEMENT TOWARD MASTERY OF THE BASICS, EXPLORATION OF THE ARTS AND SCIENCES, AND AN UNDERSTANDING THE FOUNDATIONAL PRINCIPLES OF OUR JUDEO- CHRISTIAN AND GRECO-ROMAN HERITAGE. THE CURRICULUM, BY PURPOSE AND DESIGN, IS A COMBINATION OF THE BEST SPIRITUAL, INTELLECTUAL AND CULTURAL TRADITIONS, DEVELOPED AND REFINED OVER COUNTLESS GENERATIONS, TO RETURN OUR STUDENTS TO THE GREAT EDUCATIONAL HERITAGE OF THE WEST.
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IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction1PAYROLL SERVICE
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction2COMPENSATION
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NameBusiness/BusinessNameLine10WILKIE & ASSOCIATES PC
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NameBusiness/BusinessNameLine11YOURSOURCE
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0SUSAN WILKIE
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0SERVICE PROVIDE
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship1SERVICE PROVIDE
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship2SPOUSE/BOARD
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues0false
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues1false
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues2false
IRS990ScheduleO/GeneralExplanation/Explanation0THE MISSION OF OAKDALE FOUNDATION IS TO PROVIDE FUNDING AND OTHER RESOURCES NECESSARY TO FURTHER THE MISSION OF OAKDALE ACADEMY: TO INSTILL CHARACTER, TRUTH, AND WISDOM IN OUR STUDENTS IN SUCH A WAY THAT WHEN THEY LEAVE US AT GRADUATION, THEY ARE TRULY PREPARED FOR A LIFE OF SERVICE TO GOD, COUNTRY, COMMUNITY, AND FAMILY.
IRS990ScheduleO/GeneralExplanation/Explanation1FORM 990, SCHEDULE D, PART X - OTHER LIABILITIES. DURING THE YEAR, THE ORGANIZATION RECEIVED CASH FROM VARIOUS FOUNDING FAMILIES IN EXCHANGE FOR PROMISSORY NOTES BEARING FIXED PAYMENT SCHEDULES AND INTEREST RATES AT OR ABOVE THE APPLICABLE FEDERAL RATES AT THE COMMENCEMENT OF EACH LOAN.
IRS990ScheduleO/GeneralExplanation/Explanation2CHRISTIAN AND GRECO-ROMAN HERITAGE. THE CURRICULUM, BY PURPOSE AND DESIGN, IS A COMBINATION OF THE BEST SPIRITUAL, INTELLECTUAL AND CULTURAL TRADITIONS, DEVELOPED AND REFINED OVER COUNTLESS GENERATIONS, TO RETURN OUR STUDENTS TO THE GREAT EDUCATIONAL HERITAGE OF THE WEST.
IRS990ScheduleO/GeneralExplanation/Explanation3A DRAFT COPY OF THE FORM 990 IS PREPARED BY CPA FOR REVIEW BY THE FINANCE COMMITTEE. AFTER ANY NECESSARY CHANGES ARE MADE, THE FORM 990 IS PREPARED FOR FULL BOARD REVIEW AND COMMENT. UPON ACCEPTANCE BY THE BOARD, THE FORM 990 IS FINALIZED AND SUBMITTED TO THE APPROPRIATE FEDERAL AND STATE REPORTING ENTITIES.
IRS990ScheduleO/GeneralExplanation/Explanation4HEADMASTER/MISTRESS AND OTHER KEY EMPLPYEE COMPENSATION IS SUBJECT TO ANNUAL REVIEW. THE COMPENSATION OF COMPARABLE MANAGEMENT PERSONNEL AT SIMILAR SIZED EDUCATIONAL ORGANIZATIONS IN THE LOCAL AREA ARE TAKEN INTO CONSIDERATION IN THE DEVELOPMENT OF ALL COMPENSATION PACKAGES.
IRS990ScheduleO/GeneralExplanation/Explanation5UPON WRITTEN REQUEST SUBMITTED TO OPERATING OFFICE LOCATED AT 3200 BEACHAM DR, WATERFORD, MI 48329.
IRS990ScheduleO/GeneralExplanation/Explanation6PAID IN CAPITAL 10,000
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/Identifier1ADDITIONAL INFORMATION
IRS990ScheduleO/GeneralExplanation/Identifier2FIRST ACCOMPLISHMENT DESCRIPTION
IRS990ScheduleO/GeneralExplanation/Identifier3ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier4COMPENSATION PROCESS FOR TOP OFFICIAL
IRS990ScheduleO/GeneralExplanation/Identifier5GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/Identifier6OTHER CHANGES IN NET ASSETS EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART XI, LINE 9
IRS990/ScheduleORequired0true
IRS990/School0true
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0MI
IRS990/StatesWhereCopyOfReturnIsFiled0MI
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1042657 GARFIELD ROAD
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine20SUITE 216
IRS990/TheBooksAreInCareOf/AddressUS/City0CLINTON TOWNSHIP
IRS990/TheBooksAreInCareOf/AddressUS/State0MI

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$1.96$0.93$1.80$1.76$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$1.89$0.90$2.28$2.10$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$2.10$0.72$2.18$1.99$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$1.56$0.53$1.74$1.49$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$1.12$0.28$1.57$1.31$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$1.12$0.03$1.38$1.38$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$1.00$0.03$1.39$1.43$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$1.06$0.07$1.44$1.39$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$1.17$0.02$1.35$1.44$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.20$1.09$0.11$1.30$1.21$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.34$0.02$1.04$1.02$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.00$0.92$0.93$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.18$0.01$0.69
2013Summary only. Only limited summary data is available for this year.$0.19$0.18$0.01$0.66$0.69$0.04
2012Summary only. Only limited summary data is available for this year.$0.17$0.13$0.04$0.42$0.42$0.00