Civic Intelligence

Oakmere Foundation Inc.

EIN 46-2867328 • Greenwich, CT

Pub. 78 Eligible
170 Mason StreetGreenwich, CT 06830
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

89th percentile

59%

Faster asset growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1994%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$484,619

Up $180,618 (+59%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$484,619

Up $180,618 (+59%) from 2023

Revenue

Up

$216,541

Up $206,200 (+1994%) from 2023

Expenses

Up

$35,924

Up $34,207 (+1992%) from 2023

Net Income

Up

$180,617

Up $171,993 (+1994%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2014: $2,112,976Liabilities 2014: $02014Assets 2015: $2,133,710Liabilities 2015: $02015Assets 2019: $970,696Liabilities 2019: $1Net Assets 2019: $970,6962019Assets 2020: $427,631Liabilities 2020: $1Net Assets 2020: $427,6312020Assets 2021: $233,215Liabilities 2021: $1Net Assets 2021: $233,2152021Assets 2022: $295,378Liabilities 2022: $1Net Assets 2022: $295,3782022Assets 2023: $304,001Liabilities 2023: $1Net Assets 2023: $304,0012023Assets 2024: $484,619Liabilities 2024: $0Net Assets 2024: $484,6192024

Highlighted filing

2024

Assets$484,619
Liabilities$0
Net Assets$484,619

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2014: $475,236Expenses 2014: $112,262Net Income 2014: $362,9742014Revenue 2015: $473,525Expenses 2015: $452,792Net Income 2015: $20,7332015Revenue 2019: $140,255Expenses 2019: $109,611Net Income 2019: $30,6442019Revenue 2020: $5,164Expenses 2020: $548,229Net Income 2020: -$543,0652020Revenue 2021: $63,904Expenses 2021: $258,456Net Income 2021: -$194,5522021Revenue 2022: $142,967Expenses 2022: $80,804Net Income 2022: $62,1632022Revenue 2023: $10,341Expenses 2023: $1,717Net Income 2023: $8,6242023Revenue 2024: $216,541Expenses 2024: $35,924Net Income 2024: $180,6172024

Highlighted filing

2024

Revenue$216,541
Expenses$35,924
Net Income$180,617

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 20, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wayne HeylandPresident/Treas-$0--
Claire HeylandVice Pres.-$0--
Jennifer D PortSecretary-$0--
Lucy HeylandDirector-$0--
Emily HeylandDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oakmere Foundation Inc
EIN
46-2867328
Phone
2036616000
Address
170 Mason Street, Greenwich, CT 06830

Signing Officer

Name
Jennifer D Port
Title
Secretary
Signed
2025-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Ivey Barnum & OMara LLC
Address
170 Mason Street, Greenwich, CT 06830
Preparer
Jennifer D Port
Phone
2036616000
Raw XML Appendix311 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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CompensationExplanation/CompensationExplanationGrp/PersonNm3Lucy Heyland
CompensationExplanation/CompensationExplanationGrp/PersonNm4Emily Heyland
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Hours As Needed
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017206
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt052243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0238480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0509120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt055626
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt055626
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0802637
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt052243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0238480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0509120
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02794
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0858263
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0855469
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Wayne Heyland and Claire Heyland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01 Milbank Ave Apt3G
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Greenwich
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006830
IRS990ScheduleB/ContributorInformationGrp/PayrollContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt014019
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Ivey, Barnum & O'Mara, LLC, legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014019
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt014019
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Northern Trust 5153, Check Imprint Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Wells Fargo & Company Service Charge
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt121
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding Adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0813
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt11047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0813
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Bahl & Gaynor, advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Northern Trust 1503, advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0813
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11047
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer D Port
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oakmere Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0OAKM
ReturnHeader/Filer/EIN0462867328
ReturnHeader/Filer/PhoneNum02036616000
ReturnHeader/Filer/USAddress/AddressLine1Txt0170 Mason Street
ReturnHeader/Filer/USAddress/CityNm0Greenwich
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060642300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ivey Barnum & OMara LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0170 Mason Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwich
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006830
ReturnHeader/PreparerPersonGrp/PhoneNum02036616000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jennifer D Port
ReturnHeader/ReturnTs02025-06-20T09:22:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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