Civic Intelligence

Oakmere Foundation Inc.

990PF • Fiscal year 2019 • EIN 46-2867328

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

170 Mason StreetGreenwich, CT 06830

(203) 661-6000

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Down

$970,696

Down $1,163,014 (-55%) from 2015

Net Assets

$970,696

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2015

Revenue

Down

$140,255

Down $333,270 (-70%) from 2015

Expenses

Down

$109,611

Down $343,181 (-76%) from 2015

Net Income

Up

$30,644

Up $9,911 (+48%) from 2015

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 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

2019

Assets$970,696
Liabilities$1
Net Assets$970,696

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$140,255
Expenses$109,611
Net Income$30,644
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
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
2020-11-16
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 Appendix347 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/PersonNm1Claire Heyland
CompensationExplanation/CompensationExplanationGrp/PersonNm2Jennifer D Port
CompensationExplanation/CompensationExplanationGrp/PersonNm3Lucy Heyland
CompensationExplanation/CompensationExplanationGrp/PersonNm4Emily Heyland
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Hours As Needed
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Hours As Needed
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2Hours As Needed
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3Hours As Needed
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt4Hours As Needed
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0109611
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0140255
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06486
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See Attached Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1See Attached Capital Gains
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2See Attached Capital Losses
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Wayne Heyland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Claire Heyland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jennifer D Port
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Lucy Heyland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Emily Heyland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Pres.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 Red Coat Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2C/o 170 Mason Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3C/o 19 Red Coat Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4C/o 19 Red Coat Lane
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The assets owned by the Foundation which produced the interest and dividend income are essential to the Foundation or there would be no ability to generate income and make charitable contributions
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0Ivey Barnum OMara 170 Mason St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Greenwich
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006830
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jennifer D Port Esq
IRS990PF/StatementsRegardingActyGrp/PhoneNum02036616000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt068200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29925
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support to Provide Surgeries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0Catholic Mission-Makeni PO Box 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Sierra Leone
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0SL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0West Africa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Africa Surgery Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Team Rubicon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2We Care Solar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3The Holy Spirit Hospital-Masuba
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt070 MacCulloch Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16171 W Century Blvd Suite 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22150 Allston Way SUite 340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Morristown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Berkeley
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294704
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0103125
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/AppliedToCurrentYearAmt047499
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0544660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0433389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0620888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0343530
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018642
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018642
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01998093
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt055626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0544660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0433389
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0620888
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0343530
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0103125
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt055626
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02016735
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01961109
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt03364
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Ivey, Barnum & O'Mara, LLC, legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03364
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03364
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0To Correct Rounding Issue on Balance Sheet
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt03047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Northern Trust 1503, mgmt services fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Nothern Trust 5153, wire fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt175
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer D Port
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
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/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/ReturnTs02020-11-16T13:55:16-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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