Civic Intelligence

Oakmere Foundation Inc.

990PF • Fiscal year 2021 • EIN 46-2867328

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-304%

Higher net margin than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

9th percentile

-45%

Faster asset growth than 9% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

1137%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$233,215

Down $194,416 (-45%) from 2020

Net Assets

Down

$233,215

Down $194,416 (-45%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue

Up

$63,904

Up $58,740 (+1137%) from 2020

Expenses

Down

$258,456

Down $289,773 (-53%) from 2020

Net Income

Up

-$194,552

Up $348,513 (+64%) from 2020

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

2021

Assets$233,215
Liabilities$1
Net Assets$233,215

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

2021

Revenue$63,904
Expenses$258,456
Net Income-$194,552
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
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
2022-05-12
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 Appendix315 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/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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Pres.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 Red Coat Lane
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Welbodi Partnership
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0226 East 54th Street Suite 306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt170 MacCulloch Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Morristown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107960
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0255780
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/AppliedToCurrentYearAmt017300
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0509120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0544660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0433389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0620888
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0620888
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01781275
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0238480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0509120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt055626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0544660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0433389
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0255780
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0238480
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02402163
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02163683
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0134
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Add'l Stock Received - 6.5 shs Orion Office REIT Inc (Sold)
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Rounding Adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01421
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt11150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt2105
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01421
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2105
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Bahl & Gaynor, advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Northern Trust 1503, mgmt services fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Nothern Trust 5153, wire/pymt fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01421
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2105
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer D Port
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
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/ReturnTs02022-05-12T11:01:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Port
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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