Civic Intelligence

Oakmere Foundation Inc.

990PF • Fiscal year 2022 • EIN 46-2867328

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 10, 2023

Organization Profile
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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

79th percentile

27%

Faster asset growth than 79% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

124%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$295,378

Up $62,163 (+27%) from 2021

Net Assets

Up

$295,378

Up $62,163 (+27%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

Up

$142,967

Up $79,063 (+124%) from 2021

Expenses

Down

$80,804

Down $177,652 (-69%) from 2021

Net Income

Up

$62,163

Up $256,715 (+132%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

2022

Assets$295,378
Liabilities$1
Net Assets$295,378
Open 2022 Filing

Operations Trend

Revenue Growth87th percentile

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

2022

Revenue$142,967
Expenses$80,804
Net Income$62,163
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General Support to Provide SurgeriesEOFMorristown, NJ, US$50,000
Paid Grant-General Support to the Ukraine ProgramEOFWashington, DC, US$10,000
Paid Grant-Community Support for needy peoplePCGrosse Pointe Farms, MI, US$5,000
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
2023-11-10
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 Appendix319 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
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1Hours As Needed
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2Hours As Needed
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3Hours As Needed
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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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119 Red Coat Lane
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Community Support for needy people
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Support to Provide Surgeries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Support to the Ukraine Program
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Windmere Island Foundation Inc
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2World Central Kitchen
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0544660
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01400129
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0238480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0509120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0544660
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt013847
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Ivey, Barnum & O'Mara, LLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt013847
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt013847
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01128
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt1799
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt230
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01128
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1799
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt230
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Bahl & Gaynor, advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Northern Trust 1503, mgmt services fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Nothern Trust 5153, wire/pymt fees
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1799
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer D Port
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-10
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ReturnHeader/Filer/BusinessNameControlTxt0OAKM
ReturnHeader/Filer/EIN0462867328
ReturnHeader/Filer/PhoneNum02036616000
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ReturnHeader/Filer/USAddress/CityNm0Greenwich
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
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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/ReturnTs02023-11-10T09:57:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jennifer D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Port
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$295,378
Liabilities
$1
Net assets
$295,378
Revenue
$142,967
Expenses
$80,804
Net income
$62,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.22$0.04$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.14$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.06$0.26$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.01$0.55$0.54
2019Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.14$0.11$0.03
2015Summary only. Only limited summary data is available for this year.$2.13$0.00$0.47$0.45$0.02
2014Summary only. Only limited summary data is available for this year.$2.11$0.00$0.48$0.11$0.36