Civic Intelligence

Oliver and Harriet Sockwell Foundation

EIN 52-1661837 • Washington, DC

1685 Myrtle St NWWashington, DC 20012
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

7th percentile

-245%

Higher net margin than 7% 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

43rd percentile

-6.5%

Faster asset growth than 43% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-86%

Faster revenue growth than 9% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$276,231

Down $19,236 (-6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$276,231

Down $19,236 (-6.5%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Down

$7,839

Down $46,871 (-86%) from 2023

Expenses

Up

$27,075

Up $3,889 (+17%) from 2023

Net Income

Down

-$19,236

Down $50,760 (-161%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $325,285Liabilities 2011: $02011Assets 2012: $314,297Liabilities 2012: $02012Assets 2013: $295,267Liabilities 2013: $02013Assets 2014: $284,311Liabilities 2014: $02014Assets 2015: $281,970Liabilities 2015: $02015Assets 2019: $315,314Liabilities 2019: $0Net Assets 2019: $315,3142019Assets 2020: $265,766Liabilities 2020: $0Net Assets 2020: $265,7662020Assets 2021: $247,600Liabilities 2021: $0Net Assets 2021: $247,6002021Assets 2022: $263,943Liabilities 2022: $0Net Assets 2022: $263,9432022Assets 2023: $295,467Liabilities 2023: $0Net Assets 2023: $295,4672023Assets 2024: $276,231Liabilities 2024: $0Net Assets 2024: $276,2312024

Highlighted filing

2024

Assets$276,231
Liabilities$0
Net Assets$276,231
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KRevenue 2011: $7,736Expenses 2011: $18,777Net Income 2011: -$11,0412011Revenue 2012: $13,322Expenses 2012: $24,310Net Income 2012: -$10,9882012Revenue 2013: $19,434Expenses 2013: $38,464Net Income 2013: -$19,0302013Revenue 2014: $10,089Expenses 2014: $21,045Net Income 2014: -$10,9562014Revenue 2015: $12,582Expenses 2015: $14,923Net Income 2015: -$2,3412015Revenue 2019: $98,196Expenses 2019: $25,398Net Income 2019: $72,7982019Revenue 2020: -$28,050Expenses 2020: $21,498Net Income 2020: -$49,5482020Revenue 2021: $3,017Expenses 2021: $21,183Net Income 2021: -$18,1662021Revenue 2022: $33,686Expenses 2022: $17,343Net Income 2022: $16,3432022Revenue 2023: $54,710Expenses 2023: $23,186Net Income 2023: $31,5242023Revenue 2024: $7,839Expenses 2024: $27,075Net Income 2024: -$19,2362024

Highlighted filing

2024

Revenue$7,839
Expenses$27,075
Net Income-$19,236
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,231
Liabilities
$0
Net assets
$276,231
Revenue
$7,839
Expenses
$27,075
Net income
-$19,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.08$0.27$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.55$0.23$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.34$0.17$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.03$0.21$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.28$0.21$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.98$0.25$0.73
2015Summary only. Only limited summary data is available for this year.$2.82$0.00$0.13$0.15$0.02
2014Summary only. Only limited summary data is available for this year.$2.84$0.00$0.10$0.21$0.11
2013Summary only. Only limited summary data is available for this year.$2.95$0.00$0.19$0.38$0.19
2012Summary only. Only limited summary data is available for this year.$3.14$0.00$0.13$0.24$0.11
2011Summary only. Only limited summary data is available for this year.$3.25$0.00$0.08$0.19$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OLIVER SOCKWELLPresident & CEO-$0--
HARRIET SOCKWELLVice President-$0--
KRISTINE FRIENDVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Nueroscience - a CottonPCBALTIMORE, MD, US$12,000
Paid Grant-general operationsPCwashington, DC, US$7,550
Paid Grant-general operationsPCBETHESDA, MD, US$2,000
Filing and Contact Details

Filer

Filer Name
Oliver and Harriet Sockwell Foundation
EIN
52-1661837
Phone
2028290837
Address
1685 Myrtle St NW, Washington, DC 20012

Signing Officer

Name
Oliver Sockwell
Title
President
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Noma Tax LLC
Address
276 Oak Landing Ct, Severna Park, MD 21146
Preparer
Nancy MODoherty
Phone
4439063100
Raw XML Appendix305 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Nueroscience - a Cotton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1general operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2general operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JOHN HOPKINS MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ST ALBANS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE WOODS ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0201 N CHARLES ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13101 wisconsin ave nw
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26801 Greentree Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BETHESDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220817
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021550
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/AppliedToCurrentYearAmt017214
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06712
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06712
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023265
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04336
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04795
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05542
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04336
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029977
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025641
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02948
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02948
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/Amt177
TaxesSchedule/TaxesDetail/CategoryTxt0excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1foreign tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt077
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0OLIVER SOCKWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oliver and Harriet Sockwell Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OLIV
ReturnHeader/Filer/EIN0521661837
ReturnHeader/Filer/PhoneNum02028290837
ReturnHeader/Filer/USAddress/AddressLine1Txt01685 Myrtle St NW
ReturnHeader/Filer/USAddress/CityNm0Washington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020012
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843989517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Noma Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0276 Oak Landing Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Severna Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021146
ReturnHeader/PreparerPersonGrp/PhoneNum04439063100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy MODoherty
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-08T14:13:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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