Civic Intelligence

Historic Oakland Foundation Inc

EIN 58-1276032 • 501(c)3 • Atlanta, GA

View Organization Page

Profile

The Historic Oakland Foundation partners with the City of Atlanta to preserve, restore, enhance, and share Oakland Cemetery with the public as an important island of tranquilty in the heart of the city.

248 Oakland Avenue SEAtlanta, GA 30312

www.oaklandcemetery.com

Siviq Scores

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

Liabilities / Assets

34th percentile

0.07x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.27x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

41st percentile

3.5%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$16,577,726

Up $2,255,866 (+16%) from 2023

Liabilities

Up

$1,162,886

Up $355,943 (+44%) from 2023

Net Assets

Up

$15,414,840

Up $1,899,923 (+14%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin83rd percentile

Revenue

Up

$4,351,990

Up $127,338 (+3.0%) from 2023

Expenses

Down

$2,872,634

Down $326,964 (-10%) from 2023

Net Income

Up

$1,479,356

Up $454,302 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $2,869,929Liabilities 2011: $12,666Net Assets 2011: $2,857,2632011Assets 2012: $3,121,572Liabilities 2012: $20,349Net Assets 2012: $3,101,2232012Assets 2013: $3,393,576Liabilities 2013: $5,689Net Assets 2013: $3,387,8872013Assets 2014: $3,795,940Liabilities 2014: $10,519Net Assets 2014: $3,785,4212014Assets 2015: $3,708,880Liabilities 2015: $21,994Net Assets 2015: $3,686,8862015Assets 2016: $4,210,913Liabilities 2016: $54,178Net Assets 2016: $4,156,7352016Assets 2017: $4,404,172Liabilities 2017: $62,491Net Assets 2017: $4,341,6812017Assets 2018: $5,716,533Liabilities 2018: $1,537,340Net Assets 2018: $4,179,1932018Assets 2019: $6,858,419Liabilities 2019: $1,544,087Net Assets 2019: $5,314,3322019Assets 2020: $10,625,800Liabilities 2020: $1,965,090Net Assets 2020: $8,660,7102020Assets 2021: $11,486,956Liabilities 2021: $203,913Net Assets 2021: $11,283,0432021Assets 2022: $12,190,298Liabilities 2022: $337,229Net Assets 2022: $11,853,0692022Assets 2023: $14,321,860Liabilities 2023: $806,943Net Assets 2023: $13,514,9172023Assets 2024: $16,577,726Liabilities 2024: $1,162,886Net Assets 2024: $15,414,8402024

Highlighted filing

2024

Assets$16,577,726
Liabilities$1,162,886
Net Assets$15,414,840
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,216,554Expenses 2011: $827,618Net Income 2011: $388,9362011Revenue 2012: $1,179,743Expenses 2012: $972,462Net Income 2012: $207,2812012Revenue 2013: $1,250,234Expenses 2013: $935,294Net Income 2013: $314,9402013Revenue 2014: $1,324,481Expenses 2014: $941,238Net Income 2014: $383,2432014Revenue 2015: $1,146,002Expenses 2015: $1,129,948Net Income 2015: $16,0542015Revenue 2016: $1,572,285Expenses 2016: $1,225,736Net Income 2016: $346,5492016Revenue 2017: $1,300,981Expenses 2017: $1,397,287Net Income 2017: -$96,3062017Revenue 2018: $1,965,366Expenses 2018: $1,556,830Net Income 2018: $408,5362018Revenue 2019: $2,537,035Expenses 2019: $1,953,032Net Income 2019: $584,0032019Revenue 2020: $4,650,035Expenses 2020: $1,739,435Net Income 2020: $2,910,6002020Revenue 2021: $4,681,725Expenses 2021: $2,593,241Net Income 2021: $2,088,4842021Revenue 2022: $4,060,739Expenses 2022: $2,677,020Net Income 2022: $1,383,7192022Revenue 2023: $4,224,652Expenses 2023: $3,199,598Net Income 2023: $1,025,0542023Revenue 2024: $4,351,990Expenses 2024: $2,872,634Net Income 2024: $1,479,3562024

Highlighted filing

2024

Revenue$4,351,990
Expenses$2,872,634
Net Income$1,479,356
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$16,577,726
Liabilities
$1,162,886
Net assets
$15,414,840
Revenue
$4,351,990
Expenses
$2,872,634
Net income
$1,479,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$1.16$15.4$4.35$2.87$1.48
2023Detailed filing. Detailed filing data is available for this year.$14.3$0.81$13.5$4.22$3.20$1.03
2022Detailed filing. Detailed filing data is available for this year.$12.2$0.34$11.9$4.06$2.68$1.38
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.20$11.3$4.68$2.59$2.09
2020Detailed filing. Detailed filing data is available for this year.$10.6$1.97$8.66$4.65$1.74$2.91
2019Detailed filing. Detailed filing data is available for this year.$6.86$1.54$5.31$2.54$1.95$0.58
2018Summary only. Only limited summary data is available for this year.$5.72$1.54$4.18$1.97$1.56$0.41
2017Summary only. Only limited summary data is available for this year.$4.40$0.06$4.34$1.30$1.40$0.10
2016Summary only. Only limited summary data is available for this year.$4.21$0.05$4.16$1.57$1.23$0.35
2015Summary only. Only limited summary data is available for this year.$3.71$0.02$3.69$1.15$1.13$0.02
2014Summary only. Only limited summary data is available for this year.$3.80$0.01$3.79$1.32$0.94$0.38
2013Summary only. Only limited summary data is available for this year.$3.39$0.01$3.39$1.25$0.94$0.31
2012Summary only. Only limited summary data is available for this year.$3.12$0.02$3.10$1.18$0.97$0.21
2011Summary only. Only limited summary data is available for this year.$2.87$0.01$2.86$1.22$0.83$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$5,212,176
Mission and Program Overview

Mission

The Historic Oakland Foundation partners with the City of Atlanta to preserve, restore, enhance, and share Oakland Cemetery with the public as an important island of tranquilty in the heart of the city.

Partner with the City of Atlanta to preserve, restore, enhance, and share Oakland Cemetery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,165,730$9,805,288▲ $4,639,558
Investments in Publicly Traded Securities$4,798,453$5,394,801▲ $596,348
Pledges and Grants Receivable$1,167,644$748,431▼ $419,213
Cash and Non-Interest-Bearing Accounts$3,144,021$526,906▼ $2,617,115
Intangible Assets-$54,592-
Inventories for Sale or Use$35,054$33,234▼ $1,820
Prepaid Expenses and Deferred Charges$10,958$14,474▲ $3,516
Total Assets$14,321,860$16,577,726▲ $2,255,866
Liabilities
Mortgage Notes Payable Secured by Investment Property-$920,000-
Accounts Payable and Accrued Expenses$805,277$200,025▼ $605,252
Deferred Revenue$1,666$42,861▲ $41,195
Total Liabilities$806,943$1,162,886▲ $355,943
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,447,132$10,472,934▲ $5,025,802
Net Assets With Donor Restrictions$8,067,785$4,941,906▼ $3,125,879
Total Net Assets Fund Balance$13,514,917$15,414,840▲ $1,899,923
Total Liabilities and Net Assets / Fund Balance$14,321,860$16,577,726▲ $2,255,866

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,329,924$29,220$7,359,144
Leasehold Improvements$2,443,035$252,728$2,695,763
Equipment$32,329$95,401$127,730

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,876,745$144,365▲ $644,292$138,606$5,526,796
2023$4,178,590$218,318▲ $749,364$269,527$4,876,745
2022$4,944,322$47,360▼ $741,851$71,241$4,178,590
2021$4,137,429$252,924▲ $625,211$71,242$4,944,322
2020$3,645,289$151,274▲ $501,326$160,460$4,137,429
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard HarkerExecutive DirectorFT$184,024$18,305$202,329
Melissa BauerSenior Director of DevelopmentFT$103,237$12,760$115,997
Jessica VanLanduytSenior Director of Experiences and EngagementFT$100,636$10,431$111,067
Emily RuffSenior Director of FinanceFT$102,821$755$103,576
Neale NickelsDirector of Capital ProjectsFT$102,821$42$102,863

Board Members and Trustees

NameTitle
Kavin ManickarajChairman
Barrett KriseDirector
Bem JoinerDirector
Charlotte ChristianDirector
Christopher LeerssenDirector
Donovan JohnsonDirector
Dr Kevin JamesDirector
Dr Megan HodgkissDirector
Duncan BeardDirector
Glen ManjosDirector
Greg FarrDirector
H Alan ElsasDirector
Henry D GurleyDirector
Nancy JamesDirector
Rabbi Peter BergDirector
Samantha McDonaldDirector
Sara ChapmanDirector
Sofia BorkDirector
Steve ParoDirector
Susan Arrington EvinsDirector
Susan Searcy SheffieldDirector
Tom AderholdDirector
Aaron TopolSecretary
Sweta GurnaniTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mark SanchezLandscaping783 Northern Ave, Clarkston, GA 30021$152,453
Brian HalloranLandscaping216 Stovall Street SE, Atlanta, GA 30316$132,302
Revenue and Support

Revenue Composition

Contributions and Grants
$3,481,718
Program Service Revenue
$94,044
Investment Income
$224,858
Other Revenue
$551,370
All Other Contributions
$2,037,395
Change in Net Assets
$1,479,356

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table13$105,076Fair market value
Other Non Cash Contri Table2$30,000Fair market value
Total Noncash Contributions15$135,076-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,438,802
Revenue Not Reported on Financial Statements
$-86,812
Revenue Not Reported on Form 990
$495,567
Other Revenue Adjustments
$-86,812
Total Revenue per Audited Statements
$4,934,369
Total Revenue per Form 990
$4,351,990
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,609,336
Other Expenses$1,261,753
Total Fundraising Expense$591,005
Professional Fundraising Fees$1,545
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$692,519$112,609$284,829$1,089,957
Current Officers, Directors, Trustees, and Key Employees$20,256$205,014$81,027$306,297
Fees for Services Other$149,115$9,528$64,116$222,759
Payroll Taxes$55,179$24,213$28,135$107,527
Other Employee Benefits$59,187$19,963$26,405$105,555
Depreciation Depletion$70,834$11,403$21,441$103,678
Travel$30,551$4,918$17,750$53,219
Information Technology$29,326$4,721$8,877$42,924
Advertising$2,974-$37,708$40,682
Office Expenses$10,496$1,690$3,177$15,363
Insurance$10,317$1,696$3,197$15,210
Other Expenses$27,398-$11,053$11,053
Occupancy$5,764$928$1,745$8,437
Fees for Services Professional Fundraising--$1,545$1,545
Total Functional Expenses$1,884,946$396,683$591,005$2,872,634

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,034,446
Expenses per Audited Statements$2,872,634
Total Expenses per Form 990$2,872,634
Expenses Not Reported on Form 990$161,812
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,052,742
Fundraising Direct Expenses$604,527
Professional Fundraising Fees$1,545

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Capturing the Spirit of Oakland$577,314$547,019$105,585$441,434
Arts at Oakland$182,232$174,942$152,986$21,956
Total Events$1,100,039$1,052,742$604,527$448,215
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The form 990 was provided to all board members for comments prior to filing.”

Form 990, Part VI, Section B, line 12C

“Board members are required to annually review the conflict of interest policy and disclose any conflicts of interest.”

Form 990, Part VI, Section B, line 15

“The Executive Director's salary is reviewed and approved by the Executive Committee annually. The Committee uses market data and various industry comparison studies to establish a range for the position and then utilizes benchmarks, goals and an overall plan to determine any salary adjustments. All other employees' salaries are evaluated against industry benchmark data by the Executive Director.”

Form 990, Part VI, Section C, line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Historic Oakland Foundation Inc
EIN
58-1276032
Phone
4046882107
Address
248 Oakland Avenue SE, Atlanta, GA 30312

Signing Officer

Name
Richard Harker
Title
Executive Director
Phone
4046882107
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Harker
Formed
1984
Legal Domicile
Ga
Voting Board Members
24
Independent Board Members
24
Employees
24
Volunteers
350

Preparer

Firm
Jones and Kolb
Address
3475 PIEDMONT ROAD NE SUITE 1500, ATLANTA, GA 30305
Preparer
Jordan H Jones
Phone
4042627920
Supplemental Narrative

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

“Special event expenses -86,812.”

Part XII, Line 2D - Other Adjustments:

“Special event expenses 86,812.”

Raw XML AppendixShowing 400 of 753 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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IRS990/ActivityOrMissionDesc0Partner with the City of Atlanta to preserve, restore, enhance, and share Oakland Cemetery.
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1216 Stovall Street SE
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt25755
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2742
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2810431
IRS990/Form990PartVIISectionAGrp/PersonNm0Kavin Manickaraj
IRS990/Form990PartVIISectionAGrp/PersonNm1Sweta Gurnani
IRS990/Form990PartVIISectionAGrp/PersonNm2Aaron Topol
IRS990/Form990PartVIISectionAGrp/PersonNm3Dr Kevin James
IRS990/Form990PartVIISectionAGrp/PersonNm4Donovan Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm5Greg Farr
IRS990/Form990PartVIISectionAGrp/PersonNm6Sofia Bork
IRS990/Form990PartVIISectionAGrp/PersonNm7Tom Aderhold
IRS990/Form990PartVIISectionAGrp/PersonNm8Duncan Beard
IRS990/Form990PartVIISectionAGrp/PersonNm9Nancy James
IRS990/Form990PartVIISectionAGrp/PersonNm10Steve Paro
IRS990/Form990PartVIISectionAGrp/PersonNm11Glen Manjos
IRS990/Form990PartVIISectionAGrp/PersonNm12Sara Chapman
IRS990/Form990PartVIISectionAGrp/PersonNm13Susan Searcy Sheffield
IRS990/Form990PartVIISectionAGrp/PersonNm14Henry D Gurley
IRS990/Form990PartVIISectionAGrp/PersonNm15Charlotte Christian
IRS990/Form990PartVIISectionAGrp/PersonNm16H Alan Elsas
IRS990/Form990PartVIISectionAGrp/PersonNm17Dr Megan Hodgkiss
IRS990/Form990PartVIISectionAGrp/PersonNm18Christopher Leerssen
IRS990/Form990PartVIISectionAGrp/PersonNm19Bem Joiner
IRS990/Form990PartVIISectionAGrp/PersonNm20Samantha McDonald
IRS990/Form990PartVIISectionAGrp/PersonNm21Rabbi Peter Berg
IRS990/Form990PartVIISectionAGrp/PersonNm22Barrett Krise
IRS990/Form990PartVIISectionAGrp/PersonNm23Susan Arrington Evins
IRS990/Form990PartVIISectionAGrp/PersonNm24Richard Harker
IRS990/Form990PartVIISectionAGrp/PersonNm25Emily Ruff
IRS990/Form990PartVIISectionAGrp/PersonNm26Melissa Bauer
IRS990/Form990PartVIISectionAGrp/PersonNm27Neale Nickels
IRS990/Form990PartVIISectionAGrp/PersonNm28Jessica VanLanduyt
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt25Senior Director of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt26Senior Director of Development
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director of Capital Projects
IRS990/Form990PartVIISectionAGrp/TitleTxt28Senior Director of Experiences and Engagement
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IRS990/MissionDesc0The Historic Oakland Foundation partners with the City of Atlanta to preserve, restore, enhance, and share Oakland Cemetery with the public as an important island of tranquilty in the heart of the city.
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