Civic Intelligence

Great Oaks Foundation

990T • Fiscal year 2020 • EIN 58-6163005

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 23, 2021

744 South White Station RoadMemphis, TN 38117

(901) 761-0906

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $4,780,320Liabilities 2011: $02011Assets 2012: $4,471,145Liabilities 2012: $02012Assets 2013: $4,542,360Liabilities 2013: $02013Assets 2014: $3,823,081Liabilities 2014: $02014Assets 2015: $3,563,088Liabilities 2015: $02015Assets 2019: $1,971,052Liabilities 2019: $02019Assets 2020: $1,445,766Liabilities 2020: $0Net Assets 2020: $1,445,7662020Assets 2021: $6,158,876Liabilities 2021: $0Net Assets 2021: $6,158,8762021Assets 2022: $8,800,515Liabilities 2022: $0Net Assets 2022: $8,800,5152022Assets 2023: $9,974,095Liabilities 2023: $12023Assets 2024: $27,817,157Liabilities 2024: $0Net Assets 2024: $27,817,1572024

Latest loaded filing

2024

Assets$27,817,157
Liabilities$0
Net Assets$27,817,157

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MRevenue 2011: $313,595Expenses 2011: $493,648Net Income 2011: -$180,0532011Revenue 2012: $422,162Expenses 2012: $731,337Net Income 2012: -$309,1752012Revenue 2013: $682,391Expenses 2013: $611,176Net Income 2013: $71,2152013Revenue 2014: $361,871Expenses 2014: $1,081,150Net Income 2014: -$719,2792014Revenue 2015: $1,001,676Expenses 2015: $945,747Net Income 2015: $55,9292015Revenue 2019: $274,061Expenses 2019: $929,474Net Income 2019: -$655,4132019Revenue 2020: $90,155Expenses 2020: $615,441Net Income 2020: -$525,2862020Revenue 2021: $5,079,727Expenses 2021: $366,617Net Income 2021: $4,713,1102021Revenue 2022: $3,454,070Expenses 2022: $812,431Net Income 2022: $2,641,6392022Revenue 2023: $1,591,152Expenses 2023: $416,966Net Income 2023: $1,174,1862023Revenue 2024: $19,520,199Expenses 2024: $1,711,202Net Income 2024: $17,808,9972024

Latest loaded filing

2024

Revenue$19,520,199
Expenses$1,711,202
Net Income$17,808,997
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 23, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Great Oaks Foundation
EIN
58-6163005
Phone
9017610906
Address
744 SOUTH WHITE STATION ROAD, MEMPHIS, TN 38117

Signing Officer

Name
Robert Fogelman Ii
Title
Mgr
Phone
9017610906
Signed
2021-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Watkins Uiberall Pllc
Address
1661 AARON BRENNER DR STE 300, MEMPHIS, TN 38120
Preparer
Connie Lanham
Phone
9017612720
Raw XML Appendix74 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.

Path#Value
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IRS990T/BooksInCareOfDetail/PhoneNum09017610906
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IRS990T/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0381174577
IRS990T/BookValueAssetsEOYAmt01445766
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
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IRS990T/Organization501cTrustInd0X
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IRS990T/OverpaymentSection/OverpaymentAmt04471
IRS990T/OverpaymentSection/RefundAmt00
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IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990T/SpecificDeductionAmt01000
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IRS990T/TaxableTrustAmt00
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IRS990T/TotalPaymentsAmt04471
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-23
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ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0586163005
ReturnHeader/Filer/PhoneNum09017610906
ReturnHeader/Filer/USAddress/AddressLine1Txt0744 SOUTH WHITE STATION ROAD
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621804252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATKINS UIBERALL PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01661 AARON BRENNER DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038120
ReturnHeader/PreparerPersonGrp/PhoneNum09017612720
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONNIE LANHAM
ReturnHeader/ReturnTs02021-06-23T12:05:38-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOGELMAN II
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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