Civic Intelligence

Oakwood Foundation Charitable Trust

990PF • Fiscal year 2012 • EIN 64-0858879

Jan 01, 2012 to Dec 31, 2012

Tupelo, MS
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $5M-$10M nonprofits • Source year 2012

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

95th percentile

51%

Faster asset growth than 95% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

84th percentile

47%

Faster revenue growth than 84% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Assets

Up

$8,761,811

Up $2,944,779 (+51%) from 2011

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$6,875,219

Up $2,199,616 (+47%) from 2011

Expenses

Down

$3,930,440

Down $316,660 (-7.5%) from 2011

Net Income

Up

$2,944,779

Up $2,516,276 (+587%) from 2011

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $5,817,032Liabilities 2011: $02011Assets 2012: $8,761,811Liabilities 2012: $02012Assets 2013: $6,629,770Liabilities 2013: $02013Assets 2014: $5,323,865Liabilities 2014: $02014Assets 2015: $13,181,324Liabilities 2015: $0Net Assets 2015: $13,181,3242015Assets 2016: $11,002,452Liabilities 2016: $0Net Assets 2016: $11,002,4522016Assets 2017: $12,512,812Liabilities 2017: $2,250Net Assets 2017: $12,510,5622017Assets 2018: $13,792,976Liabilities 2018: $2,250Net Assets 2018: $13,790,7262018Assets 2019: $14,800,274Liabilities 2019: $2,250Net Assets 2019: $14,798,0242019Assets 2020: $8,744,734Liabilities 2020: $2,250Net Assets 2020: $8,742,4842020Assets 2021: $13,916,638Liabilities 2021: $2,250Net Assets 2021: $13,914,3882021Assets 2022: $11,625,058Liabilities 2022: $2,250Net Assets 2022: $11,622,8082022Assets 2023: $9,184,533Liabilities 2023: $2,250Net Assets 2023: $9,182,2832023Assets 2024: $7,668,910Liabilities 2024: $2,250Net Assets 2024: $7,666,6602024

Highlighted filing

2012

Assets$8,761,811
Liabilities$0
Net Assets-

Operations Trend

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $4,675,603Expenses 2011: $4,247,100Net Income 2011: $428,5032011Revenue 2012: $6,875,219Expenses 2012: $3,930,440Net Income 2012: $2,944,7792012Revenue 2013: $201,006Expenses 2013: $2,333,047Net Income 2013: -$2,132,0412013Revenue 2014: $1,200,780Expenses 2014: $2,506,685Net Income 2014: -$1,305,9052014Revenue 2015: $11,010,669Expenses 2015: $3,153,210Net Income 2015: $7,857,4592015Revenue 2016: $1,252,787Expenses 2016: $3,431,659Net Income 2016: -$2,178,8722016Revenue 2017: $6,119,469Expenses 2017: $4,611,359Net Income 2017: $1,508,1102017Revenue 2018: $6,327,361Expenses 2018: $5,047,197Net Income 2018: $1,280,1642018Revenue 2019: $6,408,023Expenses 2019: $5,400,725Net Income 2019: $1,007,2982019Revenue 2020: $1,324,696Expenses 2020: $7,380,236Net Income 2020: -$6,055,5402020Revenue 2021: $13,351,239Expenses 2021: $8,179,335Net Income 2021: $5,171,9042021Revenue 2022: $5,125,462Expenses 2022: $7,417,042Net Income 2022: -$2,291,5802022Revenue 2023: $5,445,864Expenses 2023: $7,886,389Net Income 2023: -$2,440,5252023Revenue 2024: $5,352,324Expenses 2024: $6,867,947Net Income 2024: -$1,515,6232024

Highlighted filing

2012

Revenue$6,875,219
Expenses$3,930,440
Net Income$2,944,779
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$5.35$6.87$1.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.18$0.00$9.18$5.45$7.89$2.44
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$5.13$7.42$2.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.00$13.9$13.4$8.18$5.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.74$0.00$8.74$1.32$7.38$6.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$0.00$14.8$6.41$5.40$1.01
2018Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$6.33$5.05$1.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.00$12.5$6.12$4.61$1.51
2016Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$1.25$3.43$2.18
2015Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$11.0$3.15$7.86
2014Summary only. Only limited summary data is available for this year.$5.32$0.00$1.20$2.51$1.31
2013Summary only. Only limited summary data is available for this year.$6.63$0.00$0.20$2.33$2.13
2012Summary only. Only limited summary data is available for this year.$8.76$0.00$6.88$3.93$2.94
2011Summary only. Only limited summary data is available for this year.$5.82$0.00$4.68$4.25$0.43