Civic Intelligence

Bell Oaks Inc.

990 • Fiscal year 2020 • EIN 72-0811669

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 06, 2021

Organization ProfileN/A

View Organization Page

228 North MainSpringhill, LA 71075

(318) 539-5691

Siviq Scores

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

Liabilities / Assets

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.03x

Higher debt load relative to revenue than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

64th percentile

13%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,097,862

Up $172,595 (+19%) from 2019

Net Assets

Up

$1,063,112

Up $164,304 (+18%) from 2019

Liabilities

Up

$34,750

Up $8,291 (+31%) from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin64th percentile

Revenue

Up

$1,290,358

Up $181,661 (+16%) from 2019

Expenses

Up

$1,126,054

Up $5,568 (+0.5%) from 2019

Net Income

Up

$164,304

Up $176,093 (+1494%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,195,941Liabilities 2011: $31,629Net Assets 2011: $1,164,3122011Assets 2012: $1,167,353Liabilities 2012: $35,605Net Assets 2012: $1,131,7482012Assets 2013: $1,114,897Liabilities 2013: $36,118Net Assets 2013: $1,078,7792013Assets 2014: $1,078,300Liabilities 2014: $41,442Net Assets 2014: $1,036,8582014Assets 2015: $1,037,458Liabilities 2015: $42,814Net Assets 2015: $994,6442015Assets 2016: $962,279Liabilities 2016: $20,793Net Assets 2016: $941,4862016Assets 2017: $943,387Liabilities 2017: $25,143Net Assets 2017: $918,2442017Assets 2018: $943,320Liabilities 2018: $32,724Net Assets 2018: $910,5962018Assets 2019: $925,267Liabilities 2019: $26,459Net Assets 2019: $898,8082019Assets 2020: $1,097,862Liabilities 2020: $34,750Net Assets 2020: $1,063,1122020Assets 2021: $1,262,805Liabilities 2021: $29,914Net Assets 2021: $1,232,8912021Assets 2022: $1,332,117Liabilities 2022: $47,840Net Assets 2022: $1,284,2772022Assets 2023: $1,461,182Liabilities 2023: $30,147Net Assets 2023: $1,431,0352023Assets 2024: $1,594,406Liabilities 2024: $33,319Net Assets 2024: $1,561,0872024

Highlighted filing

2020

Assets$1,097,862
Liabilities$34,750
Net Assets$1,063,112
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,216,374Expenses 2011: $1,310,236Net Income 2011: -$93,8622011Revenue 2012: $1,226,736Expenses 2012: $1,259,300Net Income 2012: -$32,5642012Revenue 2013: $1,193,096Expenses 2013: $1,246,065Net Income 2013: -$52,9692013Revenue 2014: $1,186,074Expenses 2014: $1,227,995Net Income 2014: -$41,9212014Revenue 2015: $1,193,487Expenses 2015: $1,235,701Net Income 2015: -$42,2142015Revenue 2016: $1,223,782Expenses 2016: $1,276,939Net Income 2016: -$53,1572016Revenue 2017: $1,248,970Expenses 2017: $1,272,212Net Income 2017: -$23,2422017Revenue 2018: $1,225,697Expenses 2018: $1,253,190Net Income 2018: -$27,4932018Revenue 2019: $1,108,697Expenses 2019: $1,120,486Net Income 2019: -$11,7892019Revenue 2020: $1,290,358Expenses 2020: $1,126,054Net Income 2020: $164,3042020Revenue 2021: $1,274,102Expenses 2021: $1,104,323Net Income 2021: $169,7792021Revenue 2022: $1,052,392Expenses 2022: $1,001,006Net Income 2022: $51,3862022Revenue 2023: $1,095,223Expenses 2023: $948,465Net Income 2023: $146,7582023Revenue 2024: $1,433,779Expenses 2024: $1,303,727Net Income 2024: $130,0522024

Highlighted filing

2020

Revenue$1,290,358
Expenses$1,126,054
Net Income$164,304
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 6, 2021
Return Version
2019v5.1
Gross Receipts
$1,290,358
Mission and Program Overview

Mission

Care of Developmentally Disabled Citizens

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$563,044$515,984▼ $47,060
Cash and Non-Interest-Bearing Accounts$43,299$221,788▲ $178,489
Land, Buildings, and Equipment, Net$240,701$215,941▼ $24,760
Accounts Receivable$77,108$98,297▲ $21,189
Other Notes and Loans Receivable, Net$0$44,737▲ $44,737
Total Assets$925,267$1,097,862▲ $172,595
Other Assets Total$1,115$1,115→ $0
Liabilities
Accounts Payable and Accrued Expenses$26,459$34,750▲ $8,291
Total Liabilities$26,459$34,750▲ $8,291
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$898,808$1,063,112▲ $164,304
Total Net Assets Fund Balance$898,808$1,063,112▲ $164,304
Total Liabilities and Net Assets / Fund Balance$925,267$1,097,862▲ $172,595

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$174,750$709,543$884,293
Equipment$14,891$102,066$116,957
Other Land Buildings$0$79,527$79,527
Land$26,300-$26,300
Leasehold Improvements$0$5,200$5,200
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Scott RobertsonPresident
Shawn RobertsonVice President
Cheryle RobertsonOfficer
Glenn RobertsonOfficer
James RobertsonOfficer
Roy Dennis RobertsonOfficer
Stacey MartinOfficer
Travis PoolOfficer
Winona FosterOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,168,051
Program Service Revenue
$109,750
Investment Income
$3,318
Other Revenue
$9,239
All Other Contributions
$2,680
Change in Net Assets
$164,304
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$688,616
Other Expenses$437,438
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$478,867$0$0$478,867
All Other Expenses$253,456$7,396$0$260,852
Current Officers, Directors, Trustees, and Key Employees$0$127,370$0$127,370
Payroll Taxes$36,866$9,751$0$46,617
Insurance$31,121$9,666$0$40,787
Other Employee Benefits$28,815$6,947$0$35,762
Occupancy$22,860$3,027$0$25,887
Depreciation Depletion$10,901$13,860$0$24,761
Office Expenses$6,995$6,440$0$13,435
Fees for Services Accounting$8,280$0$0$8,280
Other Expenses$1,602$56$0$1,658
Travel$1,453$0$0$1,453
Total Functional Expenses$941,286$184,768$0$1,126,054
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
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
Filing and Contact Details

Filer

Filer Name
Bell Oaks Inc
EIN
72-0811669
Phone
3185395691
Address
228 North Main, Springhill, LA 71075

Signing Officer

Name
Kathy Thompson
Title
Administrator
Phone
3185395691
Signed
2021-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Thompson
Formed
1977
Legal Domicile
La
Voting Board Members
9
Independent Board Members
9
Employees
44
Volunteers
0

Preparer

Firm
Wise Martin & Cole LLC
Address
601 Main, Minden, LA 71055
Preparer
Kristine H Cole CPA
Phone
3183773171
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Board members are related as follows: Glenn Robertson, R. Dennis Robertson and James Robertson are brothers; Cheryle Robertson is sister-in-law of aforementioned brothers; Shawn Robertson is James Robertson's son and Scott Robertson is Glenn Robertson's son. They are cousins to each other and nephews of the other aforementioned board members.”

Pt VI, Line 11B

“Form 990 is emailed to all board members for review before it is filed.”

Pt VI, Line 15A

“Executive director, management officials and other officer's salaries are reviewed and approved”

Pt VI, Line 15B

“by the board of directors, as well as background checks, reference checks, etc.”

Pt VI, Line 19

“The organization is not required and does not make these documents available to the public except by request at management's discretion.”

Pt VI, Line 12C

“Review by management of disclosures of related parties”

Form 990, Part IX, Line 24E

“Houskeeping 5343. 5210. 133. 0.”

Form 990, Part IX, Line 24E

“Hygiene & Clothing 7915. 7915. 0. 0.”

Form 990, Part IX, Line 24E

“Recreation & Entertainment 3833. 3833. 0. 0.”

Form 990, Part IX, Line 24E

“Vehicle Expense/Repairs 11418. 10662. 756. 0.”

Form 990, Part IX, Line 24E

“Medical expenses/supplies 19520. 19370. 150. 0.”

Form 990, Part IX, Line 24E

“Training and education 3109. 2989. 120. 0.”

Form 990, Part IX, Line 24E

“Day program-job training 66938. 66938. 0. 0.”

Form 990, Part IX, Line 24E

“Taxes & Licenses 109020. 109020. 0. 0.”

Form 990, Part IX, Line 24E

“Plant maintenance 23526. 17832. 5694. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 1539. 1145. 394. 0.”

Form 990, Part IX, Line 24E

“Printing & publications 5651. 5502. 149. 0.”

Form 990, Part IX, Line 24E

“Contract services - sitters 865. 865. 0. 0.”

Form 990, Part IX, Line 24E

“Laundry & Linen 2175. 2175. 0. 0.”

Raw XML AppendixShowing 400 of 512 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/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt044737
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09751
IRS990/PayrollTaxesGrp/ProgramServicesAmt036866
IRS990/PayrollTaxesGrp/TotalAmt046617
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Kathy Thompson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/Desc0Private Pay by residents
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0109750
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0969093
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03163
IRS990/PYOtherExpensesAmt0457996
IRS990/PYOtherRevenueAmt016407
IRS990/PYProgramServiceRevenueAmt0120034
IRS990/PYRevenuesLessExpensesAmt0-11789
IRS990/PYSalariesCompEmpBnftPaidAmt0662490
IRS990/PYTotalExpensesAmt01120486
IRS990/PYTotalRevenueAmt01108697
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0164304
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt09100
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01290358
IRS990/RoyaltiesRevenueGrp/ExclusionAmt019
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt019
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0563044
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0515984
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01077
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05858
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03337
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02273
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02066
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02437
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01284341
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01105549
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01222346
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01244803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01221345
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06078384
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03337
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02273
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02437
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010113
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00150
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99850
IRS990ScheduleA/PublicSupportTotal509Amt06084242
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01287021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01105550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01223423
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01246903
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01221345
IRS990ScheduleA/Total509Grp/TotalAmt06084242
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06094355
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0174750
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0709543
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0884293
IRS990ScheduleD/EquipmentGrp/BookValueAmt014891
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0102066
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0116957
IRS990ScheduleD/LandGrp/BookValueAmt026300
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt026300
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05200
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05200
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt079527
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt079527
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0215941
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board members are related as follows: Glenn Robertson, R. Dennis Robertson and James Robertson are brothers; Cheryle Robertson is sister-in-law of aforementioned brothers; Shawn Robertson is James Robertson's son and Scott Robertson is Glenn Robertson's son. They are cousins to each other and nephews of the other aforementioned board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is emailed to all board members for review before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Executive director, management officials and other officer's salaries are reviewed and approved
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3by the board of directors, as well as background checks, reference checks, etc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization is not required and does not make these documents available to the public except by request at management's discretion.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Review by management of disclosures of related parties
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Houskeeping 5343. 5210. 133. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Hygiene & Clothing 7915. 7915. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Recreation & Entertainment 3833. 3833. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Vehicle Expense/Repairs 11418. 10662. 756. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Medical expenses/supplies 19520. 19370. 150. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Training and education 3109. 2989. 120. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Day program-job training 66938. 66938. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Taxes & Licenses 109020. 109020. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Plant maintenance 23526. 17832. 5694. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Miscellaneous 1539. 1145. 394. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Printing & publications 5651. 5502. 149. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Contract services - sitters 865. 865. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Laundry & Linen 2175. 2175. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Oak Works Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0201715393

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,097,862
Liabilities
$34,750
Net assets
$1,063,112
Revenue
$1,290,358
Expenses
$1,126,054
Net income
$164,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.03$1.56$1.43$1.30$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.03$1.43$1.10$0.95$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.05$1.28$1.05$1.00$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.03$1.23$1.27$1.10$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.03$1.06$1.29$1.13$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.03$0.90$1.11$1.12$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.03$0.91$1.23$1.25$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.03$0.92$1.25$1.27$0.02
2016Summary only. Only limited summary data is available for this year.$0.96$0.02$0.94$1.22$1.28$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.04$0.99$1.19$1.24$0.04
2014Summary only. Only limited summary data is available for this year.$1.08$0.04$1.04$1.19$1.23$0.04
2013Summary only. Only limited summary data is available for this year.$1.11$0.04$1.08$1.19$1.25$0.05
2012Summary only. Only limited summary data is available for this year.$1.17$0.04$1.13$1.23$1.26$0.03
2011Summary only. Only limited summary data is available for this year.$1.20$0.03$1.16$1.22$1.31$0.09