Civic Intelligence

Red Oak Foundation

990PF • Fiscal year 2024 • EIN 75-2382416

Jan 01, 2024 to Dec 31, 2024 • Filed on May 06, 2025

304carroll StreetFort Worth, TX 76107

(817) 332-5332

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-344%

Higher net margin than 1% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$110,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 197.1% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

10th percentile

-12%

Faster asset growth than 10% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,168,875

Down $298,150 (-12%) from 2023

Net Assets

Down

$2,168,875

Down $298,150 (-12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$55,819

Down $22,627 (-29%) from 2023

Expenses

Down

$247,944

Down $14,892 (-5.7%) from 2023

Net Income

Down

-$192,125

Down $7,735 (-4.2%) from 2023

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $169,844Liabilities 2011: $02011Assets 2012: $228,397Liabilities 2012: $02012Assets 2013: $219,707Liabilities 2013: $02013Assets 2014: $227,840Liabilities 2014: $02014Assets 2015: $218,155Liabilities 2015: $02015Assets 2019: $2,598,996Liabilities 2019: $02019Assets 2020: $2,514,126Liabilities 2020: $0Net Assets 2020: $2,514,1262020Assets 2021: $2,711,214Liabilities 2021: $0Net Assets 2021: $2,711,2142021Assets 2022: $2,529,995Liabilities 2022: $0Net Assets 2022: $2,529,9952022Assets 2023: $2,467,025Liabilities 2023: $0Net Assets 2023: $2,467,0252023Assets 2024: $2,168,875Liabilities 2024: $0Net Assets 2024: $2,168,8752024

Highlighted filing

2024

Assets$2,168,875
Liabilities$0
Net Assets$2,168,875

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $227,773Expenses 2011: $226,929Net Income 2011: $8442011Revenue 2012: $262,494Expenses 2012: $230,197Net Income 2012: $32,2972012Revenue 2013: $192,278Expenses 2013: $199,878Net Income 2013: -$7,6002013Revenue 2014: $249,120Expenses 2014: $240,987Net Income 2014: $8,1332014Revenue 2015: $247,042Expenses 2015: $267,643Net Income 2015: -$20,6012015Revenue 2019: $74,868Expenses 2019: $271,522Net Income 2019: -$196,6542019Revenue 2020: $127,815Expenses 2020: $212,685Net Income 2020: -$84,8702020Revenue 2021: $278,999Expenses 2021: $221,827Net Income 2021: $57,1722021Revenue 2022: $70,132Expenses 2022: $206,234Net Income 2022: -$136,1022022Revenue 2023: $78,446Expenses 2023: $262,836Net Income 2023: -$184,3902023Revenue 2024: $55,819Expenses 2024: $247,944Net Income 2024: -$192,1252024

Highlighted filing

2024

Revenue$55,819
Expenses$247,944
Net Income-$192,125
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NAN MATSONDirectorFT$110,000-$110,000
JON BRUMLEYDirector-$0--
REBECCA BRUMLEYDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Red Oak Foundation
EIN
75-2382416
Phone
8173325332
Address
304CARROLL STREET, FORT WORTH, TX 76107

Signing Officer

Name
Rebecca Brumley
Title
President
Phone
8173325332
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Drew D Poe Pc
Address
120 WEST 3RD STREET SUITE 200, FORT WORTH, TX 76102
Preparer
Drew Poe
Phone
8179924582
Raw XML Appendix376 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/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NAN MATSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0304 CARROLL STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT WORTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd076107
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08173325332
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE INFORMATION ATTACHED
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt095425
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SEE SUPPLEMENTAL INFORMATION STATEM
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JON AND REBECCA BRUMLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt082825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt044336 BOOKS DIST.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BOOKS DISTRIBUTED IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1TEXAS ILF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0FORT WORTH TEXAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1TX ILF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT WORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd178714
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt095425
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/AppliedToCurrentYearAmt0138095
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0138095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0125386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt056110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt071619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0250006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0128496
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0128496
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0612970
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0109849
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0125386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt056110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt071619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0250006
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0247944
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0109849
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0741466
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0631617
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0106025
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt06953
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt16207
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2168
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt33004
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AUTOMOBILE EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06953
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt16207
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2168
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33004
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06953
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16207
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2168
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt33004
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06953
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16207
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2168
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33004
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04687
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04687
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04687
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt066
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1635
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt275
TaxesSchedule/TaxesDetail/Amt066
TaxesSchedule/TaxesDetail/Amt1635
TaxesSchedule/TaxesDetail/Amt275
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN
TaxesSchedule/TaxesDetail/CategoryTxt1SEVERANCE TAX ROY
TaxesSchedule/TaxesDetail/CategoryTxt2LICENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt066
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1635
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt275
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt066
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1635
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt275
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA BRUMLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08173325332
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RED OAK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0REDO
ReturnHeader/Filer/EIN0752382416
ReturnHeader/Filer/PhoneNum08173325332
ReturnHeader/Filer/USAddress/AddressLine1Txt0304CARROLL STREET
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752480599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DREW D POE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 WEST 3RD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076102
ReturnHeader/PreparerPersonGrp/PhoneNum08179924582
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DREW POE
ReturnHeader/ReturnTs02025-05-17T13:08:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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