Ryli Institute Foundation

990PF • Fiscal year 2014 • EIN 77-0443853

Oct 01, 2013 to Sep 30, 2014 • Filed on Apr 02, 2015

Organization Profile

2001 Gateway Place95110

(408) 879-8130

Siviq Scores

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

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

-446%

Higher net margin than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

$23,161

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

-56%

Faster asset growth than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

-91%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2012 to 2014

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$1,508,703

Down $1,897,936 (-56%) from 2013

Net Assets

Down

$1,508,361

Down $503,065 (-25%) from 2013

Liabilities

Down

$342

Down $1,394,871 (-100%) from 2013

Revenue And Expenses

Liabilities / Revenue32nd percentile Net Margin1st percentile

Revenue

$112,889

No earlier filing loaded for comparison.

Expenses

Down

$615,958

Down $17,717,923 (-97%) from 2013

Net Income

-$503,069

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

Highlighted filing

2014

Assets$1,508,703

Liabilities$342

Net Assets$1,508,361

Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2014

Revenue$112,889

Expenses$615,958

Net Income-$503,069

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2013 to Sep 30, 2014
Signed: Apr 2, 2015
Return Version: 2013v4.0

Compensation and Service Providers

Top Officer Pay48th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Brad Gordon	President & CEO	FT	$9,375	$13,786	$23,161
Laura Gordon	Board Member	FT	$0	-	-

Filing and Contact Details

Filer

EIN: 77-0443853
Phone: 4088798130

Signing Officer

Name: Brad Gordon
Title: CEO
Signed: 2015-04-02
Discuss with paid preparer: Yes

Preparer

Preparer: Wendy Kohno
Phone: 6268172498

Raw XML Appendix311 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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AccountingFeesSchedule/AccountingFeesDetail/Amt	0	12815
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	12815
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	0
IRS990PF/AddressChangeInd	0	X
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	Interest
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	1	Rental Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt	0	48506
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt	1	30000
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc	0	Consulting Services
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc	1	Milestone Upsides
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	112889
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	112889
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	12815
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	12815
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	23161
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	10101
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	48506
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt	0	70995
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt	0	70995
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt	0	112889
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt	0	353351
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt	0	466240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	6557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	6557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt	0	112889
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	48506
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	112889
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt	0	26050
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt	0	26050
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt	0	29
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	10
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	10
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	112889
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	503069
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	112889
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	112889
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	503069
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	615958
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-503069
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	4
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	1508361
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	2011426
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	1508361
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	22
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	970
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	992
IRS990PF/FMVAssetsEOYAmt	0	1508703
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt	0	925212
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt	0	-5730
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt	0	5000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt	0	3321291
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	5000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	5000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	275357
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	275357
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	76769
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	2774
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	2774
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt	0	5000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt	0	18781
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	18781
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt	0	470000
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	1
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt	0	5665
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt	0	5665
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt	0	5665
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt	0	2914
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt	0	1495264
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt	0	1495264
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	1736069
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	1233004
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	1395213
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	342
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IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt	0	40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt	0	144231
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt	0	9419
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm	0	Lisa Werbelow
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt	0	Admin Leader
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1	0	2105 S Bascom Ave Suite 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/City	0	Campbell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCode	0	95008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	9375
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	13786
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Brad Gordon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Laura Gordon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Board Member
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	2105 S Bascom Ave Suite 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	Campbell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	Campbell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	95008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	95008
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	331
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt	0	331
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt	0	281
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt	0	281
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt	0	2009-12-13
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt	0	452442
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt	0	427357
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt	0	503069
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt	0	2514118
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt	0	1131250
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt	0	452442
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt	0	427357
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind	0	X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt	0	13439
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt	0	7711689
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt	0	3406639
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt	0	2502529
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt	0	1789082
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	Red Oak provides education and personal services regarding career counseling, job location, and consulting to businesses to assist them in identifying business growth challenges and creating job growth.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	true
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	2105 S Bascom Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	Campbell
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	95008
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	true
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	Brad Gordon
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4088798130
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	www.redoaktech.com
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	Red Oak provides education and personal services regarding career counseling, job location, and consulting to businesses to assist them in identifying business growth challenges & creating job growth.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	615958
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	Brad Gordon
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	18781
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	18781
MortgagesAndNotesPayableSch/MortgageAmt	0	1072
MortgagesAndNotesPayableSch/NotePayableGrp/BalanceDueAmt	0	1495264
MortgagesAndNotesPayableSch/NotePayableGrp/ConsiderationFMVAmt	0	1495264
MortgagesAndNotesPayableSch/NotePayableGrp/InterestRt	0	10.0000
MortgagesAndNotesPayableSch/NotePayableGrp/LenderNameGrp/PersonNm	0	Red Oak Technologies Inc
MortgagesAndNotesPayableSch/NotePayableGrp/LoanMaturityDt	0	2015-12
MortgagesAndNotesPayableSch/NotePayableGrp/LoanOriginalAmt	0	1450000
MortgagesAndNotesPayableSch/NotePayableGrp/LoanPurposeTxt	0	Purchase of assets
MortgagesAndNotesPayableSch/NotePayableGrp/NoteDt	0	2014-12
MortgagesAndNotesPayableSch/NotePayableGrp/SecurityProvidedBorrowerTxt	0	AR, Assets, personal Guarantee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Advertising, Promotion, Development
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Discounts
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	Small Equipment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	7	VMS Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	296
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	76
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	3654
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	4574
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	-1292
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	-8162
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	6	-73
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	7	7484
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	296
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	76
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	3654
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	4574
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	-1292
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	-8162
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	-73
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	7	7484
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	48506
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	34383
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	2	30000
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Interest
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	Milestone Upsides
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	Rental Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	48506
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	48506
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	34383
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	30000
TaxesSchedule/TaxesDetail/Amt	0	10
TaxesSchedule/TaxesDetail/CategoryTxt	0	Corporate Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	10
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Brad Gordon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-04-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Red Oak Technologies Inc
ReturnHeader/Filer/BusinessNameControlTxt	0	REDO
ReturnHeader/Filer/EIN	0	770443853
ReturnHeader/Filer/PhoneNum	0	4088798130
ReturnHeader/Filer/USAddress/AddressLine1	0	2001 Gateway Place
ReturnHeader/Filer/USAddress/City	0	San Jose
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	95110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	990specialistcom
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	810 ROANOKE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	SAN MARINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	911082451
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6268172498
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Wendy Kohno
ReturnHeader/ReturnTs	0	2015-04-02T17:57:38-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-10-01
ReturnHeader/TaxPeriodEndDt	0	2014-09-30
ReturnHeader/TaxYr	0	2013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,508,703
Liabilities: $342
Net assets: $1,508,361
Revenue: $112,889
Expenses: $615,958
Net income: -$503,069

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.84	$0.00	$1.84	$0.12	$0.22	$0.09
2023Summary only. Only limited summary data is available for this year.	$0.61	$0.01		$0.01	$0.02	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$0.62	$0.01	$0.61	$0.02	$0.04	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$0.64	$0.01	$0.63	$0.02	$0.03	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$0.65	$0.00	$0.65	$0.03	$0.03	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$0.70	$0.01	$0.69	$0.02	$0.11	$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.79	$0.01	$0.78	$0.03	$0.15	$0.12
2015Summary only. Only limited summary data is available for this year.	$1.39	$0.00		$0.05	$0.17	$0.12
2014Detailed filing. Detailed filing data is available for this year.	$1.51	$0.00	$1.51	$0.11	$0.62	$0.50
2013Detailed filing. Detailed filing data is available for this year.	$3.41	$1.40	$2.01		$18.3
2012Summary only. Only limited summary data is available for this year.	$2.50	$0.85		$13.6	$13.1	$0.48
2011Summary only. Only limited summary data is available for this year.	$1.79	$0.62		$11.4	$11.1	$0.30