Civic Intelligence

The Oakfield Foundation

990PF • Fiscal year 2017 • EIN 81-0737438

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 20, 2018

Organization Profile
PO Box 337Belmont, MA 02478

(617) 320-9171

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

90th percentile

36%

Faster asset growth than 90% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

2168%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,362,927

Up $363,213 (+36%) from 2016

Net Assets

Up

$1,362,927

Up $363,213 (+36%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$413,538

Up $395,304 (+2168%) from 2016

Expenses

Up

$50,325

Up $34,092 (+210%) from 2016

Net Income

Up

$363,213

Up $361,212 (+18052%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $997,704Liabilities 2015: $02015Assets 2016: $999,714Liabilities 2016: $0Net Assets 2016: $999,7142016Assets 2017: $1,362,927Liabilities 2017: $0Net Assets 2017: $1,362,9272017Assets 2018: $1,333,839Liabilities 2018: $0Net Assets 2018: $1,333,8392018Assets 2019: $1,794,454Liabilities 2019: $0Net Assets 2019: $1,794,4542019Assets 2020: $2,277,025Liabilities 2020: $0Net Assets 2020: $2,277,0252020Assets 2021: $2,257,907Liabilities 2021: $0Net Assets 2021: $2,257,9072021Assets 2022: $2,174,814Liabilities 2022: $0Net Assets 2022: $2,174,8142022Assets 2023: $2,135,467Liabilities 2023: $0Net Assets 2023: $2,135,4672023Assets 2024: $2,088,180Liabilities 2024: $0Net Assets 2024: $2,088,1802024

Highlighted filing

2017

Assets$1,362,927
Liabilities$0
Net Assets$1,362,927
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $997,704Expenses 2015: $0Net Income 2015: $997,7042015Revenue 2016: $18,234Expenses 2016: $16,233Net Income 2016: $2,0012016Revenue 2017: $413,538Expenses 2017: $50,325Net Income 2017: $363,2132017Revenue 2018: $28,826Expenses 2018: $57,914Net Income 2018: -$29,0882018Revenue 2019: $549,060Expenses 2019: $88,445Net Income 2019: $460,6152019Revenue 2020: $588,266Expenses 2020: $105,695Net Income 2020: $482,5712020Revenue 2021: $88,476Expenses 2021: $107,594Net Income 2021: -$19,1182021Revenue 2022: $88,015Expenses 2022: $171,108Net Income 2022: -$83,0932022Revenue 2023: $132,734Expenses 2023: $172,081Net Income 2023: -$39,3472023Revenue 2024: $134,390Expenses 2024: $181,677Net Income 2024: -$47,2872024

Highlighted filing

2017

Revenue$413,538
Expenses$50,325
Net Income$363,213
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 20, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANTHONY M VORLICEKTrustee-$0--
MARTHA D VORLICEKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Oakfield Foundation
EIN
81-0737438
In Care Of
% Anthony M Vorlicek
Phone
6173209171
Address
PO Box 337, Belmont, MA 02478

Signing Officer

Name
Anthony M Vorlicek
Title
Trustee
Phone
6173209171
Signed
2018-02-20
Raw XML Appendix332 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Himalayan Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Charity Water
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Green Light Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Horizons for Homeless Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0444 Harrison Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1909 Montgomery Street Ste 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt240 Worth Street Ste 330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 Clarendon St 44th floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41705 Columbus Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Roxbury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194133
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402119
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt012426
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt037682
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064836
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050108
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt052410
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037682
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANTHONY MARTHA VORLICEK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05 Fieldmont Rd
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Belmont
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002478
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0395832
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0395832
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01600 Shares of SPDR DJIA ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Postage Mailing
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0108
TaxesSchedule/TaxesDetail/Amt0182
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt02016 Tax on inv income
TaxesSchedule/TaxesDetail/CategoryTxt1MA Annual filing fee
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY M VORLICEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06173209171
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Oakfield Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OAKF
ReturnHeader/Filer/EIN0810737438
ReturnHeader/Filer/InCareOfNm0% Anthony M Vorlicek
ReturnHeader/Filer/PhoneNum06173209171
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 337
ReturnHeader/Filer/USAddress/CityNm0Belmont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002478
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B7D7EE39197164B78709BA8D4BBB337B1C7B6FCF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B7D7EE39197164B78709BA8D4BBB337B1C7B6FCF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId021010520180513369054
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-02-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0O
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.7.73.76
ReturnHeader/ReturnTs02018-02-20T16:25:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,362,927
Liabilities
$0
Net assets
$1,362,927
Revenue
$413,538
Expenses
$50,325
Net income
$363,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.13$0.18$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.13$0.17$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.09$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.09$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.59$0.11$0.48
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.55$0.09$0.46
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.03$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.41$0.05$0.36
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.02$0.02$0.00
2015Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.00$1.00