Civic Intelligence

The Oakfield Foundation

990PF • Fiscal year 2018 • EIN 81-0737438

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 26, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

5th percentile

-101%

Higher net margin than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

35th percentile

-2.1%

Faster asset growth than 35% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,333,839

Down $29,088 (-2.1%) from 2017

Net Assets

Down

$1,333,839

Down $29,088 (-2.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin5th percentile

Revenue

Down

$28,826

Down $384,712 (-93%) from 2017

Expenses

Up

$57,914

Up $7,589 (+15%) from 2017

Net Income

Down

-$29,088

Down $392,301 (-108%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2018

Assets$1,333,839
Liabilities$0
Net Assets$1,333,839
Open 2018 Filing

Operations Trend

Revenue Growth1st 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

2018

Revenue$28,826
Expenses$57,914
Net Income-$29,088
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 26, 2019
Return Version
2018v3.1
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
2019-02-26
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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/GrantOrContributionPurposeTxt1Funding of charitable operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Funding of charitable operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Funding of charitable operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Funding of charitable operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Funding of charitable operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Funding of charitable operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Funding of charitable operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Horizons for Homeless Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Massachusetts General Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Dana Farber Cancer Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Equal Justice Initiative
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Charity Water
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Pine Street Inn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Appalachian Mountain Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Boys & Girls Club of Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01705 Columbus Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt155 Fruit Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2450 Brookline Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3122 Commerce St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt440 Worth Street Ste 330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5444 Harrison Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt610 City Square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7200 High Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Roxbury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Montgomery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Charlestown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd336104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd602129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd702110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057500
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/AppliedToCurrentYearAmt05202
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt052410
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089771
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt057612
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084569
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt052410
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Postage Mailing
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0112
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0112
TaxesSchedule/TaxesDetail/Amt0177
TaxesSchedule/TaxesDetail/Amt1125
TaxesSchedule/TaxesDetail/CategoryTxt02017 Tax on invest inc
TaxesSchedule/TaxesDetail/CategoryTxt1MA Annual filing fee
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY M VORLICEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06173209171
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-26
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/AtSubmissionCreationDeviceId07D12158F98FC773418E497EBAB1F061797004000
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07D12158F98FC773418E497EBAB1F061797004000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId021010520190571840315
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-02-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0O
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.48.140.25
ReturnHeader/ReturnTs02019-02-26T13:27:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,333,839
Liabilities
$0
Net assets
$1,333,839
Revenue
$28,826
Expenses
$57,914
Net income
-$29,088
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