Civic Intelligence

The Oakfield Foundation

990PF • Fiscal year 2021 • EIN 81-0737438

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 12, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

24th percentile

-0.8%

Faster asset growth than 24% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$2,257,907

Down $19,118 (-0.8%) from 2020

Net Assets

Down

$2,257,907

Down $19,118 (-0.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$88,476

Down $499,790 (-85%) from 2020

Expenses

Up

$107,594

Up $1,899 (+1.8%) from 2020

Net Income

Down

-$19,118

Down $501,689 (-104%) from 2020

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 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

2021

Assets$2,257,907
Liabilities$0
Net Assets$2,257,907

Operations Trend

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

2021

Revenue$88,476
Expenses$107,594
Net Income-$19,118
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 12, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

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

Filer

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

Signing Officer

Name
Anthony Vorlicek
Title
Trustee
Phone
6173209171
Signed
2022-03-12
Raw XML Appendix387 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05 Fieldmont Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Belmont
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002478
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Anthony M Vorlicek
IRS990PF/StatementsRegardingActyGrp/PhoneNum06173209171
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANTHONY M VORLICEK
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARTHA D VORLICEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt520000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt630000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Funding of Charitable Operations
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/RecipientBusinessName/BusinessNameLine1Txt0Horizons for Homeless Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Pine Street Inn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2The Greater Boston Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Save the Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Appalachian Mountain Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Beacon Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6International Food Policy Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01705 Columbus Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1444 Harrison Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt270 South Bay Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3501 Kings Highway East Ste 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt410 City Square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5814 South Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61201 I Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Roxbury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Fairfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Washington
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4021293740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502131
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105000
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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/AppliedToCurrentYearAmt012762
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt092400
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0173272
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105162
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0160510
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt092400
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt11197
TaxesSchedule/TaxesDetail/Amt21200
TaxesSchedule/TaxesDetail/CategoryTxt0Mass Attorney General
TaxesSchedule/TaxesDetail/CategoryTxt12020 Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt22021 Federal Taxes
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY VORLICEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06173209171
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Oakfield Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OAKF
ReturnHeader/Filer/EIN0810737438
ReturnHeader/Filer/InCareOfNm0% Anthony Vorlicek
ReturnHeader/Filer/PhoneNum06173209171
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 337
ReturnHeader/Filer/USAddress/CityNm0Belmont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002478
ReturnHeader/ReturnTs02022-03-12T11:07:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANTHONY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VORLICEK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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