Civic Intelligence

The Oacta Foundation

990EZ • Fiscal year 2016 • EIN 81-1068938

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

17 S High St Suite 200Columbus, OH 43215

(614) 228-4727

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

Flat

$42,707

Flat from 2016

Net Assets

$42,707

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$51,457

Flat from 2016

Expenses

Flat

$8,750

Flat from 2016

Net Income

Flat

$42,707

Flat from 2016

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2016: $42,707Net Assets 2016: $42,7072016Assets 2016: $42,707Liabilities 2016: $02016Assets 2017: $44,890Net Assets 2017: $44,8902017Assets 2018: $43,405Net Assets 2018: $43,4052018Assets 2019: $43,882Liabilities 2019: $10Net Assets 2019: $43,8722019Assets 2020: $50,046Net Assets 2020: $50,0462020Assets 2021: $54,983Liabilities 2021: $02021Assets 2022: $56,598Net Assets 2022: $56,5982022Assets 2023: $63,965Liabilities 2023: $02023Assets 2024: $73,167Net Assets 2024: $73,1672024

Highlighted filing

2016

Assets$42,707
Liabilities-
Net Assets$42,707

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2016: $51,457Expenses 2016: $8,750Net Income 2016: $42,7072016Revenue 2016: $51,457Expenses 2016: $8,750Net Income 2016: $42,7072016Revenue 2017: $12,789Expenses 2017: $10,606Net Income 2017: $2,1832017Revenue 2018: $9,799Expenses 2018: $11,284Net Income 2018: -$1,4852018Revenue 2019: $12,221Expenses 2019: $11,754Net Income 2019: $4672019Revenue 2020: $14,641Expenses 2020: $9,250Net Income 2020: $5,3912020Revenue 2021: $16,069Expenses 2021: $12,221Net Income 2021: $3,8482021Revenue 2022: $25,341Expenses 2022: $21,808Net Income 2022: $3,5332022Revenue 2023: $33,652Expenses 2023: $27,717Net Income 2023: $5,9352023Revenue 2024: $20,114Expenses 2024: $12,585Net Income 2024: $7,5292024

Highlighted filing

2016

Revenue$51,457
Expenses$8,750
Net Income$42,707
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Gross Receipts
$74,690
Mission and Program Overview

Mission

The oacta foundation was organized exclusively for charitable and educational purposes. The foundation funds projects consistent with the mission of oacta, such as the annual oacta diversity scholarship program and the national foundation for judicial excellence (nfje).

Program Services

DescriptionGrantsExpenses
ANNUAL DIVERSITY SCHOLARSHIP AND NATIONAL FOUNDATION FOR JUDICIAL EXCELLENCE (NFJE) DONATION.$5,000$8,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L MANNPresident-$0--
DEBBIE NUNNERSecretary-Tr-$0--
JOHN J GARVEY IIITrustee-$0--
BRIAN D KERNSTrustee-$0--
JILL K MERCERTrustee-$0--
JAMES N KLINETrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$16,125$13,005$7,418$5,587
Gala$53,250$6,100$15,815$-9,715
Total Events$69,375$19,105$23,233$-4,128
Filing and Contact Details

Filer

Filer Name
The Oacta Foundation
EIN
81-1068938
Phone
6142284727
Address
17 S HIGH ST SUITE 200, COLUMBUS, OH 43215

Signing Officer

Name
Debbie Nunner
Title
Secretary-treasurer
Phone
6142211900
Signed
2017-05-04

Preparer

Firm
Pritchett Dlusky Saxe & Keller Ltd
Address
1621 W FIRST AVE, COLUMBUS, OH 43212-3349
Preparer
R Tyler Abbruzzese
Phone
6144818051
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses diversity scholarship 3,750 total 3,750

Form 990-ez, Part III

The oacta foundation was organized exclusively for charitable and educational purposes. The foundation funds projects consistent with the mission of oacta, such as the annual oacta diversity scholarship program and the national foundation for judicial excellence (nfje).

Raw XML Appendix148 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DEBBIE NUNNER
IRS990EZ/BooksInCareOfDetail/PhoneNum06142284727
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt021 S HIGH ST SUITE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043215
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt042707
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055585
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt042707
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042707
IRS990EZ/FundraisingGrossIncomeAmt019105
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt074690
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042707
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042707
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES L MANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBBIE NUNNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN J GARVEY III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN D KERNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JILL K MERCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JAMES N KLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY-TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03750
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE OACTA FOUNDATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION FUNDS PROJECTS CONSISTENT WITH THE MISSION OF OACTA, SUCH AS THE ANNUAL OACTA DIVERSITY SCHOLARSHIP PROGRAM AND THE NATIONAL FOUNDATION FOR JUDICIAL EXCELLENCE (NFJE).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL DIVERSITY SCHOLARSHIP AND NATIONAL FOUNDATION FOR JUDICIAL EXCELLENCE (NFJE) DONATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023233
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4128
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08750
IRS990EZ/TotalProgramServiceExpensesAmt08750
IRS990EZ/TotalRevenueAmt051457
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt055585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt055585
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019105
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt055585
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt055585
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt055585
IRS990ScheduleA/TotalSupportAmt055585
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt050270
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt047150
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03120
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023233
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt053250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016125
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt069375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019105
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4128
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt023233
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015815
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DIVERSITY SCHOLARSHIP 3,750 TOTAL 3,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OACTA FOUNDATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION FUNDS PROJECTS CONSISTENT WITH THE MISSION OF OACTA, SUCH AS THE ANNUAL OACTA DIVERSITY SCHOLARSHIP PROGRAM AND THE NATIONAL FOUNDATION FOR JUDICIAL EXCELLENCE (NFJE).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE NUNNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06142211900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OACTA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OACT
ReturnHeader/Filer/EIN0811068938
ReturnHeader/Filer/PhoneNum06142284727
ReturnHeader/Filer/USAddress/AddressLine1Txt017 S HIGH ST SUITE 200
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02CF8B99A17D90D3C72C0E25D32044058C63084A2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05CA93BA4E0A58E7335DC87D8A0F7B4DA08F08234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRITCHETT DLUSKY SAXE & KELLER LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01621 W FIRST AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432123349
ReturnHeader/PreparerPersonGrp/PhoneNum06144818051
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R TYLER ABBRUZZESE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-12T15:18:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings