Civic Intelligence

The Oacta Foundation

990EZ • Fiscal year 2023 • EIN 81-1068938

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 21, 2024

Organization ProfileN/A
400 W Wilson Bridge Road Suite 120Worthington, OH 43085

(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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

33%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$63,965

Flat from 2023

Net Assets

$63,965

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Flat

$33,652

Flat from 2023

Expenses

Flat

$27,717

Flat from 2023

Net Income

Flat

$5,935

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$80K$60K$40K$20K$0Assets 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: $63,965Net Assets 2023: $63,9652023Assets 2023: $63,965Liabilities 2023: $02023Assets 2024: $73,167Net Assets 2024: $73,1672024

Highlighted filing

2023

Assets$63,965
Liabilities-
Net Assets$63,965
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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 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 2023: $33,652Expenses 2023: $27,717Net Income 2023: $5,9352023Revenue 2024: $20,114Expenses 2024: $12,585Net Income 2024: $7,5292024

Highlighted filing

2023

Revenue$33,652
Expenses$27,717
Net Income$5,935
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 21, 2024
Return Version
2023v5.0
Gross Receipts
$45,027
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.$3,000$11,232
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN C SASSEPresident-$0--
DEBBIE NUNNERSecretary-Tr-$0--
ELIZABETH T SMITHTrustee-$0--
DANIEL A RICHARDSTrustee-$0--
DAVID W ORLANDINITrustee-$0--
PAUL W MCCARTNEYTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$32,845$30,175-$30,175
Total Events$32,845$30,175-$30,175
Filing and Contact Details

Filer

Filer Name
The Oacta Foundation
EIN
81-1068938
Phone
6142284727
Address
400 W WILSON BRIDGE ROAD SUITE 120, WORTHINGTON, OH 43085

Signing Officer

Name
Debbie Nunner
Title
Secretary-treasurer
Phone
6142211900
Signed
2024-03-21

Preparer

Firm
Dg Perry Pllc
Address
6745 LONGSHORE STREET STE 240, DUBLIN, OH 43017
Preparer
Jason a Monro CPA
Phone
6144311040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Golf outing golf outing 14,926 expenses credit card charges 732 diversity scholarship 7,500 total 23,158”

Form 990-ez, Part I, Line 20

“UNREALIZED GAINS 1,432”

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 Appendix151 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WORTHINGTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BENJAMIN C SASSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBBIE NUNNER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL A RICHARDS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL W MCCARTNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY-TR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01432
IRS990EZ/OtherExpensesTotalAmt023158
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/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011232
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt011579
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt030175
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt027717
IRS990EZ/TotalProgramServiceExpensesAmt011232
IRS990EZ/TotalRevenueAmt033652
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011615
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt034420
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt089502
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032845
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOLF OUTING GOLF OUTING 14,926 EXPENSES CREDIT CARD CHARGES 732 DIVERSITY SCHOLARSHIP 7,500 TOTAL 23,158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAINS 1,432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE NUNNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06142211900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OACTA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OACT
ReturnHeader/Filer/EIN0811068938
ReturnHeader/Filer/PhoneNum06142284727
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 W WILSON BRIDGE ROAD SUITE 120
ReturnHeader/Filer/USAddress/CityNm0WORTHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043085
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833033790
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DG PERRY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06745 LONGSHORE STREET STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUBLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043017
ReturnHeader/PreparerPersonGrp/PhoneNum06144311040
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON A MONRO CPA
ReturnHeader/ReturnTs02024-04-02T13:23:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBBIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NUNNER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,965
Liabilities
-
Net assets
$63,965
Revenue
$33,652
Expenses
$27,717
Net income
$5,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$73.2$73.2$20.1$12.6$7.53
2023Detailed filing. Detailed filing data is available for this year.$64.0$64.0$33.7$27.7$5.94
2023Summary only. Only limited summary data is available for this year.$64.0$0.00$33.7$27.7$5.94
2022Detailed filing. Detailed filing data is available for this year.$56.6$56.6$25.3$21.8$3.53
2021Summary only. Only limited summary data is available for this year.$55.0$0.00$16.1$12.2$3.85
2020Detailed filing. Detailed filing data is available for this year.$50.0$50.0$14.6$9.25$5.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.9$0.01$43.9$12.2$11.8$0.47
2018Detailed filing. Detailed filing data is available for this year.$43.4$43.4$9.80$11.3$1.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.9$44.9$12.8$10.6$2.18
2016Summary only. Only limited summary data is available for this year.$42.7$0.00$51.5$8.75$42.7
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits