Civic Intelligence

Stella H Oaks Charitable Foundation

990 • Fiscal year 2018 • EIN 82-1605519

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

167 N Canyon RoadBountiful, UT 84010

(801) 628-8413

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

92nd percentile

50%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

99th percentile

3087%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

372%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$251,041

Up $243,164 (+3087%) from 2017

Net Assets

Up

$251,041

Up $243,164 (+3087%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$481,885

Up $379,889 (+372%) from 2017

Expenses

Up

$238,550

Up $196,835 (+472%) from 2017

Net Income

Up

$243,335

Up $183,054 (+304%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $7,877Liabilities 2017: $0Net Assets 2017: $7,8772017Assets 2018: $251,041Liabilities 2018: $0Net Assets 2018: $251,0412018Assets 2019: $343,291Liabilities 2019: $2,409Net Assets 2019: $340,8822019Assets 2020: $395,521Liabilities 2020: $17,100Net Assets 2020: $378,4212020Assets 2021: $1,034,023Liabilities 2021: $0Net Assets 2021: $1,034,0232021Assets 2022: $1,252,364Liabilities 2022: $2,500Net Assets 2022: $1,249,8642022Assets 2023: $1,380,635Liabilities 2023: $0Net Assets 2023: $1,380,6352023Assets 2024: $1,794,016Liabilities 2024: $0Net Assets 2024: $1,794,0162024

Highlighted filing

2018

Assets$251,041
Liabilities$0
Net Assets$251,041

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2017: $101,996Expenses 2017: $41,715Net Income 2017: $60,2812017Revenue 2018: $481,885Expenses 2018: $238,550Net Income 2018: $243,3352018Revenue 2019: $500,677Expenses 2019: $393,533Net Income 2019: $107,1442019Revenue 2020: $424,583Expenses 2020: $389,370Net Income 2020: $35,2132020Revenue 2021: $884,657Expenses 2021: $229,055Net Income 2021: $655,6022021Revenue 2022: $640,747Expenses 2022: $424,906Net Income 2022: $215,8412022Revenue 2023: $955,833Expenses 2023: $825,062Net Income 2023: $130,7712023Revenue 2024: $1,409,508Expenses 2024: $993,845Net Income 2024: $415,6632024

Highlighted filing

2018

Revenue$481,885
Expenses$238,550
Net Income$243,335
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$481,885
Mission and Program Overview

Mission

Our mission is to lift single mothers and their children out of poverty, through education.

Thirty years ago, dr. Richard mcdermott founded the carlyle and delta harmon foundation to provide scholarships for single mothers with minor children at home. As of the 2018, the foundation has given over 500 scholarships. The foundation was named for dr. Carlyle and delta harmon, who generously provided the endowment that made the scholarships possible. As a private foundation, the carlyle and delta foundation accepted no private donations. All scholarships came from the original endowment and its earnings. This, of course, limited the number of scholarships that could be given. Given the large number of single mothers needing scholarships, in 2016 the decision was made to create a new foundation, the stella h. Oaks foundation. This organization is a 501(c)(3) public charity that raises funds for scholarships through social media, events, grants, and donations. The foundation is not a family, church, or university foundation, and has no legal affiliation with any other organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,877$158,276▲ $150,399
Land, Buildings, and Equipment, Net-$2,398-
Other Notes and Loans Receivable, Net-$48-
Total Assets$7,877$251,041▲ $243,164
Other Assets Total-$90,319-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$7,877$251,041▲ $243,164
Total Net Assets Fund Balance$7,877$251,041▲ $243,164
Total Liabilities and Net Assets / Fund Balance$7,877$251,041▲ $243,164

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,398$599$2,997
Other Assets Org$3,319--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael RhodesChairman of
Richard McdermottPresident
Amy Oaks LongDirector
Amy Rees AndersonDirector
Cindy QuintanaDirector
Debbie LangleyDirector
Evelyn MoodyDirector
Heather KahlertDirector
James ClarkDirector
John HansenDirector
Kristen OaksDirector
Larry HandyDirector
Larry RichardsDirector
Lindsey ReeseDirector
Lynda GriggsDirector
Paige HollandDirector
Ron PerryDirector
Autumn FowlersSecretary/tr
Shannon WoodwardVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$481,885
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$481,885
Change in Net Assets
$243,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$135,567
Grants and Similar Amounts Paid$102,983
Total Fundraising Expense$1,490
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$131,117-$1,490$132,607
Grants to Domestic Individuals$102,983--$102,983
Office Expenses$1,002$565-$1,567
Insurance-$637-$637
Depreciation Depletion$428--$428
Conferences and Meetings$356--$356
Information Technology$-28--$-28
Total Functional Expenses$235,858$1,202$1,490$238,550
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Stella H Oaks Charitable Foundation
EIN
82-1605519
Phone
8016288413
Address
167 N CANYON ROAD, BOUNTIFUL, UT 84010

Signing Officer

Name
Richard Mcdermott
Title
President
Phone
8016288413
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Mcdermott
Formed
2017
Legal Domicile
Ut
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
Daletax
Address
1945 N 1120 W, PROVO, UT 84604-1044
Preparer
Craig Dalebout
Phone
8012240897
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Thirty years ago, dr. Richard mcdermott founded the carlyle and delta harmon foundation to provide scholarships for single mothers with minor children at home. As of the 2018, the foundation has given over 500 scholarships. The foundation was named for dr. Carlyle and delta harmon, who generously provided the endowment that made the scholarships possible. As a private foundation, the carlyle and delta foundation accepted no private donations. All scholarships came from the original endowment and its earnings. This, of course, limited the number of scholarships that could be given. Given the large number of single mothers needing scholarships, in 2016 the decision was made to create a new foundation, the stella h. Oaks foundation. This organization is a 501(c)(3) public charity that raises funds for scholarships through social media, events, grants, and donations. The foundation is not a family, church, or university foundation, and has no legal affiliation with any other organization. Scholarships are awarded without regard to ethnicity, race, religion, or national origin.

Form 990, Page 2, Part III, Line 4D

Thirty years ago, dr. Richard mcdermott founded the carlyle and delta harmon foundation to provide scholarships for single mothers with minor children at home. As of the 2018, the foundation has given over 500 scholarships. The foundation was named for dr. Carlyle and delta harmon, who generously provided the endowment that made the scholarships possible. As a private foundation, the carlyle and delta foundation accepted no private donations. All scholarships came from the original endowment and its earnings. This, of course, limited the number of scholarships that could be given. Given the large number of single mothers needing scholarships, in 2016 the decision was made to create a new foundation, the stella h. Oaks foundation. This organization is a 501(c)(3) public charity that raises funds for scholarships through social media, events, grants, and donations. The foundation is not a family, church, or university foundation, and has no legal affiliation with any other organization. Scholarships are awarded without regard to ethnicity, race, religion, or national origin.

Form 990, Part IX, Line 11G

Contract labor 122,283 0 0 white page subs 10 0 0 rent 2,240 0 0 reimbursed expenses 0 0 1,490 reimbursed expenses rhodes 1,571 0 0 reimbursed expenses marlo oak 59 0 0 books 501 0 0 misc 18 0 0 safe fee 118 0 0 gifts 426 0 0 subscription 3,528 0 0 minor equipment 363 0 0 total 131,117 0 1,490

Form 990, Part XI, Line 9

Book / tax depreciation difference -171

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IRS990/ActivityOrMissionDesc0THIRTY YEARS AGO, DR. RICHARD MCDERMOTT FOUNDED THE CARLYLE AND DELTA HARMON FOUNDATION TO PROVIDE SCHOLARSHIPS FOR SINGLE MOTHERS WITH MINOR CHILDREN AT HOME. AS OF THE 2018, THE FOUNDATION HAS GIVEN OVER 500 SCHOLARSHIPS. THE FOUNDATION WAS NAMED FOR DR. CARLYLE AND DELTA HARMON, WHO GENEROUSLY PROVIDED THE ENDOWMENT THAT MADE THE SCHOLARSHIPS POSSIBLE. AS A PRIVATE FOUNDATION, THE CARLYLE AND DELTA FOUNDATION ACCEPTED NO PRIVATE DONATIONS. ALL SCHOLARSHIPS CAME FROM THE ORIGINAL ENDOWMENT AND ITS EARNINGS. THIS, OF COURSE, LIMITED THE NUMBER OF SCHOLARSHIPS THAT COULD BE GIVEN. GIVEN THE LARGE NUMBER OF SINGLE MOTHERS NEEDING SCHOLARSHIPS, IN 2016 THE DECISION WAS MADE TO CREATE A NEW FOUNDATION, THE STELLA H. OAKS FOUNDATION. THIS ORGANIZATION IS A 501(C)(3) PUBLIC CHARITY THAT RAISES FUNDS FOR SCHOLARSHIPS THROUGH SOCIAL MEDIA, EVENTS, GRANTS, AND DONATIONS. THE FOUNDATION IS NOT A FAMILY, CHURCH, OR UNIVERSITY FOUNDATION, AND HAS NO LEGAL AFFILIATION WITH ANY OTHER ORGANIZATION.
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IRS990/MissionDesc0THIRTY YEARS AGO, DR. RICHARD MCDERMOTT FOUNDED THE CARLYLE AND DELTA HARMON FOUNDATION TO PROVIDE SCHOLARSHIPS FOR SINGLE MOTHERS WITH MINOR CHILDREN AT HOME. AS OF THE 2018, THE FOUNDATION HAS GIVEN OVER 500 SCHOLARSHIPS. THE FOUNDATION WAS NAMED FOR DR. CARLYLE AND DELTA HARMON, WHO GENEROUSLY PROVIDED THE ENDOWMENT THAT MADE THE SCHOLARSHIPS POSSIBLE. AS A PRIVATE FOUNDATION, THE CARLYLE AND DELTA FOUNDATION ACCEPTED NO PRIVATE DONATIONS. ALL SCHOLARSHIPS CAME FROM THE ORIGINAL ENDOWMENT AND ITS EARNINGS. THIS, OF COURSE, LIMITED THE NUMBER OF SCHOLARSHIPS THAT COULD BE GIVEN. GIVEN THE LARGE NUMBER OF SINGLE MOTHERS NEEDING SCHOLARSHIPS, IN 2016 THE DECISION WAS MADE TO CREATE A NEW FOUNDATION, THE STELLA H. OAKS FOUNDATION. THIS ORGANIZATION IS A 501(C)(3) PUBLIC CHARITY THAT RAISES FUNDS FOR SCHOLARSHIPS THROUGH SOCIAL MEDIA, EVENTS, GRANTS, AND DONATIONS. THE FOUNDATION IS NOT A FAMILY, CHURCH, OR UNIVERSITY FOUNDATION, AND HAS NO LEGAL AFFILIATION WITH ANY OTHER ORGANIZATION.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THIRTY YEARS AGO, DR. RICHARD MCDERMOTT FOUNDED THE CARLYLE AND DELTA HARMON FOUNDATION TO PROVIDE SCHOLARSHIPS FOR SINGLE MOTHERS WITH MINOR CHILDREN AT HOME. AS OF THE 2018, THE FOUNDATION HAS GIVEN OVER 500 SCHOLARSHIPS. THE FOUNDATION WAS NAMED FOR DR. CARLYLE AND DELTA HARMON, WHO GENEROUSLY PROVIDED THE ENDOWMENT THAT MADE THE SCHOLARSHIPS POSSIBLE. AS A PRIVATE FOUNDATION, THE CARLYLE AND DELTA FOUNDATION ACCEPTED NO PRIVATE DONATIONS. ALL SCHOLARSHIPS CAME FROM THE ORIGINAL ENDOWMENT AND ITS EARNINGS. THIS, OF COURSE, LIMITED THE NUMBER OF SCHOLARSHIPS THAT COULD BE GIVEN. GIVEN THE LARGE NUMBER OF SINGLE MOTHERS NEEDING SCHOLARSHIPS, IN 2016 THE DECISION WAS MADE TO CREATE A NEW FOUNDATION, THE STELLA H. OAKS FOUNDATION. THIS ORGANIZATION IS A 501(C)(3) PUBLIC CHARITY THAT RAISES FUNDS FOR SCHOLARSHIPS THROUGH SOCIAL MEDIA, EVENTS, GRANTS, AND DONATIONS. THE FOUNDATION IS NOT A FAMILY, CHURCH, OR UNIVERSITY FOUNDATION, AND HAS NO LEGAL AFFILIATION WITH ANY OTHER ORGANIZATION. SCHOLARSHIPS ARE AWARDED WITHOUT REGARD TO ETHNICITY, RACE, RELIGION, OR NATIONAL ORIGIN.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3DAVIS APPLIED TECH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4OGDEN TECH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5TAYLOR LEARNING
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6WOMEM TO WOMENT FOUND
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIRTY YEARS AGO, DR. RICHARD MCDERMOTT FOUNDED THE CARLYLE AND DELTA HARMON FOUNDATION TO PROVIDE SCHOLARSHIPS FOR SINGLE MOTHERS WITH MINOR CHILDREN AT HOME. AS OF THE 2018, THE FOUNDATION HAS GIVEN OVER 500 SCHOLARSHIPS. THE FOUNDATION WAS NAMED FOR DR. CARLYLE AND DELTA HARMON, WHO GENEROUSLY PROVIDED THE ENDOWMENT THAT MADE THE SCHOLARSHIPS POSSIBLE. AS A PRIVATE FOUNDATION, THE CARLYLE AND DELTA FOUNDATION ACCEPTED NO PRIVATE DONATIONS. ALL SCHOLARSHIPS CAME FROM THE ORIGINAL ENDOWMENT AND ITS EARNINGS. THIS, OF COURSE, LIMITED THE NUMBER OF SCHOLARSHIPS THAT COULD BE GIVEN. GIVEN THE LARGE NUMBER OF SINGLE MOTHERS NEEDING SCHOLARSHIPS, IN 2016 THE DECISION WAS MADE TO CREATE A NEW FOUNDATION, THE STELLA H. OAKS FOUNDATION. THIS ORGANIZATION IS A 501(C)(3) PUBLIC CHARITY THAT RAISES FUNDS FOR SCHOLARSHIPS THROUGH SOCIAL MEDIA, EVENTS, GRANTS, AND DONATIONS. THE FOUNDATION IS NOT A FAMILY, CHURCH, OR UNIVERSITY FOUNDATION, AND HAS NO LEGAL AFFILIATION WITH ANY OTHER ORGANIZATION. SCHOLARSHIPS ARE AWARDED WITHOUT REGARD TO ETHNICITY, RACE, RELIGION, OR NATIONAL ORIGIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIRTY YEARS AGO, DR. RICHARD MCDERMOTT FOUNDED THE CARLYLE AND DELTA HARMON FOUNDATION TO PROVIDE SCHOLARSHIPS FOR SINGLE MOTHERS WITH MINOR CHILDREN AT HOME. AS OF THE 2018, THE FOUNDATION HAS GIVEN OVER 500 SCHOLARSHIPS. THE FOUNDATION WAS NAMED FOR DR. CARLYLE AND DELTA HARMON, WHO GENEROUSLY PROVIDED THE ENDOWMENT THAT MADE THE SCHOLARSHIPS POSSIBLE. AS A PRIVATE FOUNDATION, THE CARLYLE AND DELTA FOUNDATION ACCEPTED NO PRIVATE DONATIONS. ALL SCHOLARSHIPS CAME FROM THE ORIGINAL ENDOWMENT AND ITS EARNINGS. THIS, OF COURSE, LIMITED THE NUMBER OF SCHOLARSHIPS THAT COULD BE GIVEN. GIVEN THE LARGE NUMBER OF SINGLE MOTHERS NEEDING SCHOLARSHIPS, IN 2016 THE DECISION WAS MADE TO CREATE A NEW FOUNDATION, THE STELLA H. OAKS FOUNDATION. THIS ORGANIZATION IS A 501(C)(3) PUBLIC CHARITY THAT RAISES FUNDS FOR SCHOLARSHIPS THROUGH SOCIAL MEDIA, EVENTS, GRANTS, AND DONATIONS. THE FOUNDATION IS NOT A FAMILY, CHURCH, OR UNIVERSITY FOUNDATION, AND HAS NO LEGAL AFFILIATION WITH ANY OTHER ORGANIZATION. SCHOLARSHIPS ARE AWARDED WITHOUT REGARD TO ETHNICITY, RACE, RELIGION, OR NATIONAL ORIGIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACT LABOR 122,283 0 0 WHITE PAGE SUBS 10 0 0 RENT 2,240 0 0 REIMBURSED EXPENSES 0 0 1,490 REIMBURSED EXPENSES RHODES 1,571 0 0 REIMBURSED EXPENSES MARLO OAK 59 0 0 BOOKS 501 0 0 MISC 18 0 0 SAFE FEE 118 0 0 GIFTS 426 0 0 SUBSCRIPTION 3,528 0 0 MINOR EQUIPMENT 363 0 0 TOTAL 131,117 0 1,490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOOK / TAX DEPRECIATION DIFFERENCE -171
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990/USAddress/AddressLine1Txt0167 E NORTH CANYON ROAD
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ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD MCDERMOTT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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