Civic Intelligence

Stella H Oaks Charitable Foundation

990 • Fiscal year 2019 • EIN 82-1605519

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 10, 2020

450 Simmons Way Suite 630Kaysville, UT 84037

(801) 644-1290

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

75th percentile

$67,500

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

85th percentile

37%

Faster asset growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

3.9%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$343,291

Up $92,250 (+37%) from 2018

Net Assets

Up

$340,882

Up $89,841 (+36%) from 2018

Liabilities

Up

$2,409

Up $2,409 from 2018

Revenue

Up

$500,677

Up $18,792 (+3.9%) from 2018

Expenses

Up

$393,533

Up $154,983 (+65%) from 2018

Net Income

Down

$107,144

Down $136,191 (-56%) from 2018

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

2019

Assets$343,291
Liabilities$2,409
Net Assets$340,882

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

2019

Revenue$500,677
Expenses$393,533
Net Income$107,144
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 10, 2020
Return Version
2019v5.0
Gross Receipts
$500,677
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$237,035-
Cash and Non-Interest-Bearing Accounts$158,276$94,600▼ $63,676
Investments in Publicly Traded Securities-$7,341-
Land, Buildings, and Equipment, Net$2,398$4,315▲ $1,917
Other Notes and Loans Receivable, Net$48--
Total Assets$251,041$343,291▲ $92,250
Other Assets Total$90,319--
Liabilities
Accounts Payable and Accrued Expenses-$2,409-
Total Liabilities$0$2,409▲ $2,409
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$251,041$340,882▲ $89,841
Total Net Assets Fund Balance$251,041$340,882▲ $89,841
Total Liabilities and Net Assets / Fund Balance$251,041$343,291▲ $92,250

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,315$1,003$5,318
Compensation and Service Providers

Employees

NameTitleBaseTotal
Shannon WoodwardDirector/VP$67,500$67,500

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$498,067
Program Service Revenue
$0
Investment Income
$2,610
Other Revenue
$0
All Other Contributions
$498,067
Change in Net Assets
$107,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$247,928
Total Fundraising Expense$106,830
Salaries, Compensation, and Employee Benefits$83,686
Other Expenses$61,919
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$219,558--$219,558
Current Officers, Directors, Trustees, and Key Employees-$3,232$64,268$67,500
Grants to Domestic Orgs$28,370--$28,370
Fees for Services Other--$22,298$22,298
Conferences and Meetings-$422$17,533$17,955
Other Salaries and Wages-$13,712-$13,712
Office Expenses-$8,035$1,500$9,535
Other Expenses-$5,895-$5,895
Occupancy-$4,617-$4,617
Other Employee Benefits-$1,243$1,231$2,474
Insurance-$1,216-$1,216
Depreciation Depletion-$403-$403
Total Functional Expenses$247,928$38,775$106,830$393,533
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bridgerland Technical CollegeLogan, UTGovScholarships$15,000
Uintah Basin Technical CollegeVernal, UTGovScholarships$7,500
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
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
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 2

Amy oaks long kristen oaks member member family relationship marlo oaks amy oaks long member member family relationship kristen oaks marlo oaks member member family relationship

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

A copy of the form 990 was provided to all board members for review prior to filing.

Form 990, Page 6, Part VI, Line 15A

The organization didn't compensate any top management official.

Form 990, Page 6, Part VI, Line 15B

Other employees' compensation was based on prevailing wage rates in the area for the job duties.

Form 990, Page 6, Part VI, Line 19

Such documents are available up request just as forms 990.

Filing and Contact Details

Filer

Filer Name
Stella H Oaks Foundation
EIN
82-1605519
Address
450 SIMMONS WAY SUITE 630, KAYSVILLE, UT 84037

Signing Officer

Name
Bruce Olson
Title
Director
Signed
2020-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Mcdermott
Formed
2017
Legal Domicile
Ut
Voting Board Members
18
Independent Board Members
17
Employees
4
Volunteers
15

Preparer

Firm
Squire & Company Pc
Address
1329 SOUTH 800 EAST, OREM, UT 84097-7737
Preparer
M Paul Winward CPA
Phone
8012256900
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICHARD MCDERMOTT
IRS990/PriorPeriodAdjustmentsAmt0-19000
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0698275
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0102983
IRS990/PYOtherExpensesAmt013284
IRS990/PYRevenuesLessExpensesAmt0466508
IRS990/PYTotalExpensesAmt0231767
IRS990/PYTotalProfFndrsngExpnsAmt0115500
IRS990/PYTotalRevenueAmt0698275
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0107144
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0237035
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0498067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0481885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0101996
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01081948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02610
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02610
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01081948
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0498067
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0481885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0101996
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01081948
IRS990ScheduleA/TotalSupportAmt01084558
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt04315
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01003
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05318
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04315
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0219558
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt061
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BRIDGERLAND TECHNICAL COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UINTAH BASIN TECHNICAL COLLEGE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01301 NORTH 600 WEST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1450 N 2000 W
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOGAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1VERNAL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0UT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1UT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd084321
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd184078
IRS990ScheduleI/Total501c3OrgCnt05
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMY OAKS LONG KRISTEN OAKS MEMBER MEMBER FAMILY RELATIONSHIP MARLO OAKS AMY OAKS LONG MEMBER MEMBER FAMILY RELATIONSHIP KRISTEN OAKS MARLO OAKS MEMBER MEMBER FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DIDN'T COMPENSATE ANY TOP MANAGEMENT OFFICIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER EMPLOYEES' COMPENSATION WAS BASED ON PREVAILING WAGE RATES IN THE AREA FOR THE JOB DUTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUCH DOCUMENTS ARE AVAILABLE UP REQUEST JUST AS FORMS 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0251041
IRS990/TotalAssetsEOYAmt0343291
IRS990/TotalAssetsGrp/BOYAmt0251041
IRS990/TotalAssetsGrp/EOYAmt0343291
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0498067
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0106830
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038775
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0247928
IRS990/TotalFunctionalExpensesGrp/TotalAmt0393533
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt02409
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02409
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0251041
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0340882
IRS990/TotalProgramServiceExpensesAmt0247928
IRS990/TotalReportableCompFromOrgAmt067500
IRS990/TotalRevenueGrp/ExclusionAmt02610
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0500677
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0251041
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0343291
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

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