Civic Intelligence

Oakpoint Charitable Foundation

EIN 82-1895023 • Waltham, MA

co BerryDunn 51 Sawyer Road 610Waltham, MA 02453
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

67th percentile

16%

Higher net margin than 67% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$189,268

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

78th percentile

33%

Faster revenue growth than 78% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$35,736,077

Up $3,619,846 (+11%) from 2023

Liabilities

Up

$4,999

Up $3,411 (+215%) from 2023

Net Assets

Up

$35,731,078

Up $3,616,435 (+11%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin67th percentile

Revenue

Up

$2,276,291

Up $1,395,545 (+158%) from 2023

Expenses

Up

$1,902,216

Up $25,509 (+1.4%) from 2023

Net Income

Up

$374,075

Up $1,370,036 (+138%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $22,994,650Liabilities 2018: $0Net Assets 2018: $22,994,6502018Assets 2019: $26,391,317Liabilities 2019: $1Net Assets 2019: $26,391,3172019Assets 2020: $25,728,278Liabilities 2020: $1Net Assets 2020: $25,728,2782020Assets 2021: $27,073,020Liabilities 2021: $1Net Assets 2021: $27,073,0202021Assets 2022: $26,503,745Liabilities 2022: $1Net Assets 2022: $26,503,7452022Assets 2023: $32,116,231Liabilities 2023: $1,588Net Assets 2023: $32,114,6432023Assets 2024: $35,736,077Liabilities 2024: $4,999Net Assets 2024: $35,731,0782024

Highlighted filing

2024

Assets$35,736,077
Liabilities$4,999
Net Assets$35,731,078
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $722,761Expenses 2018: $941,085Net Income 2018: -$218,3242018Revenue 2019: $1,161,717Expenses 2019: $1,392,276Net Income 2019: -$230,5592019Revenue 2020: $602,622Expenses 2020: $1,265,661Net Income 2020: -$663,0392020Revenue 2021: $2,761,676Expenses 2021: $1,416,934Net Income 2021: $1,344,7422021Revenue 2022: $1,286,740Expenses 2022: $1,856,015Net Income 2022: -$569,2752022Revenue 2023: $880,746Expenses 2023: $1,876,707Net Income 2023: -$995,9612023Revenue 2024: $2,276,291Expenses 2024: $1,902,216Net Income 2024: $374,0752024

Highlighted filing

2024

Revenue$2,276,291
Expenses$1,902,216
Net Income$374,075
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,736,077
Liabilities
$4,999
Net assets
$35,731,078
Revenue
$2,276,291
Expenses
$1,902,216
Net income
$374,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$2.28$1.90$0.37
2023Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$0.88$1.88$1.00
2022Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$1.29$1.86$0.57
2021Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$2.76$1.42$1.34
2020Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$0.60$1.27$0.66
2019Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$1.16$1.39$0.23
2018Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$0.72$0.94$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald ElumExectuive DirectorFT$145,710$43,558$189,268
Charles MeyerDirector, Vice PresidentPT$82,159$22,336$104,495
Andrew J MeyerDirector-$58,060$15,467$73,527
Kathryn GormanDirector-$0--
Julie JensenDirector, President-$0--
Ann BelznerDirector, Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Oakpoint Charitable Foundation
EIN
82-1895023
Phone
6179655959
Address
co BerryDunn 51 Sawyer Road 610, Waltham, MA 02453

Signing Officer

Name
Julie Jensen
Title
President/Director
Phone
6179655959
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
2211 Congress St, Portland, ME 04102
Preparer
Melissa Magoon CPA
Phone
2077752387
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