Civic Intelligence

Oakpoint Charitable Foundation

990T • Fiscal year 2023 • EIN 82-1895023

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
co BerryDunn 51 Sawyer Road 610Waltham, MA 02453

(617) 965-5959

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

Latest loaded filing

2024

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

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

Latest loaded filing

2024

Revenue$2,276,291
Expenses$1,902,216
Net Income$374,075
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v7.0
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
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
2211 Congress St, Portland, ME 04102
Preparer
Joseph R Byrne
Phone
2077752387
Raw XML Appendix110 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.

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IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0171
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01205
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IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-6225
IRS990TScheduleA/TotalRentDeductionsAmt00
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IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-4848
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IRS990TScheduleA/UBIBeforeNOLDedAmt0-4848
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IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
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IRS990T/TotalPaymentsAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Jensen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06179655959
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ReturnHeader/Filer/EIN0821895023
ReturnHeader/Filer/PhoneNum06179655959
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ReturnHeader/Filer/USAddress/CityNm0Waltham
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004102
ReturnHeader/PreparerPersonGrp/PhoneNum02077752387
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph R Byrne
ReturnHeader/ReturnTs02024-11-13T13:49:07-06:00
ReturnHeader/ReturnTypeCd0990T
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 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
-
Net income
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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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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