Alvarium Foundation

990PF • Fiscal year 2021 • EIN 82-2397869

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 22, 2022

Organization Profile

5830 NW Expressway STE 340Oklahoma City, OK 73132

(405) 748-0830

Siviq Scores

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

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

85%

Higher net margin than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

67%

Faster asset growth than 87% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

73179%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets57th percentile

Assets

$21,555

Up $8,671 (+67%) from 2020

Net Assets

$21,555

Up $8,671 (+67%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin95th percentile

Revenue

$10,259

Up $10,245 (+73179%) from 2020

Expenses

Down

$1,588

Down $1,581 (-50%) from 2020

Net Income

$8,671

Up $11,826 (+375%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

Highlighted filing

2021

Assets$21,555

Liabilities$0

Net Assets$21,555

Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

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

Highlighted filing

2021

Revenue$10,259

Expenses$1,588

Net Income$8,671

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Feb 22, 2022
Return Version: 2021v4.1

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Charles Newcomb	President	-	$0	-	-
Alysa Newcomb	Vice President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Alvarium Foundation
EIN: 82-2397869
Address: 5830 NW Expressway STE 340, Oklahoma City, OK 73132

Signing Officer

Name: Charles C Newcomb
Title: Trustee
Phone: 4057480830
Signed: 2022-02-22
Discuss with paid preparer: No

Preparer

Firm: Newcomb Solutions LLC
Address: 5830 NW Expressway PMB 340, Oklahoma City, OK 73132
Preparer: Charles C Newcomb EA
Phone: 4057480830

Raw XML Appendix266 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Vista Brokerage
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	15
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	259
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	1500
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	10000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	10259
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	1306
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Alysa Newcomb
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Vice President
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	1500
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	The foundation operated a habitat for western European honeybees in central Oklahoma
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	53
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	53
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	250
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Olivet Baptist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	Pets and People Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Yukon
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1306
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	73132
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	10000
IRS990ScheduleB/GeneralRuleInd	0	X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Program Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	21
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	53
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd	0	00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	0
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Charles C Newcomb
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4057480830
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Alvarium Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	ALVA
ReturnHeader/Filer/EIN	0	822397869
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5830 NW Expressway STE 340
ReturnHeader/Filer/USAddress/CityNm	0	Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OK
ReturnHeader/Filer/USAddress/ZIPCd	0	73132
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	463570367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Newcomb Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5830 NW Expressway PMB 340
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	73132
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4057480830
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Charles C Newcomb EA
ReturnHeader/ReturnTs	0	2022-02-22T10:04:09-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Charles
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Newcomb
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $21,555
Liabilities: $0
Net assets: $21,555
Revenue: $10,259
Expenses: $1,588
Net income: $8,671

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$57.8	$0.00	$57.8	$23.1	$7.35	$15.8
2023Detailed filing. Detailed filing data is available for this year.	$42.1	$0.00	$42.1	$11.7	$2.86	$8.83
2022Detailed filing. Detailed filing data is available for this year.	$33.2	$0.00	$33.2	$13.7	$2.05	$11.7
2021Detailed filing. Detailed filing data is available for this year.	$21.6	$0.00	$21.6	$10.3	$1.59	$8.67
2020Detailed filing. Detailed filing data is available for this year.	$12.9	$0.00	$12.9	$0.01	$3.17	$3.16
2019Detailed filing. Detailed filing data is available for this year.	$16.0	$0.00	$16.0	$16.6	$1.07	$15.5
2018Detailed filing. Detailed filing data is available for this year.	$0.53	$0.00	$0.53	$0.00	$14.0	$14.0
2017Detailed filing. Detailed filing data is available for this year.	$14.5	$0.00	$14.5	$17.0	$2.23	$14.8