Civic Intelligence

Amateur Athletic Union of the United States Inc

990 • Fiscal year 2023 • EIN 83-2393408

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 10, 2024

Organization Profile43OAKFOUNDATION.ORG
832 W 65th Avenue Floor 1Philadelphia, PA 19126

(212) 457-6216

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

15th percentile

-37%

Faster asset growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

67%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$52,309

Down $30,943 (-37%) from 2022

Net Assets

Down

$52,309

Down $30,943 (-37%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin26th percentile

Revenue

Up

$283,353

Up $113,306 (+67%) from 2022

Expenses

Up

$314,296

Up $160,669 (+105%) from 2022

Net Income

Down

-$30,943

Down $47,363 (-288%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$150K$100K$50K$0Assets 2021: $66,832Liabilities 2021: $0Net Assets 2021: $66,8322021Assets 2022: $83,252Liabilities 2022: $0Net Assets 2022: $83,2522022Assets 2023: $52,309Liabilities 2023: $0Net Assets 2023: $52,3092023Assets 2024: $117,207Liabilities 2024: $0Net Assets 2024: $117,2072024

Highlighted filing

2023

Assets$52,309
Liabilities$0
Net Assets$52,309
Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

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

$400K$200K$0-$200KRevenue 2021: $89,726Expenses 2021: $25,616Net Income 2021: $64,1102021Revenue 2022: $170,047Expenses 2022: $153,627Net Income 2022: $16,4202022Revenue 2023: $283,353Expenses 2023: $314,296Net Income 2023: -$30,9432023Revenue 2024: $371,055Expenses 2024: $306,157Net Income 2024: $64,8982024

Highlighted filing

2023

Revenue$283,353
Expenses$314,296
Net Income-$30,943
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 10, 2024
Return Version
2022v5.0
Gross Receipts
$344,647
Mission and Program Overview

Mission

To offer amateur sports programs through a volunteer base for all people to have the physical, mental, and moral development of amateur athletes and to promote good sportsmanship and good citizenship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$83,252$52,309▼ $30,943
Total Assets$83,252$52,309▼ $30,943
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,561$27,918▲ $12,357
Net Assets With Donor Restrictions$67,691$24,391▼ $43,300
Total Net Assets Fund Balance$83,252$52,309▼ $30,943
Total Liabilities and Net Assets / Fund Balance$83,252$52,309▼ $30,943
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Sean Grevy JrFounder/chair of Boards
Hinga VonjoVice Chair
Katherine KippenSecretary (beginning Feb 2023)
Joyce MarksSecretary (sept 22 - Feb 23)
Kalynda MartinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$283,097
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$256
All Other Contributions
$162,719
Change in Net Assets
$-30,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$314,296
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$46,056--$46,056
Advertising-$16,802-$16,802
Fees for Services Accounting-$9,100-$9,100
Insurance-$9,074-$9,074
Other Expenses$4,316$9,187-$4,316
All Other Expenses$838$150-$988
Fees for Services Legal-$350-$350
Total Functional Expenses$269,633$44,663$0$314,296
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$60,890
Fundraising Gross Income$60,890
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
3 Keys Cup$149,600$40,343$33,234$7,109
Golf Outing$31,668$20,547$998$19,549
Total Events$181,268$60,890$60,890$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
Annual disclosure for covered persons
No
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“The Foundation's founder and chair, Sean Grevy Jr., and the acting secretary for part of the year, Joyce Marks, have a family relationship.”

Form 990, Part VI, Section B, line 11B

“The Form 990 was prepared by the independent public accountant, reviewed by the volunteer bookkeeper and the Treasurer, and then distributed to the Chair and the board for their review and approval. Once all comments have been addressed, the return is filed with the IRS.”

Form 990, Part VI, Section B, line 15

“A process for determining compensation of the Foundation's top management official and other officers is not in effect as all of the mentioned individuals are volunteers and are therefore not compensated.”

Form 990, Part VI, Section C, line 19

“The governing documents, conflict of interest policy, and the financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
43 Oak Foundation
EIN
83-2393408
Phone
2124576216
Address
832 W 65TH AVENUE FLOOR 1, PHILADELPHIA, PA 19126

Signing Officer

Name
Sean Grevy Jr
Title
President
Phone
2124576216
Signed
2024-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Grevy Jr
Formed
2018
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
6

Preparer

Firm
Klatzkin & Company Llp
Address
1670 WHITEHORSE HAM SQ RD, HAMILTON, NJ 08690-3513
Preparer
Christopher S Maynard CPA
Phone
6098909189
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“The Foundation uses the modified cash basis of accounting.”

Form 990, Part XII, Line 2C

“The Foundation does not have a committee that takes responsibility for the reviewed financial statement. The entire board takes on that responsibility, relying on the skills of their volunteer bookkeeper.”

Financial Statement Notes

Part X, Line 2:

“The Foundation's federal exempt tax returns are subject to examination by the IRS, generally for three years after they were filed. The statute of limitations does not apply to unfiled returns. The Foundation believes that all required returns have been filed.”

Raw XML Appendix371 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation's federal exempt tax returns are subject to examination by the IRS, generally for three years after they were filed. The statute of limitations does not apply to unfiled returns. The Foundation believes that all required returns have been filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Foundation's founder and chair, Sean Grevy Jr., and the acting secretary for part of the year, Joyce Marks, have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 was prepared by the independent public accountant, reviewed by the volunteer bookkeeper and the Treasurer, and then distributed to the Chair and the board for their review and approval. Once all comments have been addressed, the return is filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A process for determining compensation of the Foundation's top management official and other officers is not in effect as all of the mentioned individuals are volunteers and are therefore not compensated.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents, conflict of interest policy, and the financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Foundation uses the modified cash basis of accounting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Foundation does not have a committee that takes responsibility for the reviewed financial statement. The entire board takes on that responsibility, relying on the skills of their volunteer bookkeeper.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/StatesWhereCopyOfReturnIsFldCd2NJ
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt083252
IRS990/TotalAssetsEOYAmt052309
IRS990/TotalAssetsGrp/BOYAmt083252
IRS990/TotalAssetsGrp/EOYAmt052309
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0283097
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044663
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0269633
IRS990/TotalFunctionalExpensesGrp/TotalAmt0314296
IRS990/TotalGrossUBIAmt0256
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt083252
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt052309
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0269633
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0283353
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0256
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt083252
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt052309
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt046056
IRS990/TravelGrp/TotalAmt046056
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012 JACOB DRIVE
IRS990/USAddress/CityNm0YARDLEY
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019067
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt043OAKFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN GREVY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02124576216
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt043 OAK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt043OA
ReturnHeader/Filer/EIN0832393408
ReturnHeader/Filer/PhoneNum02124576216
ReturnHeader/Filer/USAddress/AddressLine1Txt0832 W 65TH AVENUE FLOOR 1
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019126
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0210650289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KLATZKIN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01670 WHITEHORSE HAM SQ RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0086903513
ReturnHeader/PreparerPersonGrp/PhoneNum06098909189
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER S MAYNARD CPA
ReturnHeader/ReturnTs02024-07-10T08:38:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREVY JR
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,309
Liabilities
$0
Net assets
$52,309
Revenue
$283,353
Expenses
$314,296
Net income
-$30,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$3.71$3.06$0.65
2023Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$2.83$3.14$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.70$1.54$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.90$0.26$0.64