Civic Intelligence

Blumenthal Foundation

EIN 83-3645758 • Oklahoma City, OK

Pub. 78 Eligible
7004 N Country Club PlOklahoma City, OK 73116
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

80th percentile

44%

Faster revenue growth than 80% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,042,400

Up $599,225 (+25%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$3,042,400

Up $599,225 (+25%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

Up

$611,130

Up $574,222 (+1556%) from 2023

Expenses

Down

$11,180

Down $28,124 (-72%) from 2023

Net Income

Up

$599,950

Up $602,346 (+25140%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $2,475,562Liabilities 2019: $1Net Assets 2019: $2,475,5622019Assets 2020: $2,392,884Liabilities 2020: $1Net Assets 2020: $2,392,8842020Assets 2021: $2,369,345Liabilities 2021: $1Net Assets 2021: $2,369,3452021Assets 2022: $2,445,573Liabilities 2022: $1Net Assets 2022: $2,445,5732022Assets 2023: $2,443,175Liabilities 2023: $1Net Assets 2023: $2,443,1752023Assets 2024: $3,042,400Liabilities 2024: $0Net Assets 2024: $3,042,4002024

Highlighted filing

2024

Assets$3,042,400
Liabilities$0
Net Assets$3,042,400
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $2,579,728Expenses 2019: $104,166Net Income 2019: $2,475,5622019Revenue 2020: $44Expenses 2020: $82,637Net Income 2020: -$82,5932020Revenue 2021: $5Expenses 2021: $23,543Net Income 2021: -$23,5382021Revenue 2022: $295,313Expenses 2022: $219,085Net Income 2022: $76,2282022Revenue 2023: $36,908Expenses 2023: $39,304Net Income 2023: -$2,3962023Revenue 2024: $611,130Expenses 2024: $11,180Net Income 2024: $599,9502024

Highlighted filing

2024

Revenue$611,130
Expenses$11,180
Net Income$599,950
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,042,400
Liabilities
$0
Net assets
$3,042,400
Revenue
$611,130
Expenses
$11,180
Net income
$599,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.61$0.01$0.60
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.04$0.04$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.30$0.22$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.00$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.00$0.08$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$2.58$0.10$2.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 3, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI BLUMENTHALDirectorPT$0--
JEFF BLUMENTHALDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Blumenthal Foundation
EIN
83-3645758
Phone
4054125584
Address
7004 N COUNTRY CLUB PL, OKLAHOMA CITY, OK 73116

Signing Officer

Name
Lori Blumenthal
Title
Director
Signed
2025-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Olson Neaves & Company PC
Address
1900 NW Expressway Ste 910, Oklahoma City, OK 73118
Preparer
Michele Autrey CPA
Phone
4058424418
Raw XML AppendixShowing 400 of 419 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01,717.925 SHS CAPITAL WORLD GROWTH & INC FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12,871.343 SHS INVESTMENT CO AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,500 SHS IRON MOUNTAIN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31,863 SHS KENVUE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4262,438 SHS ALLSPRING TREASURY PLUS MONEY MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5705.52 SHS ALLSPRING TREASURY PLUS MONEY MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6175,000 SHS ALLSPRING TREASURY PLUS MONEY MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc746,556.48 SHS ALLSPRING TREASURY PLUS MONEY MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc850,000 SHS ALLSPRING TREASURY PLUS MONEY MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc910,000 SHS ALLSPRING TREASURY PLUS MONEY MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc107,000 SHS ALLSPRING TREASURY PLUS MONEY MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11140 SHS SPDR S&P 500 TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12110 SHS SPDR S&P 500 TRUST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LORI BLUMENTHAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEFF BLUMENTHAL
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,717.925 SHS CAPITAL WORLD GROWTH & INC FD CL A
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc21,500 SHS IRON MOUNTAIN INC
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4250 SHS SPDR S&P 500 TRUST ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-06-07
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LandEtcSchedule2/LandEtcGrp/BookValueAmt02178520
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUMENTHAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BLUM
ReturnHeader/Filer/EIN0833645758

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