Civic Intelligence

Blumenthal Foundation

990PF • Fiscal year 2019 • EIN 83-3645758

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 27, 2020

Organization Profile
7004 N Country Club PlOklahoma City, OK 73116

(405) 412-5584

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$2,475,562

No earlier filing loaded for comparison.

Net Assets

$2,475,562

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

$2,579,728

No earlier filing loaded for comparison.

Expenses

$104,166

No earlier filing loaded for comparison.

Net Income

$2,475,562

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets$2,475,562
Liabilities$1
Net Assets$2,475,562
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$2,579,728
Expenses$104,166
Net Income$2,475,562
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI BLUMENTHALDirector-$0--
JEFF BLUMENTHALDirector-$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
2020-03-27
Discuss with paid preparer
Yes

Preparer

Firm
Olson Neaves & Company PC
Address
1900 NW Expressway Ste 600, Oklahoma City, OK 73118-1835
Preparer
Forrest W Olson CPA
Phone
4058424418
Raw XML Appendix277 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15534
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt27259
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03782
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08545
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15534
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27259
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33782
TaxesSchedule/TaxesDetail/Amt05015
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05015
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI BLUMENTHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUMENTHAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BLUM
ReturnHeader/Filer/EIN0833645758
ReturnHeader/Filer/PhoneNum04054125584
ReturnHeader/Filer/USAddress/AddressLine1Txt07004 N COUNTRY CLUB PL
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731086123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Olson Neaves & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 NW Expressway Ste 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731181835
ReturnHeader/PreparerPersonGrp/PhoneNum04058424418
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Forrest W Olson CPA
ReturnHeader/ReturnTs02020-04-27T05:13:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,475,562
Liabilities
$1
Net assets
$2,475,562
Revenue
$2,579,728
Expenses
$104,166
Net income
$2,475,562
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