Civic Intelligence

Blumenthal Foundation

990PF • Fiscal year 2022 • EIN 83-3645758

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

74th percentile

26%

Higher net margin than 74% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

60th percentile

3.2%

Faster asset growth than 60% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

5906160%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,445,573

Up $76,228 (+3.2%) from 2021

Net Assets

Up

$2,445,573

Up $76,228 (+3.2%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin74th percentile

Revenue

Up

$295,313

Up $295,308 (+5906160%) from 2021

Expenses

Up

$219,085

Up $195,542 (+831%) from 2021

Net Income

Up

$76,228

Up $99,766 (+424%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2022

Assets$2,445,573
Liabilities$1
Net Assets$2,445,573
Open 2022 Filing

Operations Trend

Revenue Growth100th percentile

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

2022

Revenue$295,313
Expenses$219,085
Net Income$76,228
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th 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
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Olson Neaves & Company PC
Address
1900 NW Expressway Ste 910, Oklahoma City, OK 73118
Preparer
Forrest W Olson CPA
Phone
4058424418
Raw XML Appendix347 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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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JEFF LORI BLUMENTHAL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2JEFF LORI BLUMENTHAL
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt27004 N COUNTRY CLUB PLACE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1OKLAHOMA CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2OKLAHOMA CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd073116
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd173116
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd273116
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1100060
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt250042
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0100060
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt150042
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc02,285 SHS INVESTMENT CO AMERICA CLA ACUSIP: XXX-XX-XXXX
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1988 SHS CAPITAL WORLD GROWTH & INCOME FD INC CLASS ACUSIP: XXX-XX-XXXX
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-08-25
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12022-08-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01453
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11062
LandEtcSchedule2/LandEtcGrp/BookValueAmt01608495
LandEtcSchedule2/LandEtcGrp/BookValueAmt1629862
LandEtcSchedule2/LandEtcGrp/BookValueAmt2177503
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01609948
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1630924
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2177503
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01608495
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1629862
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt2177503
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt09099
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL & PROFESSIONAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt09099
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011100
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Net Intangible Assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011100
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REPAIRS & MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3EC COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PUBLIC RELATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PAYPAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6LANDSCAPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07484
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19234
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt218603
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3130450
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt424867
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5686
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt67331
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt72927
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8274
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07484
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19234
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt218603
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3130450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt424867
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5686
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt67331
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt72927
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8274
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt94925
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Rental Income - Noninvestment Property
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010629
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI BLUMENTHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731086123
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Olson Neaves & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 NW Expressway Ste 910
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oklahoma City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073118
ReturnHeader/PreparerPersonGrp/PhoneNum04058424418
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Forrest W Olson CPA
ReturnHeader/ReturnTs02023-05-10T14:42:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLUMENTHAL
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,445,573
Liabilities
$1
Net assets
$2,445,573
Revenue
$295,313
Expenses
$219,085
Net income
$76,228
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