Civic Intelligence

Amber Oak Foundation

EIN 83-4113853 • Wilmington, DE

Pub. 78 Eligible
Foundation Source 501 Silverside RdWilmington, DE 19809-1377
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

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Asset Growth

46th percentile

1.4%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Assets

Up

$4,301,454

Up $37,259 (+0.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$4,301,454

Up $37,259 (+0.9%) from 2023

Revenue

Up

$237,707

Up $68,423 (+40%) from 2023

Expenses

Up

$200,448

Up $114,928 (+134%) from 2023

Net Income

Down

$37,259

Down $46,505 (-56%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $7,192,849Liabilities 2019: $02019Assets 2020: $4,864,164Liabilities 2020: $1Net Assets 2020: $4,864,1642020Assets 2021: $4,684,302Liabilities 2021: $1Net Assets 2021: $4,684,3022021Assets 2022: $4,180,431Liabilities 2022: $1Net Assets 2022: $4,180,4312022Assets 2023: $4,264,195Liabilities 2023: $1Net Assets 2023: $4,264,1952023Assets 2024: $4,301,454Liabilities 2024: $0Net Assets 2024: $4,301,4542024

Highlighted filing

2024

Assets$4,301,454
Liabilities$0
Net Assets$4,301,454

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2019: $7,206,661Expenses 2019: $13,812Net Income 2019: $7,192,8492019Revenue 2020: -$1,162,600Expenses 2020: $1,166,085Net Income 2020: -$2,328,6852020Revenue 2021: $248,950Expenses 2021: $428,812Net Income 2021: -$179,8622021Revenue 2022: -$289,891Expenses 2022: $217,161Net Income 2022: -$507,0522022Revenue 2023: $169,284Expenses 2023: $85,520Net Income 2023: $83,7642023Revenue 2024: $237,707Expenses 2024: $200,448Net Income 2024: $37,2592024

Highlighted filing

2024

Revenue$237,707
Expenses$200,448
Net Income$37,259

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessica S Blommer O'MalleyDirector-$0--
Ann Story Blommer-O'MalleyDir, Co- Pres, Sec, Treas-$0--
Callaghan Mackenzie GarciaDirector-$0--
Thomas John O'MalleyCo- Pres, Director-$0--
Filing and Contact Details

Filer

Filer Name
Amber Oak Foundation
EIN
83-4113853
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Ann Story Bloomer-O'Malley
Title
Co-President
Phone
8008391754
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61PAYPAL HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PETROLEO BRASILEIRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64QUANTA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66RITHM CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ROLLS ROYCE GRP PLC S/ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ROYALTY PHARMA CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SEABRIDGE GOLD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SILVERCREST METALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SPROTT GOLD MINERS TR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SPROTT JUNIOR GOLD MINERS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74STELLANTIS ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SYMBOTIC INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TRANSMEDICS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77UIPATH ORD SHS CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79UNITY SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80USD CAPITAL SOUTHWEST CORPORAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VANGUARD EMERGING MARKETS STOC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VANGUARD INDEX TR VANGUARD TOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VANGUARD INFL-PROTECTED SECS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VANGUARD SHORT TERM INFLATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VANGUARD SHORT TERM INVESTMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VICTORIA GOLD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VOLKSWAGEN AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WESTERN UNION CO
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0388000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1202500
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0LAND-2400 ROCK CRE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1LAND-3200 ROCK CRE
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0388000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1202500
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0388000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt1202500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt051163
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt224296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACK STONE MINERALS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ENTERPRISE PRODUCTS PARTNERS L
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2WESTLAKE CHEMICAL PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt050074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt144016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt239193
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt086310
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0158479
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01708
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1SEC 751 GAIN ON SALE ENERGY TRANSFER LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt04898
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-15306
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt11618
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0251395
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-13688
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0237707
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0158479
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0167000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0167000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt086310
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt086310
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt037259
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03738398
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01708
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01708
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0158479
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0243550
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt021446
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03370
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt024874
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04897
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-8790
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01563
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01563
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02911
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0188446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0200448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0251394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0237707
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021446
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07844
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03578301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0160097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0160097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03738398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEC 751 GAIN ON SALE OF PTSHP RECLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0158479
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt037259
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04301454
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04264195
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04301454
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0210357
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0210357
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0210357
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0213742
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03385
IRS990PF/DistributableAmountGrp/TotalTaxAmt03385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0114
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03500
IRS990PF/FMVAssetsEOYAmt04260102
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02408430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03399701
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03331758
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0590500
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0590500
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0590500
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0590500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt015507
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0106692
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0133283
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04264195
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04301454
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01249758
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0204561
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0204561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04264195
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04301454
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04260102
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00

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