Civic Intelligence

Patrick Oleary & Karen Yamasaki Charitable Foundation

EIN 83-4353848 • Scottsdale, AZ

6711 E Camelback Rd Unit 12Scottsdale, AZ 85251
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2026

Asset Growth

82nd percentile

28%

Faster asset growth than 82% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

0.0%

Faster revenue growth than 52% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$91,158

Up $20,000 (+28%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Up

$91,158

Up $20,000 (+28%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin86th percentile

Revenue

Flat

$50,000

Flat from 2024

Expenses

Up

$30,000

Up $1,494 (+5.2%) from 2024

Net Income

Down

$20,000

Down $1,494 (-7.0%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$100K$50K$0Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $16,417Liabilities 2021: $1Net Assets 2021: $16,4172021Assets 2022: $58,667Liabilities 2022: $1Net Assets 2022: $58,6672022Assets 2023: $49,664Liabilities 2023: $1Net Assets 2023: $49,6642023Assets 2024: $71,158Liabilities 2024: $1Net Assets 2024: $71,1582024Assets 2025: $91,158Liabilities 2025: $0Net Assets 2025: $91,1582025

Highlighted filing

2025

Assets$91,158
Liabilities$0
Net Assets$91,158
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

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

$60K$40K$20K$0-$20KRevenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $20,500Expenses 2021: $4,083Net Income 2021: $16,4172021Revenue 2022: $50,000Expenses 2022: $7,750Net Income 2022: $42,2502022Revenue 2023: $10,000Expenses 2023: $19,000Net Income 2023: -$9,0002023Revenue 2024: $50,000Expenses 2024: $28,506Net Income 2024: $21,4942024Revenue 2025: $50,000Expenses 2025: $30,000Net Income 2025: $20,0002025

Highlighted filing

2025

Revenue$50,000
Expenses$30,000
Net Income$20,000
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,158
Liabilities
$0
Net assets
$91,158
Revenue
$50,000
Expenses
$30,000
Net income
$20,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$91.2$0.00$91.2$50.0$30.0$20.0
2024Detailed filing. Detailed filing data is available for this year.$71.2$0.00$71.2$50.0$28.5$21.5
2023Detailed filing. Detailed filing data is available for this year.$49.7$0.00$49.7$10.0$19.0$9.00
2022Detailed filing. Detailed filing data is available for this year.$58.7$0.00$58.7$50.0$7.75$42.3
2021Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$20.5$4.08$16.4
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Apr 21, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick J OLearyDirectorPT$0--
Karen M YamasakiDirector-$0--
Anthony W OLearyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Patrick OLeary & Karen Yamasaki Charitable Foundation
EIN
83-4353848
In Care Of
% Patrick J OLeary
Phone
7047561276
Address
6711 E CAMELBACK RD UNIT 12, Scottsdale, AZ 85251

Signing Officer

Name
Patrick J OLeary OLeary
Title
Director
Signed
2025-04-21
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Patrick J OLeary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Karen M Yamasaki
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Anthony W OLeary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06711 E Camelback Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16711 E Camelback Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt224 Riverside Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0Unit 12
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt1Unit 12
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Scottsdale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Walpole
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt030000
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IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt058667
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IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt0150
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Patrick J OLeary
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06711 E Camelback Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0Unit 12
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Scottsdale
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085251
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Support of Equine Assisted Therapy Programs - Consulting & Advice to Non-Profit Equine Assisted Therapy Programs. Supported 4 Public Charity Programs
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support Charitable Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support Charitable Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support Charitable Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Support Charitable Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Arizona Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Bit of Hope Ranch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Shining Hope Farms
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Equuvation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05501 E Van Buren St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15001 CR Wood Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2332 Whippoorwill Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3255 Old Stagecoach Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Gastonia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Mount Holly
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Statesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085008

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