Civic Intelligence

Oak Ridge Foundation

990 • Fiscal year 2021 • EIN 85-3183278

Oct 01, 2020 to Sep 30, 2021 • Filed on Jul 20, 2022

Organization ProfileN/A
1201 Oak Ridge Turnpike No 100Oak Ridge, TN 37830

(865) 546-7311

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

$2,425,000

No earlier filing loaded for comparison.

Net Assets

$2,425,000

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin100th percentile

Revenue

$2,425,000

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$2,425,000

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.

$6.0M$4.0M$2.0M$0Assets 2021: $2,425,000Liabilities 2021: $0Net Assets 2021: $2,425,0002021Assets 2022: $3,813,921Liabilities 2022: $1,675Net Assets 2022: $3,812,2462022Assets 2023: $4,368,613Liabilities 2023: $1,571Net Assets 2023: $4,367,0422023Assets 2024: $2,051,215Liabilities 2024: $1,707Net Assets 2024: $2,049,5082024

Highlighted filing

2021

Assets$2,425,000
Liabilities$0
Net Assets$2,425,000
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2021: $2,425,000Expenses 2021: $0Net Income 2021: $2,425,0002021Revenue 2022: $1,403,051Expenses 2022: $22,266Net Income 2022: $1,380,7852022Revenue 2023: $813,331Expenses 2023: $258,535Net Income 2023: $554,7962023Revenue 2024: $396,041Expenses 2024: $2,713,575Net Income 2024: -$2,317,5342024

Highlighted filing

2021

Revenue$2,425,000
Expenses$0
Net Income$2,425,000
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jul 20, 2022
Return Version
2020v4.2
Gross Receipts
$2,425,000
Mission and Program Overview

Mission

The foundation will support and foster scientific and educational endeavors aligned with the missions of oak ridge national laboratory (ornl") and the u.s. Department of energy ("doe") and the economic, energy and national security interests of the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable-$2,425,000-
Total Assets$0$2,425,000▲ $2,425,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$2,200,000▲ $2,200,000
Net Assets Without Donor Restrictions$0$225,000▲ $225,000
Total Net Assets Fund Balance$0$2,425,000▲ $2,425,000
Total Liabilities and Net Assets / Fund Balance$0$2,425,000▲ $2,425,000
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Robert Van HookChairman
James RobertoPresident
Nicole PorterDirector
William StairDirector
Sylvia DavisSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,425,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,425,000
Change in Net Assets
$2,425,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,425,000
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,425,000
Total Revenue per Form 990
$2,425,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The federal form 990 is reviewed by the president and treasurer prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“All board members are made aware to report any potential conflict of interest of themselves to the board and to report any potential conflict that they might suspect of others to the board.”

Form 990, Part VI, Section B, Line 15

“No salaries or wages paid during the year.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Oak Ridge Foundation
EIN
85-3183278
Phone
8655467311
Address
1201 OAK RIDGE TURNPIKE NO 100, OAK RIDGE, TN 37830

Signing Officer

Name
James B Roberto
Title
President
Phone
8655467311
Signed
2022-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James B Roberto
Formed
2020
Legal Domicile
Tn
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
2

Preparer

Firm
Lbmc Pc
Address
2095 LAKESIDE CENTRE WAY SUITE 220, KNOXVILLE, TN 37922
Preparer
Mark B Waters CPA
Phone
8656919000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation follows financial accounting standards board ("fasb") accounting standards codification ("asc") guidance for uncertainty in income taxes recognized in an entity's financial statements. This guidance prescribes a minimum probability threshold that a tax position must meet before a financial statement benefit is recognized. The minimum threshold is defined as a tax position that is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation process, based on the technical merits of the position. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than fifty percent likely of being realized upon ultimate settlement.”

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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,425,000
Liabilities
$0
Net assets
$2,425,000
Revenue
$2,425,000
Expenses
$0
Net income
$2,425,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.40$2.71$2.32
2023Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.81$0.26$0.55
2022Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$1.40$0.02$1.38
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$2.43$0.00$2.43