Civic Intelligence

Oak Ridge Foundation

990 • Fiscal year 2022 • EIN 85-3183278

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 20, 2023

Organization ProfileN/A
1201 Oak Ridge Turnpike 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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

90th percentile

57%

Faster asset growth than 90% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-42%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,813,921

Up $1,388,921 (+57%) from 2021

Net Assets

Up

$3,812,246

Up $1,387,246 (+57%) from 2021

Liabilities

Up

$1,675

Up $1,675 from 2021

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin99th percentile

Revenue

Down

$1,403,051

Down $1,021,949 (-42%) from 2021

Expenses

Up

$22,266

Up $22,266 from 2021

Net Income

Down

$1,380,785

Down $1,044,215 (-43%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

2022

Assets$3,813,921
Liabilities$1,675
Net Assets$3,812,246
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

2022

Revenue$1,403,051
Expenses$22,266
Net Income$1,380,785
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 20, 2023
Return Version
2021v4.2
Gross Receipts
$1,403,051
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$1,400,000▼ $1,025,000
Investments in Publicly Traded Securities-$1,292,577-
Savings and Temporary Cash Investments-$700,931-
Cash and Non-Interest-Bearing Accounts-$419,804-
Prepaid Expenses and Deferred Charges-$609-
Total Assets$2,425,000$3,813,921▲ $1,388,921
Liabilities
Accounts Payable and Accrued Expenses-$1,675-
Total Liabilities$0$1,675▲ $1,675
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,200,000$3,600,000▲ $1,400,000
Net Assets Without Donor Restrictions$225,000$212,246▼ $12,754
Total Net Assets Fund Balance$2,425,000$3,812,246▲ $1,387,246
Total Liabilities and Net Assets / Fund Balance$2,425,000$3,813,921▲ $1,388,921
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,400,000
Program Service Revenue
$0
Investment Income
$3,051
Other Revenue
$0
All Other Contributions
$1,400,000
Change in Net Assets
$1,380,785

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,403,051
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,461
Total Revenue per Audited Statements
$1,409,512
Total Revenue per Form 990
$1,403,051
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,266
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$11,733-$11,733
Fees for Services Accounting-$6,900-$6,900
Insurance-$1,961-$1,961
Information Technology-$685-$685
Office Expenses-$360-$360
Other Expenses-$17-$17
Total Functional Expenses$0$22,266$0$22,266

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$22,266
Total Expenses per Audited Statements$22,266
Total Expenses per Form 990$22,266
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on 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 100, OAK RIDGE, TN 37830

Signing Officer

Name
James B Roberto
Title
President
Phone
8655467311
Signed
2023-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James B Roberto
Formed
2020
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
5
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.”

Raw XML Appendix338 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01675
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt01400000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0SYLVIA DAVIS
IRS990/BooksInCareOfDetail/PhoneNum08655467311
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01201 OAK RIDGE TURNPIKE
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAK RIDGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037830
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt0419804
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01400000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03051
IRS990/CYOtherExpensesAmt022266
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01380785
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt022266
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01403051
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0N/A
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02200000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03600000
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06900
IRS990/FeesForServicesAccountingGrp/TotalAmt06900
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt011733
IRS990/FeesForServicesLegalGrp/TotalAmt011733
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT VAN HOOK
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM STAIR
IRS990/Form990PartVIISectionAGrp/PersonNm2NICOLE PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFF SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK KECK
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES ROBERTO
IRS990/Form990PartVIISectionAGrp/PersonNm6SYLVIA DAVIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY & TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01403051
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0685
IRS990/InformationTechnologyGrp/TotalAmt0685
IRS990/InsuranceGrp/ManagementAndGeneralAmt01961
IRS990/InsuranceGrp/TotalAmt01961
IRS990/InvestmentIncomeGrp/ExclusionAmt03051
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03051
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01292577
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02425000
IRS990/NetAssetsOrFundBalancesEOYAmt03812246
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06461
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0225000
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0212246
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0360
IRS990/OfficeExpensesGrp/TotalAmt0360
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TAX AND LICENSE
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0610
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117
IRS990/OtherExpensesGrp/TotalAmt0610
IRS990/OtherExpensesGrp/TotalAmt117
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02425000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01400000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0609
IRS990/PrincipalOfficerNm0JAMES B ROBERTO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0N/A
IRS990/ProgSrvcAccomActy3Grp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02425000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02425000
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02425000
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01380785
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0700931
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01400000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02425000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03825000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03051
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03051
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt03825000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01400000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02425000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03825000
IRS990ScheduleA/TotalSupportAmt03828051
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt022266
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06461
IRS990ScheduleD/RevenueNotReportedAmt06461
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01403051
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt022266
IRS990ScheduleD/TotalRevenuePerForm990Amt01403051
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01409512
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt022266
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FEDERAL FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO SALARIES OR WAGES PAID DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02425000
IRS990/TotalAssetsEOYAmt03813921
IRS990/TotalAssetsGrp/BOYAmt02425000
IRS990/TotalAssetsGrp/EOYAmt03813921
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01400000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022266
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt022266
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01675
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01675
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02425000
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03812246
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03051
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01403051
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02425000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03813921
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES B ROBERTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08655467311
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK RIDGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKR
ReturnHeader/Filer/EIN0853183278
ReturnHeader/Filer/PhoneNum08655467311
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 OAK RIDGE TURNPIKE 100
ReturnHeader/Filer/USAddress/CityNm0OAK RIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037830
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621199757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LBMC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02095 LAKESIDE CENTRE WAY SUITE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KNOXVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037922
ReturnHeader/PreparerPersonGrp/PhoneNum08656919000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK B WATERS CPA
ReturnHeader/ReturnTs02023-02-23T07:55:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERTO
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,813,921
Liabilities
$1,675
Net assets
$3,812,246
Revenue
$1,403,051
Expenses
$22,266
Net income
$1,380,785
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