Civic Intelligence

Oak Ridge Foundation

990 • Fiscal year 2023 • EIN 85-3183278

Oct 01, 2022 to Sep 30, 2023 • Filed on Jun 10, 2024

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

70th percentile

15%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,368,613

Up $554,692 (+15%) from 2022

Net Assets

Up

$4,367,042

Up $554,796 (+15%) from 2022

Liabilities

Down

$1,571

Down $104 (-6.2%) from 2022

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin94th percentile

Revenue

Down

$813,331

Down $589,720 (-42%) from 2022

Expenses

Up

$258,535

Up $236,269 (+1061%) from 2022

Net Income

Down

$554,796

Down $825,989 (-60%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2023

Assets$4,368,613
Liabilities$1,571
Net Assets$4,367,042
Open 2023 Filing

Operations Trend

Revenue Growth8th 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

2023

Revenue$813,331
Expenses$258,535
Net Income$554,796
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jun 10, 2024
Return Version
2022v5.0
Gross Receipts
$4,769,792
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
Savings and Temporary Cash Investments$700,931$3,256,839▲ $2,555,908
Investments in Publicly Traded Securities$1,292,577--
Pledges and Grants Receivable$1,400,000$700,000▼ $700,000
Cash and Non-Interest-Bearing Accounts$419,804$411,125▼ $8,679
Prepaid Expenses and Deferred Charges$609$649▲ $40
Total Assets$3,813,921$4,368,613▲ $554,692
Liabilities
Accounts Payable and Accrued Expenses$1,675$1,571▼ $104
Total Liabilities$1,675$1,571▼ $104
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,600,000$4,079,000▲ $479,000
Net Assets Without Donor Restrictions$212,246$288,042▲ $75,796
Total Net Assets Fund Balance$3,812,246$4,367,042▲ $554,796
Total Liabilities and Net Assets / Fund Balance$3,813,921$4,368,613▲ $554,692
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Robert Van HookChairman
James RobertoPresident
Jeff Smith- Thru 32823Director
Mark KeckDirector
Nicole PorterDirector
William StairDirector
Sylvia DavisSecretary & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$700,000
Program Service Revenue
$0
Investment Income
$113,331
Other Revenue
$0
All Other Contributions
$700,000
Change in Net Assets
$554,796

Audited Revenue Reconciliation

Revenue per Audited Statements
$813,331
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$813,331
Total Revenue per Form 990
$813,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$221,000
Other Expenses$37,535
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$221,000--$221,000
Fees for Services Legal-$27,778-$27,778
Fees for Services Accounting-$6,500-$6,500
Insurance-$2,433-$2,433
Information Technology-$799-$799
Office Expenses-$13-$13
Other Expenses-$12-$12
Total Functional Expenses$221,000$37,535$0$258,535

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$258,535
Total Expenses per Audited Statements$258,535
Total Expenses per Form 990$258,535
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ut Battelle Development CorporationOak Ridge, TN501c (3)Stem Education and Outreach$221,000
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
2024-06-10
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
8

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“SAME AS PRIOR YEAR”

Financial Statement Notes

PART X, LINE 2:

“The foundation follows financial accounting standards board 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 processes, 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. The foundation has not recognized any tax related interest or penalties in the accompanying financial statements. The foundation files a u.s. Federal information tax return annually.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD 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 PROCESSES, 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. THE FOUNDATION HAS NOT RECOGNIZED ANY TAX RELATED INTEREST OR PENALTIES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION FILES A U.S. FEDERAL INFORMATION TAX RETURN ANNUALLY.
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0813331
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0258535
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0221000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C (3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0STEM EDUCATION AND OUTREACH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UT BATTELLE DEVELOPMENT CORPORATION
IRS990ScheduleI/RecipientTable/RecipientEIN0621867598
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01201 OAK RIDGE TURNPIKE 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAK RIDGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd037830
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTIONS DECIDES WHO RECEIVES THE FUNDS, FOLLOWING THE DONOR'S INTENT IF RESTRICTIONS HAVE BEEN PLACED ON THE FUNDS. ONCE FUNDS ARE APPROVED FOR DISTRIBUTION BY THE BOARD, THE BOARD RECEIVES PROGRESS REPORTS FROM THE GRANTEE. THE SECRETARY/TREASURER IS RESPONSIBLE FOR REVIEWING PAYMENT REQUESTS AND DISTRIBUTING FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
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/ExplanationTxt4SAME AS PRIOR YEAR
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03813921
IRS990/TotalAssetsEOYAmt04368613
IRS990/TotalAssetsGrp/BOYAmt03813921
IRS990/TotalAssetsGrp/EOYAmt04368613
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0700000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037535
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0221000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0258535
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01675
IRS990/TotalLiabilitiesEOYAmt01571
IRS990/TotalLiabilitiesGrp/BOYAmt01675
IRS990/TotalLiabilitiesGrp/EOYAmt01571
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03812246
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04367042
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0221000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0113331
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0813331
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03813921
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04368613
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01201 OAK RIDGE TURNPIKE 100
IRS990/USAddress/CityNm0OAK RIDGE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037830
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES B ROBERTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08655467311
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-10
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-06-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK B WATERS CPA
ReturnHeader/ReturnTs02024-06-12T14:38:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERTO
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,368,613
Liabilities
$1,571
Net assets
$4,367,042
Revenue
$813,331
Expenses
$258,535
Net income
$554,796
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