Civic Intelligence

Rock Oak Foundation

990PF • Fiscal year 2021 • EIN 85-3746433

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization Profile
1205 N Orange StreetWilmington, DE 19801

(877) 829-5500

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

78th percentile

25%

Faster asset growth than 78% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

3100%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$124,669

Up $24,669 (+25%) from 2020

Net Assets

Up

$124,669

Up $24,669 (+25%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin99th percentile

Revenue

Up

$3,200,147

Up $3,100,147 (+3100%) from 2020

Expenses

Up

$17,014

Up $17,014 from 2020

Net Income

Up

$3,183,133

Up $3,083,133 (+3083%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $100,000Liabilities 2020: $1Net Assets 2020: $100,0002020Assets 2021: $124,669Liabilities 2021: $1Net Assets 2021: $124,6692021Assets 2022: $2,935,519Liabilities 2022: $1Net Assets 2022: $2,935,5192022Assets 2023: $3,017,106Liabilities 2023: $1Net Assets 2023: $3,017,1062023Assets 2024: $2,910,463Liabilities 2024: $0Net Assets 2024: $2,910,4632024

Highlighted filing

2021

Assets$124,669
Liabilities$1
Net Assets$124,669
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $100,000Expenses 2020: $0Net Income 2020: $100,0002020Revenue 2021: $3,200,147Expenses 2021: $17,014Net Income 2021: $3,183,1332021Revenue 2022: $2,932,176Expenses 2022: $65,222Net Income 2022: $2,866,9542022Revenue 2023: $306,630Expenses 2023: $250,850Net Income 2023: $55,7802023Revenue 2024: $143,051Expenses 2024: $245,025Net Income 2024: -$101,9742024

Highlighted filing

2021

Revenue$3,200,147
Expenses$17,014
Net Income$3,183,133
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHOEBE CP BROKAWPresident-$0--
CHARLES B DAVIDSONVice President-$0--
PHOEBE CP BROKAWTreasurer-$0--
CHARLES B DAVIDSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Rock Oak Foundation
EIN
85-3746433
Phone
8778295500
Address
1205 N ORANGE STREET, WILMINGTON, DE 19801

Signing Officer

Name
Phoebe Cp Brokaw
Title
Member
Phone
8778295500
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Siegfried Advisory LLC
Address
1201 MARKET STREET STE 700, WILMINGTON, DE 19801
Preparer
Lindsay Faulstich CPA Mst
Phone
3029841800
Raw XML Appendix334 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.

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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010709
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0205
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PHOEBE CP BROKAW
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1THE STARRETT FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01205 N ORANGE STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11205 N ORANGE STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WILMINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WILMINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0DE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1DE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019801
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd119801
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0104217
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1989730
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0104217
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1989730
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,894 SHS DOW INC (SYMBOL: DOW)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1VARIOUS SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL & PROFESSIONAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011563
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt011563
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03158464
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER INCREASE/DECREASE - DIFFERENCE BETWEEN FMV AND COST BASIS OF SECURITIE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01326
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01326
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0THE STARRETT FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0PHOEBE CP BROKAW
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01205 N MARKET STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt11205 N MARKET STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WILMINGTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1WILMINGTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0DE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1DE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd019803
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd119803
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0125
TaxesSchedule/TaxesDetail/CategoryTxt0BUSINESS REGISTRATION FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0125
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHOEBE CP BROKAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum08778295500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROCK OAK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0853746433
ReturnHeader/Filer/PhoneNum08778295500
ReturnHeader/Filer/USAddress/AddressLine1Txt01205 N ORANGE STREET
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510378136
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIEGFRIED ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 MARKET STREET STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019801
ReturnHeader/PreparerPersonGrp/PhoneNum03029841800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDSAY FAULSTICH CPA MST
ReturnHeader/ReturnTs02022-05-16T10:51:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHOEBE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CP BROKAW
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$124,669
Liabilities
$1
Net assets
$124,669
Revenue
$3,200,147
Expenses
$17,014
Net income
$3,183,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.14$0.25$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.31$0.25$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$2.93$0.07$2.87
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$3.20$0.02$3.18
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.10$0.00$0.10