Civic Intelligence

Oatey Foundation

EIN 86-6314738 • Cleveland, OH

20600 Emerald ParkwayCleveland, OH 44135
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

34th percentile

-0.8%

Higher net margin than 34% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

27th percentile

-2.0%

Faster asset growth than 27% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,564,436

Down $133,904 (-2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$6,564,436

Down $133,904 (-2.0%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin34th percentile

Revenue

Down

$734,891

Down $1,191,257 (-62%) from 2023

Expenses

Up

$740,857

Up $99,009 (+15%) from 2023

Net Income

Down

-$5,966

Down $1,290,266 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,441,652Liabilities 2010: $200Net Assets 2010: $1,441,4522010Assets 2011: $1,454,243Liabilities 2011: $0Net Assets 2011: $1,454,2432011Assets 2012: $1,482,407Liabilities 2012: $12012Assets 2013: $1,642,071Liabilities 2013: $02013Assets 2014: $1,934,137Liabilities 2014: $0Net Assets 2014: $1,934,1372014Assets 2015: $4,128,871Liabilities 2015: $0Net Assets 2015: $4,128,8712015Assets 2016: $4,158,913Liabilities 2016: $0Net Assets 2016: $4,158,9132016Assets 2017: $4,866,903Liabilities 2017: $0Net Assets 2017: $4,866,9032017Assets 2018: $5,415,061Liabilities 2018: $0Net Assets 2018: $5,415,0612018Assets 2019: $5,226,763Liabilities 2019: $0Net Assets 2019: $5,226,7632019Assets 2020: $5,981,019Liabilities 2020: $0Net Assets 2020: $5,981,0192020Assets 2021: $6,555,887Liabilities 2021: $0Net Assets 2021: $6,555,8872021Assets 2022: $6,025,087Liabilities 2022: $0Net Assets 2022: $6,025,0872022Assets 2023: $6,698,340Liabilities 2023: $0Net Assets 2023: $6,698,3402023Assets 2024: $6,564,436Liabilities 2024: $0Net Assets 2024: $6,564,4362024

Highlighted filing

2024

Assets$6,564,436
Liabilities$0
Net Assets$6,564,436
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $141,8152010Expenses 2011: $64,8232011Revenue 2012: $130,007Expenses 2012: $145,658Net Income 2012: -$15,6512012Revenue 2013: $244,579Expenses 2013: $92,971Net Income 2013: $151,6082013Revenue 2014: $386,753Expenses 2014: $166,004Net Income 2014: $220,7492014Revenue 2015: $4,241,869Expenses 2015: $312,988Net Income 2015: $3,928,8812015Revenue 2016: $597,373Expenses 2016: $579,200Net Income 2016: $18,1732016Revenue 2017: $1,260,522Expenses 2017: $550,879Net Income 2017: $709,6432017Revenue 2018: $1,933,080Expenses 2018: $766,443Net Income 2018: $1,166,6372018Revenue 2019: $1,485,672Expenses 2019: $1,107,628Net Income 2019: $378,0442019Revenue 2020: $1,630,840Expenses 2020: $885,499Net Income 2020: $745,3412020Revenue 2021: $1,341,871Expenses 2021: $754,131Net Income 2021: $587,7402021Revenue 2022: $69,668Expenses 2022: $599,858Net Income 2022: -$530,1902022Revenue 2023: $1,926,148Expenses 2023: $641,848Net Income 2023: $1,284,3002023Revenue 2024: $734,891Expenses 2024: $740,857Net Income 2024: -$5,9662024

Highlighted filing

2024

Revenue$734,891
Expenses$740,857
Net Income-$5,966
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,564,436
Liabilities
$0
Net assets
$6,564,436
Revenue
$734,891
Expenses
$740,857
Net income
-$5,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.73$0.74$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$1.93$0.64$1.28
2022Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.07$0.60$0.53
2021Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$1.34$0.75$0.59
2020Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$1.63$0.89$0.75
2019Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$1.49$1.11$0.38
2018Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$1.93$0.77$1.17
2017Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$1.26$0.55$0.71
2016Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.60$0.58$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$4.24$0.31$3.93
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.39$0.17$0.22
2013Summary only. Only limited summary data is available for this year.$1.64$0.00$0.24$0.09$0.15
2012Summary only. Only limited summary data is available for this year.$1.48$0.00$0.13$0.15$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM OATEYTrustee & President & Trea-$0--
NANCY MCMILLANTrustee & Secretary-$0--
GARY OATEYTrustee & Vice President-$0--
Filing and Contact Details

Filer

Filer Name
Oatey Foundation
EIN
86-6314738
Phone
2162677100
Address
20600 EMERALD PARKWAY, CLEVELAND, OH 44135

Signing Officer

Name
William Oatey
Title
Trustee & President
Phone
2162677100
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
200 PUBLIC SQUARE 19TH FLOOR, CLEVELAND, OH 44114
Preparer
Jeffrey W Barringer
Phone
2168753000
Raw XML AppendixShowing 400 of 628 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM OATEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY MCMILLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GARY OATEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE & PRESIDENT & TREA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE & VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt020600 EMERALD PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt120600 EMERALD PARKWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt220600 EMERALD PARKWAY
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