Civic Intelligence

Oakw Fund

990 • Fiscal year 2023 • EIN 88-4172468

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization ProfileN/A
PO Box 15845Washington, DC 20003

(202) 552-0221

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2023 filings • NTEE P • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

4th percentile

0.00x

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

2023 filings • NTEE P • $10M-$25M nonprofits • Source year 2023

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2023 filings • NTEE P • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2023 filings • NTEE P • $10M-$25M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets4th percentile

Assets

$7,057,258

No earlier filing loaded for comparison.

Net Assets

$7,057,258

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin98th percentile

Revenue

$15,314,767

No earlier filing loaded for comparison.

Expenses

$1,155,828

No earlier filing loaded for comparison.

Net Income

$14,158,939

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.

$8.0M$6.0M$4.0M$2.0M$0Assets 2023: $7,057,258Liabilities 2023: $0Net Assets 2023: $7,057,2582023Assets 2024: $6,239,168Liabilities 2024: $0Net Assets 2024: $6,239,1682024

Highlighted filing

2023

Assets$7,057,258
Liabilities$0
Net Assets$7,057,258
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Revenue 2023: $15,314,767Expenses 2023: $1,155,828Net Income 2023: $14,158,9392023Revenue 2024: $9,841,392Expenses 2024: $6,128,741Net Income 2024: $3,712,6512024

Highlighted filing

2023

Revenue$15,314,767
Expenses$1,155,828
Net Income$14,158,939
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$16,213,086
Mission and Program Overview

Mission

To engage in and advocate for economic and educational opportunities, public health, safety, and justice, and for strengthening civic engagement and democratic institutions and norms.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net-$6,213,086-
Cash and Non-Interest-Bearing Accounts-$598,291-
Savings and Temporary Cash Investments-$245,881-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$0$7,057,258▲ $7,057,258
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$7,057,258-
Total Net Assets Fund Balance$0$7,057,258▲ $7,057,258
Total Liabilities and Net Assets / Fund Balance$0$7,057,258▲ $7,057,258
Compensation and Service Providers
Top Officer Pay11th percentile

Board Members and Trustees

NameTitle
Lisa Minsky-PrimusPresident
Yaron MinskySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$8,000,000
Program Service Revenue
$0
Investment Income
$7,314,767
Other Revenue
$0
All Other Contributions
$8,000,000
Change in Net Assets
$14,158,939

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Secur Prtnrshp Trust Intrsts1$8,000,000Market
Total Noncash Contributions1$8,000,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,135,000
Other Expenses$20,828
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,135,000--$1,135,000
Fees for Services Legal-$12,653-$12,653
Fees for Services Accounting-$8,000-$8,000
Other Expenses-$175-$175
Total Functional Expenses$1,135,000$20,828$0$1,155,828
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sixteen Thirty FundWashington, DC501(c)(4)Pipeline Fund: Training$540,000
League of Conservation VotersWashington, DC501(c)(4)General Support$330,000
Organizing Empowerment ProjMcFarland, WI501(c)(4)General Support$250,000
Bend the Arc Jewish ActionWashington, DC501(c)(4)General Support$15,000
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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 A, Line 2

“Lisa Minsky-Primus and Yaron Minsky are married.”

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

“Form 990 is provided to the governing body and legal counsel for review and approval prior to filing.”

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

“Board members must disclose any potential conflict of interest.”

Form 990, Part VI, Section C, Line 19

“No other documents made available.”

Filing and Contact Details

Filer

Filer Name
Oakw Fund
EIN
88-4172468
Address
PO Box 15845, Washington, DC 20003

Signing Officer

Name
Lisa Minsky-Primus
Title
President
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Minsky-Primus
Formed
2022
Legal Domicile
De
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
MBA Consulting Group
Address
611 Pennsylvania Ave SE Num 143, Washington, DC 20003
Preparer
Steve Mele
Phone
2025520221
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Recognition of sale of donated asset = -$7101681”

Raw XML Appendix389 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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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0Bank Fees
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IRS990ScheduleI/RecipientTable/CashGrantAmt2250000
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Pipeline Fund: Training
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Bend the Arc Jewish Action
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1League of Conservation Voters
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Organizing Empowerment Proj
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Sixteen Thirty Fund
IRS990ScheduleI/RecipientTable/RecipientEIN0460539726
IRS990ScheduleI/RecipientTable/RecipientEIN1521733698
IRS990ScheduleI/RecipientTable/RecipientEIN2842852380
IRS990ScheduleI/RecipientTable/RecipientEIN3264486735
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02027 MA Ave NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1740 15th Street NW 7th Floor
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 288
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31201 Connecticut Ave NW
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3DC
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0OAKW FUND CONDUCTS THOROUGH DUE DILIGENCE IN ADVANCE OF FUNDING, INCLUDING A REVIEW OF THE GROUP'S TAX-EXEMPT STATUS AND WHETHER THE GRANT WOULD ADVANCE OAKW FUND'S MISSION. ALL GRANTS ARE SUBJECT TO A WRITTEN GRANT AGREEMENT THAT INCLUDES REPORTING OBLIGATIONS, REQUIRES FUNDS BE USED CONSISTENT WITH APPROPRIATE FUNDING RESTRICTIONS AND TAX EXEMPT STATUS AND REQUIRES THAT FUNDS BE RETURNED IF NOT SPENT APPROPRIATELY OR IF REPORTS ARE NOT FILED AS REQUIRED.
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IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt04
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IRS990ScheduleM/SecurPrtnrshpTrustIntrstsGrp/NoncashContributionsRptF990Amt08000000
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Lisa Minsky-Primus and Yaron Minsky are married.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is provided to the governing body and legal counsel for review and approval prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board members must disclose any potential conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No other documents made available.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Recognition of sale of donated asset = -$7101681
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0OakW Holdings LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0911912998
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IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0Dover
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Minsky-Primus
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
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ReturnHeader/PreparerPersonGrp/PhoneNum02025520221
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve Mele
ReturnHeader/ReturnTs02024-05-14T08:07:20-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Minsky-Primus
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$7,057,258
Liabilities
$0
Net assets
$7,057,258
Revenue
$15,314,767
Expenses
$1,155,828
Net income
$14,158,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$9.84$6.13$3.71
2023Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$15.3$1.16$14.2