Civic Intelligence

Gerald Oppenheimer Family Foundation

EIN 95-3957582 • Agoura Hills, CA

28632 Roadside Drive 143Agoura Hills, CA 91301
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.03x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

8th percentile

-42%

Higher net margin than 8% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

20%

Faster revenue growth than 66% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$18,293,745

Up $2,267,418 (+14%) from 2023

Liabilities

Down

$19,911

Down $169,727 (-90%) from 2023

Net Assets

Up

$18,273,834

Up $2,437,145 (+15%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin8th percentile

Revenue

Up

$745,482

Up $124,972 (+20%) from 2023

Expenses

Up

$1,062,026

Up $547,569 (+106%) from 2023

Net Income

Down

-$316,544

Down $422,597 (-398%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $15,696,871Liabilities 2011: $5,726,6832011Assets 2012: $15,568,453Liabilities 2012: $4,953,3212012Assets 2013: $16,908,781Liabilities 2013: $3,661,6142013Assets 2014: $17,195,747Liabilities 2014: $3,465,3892014Assets 2015: $16,032,655Liabilities 2015: $3,689,5262015Assets 2019: $15,569,168Liabilities 2019: $1,386,030Net Assets 2019: $14,183,1382019Assets 2020: $16,976,213Liabilities 2020: $1,108,700Net Assets 2020: $15,867,5132020Assets 2021: $17,884,847Liabilities 2021: $819,907Net Assets 2021: $17,064,9402021Assets 2022: $13,812,736Liabilities 2022: $498,269Net Assets 2022: $13,314,4672022Assets 2023: $16,026,327Liabilities 2023: $189,638Net Assets 2023: $15,836,6892023Assets 2024: $18,293,745Liabilities 2024: $19,911Net Assets 2024: $18,273,8342024

Highlighted filing

2024

Assets$18,293,745
Liabilities$19,911
Net Assets$18,273,834
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $469,918Expenses 2011: $934,727Net Income 2011: -$464,8092011Revenue 2012: $962,562Expenses 2012: $891,744Net Income 2012: $70,8182012Revenue 2013: $1,362,550Expenses 2013: $1,300,683Net Income 2013: $61,8672013Revenue 2014: $980,136Expenses 2014: $1,223,312Net Income 2014: -$243,1762014Revenue 2015: $924,607Expenses 2015: $994,309Net Income 2015: -$69,7022015Revenue 2019: $936,706Expenses 2019: $743,332Net Income 2019: $193,3742019Revenue 2020: $2,527,146Expenses 2020: $860,488Net Income 2020: $1,666,6582020Revenue 2021: $897,755Expenses 2021: $669,345Net Income 2021: $228,4102021Revenue 2022: $347,719Expenses 2022: $565,927Net Income 2022: -$218,2082022Revenue 2023: $620,510Expenses 2023: $514,457Net Income 2023: $106,0532023Revenue 2024: $745,482Expenses 2024: $1,062,026Net Income 2024: -$316,5442024

Highlighted filing

2024

Revenue$745,482
Expenses$1,062,026
Net Income-$316,544
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$18,293,745
Liabilities
$19,911
Net assets
$18,273,834
Revenue
$745,482
Expenses
$1,062,026
Net income
-$316,544
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.3$0.02$18.3$0.75$1.06$0.32
2023Detailed filing. Detailed filing data is available for this year.$16.0$0.19$15.8$0.62$0.51$0.11
2022Detailed filing. Detailed filing data is available for this year.$13.8$0.50$13.3$0.35$0.57$0.22
2021Detailed filing. Detailed filing data is available for this year.$17.9$0.82$17.1$0.90$0.67$0.23
2020Detailed filing. Detailed filing data is available for this year.$17.0$1.11$15.9$2.53$0.86$1.67
2019Detailed filing. Detailed filing data is available for this year.$15.6$1.39$14.2$0.94$0.74$0.19
2015Summary only. Only limited summary data is available for this year.$16.0$3.69$0.92$0.99$0.07
2014Summary only. Only limited summary data is available for this year.$17.2$3.47$0.98$1.22$0.24
2013Summary only. Only limited summary data is available for this year.$16.9$3.66$1.36$1.30$0.06
2012Summary only. Only limited summary data is available for this year.$15.6$4.95$0.96$0.89$0.07
2011Summary only. Only limited summary data is available for this year.$15.7$5.73$0.47$0.93$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN P PETTYPresident-$0--
WILLIAM OPPENHEIMERVice President-$0--
BROOKE OPPENHEIMERVice President-$0--
DOUG OPPENHEIMERVice President-$0--
PETER L FUNSTEN ESQSecretary-$0--
TRACEY BOLDEMANN-TATKINTreasurerPT$0--
SUSAN OPPENHEIMERDirector-$0--
BRADLEY R STRAATSMA MD JDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Gerald Oppenheimer Family Foundation
EIN
95-3957582
Phone
3102759389
Address
28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301

Signing Officer

Name
Stephen Petty
Title
President
Phone
3102759389
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
18500 VON KARMAN AVE 10TH FLOOR, IRVINE, CA 92612
Preparer
Brian Yacker
Phone
9492222999
Raw XML AppendixShowing 400 of 878 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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