Oaktree Institute Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2015 | 165,960 | 118,104 | 47,856 | 7.2 | 0% |
| 2016 | 135,222 | 140,272 | −5,050 | 5.6 | 0% |
| 2017 | 118,290 | 124,588 | −6,298 | 5.7 | 0% |
| 2018 | 96,479 | 114,102 | −17,623 | 4.4 | 0% |
| 2019 | 120,473 | 130,290 | −9,817 | 2.9 | 0% |
| 2020 | 159,194 | 157,614 | 1,580 | 2.5 | 26% |
| 2021 | 192,653 | 197,436 | −4,783 | 1.7 | 0% |
| 2022 | 203,855 | 186,213 | 17,642 | 3.0 | 0% |
| 2023 | 202,784 | 215,759 | −12,975 | 1.8 | 0% |
In its most recent public year (2023), this organization spent $12,975 more than it brought in. Its reserves stood at about 1.8 months of spending, down from 7.2 in 2015. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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