Oak Tree Foundation Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 2,413,570 | 2,892,342 | −478,772 | -9.6 | 0% |
| 2012 | 2,416,975 | 2,888,601 | −471,626 | -11.3 | 0% |
| 2013 | 2,445,644 | 2,861,708 | −416,064 | -12.9 | 0% |
| 2014 | 2,499,586 | 2,776,492 | −276,906 | -13.8 | 0% |
| 2015 | 2,458,705 | 2,734,220 | −275,515 | -15.7 | 0% |
| 2016 | 2,439,253 | 2,680,409 | −241,156 | -16.7 | 0% |
| 2017 | 2,123,885 | 2,417,238 | −293,353 | -19.7 | 0% |
| 2018 | 2,544,152 | 2,097,709 | 446,443 | -19.8 | 0% |
| 2019 | 2,533,500 | 2,061,384 | 472,116 | -17.6 | 0% |
| 2020 | 2,515,976 | 2,036,041 | 479,935 | -14.1 | 0% |
| 2021 | 2,467,715 | 1,985,926 | 481,789 | -10.1 | 0% |
| 2022 | 2,503,022 | 1,958,957 | 544,065 | -9.5 | 0% |
| 2023 | 2,541,414 | 1,901,754 | 639,660 | -5.0 | 0% |
In its most recent public year (2023), this organization brought in $639,660 more than it spent. Its liabilities exceeded its net assets — reserves were below zero (-5 months), up from -9.6 in 2011. 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
Oak Tree Foundation Inc's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works