Oaktree Foundation Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 126,814 | 121,624 | 5,190 | 15.8 | — |
| 2012 | 142,662 | 146,144 | −3,482 | 12.8 | — |
| 2013 | 142,164 | 143,698 | −1,534 | 12.9 | — |
| 2014 | 158,152 | 160,694 | −2,542 | 11.4 | — |
| 2015 | 154,169 | 160,973 | −6,804 | 10.8 | — |
| 2016 | 148,133 | 144,416 | 3,717 | 12.4 | — |
| 2017 | 145,616 | 152,930 | −7,314 | 11.1 | — |
| 2018 | 152,793 | 155,472 | −2,679 | 10.7 | — |
| 2019 | 293,823 | 200,273 | 93,550 | 13.9 | 5% |
| 2020 | 199,268 | 202,193 | −2,925 | 13.6 | 5% |
| 2021 | 160,689 | 175,431 | −14,742 | 14.7 | 6% |
| 2022 | 299,846 | 191,711 | 108,135 | 20.2 | 6% |
| 2023 | 84,539 | 185,406 | −100,867 | 14.4 | — |
In its most recent public year (2023), this organization spent $100,867 more than it brought in. Its reserves stood at about 14.4 months of spending, down from 15.8 in 2011.
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
Oaktree 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