EHealth CareEIN: 871342579· Ruling Year: 2022

Oaktree Family Fund

Kennett Sq, Pennsylvania

BHealth Score
63B

Financial Health Score

Provisional

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 2 peers in Health Care with $1M-$10M revenue

💰
$30K
Total Revenue
📊
$29K
Total Expenses
🏦
$234K
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-88.0%
Year-over-year change (2022 → 2023)
Net Margin
+2.3%
Revenue minus expenses as % of revenue

Filing History

2 filings on record
YearRevenueExpensesAssets
2023$29,61588%$28,922110%$234,1793%
2022$246,455$13,789$226,808

Frequently Asked Questions

What does Oaktree Family Fund do?

Oaktree Family Fund is a health care nonprofit organization based in Pennsylvania. It is classified under NTEE code E12 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Oaktree Family Fund financially healthy?

Based on our 9-metric Financial Health Score model, Oaktree Family Fund has a score of 63/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Oaktree Family Fund generate?

Oaktree Family Fund reports $4.8M in annual revenue and holds $4.9M in total assets, based on IRS filings.

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