BEducationEIN: 931159383· Ruling Year: 1995

Oak Tree Foundation Inc

Forest Grove, Oregon

CHealth Score
35C

Financial Health Score

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

Below Average

How This Organization Compares

Compared to 4 peers in Education with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org-0.42×
Peer Median20.77×
💰
$2.5M
Total Revenue
📊
$1.9M
Total Expenses
🏦
-$793K
Net Assets
📋
$30.3M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+1.5%
Year-over-year change (2022 → 2023)
Net Margin
+25.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
-0.42
Net assets divided by total expenses
Liabilities-to-Assets
102.7%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$2,541,4142%$1,901,7543%$29,546,38010%
2022$2,503,0221%$1,958,9571%$26,808,2663%
2021$2,467,7152%$1,985,9262%$27,615,8461%
2020$2,515,9761%$2,036,0411%$27,379,355
2019$2,533,500$2,061,3842%$27,376,6171%
2018$2,544,15220%$2,097,70913%$27,533,274
2017$2,123,88513%$2,417,23810%$27,604,5533%
2016$2,439,2531%$2,680,4092%$28,562,9122%
2015$2,458,7052%$2,734,2202%$29,066,4642%
2014$2,499,5862%$2,776,4923%$29,708,3781%
2013$2,445,6441%$2,861,7081%$29,939,6641%
2012$2,416,975$2,888,601$30,321,4561%
2011$2,413,570$2,892,342$30,581,626

Frequently Asked Questions

What does Oak Tree Foundation Inc do?

Oak Tree Foundation Inc is a education nonprofit organization based in Oregon. It is classified under NTEE code B80Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Oak Tree Foundation Inc financially healthy?

Based on our 9-metric Financial Health Score model, Oak Tree Foundation Inc has a score of 35/100 (Grade: C). 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 Oak Tree Foundation Inc generate?

Oak Tree Foundation Inc reports $2.6M in annual revenue and holds $29.8M in total assets, based on IRS filings.

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