TPhilanthropy, Voluntarism & GrantmakingEIN: 954506950· Ruling Year: 1995

Oak Tree Charitable Foundation

Arcadia, California

CHealth Score
42C

Financial Health Score

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

Below Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org11.97×
Peer Median18.82×
💰
$177K
Total Revenue
📊
$541K
Total Expenses
🏦
$6.5M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+10.0%
Year-over-year change (2022 → 2023)
Net Margin
-205.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.97
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$177,01210%$540,98813%$6,476,4388%
2022$160,92968%$479,3272%$7,010,5944%
2021$510,61757%$471,0719%$7,324,37924%
2020$326,0451%$432,41132%$5,890,7123%
2019$329,93041%$327,50639%$5,719,16114%
2015$234,74540%$534,114179%$5,008,9982%
2014$167,48127%$191,172240%$5,121,8308%
2013$132,32767%$56,22813%$4,731,17315%
2012$79,101$49,907$4,096,869

Frequently Asked Questions

What does Oak Tree Charitable Foundation do?

Oak Tree Charitable Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T20Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Oak Tree Charitable Foundation financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Oak Tree Charitable Foundation.

How much revenue does Oak Tree Charitable Foundation generate?

Revenue data for Oak Tree Charitable Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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