Oak Forest Retreat and Conference Center Inc

Analysis

Oak Forest Retreat and Conference Center Inc is a registered charity in United States, based in Frederic, WI. It received its IRS tax-exemption ruling in May 1999, 27 years ago. Its declared purposes cover religion-related, which this site groups under religion. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Oak Forest Retreat and Conference Center Inc reported income of $588k and spending of $674k, spending 115% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income fell from $607k to $588k (-3.1%), an average of -0.8% a year. The sharpest change came in the year to December 2021, when income rose by 43%. Over the whole period it spent 104% of the income it received.

Among 31,138 United States charities whose main cause is religion and that reported income, Oak Forest Retreat and Conference Center Inc sits at the 86th percentile: it is larger than about 86% of them. Against every charity in United States with reported income it ranks in the 73rd percentile, and in the 73rd percentile within WI. Charities of a similar size with the same main cause include Dallas Willard Ministries ($587k), Community Ministries Inc ($589k) and American Friends of Yeshivat Ohr Yerushalayim Inc ($587k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 28% and program service revenue 70% of the total. Other salaries and wages came to $247k. At year end it held assets of $1.5m against liabilities of $48k, net assets of $1.5m. It reported 22 employees.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.