Oaktree Institute Inc

Analysis

Oaktree Institute Inc is a registered charity in United States, based in Tampa, FL. It received its IRS tax-exemption ruling in September 2013, 13 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, Oaktree Institute Inc reported income of $203k and spending of $216k, spending 106% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income grew from $120k to $203k (+68%), an average of +14% a year. The sharpest change came in the year to December 2020, when income rose by 32%. Over the whole period it spent 101% of the income it received.

Among 31,138 United States charities whose main cause is religion and that reported income, Oaktree Institute Inc sits at the 66th percentile: it is larger than about 66% of them. Against every charity in United States with reported income it ranks in the 54th percentile, and in the 58th percentile within FL. Charities of a similar size with the same main cause include Sikh Sadh-Sangat Inc ($203k), Word Christian Broadcasting Inc ($203k) and Edens Child Foundation ($203k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 49% and program service revenue 51% of the total. At year end it held assets of $37k against liabilities of $4,163, net assets of $33k.