Oak Tree Foundation Inc

Analysis

Oak Tree Foundation Inc is a registered charity in United States, based in Forest Grove, OR. It received its IRS tax-exemption ruling in February 1995, 31 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending August 2023, Oak Tree Foundation Inc reported income of $2.5m and spending of $1.9m, leaving 25% of income unspent that year. Across the 5 years on record, from August 2019 to August 2023, income grew from $2.5m to $2.5m (+0.3%), an average of +0.1% a year. Over the whole period it spent 79% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Oak Tree Foundation Inc sits at the 84th percentile: it is larger than about 84% of them. Against every charity in United States with reported income it ranks in the 88th percentile, and in the 89th percentile within OR. Charities of a similar size with the same main cause include Fudan University Education Development Foundation ($2.5m), Sir Harold Acton Charitable TR ($2.5m) and Westhampton Day School ($2.5m).

On its Form 990 for the period ending August 2023, revenue came from program service revenue 96% of the total. At year end it held assets of $29.5m against liabilities of $30.3m, net assets of -$793k.