OAK TREE MINISTRIES

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

RAQUEL PATTERSON

Phone

2055218899

Tax Period

2025-01-01 to 2025-12-31

OAK TREE MINISTRIES, founded in 2015, is a small nonprofit in the Human Services sector that reported $744K in total revenue in fiscal year 2025. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $656K left a modest 12% surplus.

Mission

THE ORGANIZATION IS OPERATED PRIMARILY TO PROMOTE SOCIAL WELFARE THROUGH SERVICE INITIATIVES INTENDED TO RELIEVE THE POOR, DISTRESSED OR UNDERPRIVILEGED; ADVANCE RELIGION; ADVANCE EDUCATION; LESSEN NEIGHBORHOOD TENSIONS; ELIMINATE PREJUDICE AND DISCRIMINATION; DEFEND HUMAN AND CIVIL RIGHTS SECURED BY LAW; PROMOTE JUSTICE; AND COMBAT COMMUNITY DETERIORATION AND JUVENILE DELINQUENCY.

Program Service Accomplishments

Program 1

Expenses: $522,917 Revenue: $17,597

DURING THE YEAR, THE ORGANIZATION DELIVERED COMPREHENSIVE PROGRAMMING SERVING CHILDREN, TEENS, AND ADULTS IN THE COMMUNITY. ELEMENTARY PROGRAMMING SUPPORTED 15 STUDENTS THROUGH 53 TUTORING SESSIONS, PROVIDING 357 HOURS OF ACADEMIC SUPPORT, ALONG WITH WEEKLY READING PROGRAMS AND MONTHLY LITERACY RESOURCES BENEFITING 75 HOUSEHOLDS AND 275 CHILDREN. TEEN PROGRAMS ENGAGED OVER 50 YOUTH THROUGH MENTORSHIP, LEADERSHIP DEVELOPMENT, AND SPECIAL EVENTS, INCLUDING A FOUR-MONTH LEADERSHIP PROGRAM WITH 12 PARTICIPANTS, MANY OF WHOM GRADUATED AND SECURED EMPLOYMENT. ADULT SERVICES ADDRESSED BOTH BASIC NEEDS AND PERSONAL DEVELOPMENT, DISTRIBUTING ESSENTIAL HYGIENE PRODUCTS TO 230 WOMEN, SUPPORTING FAMILIES THROUGH COMMUNITY EVENTS, AND PROVIDING COUNSELING SERVICES TO TEENS AND YOUNG ADULTS. ACROSS ALL PROGRAMS, VOLUNTEERS CONTRIBUTED OVER 1,200 HOURS, SIGNIFICANTLY EXPANDING THE ORGANIZATIONS CAPACITY TO DELIVER IMPACTFUL, COMMUNITY- CENTERED SERVICES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $731,182

Program Service Revenue $17,597

Investment Income $11,296

Other Revenue $-15,764

TOTAL REVENUE $744,311

Expense Breakdown

Grants Paid $0

Salaries & Benefits $417,547

Fundraising Expenses $38,313

Program Expenses $522,917

Other Expenses $238,649

TOTAL EXPENSES $656,196

Year-over-Year Comparison

	2025	2024	Change
Revenue	$744,311	$536,921	+0.4%
Expenses	$656,196	$574,378	+0.1%
Net Income	$88,115	$-37,457	-3.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$57,523

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAQUEL PATTERSON	EXECUTIVE DI	40.00	Officer	$52,723	$4,800	$57,523
ANGELA BUSH	DIRECTOR	1.00	Director	$0	$0	$0
EMILY DUNHAM	SECRETARY	1.00	Director	$0	$0	$0
LAUREN HUGHES	CHAIR	2.00	Director	$0	$0	$0
TIM HURD	TREASURER	1.00	Director	$0	$0	$0
GEORGE WHITLOCK III	DIRECTOR	1.00	Director	$0	$0	$0
CARITA VENABLE	DIRECTOR	1.00	Director	$0	$0	$0
KATHY WOODS	VICE CHAIR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$744,311	$656,196	$949,768	$88,115
2024	$536,921	$574,378	$821,075	$-37,457
2023	$498,426	$391,048	$574,547	$107,378
2022	$373,159	$367,921	$467,807	$5,238
2021	$336,306	$337,310	$457,583	$-1,004
2020	$382,468	$271,947	$453,700	$110,521
2019	$415,744	$240,253	$314,542	$175,491
2018	$288,358	$260,503	$140,565	$27,855