Oak Grove Institute Foundation Inc

EIN: 330470446 501(c)(3) Unknown

Murrieta, CA

Total Revenue
$24,244,711
Total Expenses
$23,854,783
Total Assets
$37,000,974
Net Assets
$33,877,854
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
CA
Principal Officer
Fe K Santiago
Phone
9516775599
Tax Period
2024-01-01 to 2024-12-31

Oak Grove Institute Foundation Inc, founded in 1981, is a mid-sized nonprofit in the Unknown sector that reported $24.2M in total revenue in fiscal year 2024.

Mission

Education and residential facilities for children with neurological problems, learning disabilities, and social & emotional disabilities.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,049,227
Program Service Revenue $21,376,209
Investment Income $813,609
Other Revenue $5,666
TOTAL REVENUE $24,244,711

Expense Breakdown

Grants Paid $819,205
Salaries & Benefits $18,606,210
Fundraising Expenses $231,825
Program Expenses $21,840,631
Other Expenses $4,429,368
TOTAL EXPENSES $23,854,783

Year-over-Year Comparison

2024 2023 Change
Revenue $24,244,711 $24,450,940 0.0%
Expenses $23,854,783 $22,638,240 +0.1%
Net Income $389,928 $1,812,700 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
434
Volunteers
400

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
5
$506,748
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sonya Linden Chair 1.00
Officer Director
$0 $0 $0
Jonathan Martin Vice Chair 1.00
Officer Director
$0 $0 $0
Karen Locklin Secretary 1.00
Officer Director
$0 $0 $0
Adam Bouvet Board Member (end 11/24) 1.00
Director
$0 $0 $0
Hemant Chhatrala Board Member (end 5/24) 1.00
Director
$0 $0 $0
Leslie Echolds Board Member 1.00
Director
$0 $0 $0
BJ Fazeli Board Member (end 11/24) 1.00
Director
$0 $0 $0
Karen LaPointe Board Member 1.00
Director
$0 $0 $0
Julie Ngo Board Member 1.00
Director
$0 $0 $0
Randall A Powell Board Member 1.00
Director
$0 $0 $0
Becky Sims Board Member 1.00
Director
$0 $0 $0
Mark Sitar Board Member (start 8/24) 1.00
Director
$0 $0 $0
Erika Weitzeil Board Member (end 2/24) 1.00
Director
$0 $0 $0
Tamara Wilson Chief Executive Officer 40.00
Officer
$329,140 $15,308 $344,448
Fe Santiago Chief Financial Officer 32.00
Officer
$161,100 $1,200 $162,300
Patricia Conlin Director of HR/Operations 40.00
Highest
$116,558 $8,270 $124,828
Athene Banche Director of Education 40.00
Highest
$131,257 $1,265 $132,522
Thomas Baldwin Treatment Coordinator-PHP 40.00
Highest
$131,430 $1,327 $132,757
Billie Gengler Clinic Director 40.00
Highest
$129,586 $7,490 $137,076
Raymond Orozco Program Director 40.00
Highest
$107,042 $1,273 $108,315
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
2024 $24,244,711 $23,854,783 $37,000,974 $389,928
2023 $24,450,940 $22,638,240 $36,184,320 $1,812,700
2022 $25,962,494 $21,521,834 $34,422,553 $4,440,660
2021 $23,083,215 $19,874,906 $29,102,821 $3,208,309
2020 $17,043,074 $18,496,138 $28,525,147 $-1,453,064
2019 $19,989,171 $18,957,161 $27,247,092 $1,032,010
2018 $20,947,454 $19,595,712 $26,355,974 $1,351,742
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