OAKTREE INSTITUTE INC

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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

2013

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

OAKTREE INSTITUTE INC, founded in 2013, is a small nonprofit in the Religion sector that reported $203K in total revenue in fiscal year 2023.

Mission

LEADERSHIP DEVELOPMENT ON INDIVIDUAL, FAMILY AND ORGANIZATIONAL LEVELS.

Program Service Accomplishments

Program 1

Expenses: $14,404 Revenue: $197,711

ACCOMPLISHMENTS:1.THROUGHOUT THE YEAR WE WORKED WITH LEADERS FROM DIFFERENT ORGANIZATIONS, NON PROFITS, STUDENTS ORGANIZATIONS AND COMMUNITY CENTERS. 2.WE TRAINED ORGANIZATIONS BOARD MEMBERS...

ACCOMPLISHMENTS:1.THROUGHOUT THE YEAR WE WORKED WITH LEADERS FROM DIFFERENT ORGANIZATIONS, NON PROFITS, STUDENTS ORGANIZATIONS AND COMMUNITY CENTERS. 2.WE TRAINED ORGANIZATIONS BOARD MEMBERS, EXECUTIVE TEAMS, COMMUNITY MEMBERS AND STUDENTS ALL AROUND THE COUNTRY. 3-TRAINED 19 NON PROFIT ORGANIZATIONS -COMPLETED OVER 172 HOURS OF TRAINING AND COACHING SESSIONS -TRAINED 191 ORGANIZATIONS SENIOR LEADERSHIP-TRAINED 343 DIRECTORS -TRAINED 280 COMMUNITY MEMBERS-LAUNCHED ONLINE PODCAST AND ONLINE PLATFORM THAT ENGAGED 830 PARTICIPANT

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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 (2023)

Revenue Breakdown

Contributions & Grants $98,390

Program Service Revenue $104,321

Investment Income $73

Other Revenue $0

TOTAL REVENUE $202,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,404

Other Expenses $215,759

TOTAL EXPENSES $215,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$202,784	$203,855	0.0%
Expenses	$215,759	$186,213	+0.2%
Net Income	$-12,975	$17,642	-1.7%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABDELAZIZ ELHADD	DIRECTOR	4.00	Director	$0	$0	$0
AHMED ABOBAKER MOHAMED	DIRECTOR	4.00	Director	$0	$0	$0
AMR ABOUZIED	DIRECTOR	4.00	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
2024	No data	No data	No data	No data
2023	$202,784	$215,759	$37,251	$-12,975
2022	$203,855	$186,213	$62,130	$17,642
2021	$192,653	$197,436	$36,611	$-4,783
2020	$159,194	$157,614	$48,829	$1,580
2019	$120,473	$130,290	$31,624	$-9,817
2018	$96,479	$114,102	$41,441	$-17,623