OAKTREE INSTITUTE INC

EIN: 454030919 501(c)(3) Religion

TAMPA, FL

Total Revenue
$202,784
Total Expenses
$215,759
Total Assets
$37,251
Net Assets
$33,088
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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
FL
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.

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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 (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

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Governance

Voting Members
3
Independent Members
3
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
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
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