OAKTREE FAMILY FUND

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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

2021

Legal Domicile

Principal Officer

ANTHONY M MILLINGTON

Phone

5082215513

Tax Period

2022-01-01 to 2022-12-31

OAKTREE FAMILY FUND, founded in 2021, is a small nonprofit in the Health Care sector that reported $246K in total revenue in fiscal year 2022. The organization ran a surplus of $233K, a strong 94% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO ADOLESCENTS SUFFERING FROM BORDERLINE PERSONALITY DISORDER (BPD), PARTICULARY THOSE WHO SEEK TREATMENT AND WHOSE FAMILIES ARE FINANCIALLY CHALLENGED OR COME FROM DIVERSE BACKGROUNDS.

Program Service Accomplishments

Program 1

Expenses: $12,000

TO PROVICE SCHOLARSHIPS TO FAMILIES IN NEED OF FINANCIAL ASSISTANCE FOR MCLEAN HOSPITAL'S 3EAST ADOLESCENT DBT PROGRAM, WHICH SPECIALIZES IN TREATING BPD.

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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 (2022)

Revenue Breakdown

Contributions & Grants $240,440

Program Service Revenue $0

Investment Income $5,924

Other Revenue $91

TOTAL REVENUE $246,455

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,000

Other Expenses $1,789

TOTAL EXPENSES $13,789

Year-over-Year Comparison

	2022	2021	Change
Revenue	$246,455	N/A	N/A
Expenses	$13,789	N/A	N/A
Net Income	$232,666	$0	N/A

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

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
ANTHONY M MILLINGTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
ABBITT R SYKES	SECRETARY	2.00	Officer Director	$0	$0	$0
RICHARD ATKINS	TREASURER	2.00	Officer 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2022	$246,455	$13,789	$226,808	$232,666