OAKTREE FAMILY FUND

EIN: 871342579 501(c)(3) Health Care

KENNETT SQUARE, PA

Total Revenue
$246,455
Total Expenses
$13,789
Total Assets
$226,808
Net Assets
$226,808
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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
PA
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

PROVIDE FINANCIAL ASSISTANCE TO ADOLESCENTS SUFFERING FROM BODERLINE PERSONALITY DISORDER.

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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 (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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
3

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
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
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