OAK TREE FOUNDATION INC (EIN 931159383) - Form 990 Financial Analysis & Trantor Score

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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

1994

Legal Domicile

Principal Officer

MARK DENNEY

Phone

5033522258

Tax Period

2024-09-01 to 2025-08-31

OAK TREE FOUNDATION INC, founded in 1994, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. The organization ran a surplus of $807K, a strong 31% operating margin.

Mission

SUPPORT PACIFIC UNIVERSITY BY PROVIDING ON-CAMPUS HOUSING, PARKING, AND FACILITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,452,594

Investment Income $158,757

Other Revenue $0

TOTAL REVENUE $2,611,351

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,782,064

Other Expenses $1,804,064

TOTAL EXPENSES $1,804,064

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,611,351	$2,598,579	+0.0%
Expenses	$1,804,064	$1,849,775	0.0%
Net Income	$807,287	$748,804	+0.1%

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

$231,552

Total Directors

$231,552

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK DENNEY	TREASURER/SE	4.00	Officer Director	$0	$27,423	$231,552
GENE ZURBRUGG	PRESIDENT	2.00	Officer Director	$0	$0	$0
SKYLER ERBEN	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
REBECCA GRAHAM	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
KEVIN WHITE	DIRECTOR	1.00	Director	$0	$0	$0
TIGE HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
SAGE KATAYAMA	DIRECTOR	1.00	Director	$0	$0	$0
BEN MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
BASSAM TARAZI	DIRECTOR	1.00	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
2025	$2,611,351	$1,804,064	$29,771,666	$807,287
2024	$2,598,579	$1,849,775	$29,709,289	$748,804
2023	$2,541,414	$1,901,754	$29,546,380	$639,660
2022	$2,503,022	$1,958,957	$26,808,266	$544,065
2021	$2,467,715	$1,985,926	$27,615,846	$481,789
2020	$2,515,976	$2,036,041	$27,379,355	$479,935
2019	$2,533,500	$2,061,384	$27,376,617	$472,116
2018	$2,544,152	$2,097,709	$27,533,274	$446,443

OAK TREE FOUNDATION INC