OAKTREE FOUNDATION INC (EIN 931201887) - 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

1996

Legal Domicile

Principal Officer

Carol Joob

Tax Period

2022-01-01 to 2022-12-31

OAKTREE FOUNDATION INC, founded in 1996, is a small nonprofit in the Animal-Related sector that reported $300K in total revenue in fiscal year 2022. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $108K, a strong 36% operating margin.

Mission

Rescue, rehabilitation, care and placement of homeless pets.

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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 $299,846

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $299,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,114

Fundraising Expenses $0

Program Expenses $187,102

Other Expenses $180,597

TOTAL EXPENSES $191,711

Year-over-Year Comparison

	2022	2021	Change
Revenue	$299,846	$160,689	+0.9%
Expenses	$191,711	$175,431	+0.1%
Net Income	$108,135	$-14,742	-8.3%

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

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
Liz White	Board Member	0.00	Director	$0	$0	$0
Ida Reffet	Board Member	20.00	Director	$0	$0	$0
Myriam F Mourani	Treasurer	10.00	Officer	$0	$0	$0
Carol Joob	President	50.00	Officer	$0	$0	$0
Angie Hawk	Secretary	20.00	Officer	$0	$0	$0
Becky Hawk	Admin Asst	20.00	Officer	$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
2022	$299,846	$191,711	$323,181	$108,135
2021	$160,689	$175,431	$224,399	$-14,742
2020	$199,268	$202,193	$244,447	$-2,925
2019	$293,823	$200,273	$262,914	$93,550

OAKTREE FOUNDATION INC