Civic Intelligence

Oak Grove Institute Foundation Inc

EIN 33-0470446 • 501(c)3 • Murrieta, CA

Profile

Our mission is to rebuild the lives of at-risk children and their families through educating, healing, restoring relationships, building character and instilling hope.

24275 Jefferson AvenueMurrieta, CA 92562

www.oakgrovecenter.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

34th percentile

0.08x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.13x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

42nd percentile

1.6%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$344,448

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

39th percentile

2.3%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-0.8%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$37,000,974

Up $816,654 (+2.3%) from 2023

Liabilities

Down

$3,123,120

Down $503,354 (-14%) from 2023

Net Assets

Up

$33,877,854

Up $1,320,008 (+4.1%) from 2023

Revenue

Down

$24,244,711

Down $206,229 (-0.8%) from 2023

Expenses

Up

$23,854,783

Up $1,216,543 (+5.4%) from 2023

Net Income

Down

$389,928

Down $1,422,772 (-78%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $15,630,118Liabilities 2010: $4,060,331Net Assets 2010: $11,569,7872010Assets 2011: $18,467,863Liabilities 2011: $4,206,791Net Assets 2011: $14,261,0722011Assets 2012: $21,207,744Liabilities 2012: $4,209,437Net Assets 2012: $16,998,3072012Assets 2013: $22,842,869Liabilities 2013: $3,977,979Net Assets 2013: $18,864,8902013Assets 2014: $23,372,396Liabilities 2014: $4,103,292Net Assets 2014: $19,269,1042014Assets 2015: $24,353,775Liabilities 2015: $4,069,011Net Assets 2015: $20,284,7642015Assets 2016: $25,079,440Liabilities 2016: $4,148,832Net Assets 2016: $20,930,6082016Assets 2017: $25,064,973Liabilities 2017: $3,868,770Net Assets 2017: $21,196,2032017Assets 2018: $26,355,974Liabilities 2018: $3,975,086Net Assets 2018: $22,380,8882018Assets 2019: $27,247,092Liabilities 2019: $3,476,154Net Assets 2019: $23,770,9382019Assets 2020: $28,525,147Liabilities 2020: $6,088,366Net Assets 2020: $22,436,7812020Assets 2021: $29,102,821Liabilities 2021: $3,123,857Net Assets 2021: $25,978,9642021Assets 2022: $34,422,553Liabilities 2022: $4,429,510Net Assets 2022: $29,993,0432022Assets 2023: $36,184,320Liabilities 2023: $3,626,474Net Assets 2023: $32,557,8462023Assets 2024: $37,000,974Liabilities 2024: $3,123,120Net Assets 2024: $33,877,8542024

Highlighted filing

2024

Assets$37,000,974
Liabilities$3,123,120
Net Assets$33,877,854

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $10,838,0532010Expenses 2011: $11,830,3122011Expenses 2012: $12,055,2502012Revenue 2013: $15,902,991Expenses 2013: $14,079,800Net Income 2013: $1,823,1912013Revenue 2014: $16,294,839Expenses 2014: $15,835,850Net Income 2014: $458,9892014Revenue 2015: $18,209,052Expenses 2015: $17,103,246Net Income 2015: $1,105,8062015Revenue 2016: $19,031,328Expenses 2016: $18,476,814Net Income 2016: $554,5142016Revenue 2017: $19,417,268Expenses 2017: $19,212,592Net Income 2017: $204,6762017Revenue 2018: $20,947,454Expenses 2018: $19,595,712Net Income 2018: $1,351,7422018Revenue 2019: $19,989,171Expenses 2019: $18,957,161Net Income 2019: $1,032,0102019Revenue 2020: $17,043,074Expenses 2020: $18,496,138Net Income 2020: -$1,453,0642020Revenue 2021: $23,083,215Expenses 2021: $19,874,906Net Income 2021: $3,208,3092021Revenue 2022: $25,962,494Expenses 2022: $21,521,834Net Income 2022: $4,440,6602022Revenue 2023: $24,450,940Expenses 2023: $22,638,240Net Income 2023: $1,812,7002023Revenue 2024: $24,244,711Expenses 2024: $23,854,783Net Income 2024: $389,9282024

Highlighted filing

2024

Revenue$24,244,711
Expenses$23,854,783
Net Income$389,928

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.0$3.12$33.9$24.2$23.9$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.2$3.63$32.6$24.5$22.6$1.81
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.4$4.43$30.0$26.0$21.5$4.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$3.12$26.0$23.1$19.9$3.21
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.5$6.09$22.4$17.0$18.5$1.45
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$3.48$23.8$20.0$19.0$1.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$3.98$22.4$20.9$19.6$1.35
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.1$3.87$21.2$19.4$19.2$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$4.15$20.9$19.0$18.5$0.55
2015Detailed filing. Detailed filing data is available for this year.$24.4$4.07$20.3$18.2$17.1$1.11
2014Detailed filing. Detailed filing data is available for this year.$23.4$4.10$19.3$16.3$15.8$0.46
2013Detailed filing. Detailed filing data is available for this year.$22.8$3.98$18.9$15.9$14.1$1.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$4.21$17.0$12.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$4.21$14.3$11.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$4.06$11.6$10.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$25,879,424
Mission and Program Overview

Mission

Our mission is to rebuild the lives of at-risk children and their families through educating, healing, restoring relationships, building character and instilling hope.

Education and residential facilities for children with neurological problems, learning disabilities, and social & emotional disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,357,586$12,392,414▲ $34,828
Savings and Temporary Cash Investments$11,704,726$12,144,382▲ $439,656
Investments in Publicly Traded Securities$5,343,703$6,131,546▲ $787,843
Accounts Receivable$3,302,655$2,572,978▼ $729,677
Investments Other Securities$993,731$1,768,939▲ $775,208
Cash and Non-Interest-Bearing Accounts$1,359,091$272,485▼ $1,086,606
Prepaid Expenses and Deferred Charges$200,231$158,520▼ $41,711
Total Assets$36,184,320$37,000,974▲ $816,654
Other Assets Total$922,597$1,559,710▲ $637,113
Liabilities
Accounts Payable and Accrued Expenses$1,752,325$1,577,057▼ $175,268
Other Liabilities$902,766$1,546,063▲ $643,297
Mortgage Notes Payable Secured by Investment Property$971,383--
Total Liabilities$3,626,474$3,123,120▼ $503,354
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$32,557,846$33,877,854▲ $1,320,008
Total Net Assets Fund Balance$32,557,846$33,877,854▲ $1,320,008
Total Liabilities and Net Assets / Fund Balance$36,184,320$37,000,974▲ $816,654

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,110,283$8,727,528$17,837,811
Equipment$1,121,231$2,207,296$3,328,527
Land$2,160,900-$2,160,900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tamara WilsonChief Executive OfficerFT$304,140$40,308$344,448
Fe SantiagoChief Financial OfficerPT$143,100$19,200$162,300
Billie GenglerClinic DirectorFT$129,586$7,490$137,076
Thomas BaldwinTreatment Coordinator-PHPFT$131,430$1,327$132,757
Athene BancheDirector of EducationFT$131,257$1,265$132,522
Patricia ConlinDirector of HR/OperationsFT$116,558$8,270$124,828
Raymond OrozcoProgram DirectorFT$107,042$1,273$108,315

Board Members and Trustees

NameTitle
Sonya LindenChair
Jonathan MartinVice Chair
Becky SimsBoard Member
Julie NgoBoard Member
Karen LaPointeBoard Member
Leslie EcholdsBoard Member
Randall A PowellBoard Member
Adam BouvetBoard Member (end 11/24)
BJ FazeliBoard Member (end 11/24)
Erika WeitzeilBoard Member (end 2/24)
Hemant ChhatralaBoard Member (end 5/24)
Mark SitarBoard Member (start 8/24)
Karen LocklinSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Fred DowalterConstruction869 W 9th St, San Jacinto, CA 92582$612,933
Revenue and Support

Revenue Composition

Contributions and Grants
$2,049,227
Program Service Revenue
$21,376,209
Investment Income
$813,609
Other Revenue
$5,666
All Other Contributions
$673,991
Change in Net Assets
$389,928

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table72$105,168Book value
Total Noncash Contributions72$105,168-

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,244,711
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,129,336
Total Revenue per Audited Statements
$25,374,047
Total Revenue per Form 990
$24,244,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$18,606,210
Other Expenses$4,429,368
Grants and Similar Amounts Paid$819,205
Total Fundraising Expense$231,825
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$14,722,917$597,105$86,126$15,406,148
Other Employee Benefits$1,309,521$80,849$8,470$1,398,840
Payroll Taxes$1,068,077$88,598$7,094$1,163,769
Depreciation Depletion$881,951$53,278-$935,229
Grants to Domestic Individuals$819,205--$819,205
Fees for Services Other$729,081$81,574-$810,655
Occupancy$576,131$27,631$46,794$650,556
Current Officers, Directors, Trustees, and Key Employees-$549,748-$549,748
Office Expenses$333,134$64,814-$397,948
Travel$316,481$12,179$1,591$330,251
Information Technology$230,057$15,357-$245,414
Insurance$156,905$7,525$12,744$177,174
All Other Expenses$67,496$2,606$59,168$129,270
Interest$107,241$1,861-$109,102
Pension Plan Contributions$83,595$3,554$556$87,705
Other Expenses$60,169$5,172$8,634$60,169
Fees for Services Accounting-$51,469-$51,469
Advertising$3,946$23,186$648$27,780
Total Functional Expenses$21,840,631$1,782,327$231,825$23,854,783

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$24,054,039
Expenses per Audited Statements$23,854,783
Total Expenses per Form 990$23,854,783
Expenses Not Reported on Form 990$199,256
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$199,256
Fundraising Gross Income$199,256
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rod Run$115,521$49,621$130$49,491
Golf$43,590$36,312$36,312$0
Total Events$264,650$199,256$199,256$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating lease liabilities$871,035
Finance lease liabilities$675,028
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The Form 990 is reviewed and approved for filing by the organization's Audit Committee. The Audit Committee is composed of three board members, all of whom are voting members of the organization's governing body. A paper copy of the final Form 990 to be filed is provided prior to filing to each voting member of Oak Grove's governing body at its regularly scheduled board meeting.

Form 990, Part VI, Section B, line 12C

The Conflict of Interest Policy is signed by each board member at the time of appointment. Forms are completed and signed after each review and are tracked by the Executive Assistant. Monitoring and compliance is done at least twice a year during the June and December board meetings, and as the need arises depending on the subject being discussed.

Form 990, Part VI, Section B, line 15

The CEO's compensation was determined, reviewed and approved by the Executive Compensation Committee which is composed of the Chairman of the Board and two other members of the Board. At least two independent compensation surveys were used to determine its reasonableness and comparability to executive compensation paid by other organizations in the same industry and of similar size. The Executive Committee then engaged the services of an independent law firm to draft the Employment Agreement. The CEO's compensation is reviewed by the compensation committee annually. The CFO's compensation is determined, reviewed, and approved by the CEO and the Chairman of the Board using independent compensation surveys of other organizations in the same industry and of similar size and taking into consideration that the position is part time without health benefits.

Form 990, Part VI, Section C, line 19

Oak Grove makes its governing documents, conflict of interest policy, and financial statements and Form 990 available to the public upon request. A statement to this effect appears on the organization's website.

Filing and Contact Details

Filer

Filer Name
Oak Grove Institute Foundation Inc
EIN
33-0470446
Phone
9516775599
Address
24275 Jefferson Avenue, Murrieta, CA 92562

Signing Officer

Name
Fe K Santiago
Title
Interim CEO
Phone
9516775599
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fe K Santiago
Formed
1981
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
434
Volunteers
400

Preparer

Firm
Harrington Group CPAs LLP
Address
2698 Mataro Street, Pasadena, CA 91107
Preparer
Sean E Cain CPA
Phone
6264036801
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

The Foundation is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Foundation in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Foundation's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed.

Part XI, Line 2D - Other Adjustments:

Fundraising event expense 199,256.

Part XII, Line 2D - Other Adjustments:

Fundraising event expense 199,256.

Raw XML AppendixShowing 400 of 719 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/Form990PartVIISectionAGrp/PersonNm0Sonya Linden
IRS990/Form990PartVIISectionAGrp/PersonNm1Jonathan Martin
IRS990/Form990PartVIISectionAGrp/PersonNm2Karen Locklin
IRS990/Form990PartVIISectionAGrp/PersonNm3Adam Bouvet
IRS990/Form990PartVIISectionAGrp/PersonNm4Hemant Chhatrala
IRS990/Form990PartVIISectionAGrp/PersonNm5Leslie Echolds
IRS990/Form990PartVIISectionAGrp/PersonNm6BJ Fazeli
IRS990/Form990PartVIISectionAGrp/PersonNm7Karen LaPointe
IRS990/Form990PartVIISectionAGrp/PersonNm8Julie Ngo
IRS990/Form990PartVIISectionAGrp/PersonNm9Randall A Powell
IRS990/Form990PartVIISectionAGrp/PersonNm10Becky Sims
IRS990/Form990PartVIISectionAGrp/PersonNm11Mark Sitar
IRS990/Form990PartVIISectionAGrp/PersonNm12Erika Weitzeil
IRS990/Form990PartVIISectionAGrp/PersonNm13Tamara Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm14Fe Santiago
IRS990/Form990PartVIISectionAGrp/PersonNm15Patricia Conlin
IRS990/Form990PartVIISectionAGrp/PersonNm16Athene Banche
IRS990/Form990PartVIISectionAGrp/PersonNm17Thomas Baldwin
IRS990/Form990PartVIISectionAGrp/PersonNm18Billie Gengler
IRS990/Form990PartVIISectionAGrp/PersonNm19Raymond Orozco
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member (end 11/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member (end 5/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member (start 8/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member (end 2/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director of HR/Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director of Education
IRS990/Form990PartVIISectionAGrp/TitleTxt17Treatment Coordinator-PHP
IRS990/Form990PartVIISectionAGrp/TitleTxt18Clinic Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Program Director
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IRS990/GrantAmt0338737
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IRS990/MissionDesc0Our mission is to rebuild the lives of at-risk children and their families through educating, healing, restoring relationships, building character, and instilling hope.
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IRS990/OtherExpensesGrp/Desc0Maintenance & repairs
IRS990/OtherExpensesGrp/Desc1Miscellaneous
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IRS990/OtherExpensesGrp/Desc3License fees
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0158520
IRS990/PrincipalOfficerNm0Fe K Santiago
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2721310
IRS990/ProgramServiceRevenueGrp/BusinessCd3623990
IRS990/ProgramServiceRevenueGrp/BusinessCd4624110
IRS990/ProgramServiceRevenueGrp/Desc0Residential
IRS990/ProgramServiceRevenueGrp/Desc1Nonpublic school
IRS990/ProgramServiceRevenueGrp/Desc2Private outpatient fees
IRS990/ProgramServiceRevenueGrp/Desc3Wraparound
IRS990/ProgramServiceRevenueGrp/Desc4ILP Program
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07706660
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15937724
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23645060
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31928317
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41177732
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07706660
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15937724
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23645060
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31928317
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41177732
IRS990/ProgSrvcAccomActy2Grp/Desc0Oak Grove operates a non-public school that provides education to emotionally disturbed children who require an individually designed curriculum. During the year covered, the school provided 20,436 days of attendance.

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