Civic Intelligence

Oaktree Institute Inc

EIN 45-4030919 • 501(c)3 • Tampa, FL

Profile

Leadership development on individual, family and organizational levels.

10708 Breaking Rocks DrTampa, FL 33647
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.20x

Higher debt load relative to assets than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

52nd percentile

2.5%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

83rd percentile

37%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

46%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$50,967

Up $13,716 (+37%) from 2023

Liabilities

Up

$10,382

Up $6,219 (+149%) from 2023

Net Assets

Up

$40,585

Up $7,497 (+23%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin52nd percentile

Revenue

Up

$296,287

Up $93,503 (+46%) from 2023

Expenses

Up

$288,790

Up $73,031 (+34%) from 2023

Net Income

Up

$7,497

Up $20,472 (+158%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$80K$60K$40K$20K$0Assets 2015: $70,412Liabilities 2015: $0Net Assets 2015: $70,4122015Assets 2016: $65,362Liabilities 2016: $0Net Assets 2016: $65,3622016Assets 2017: $59,064Liabilities 2017: $0Net Assets 2017: $59,0642017Assets 2018: $41,441Liabilities 2018: $0Net Assets 2018: $41,4412018Assets 2019: $31,624Liabilities 2019: $0Net Assets 2019: $31,6242019Assets 2020: $48,829Liabilities 2020: $15,625Net Assets 2020: $33,2042020Assets 2021: $36,611Liabilities 2021: $8,190Net Assets 2021: $28,4212021Assets 2022: $62,130Liabilities 2022: $16,067Net Assets 2022: $46,0632022Assets 2023: $37,251Liabilities 2023: $4,163Net Assets 2023: $33,0882023Assets 2024: $50,967Liabilities 2024: $10,382Net Assets 2024: $40,5852024

Highlighted filing

2024

Assets$50,967
Liabilities$10,382
Net Assets$40,585
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $165,960Expenses 2015: $118,104Net Income 2015: $47,8562015Revenue 2016: $135,222Expenses 2016: $140,272Net Income 2016: -$5,0502016Revenue 2017: $118,290Expenses 2017: $124,588Net Income 2017: -$6,2982017Revenue 2018: $96,479Expenses 2018: $114,102Net Income 2018: -$17,6232018Revenue 2019: $120,473Expenses 2019: $130,290Net Income 2019: -$9,8172019Revenue 2020: $159,194Expenses 2020: $157,614Net Income 2020: $1,5802020Revenue 2021: $192,653Expenses 2021: $197,436Net Income 2021: -$4,7832021Revenue 2022: $203,855Expenses 2022: $186,213Net Income 2022: $17,6422022Revenue 2023: $202,784Expenses 2023: $215,759Net Income 2023: -$12,9752023Revenue 2024: $296,287Expenses 2024: $288,790Net Income 2024: $7,4972024

Highlighted filing

2024

Revenue$296,287
Expenses$288,790
Net Income$7,497
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$50,967
Liabilities
$10,382
Net assets
$40,585
Revenue
$296,287
Expenses
$288,790
Net income
$7,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.10$0.41$2.96$2.89$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.04$0.33$2.03$2.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.16$0.46$2.04$1.86$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.08$0.28$1.93$1.97$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.16$0.33$1.59$1.58$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$1.20$1.30$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.96$1.14$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.18$1.25$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.35$1.40$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$1.66$1.18$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.2
Gross Receipts
$296,287
Mission and Program Overview

Mission

leadership development on individual, family and organizational levels.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$25,083$35,086▲ $10,003
Cash and Non-Interest-Bearing Accounts$12,168$15,881▲ $3,713
Total Assets$37,251$50,967▲ $13,716
Liabilities
Unsecured Notes Loans Payable$4,163$10,382▲ $6,219
Total Liabilities$4,163$10,382▲ $6,219
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$33,088$40,585▲ $7,497
Total Net Assets Fund Balance$33,088$40,585▲ $7,497
Total Liabilities and Net Assets / Fund Balance$37,251$50,967▲ $13,716
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Abdelaziz ElhaddDirector
Ahmed Abobaker MohamedDirector
Amr AbouziedDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$115,074
Program Service Revenue
$181,210
Investment Income
$3
Other Revenue
$0
All Other Contributions
$115,074
Change in Net Assets
$7,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$288,790
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$25,884$205,714-$231,598
Travel$25,418$6,768-$32,186
Fees for Services Management-$7,563-$7,563
Other Expenses-$5,886-$5,886
Conferences and Meetings-$3,311-$3,311
Office Expenses-$3,244-$3,244
Advertising-$2,807-$2,807
Fees for Services Accounting-$1,810-$1,810
Information Technology-$385-$385
Total Functional Expenses$51,302$237,488$0$288,790
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“A copy of the tax return was sent by email for review”

Governing documents etc available to public Part VI line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Oaktree Institute Inc
EIN
45-4030919
In Care Of
% AMR ABOUZIED
Phone
8139518395
Address
10708 BREAKING ROCKS DR, TAMPA, FL 33647

Signing Officer

Name
Amr Abouzied
Title
Member
Phone
8139518395
Signed
2025-04-15
Discuss with paid preparer
No

Organization Details

Formed
2013
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Hm Group Consulting LLC
Address
PO BOX 7766, North Bergen, NJ 07047
Preparer
Mohamed Elsafty
Phone
2017377888
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Those are the independant contractors.”

Raw XML Appendix312 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.

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IRS990/TravelGrp/TotalAmt032186
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt04163
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt010382
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0AMR ABOUZIED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum08139518395
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKTREE INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0454030919
ReturnHeader/Filer/InCareOfNm0% AMR ABOUZIED
ReturnHeader/Filer/PhoneNum08139518395
ReturnHeader/Filer/USAddress/AddressLine1Txt010708 BREAKING ROCKS DR
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033647
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464613352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HM GROUP CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 7766
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0North Bergen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007047
ReturnHeader/PreparerPersonGrp/PhoneNum02017377888
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MOHAMED ELSAFTY
ReturnHeader/ReturnTs02025-11-13T09:51:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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