Civic Intelligence

Oaktree Institute Inc.

990 • Fiscal year 2017 • EIN 45-4030919

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 29, 2018

Organization Profile
10708 Breaking Rocks DrTampa, FL 33647

(813) 951-8395

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

29th percentile

-5.3%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

29th percentile

-9.6%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$59,064

Down $6,298 (-9.6%) from 2016

Net Assets

Down

$59,064

Down $6,298 (-9.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin29th percentile

Revenue

Down

$118,290

Down $16,932 (-13%) from 2016

Expenses

Down

$124,588

Down $15,684 (-11%) from 2016

Net Income

Down

-$6,298

Down $1,248 (-25%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$59,064
Liabilities$0
Net Assets$59,064
Open 2017 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$118,290
Expenses$124,588
Net Income-$6,298
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 29, 2018
Return Version
2017v2.2
Gross Receipts
$118,290
Mission and Program Overview

Mission

leadership development on individual, family and organizational levels.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$32,563$30,151▼ $2,412
Cash and Non-Interest-Bearing Accounts$26,890$22,956▼ $3,934
Intangible Assets$5,909$5,957▲ $48
Total Assets$65,362$59,064▼ $6,298
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$65,362$59,064▼ $6,298
Total Net Assets Fund Balance$65,362$59,064▼ $6,298
Total Liabilities and Net Assets / Fund Balance$65,362$59,064▼ $6,298
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Ahmed Abobaker MohamedDirector
Amr AbouziedDirector
Mohamed OsmanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$63,164
Program Service Revenue
$55,116
Investment Income
$10
Other Revenue
$0
All Other Contributions
$63,164
Change in Net Assets
$-6,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$124,588
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$87,580$1,500-$89,080
Travel$14,777$1,691-$16,468
Fees for Services Management-$8,966-$8,966
Conferences and Meetings-$3,254-$3,254
Fees for Services Accounting-$1,830-$1,830
Advertising-$1,091-$1,091
Occupancy-$804-$804
All Other Expenses-$628-$628
Information Technology-$406-$406
Other Expenses-$23-$23
Total Functional Expenses$102,357$22,231$0$124,588
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 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
Address
10708 BREAKING ROCKS DR, Tampa, FL 33647

Signing Officer

Name
Amr Abouzied
Title
Member
Phone
8159518395
Signed
2018-04-29
Discuss with paid preparer
Yes

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
2017587366
Supplemental Narrative

Additional Explanations

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

“Those are the independant contractors.”

Raw XML Appendix321 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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ReturnHeader/FilingSecurityInformation/IPTm011:13:10
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/PhoneNum02017587366
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MOHAMED ELSAFTY
ReturnHeader/ReturnTs02018-05-09T11:01:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,064
Liabilities
$0
Net assets
$59,064
Revenue
$118,290
Expenses
$124,588
Net income
-$6,298
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