Civic Intelligence

Oaktree Academy Inc.

990 • Fiscal year 2025 • EIN 46-5611781

Jul 01, 2024 to Jun 30, 2025 • Filed on Jan 07, 2026

Organization ProfileWWW.OAKTREE-ACADEMY.COM
6498 W Decker RoadLudington, MI 49431

(231) 843-8593

Siviq Scores

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

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.02x

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

88th percentile

34%

Faster asset growth than 88% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

56%

Faster revenue growth than 88% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$1,657,915

Up $417,552 (+34%) from 2024

Net Assets

Up

$1,622,790

Up $416,913 (+35%) from 2024

Liabilities

Up

$35,125

Up $639 (+1.9%) from 2024

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin80th percentile

Revenue

Up

$1,526,293

Up $550,737 (+56%) from 2024

Expenses

Up

$1,109,380

Up $103,347 (+10%) from 2024

Net Income

Up

$416,913

Up $447,390 (+1468%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $43,164Liabilities 2014: $1,0212014Assets 2015: $178,794Liabilities 2015: $32,810Net Assets 2015: $145,9842015Assets 2016: $173,385Liabilities 2016: $35,847Net Assets 2016: $137,5382016Assets 2017: $159,809Liabilities 2017: $43,536Net Assets 2017: $116,2732017Assets 2018: $179,389Liabilities 2018: $37,978Net Assets 2018: $141,4112018Assets 2019: $303,454Liabilities 2019: $52,964Net Assets 2019: $250,4902019Assets 2020: $366,152Liabilities 2020: $32,653Net Assets 2020: $333,4992020Assets 2021: $631,471Liabilities 2021: $119,592Net Assets 2021: $511,8792021Assets 2022: $1,291,111Liabilities 2022: $107,047Net Assets 2022: $1,184,0642022Assets 2023: $1,272,890Liabilities 2023: $36,536Net Assets 2023: $1,236,3542023Assets 2024: $1,240,363Liabilities 2024: $34,486Net Assets 2024: $1,205,8772024Assets 2025: $1,657,915Liabilities 2025: $35,125Net Assets 2025: $1,622,7902025

Highlighted filing

2025

Assets$1,657,915
Liabilities$35,125
Net Assets$1,622,790
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $50,002Expenses 2014: $7,859Net Income 2014: $42,1432014Revenue 2015: $731,563Expenses 2015: $627,722Net Income 2015: $103,8412015Revenue 2016: $697,845Expenses 2016: $706,291Net Income 2016: -$8,4462016Revenue 2017: $667,664Expenses 2017: $686,258Net Income 2017: -$18,5942017Revenue 2018: $663,318Expenses 2018: $638,180Net Income 2018: $25,1382018Revenue 2019: $724,197Expenses 2019: $615,068Net Income 2019: $109,1292019Revenue 2020: $753,282Expenses 2020: $670,273Net Income 2020: $83,0092020Revenue 2021: $977,964Expenses 2021: $799,584Net Income 2021: $178,3802021Revenue 2022: $1,551,843Expenses 2022: $879,659Net Income 2022: $672,1842022Revenue 2023: $1,012,989Expenses 2023: $960,699Net Income 2023: $52,2902023Revenue 2024: $975,556Expenses 2024: $1,006,033Net Income 2024: -$30,4772024Revenue 2025: $1,526,293Expenses 2025: $1,109,380Net Income 2025: $416,9132025

Highlighted filing

2025

Revenue$1,526,293
Expenses$1,109,380
Net Income$416,913
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 7, 2026
Return Version
2024v5.2
Gross Receipts
$1,526,293
Mission and Program Overview

Mission

Oaktree academys purpose is to receive and administer funds exclusively for educational purposes and to organize and operate a day care center in ludington, michigan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,039,806$1,393,224▲ $353,418
Cash and Non-Interest-Bearing Accounts$159,626$215,804▲ $56,178
Accounts Receivable$40,931$48,887▲ $7,956
Total Assets$1,240,363$1,657,915▲ $417,552
Liabilities
Accounts Payable and Accrued Expenses$34,486$35,125▲ $639
Total Liabilities$34,486$35,125▲ $639
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,205,877$1,622,790▲ $416,913
Total Net Assets Fund Balance$1,205,877$1,622,790▲ $416,913
Total Liabilities and Net Assets / Fund Balance$1,240,363$1,657,915▲ $417,552

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,175,676$109,254-
Other Land Buildings$205,304$47,163-
Equipment$12,244$66,854-
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
John WilsonPresident
Anita WilsonVice President
Lisa CooperExec Directorsec
Lynne RussellTreasurersecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$360,825
Program Service Revenue
$1,157,947
Investment Income
$6,946
Other Revenue
$575
Change in Net Assets
$416,913

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,526,293
Total Revenue per Audited Statements
$1,526,293
Total Revenue per Form 990
$1,526,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$819,188
Other Expenses$290,192
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$677,856$75,317-$753,173
Other Employee Benefits$59,414$6,601-$66,015
Depreciation Depletion$45,003--$45,003
All Other Expenses$39,631$219-$39,850
Occupancy$28,217$3,135-$31,352
Fees for Services Other$19,946--$19,946
Insurance$14,715$1,635-$16,350
Office Expenses$7,087$787-$7,874
Other Expenses$5,991$665-$6,656
Advertising$1,253--$1,253
Travel$633--$633
Interest-$158-$158
Total Functional Expenses$1,020,501$88,879$0$1,109,380

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,109,380
Total Expenses per Audited Statements$1,109,380
Total Expenses per Form 990$1,109,380
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
Audit committee
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

“The 990 is prepared by an external accountant and given to the board treasurer to review before it is filed.”

Governing documents etc available to public Part VI line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Oaktree Academy Inc
EIN
46-5611781
In Care Of
% LYNNE RUSSELL
Address
6498 W DECKER ROAD, Ludington, MI 49431

Signing Officer

Name
Lynne Russell
Title
Treasurersecretary
Phone
2318438593
Signed
2026-01-07
Discuss with paid preparer
No

Organization Details

Formed
2014
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Lake Michigan CPA Services PLC
Address
317 S James Street, Ludington, MI 49431
Preparer
Sarah Kanitz
Phone
2318434085
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,657,915
Liabilities
$35,125
Net assets
$1,622,790
Revenue
$1,526,293
Expenses
$1,109,380
Net income
$416,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.66$0.04$1.62$1.53$1.11$0.42
2024Summary only. Only limited summary data is available for this year.$1.24$0.03$1.21$0.98$1.01$0.03
2023Summary only. Only limited summary data is available for this year.$1.27$0.04$1.24$1.01$0.96$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.11$1.18$1.55$0.88$0.67
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.12$0.51$0.98$0.80$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.03$0.33$0.75$0.67$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.05$0.25$0.72$0.62$0.11
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.04$0.14$0.66$0.64$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.04$0.12$0.67$0.69$0.02
2016Summary only. Only limited summary data is available for this year.$0.17$0.04$0.14$0.70$0.71$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.03$0.15$0.73$0.63$0.10
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.05$0.01$0.04