Civic Intelligence

Oak Tree Project

990EZ • Fiscal year 2023 • EIN 82-0848523

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 27, 2025

6007 Thomas DrSpringfield, VA 22150

(571) 642-5040

Siviq Scores

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

Liabilities / Assets

88th percentile

0.11x

Higher debt load relative to assets than 88% of similar nonprofits.

2023 filings • NTEE Q33 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.11x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • NTEE Q33 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

64%

Higher net margin than 91% of similar nonprofits.

2023 filings • NTEE Q33 • <$500k nonprofits • Source year 2023

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2023 filings • NTEE Q33 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

$107,021

No earlier filing loaded for comparison.

Net Assets

$95,655

No earlier filing loaded for comparison.

Liabilities

$11,366

No earlier filing loaded for comparison.

Revenue

$103,510

No earlier filing loaded for comparison.

Expenses

$37,487

No earlier filing loaded for comparison.

Net Income

$66,023

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2023: $107,021Liabilities 2023: $11,366Net Assets 2023: $95,6552023Assets 2024: $87,621Liabilities 2024: $5,391Net Assets 2024: $82,2302024Assets 2025: $90,663Liabilities 2025: $7,654Net Assets 2025: $83,0092025

Highlighted filing

2023

Assets$107,021
Liabilities$11,366
Net Assets$95,655

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2023: $103,510Expenses 2023: $37,487Net Income 2023: $66,0232023Revenue 2024: $57,211Expenses 2024: $70,636Net Income 2024: -$13,4252024Revenue 2025: $53,811Expenses 2025: $53,032Net Income 2025: $7792025

Highlighted filing

2023

Revenue$103,510
Expenses$37,487
Net Income$66,023
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 27, 2025
Return Version
2023v6.0
Gross Receipts
$103,510
Mission and Program Overview

Mission

Oak tree project is a scholarship and mentoring program for the orphans of south korea.

Program Services

DescriptionGrantsExpenses
OAK TREE PROJECT AIDS KOREAN ORPHANS IN COLLEGE BY PROVIDING A COMMITTED MENTOR, FAMILY ATMOSPHERE, AND FINANCIAL SUPPORT.$0$37,487
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER BECKERDirector/Treasurer-$0--
JOHN MICHAEL BECKERDirector/PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Oak Tree Project
EIN
82-0848523
Phone
5716425040
Address
6007 THOMAS DR, SPRINGFIELD, VA 22150

Signing Officer

Name
Peter Becker
Title
Director
Phone
5716425040
Signed
2025-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Kositzka Wicks and Company
Address
5270 SHAWNEE ROAD SUITE 250, ALEXANDRIA, VA 22312
Preparer
Jennica Jardine Whitfield CPA
Phone
7036422700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 2.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: program activity. Amount: 37,337. Description: service fee. Amount: 150. Total to form 990-ez, line 16: 37,487.

Form 990-ez, Item B

This return has been amended. The original return was filed as a 990-n and upon preparing the 2024 information, certain donations were were omitted from the 2023 return calculations. This return is being submitted to correct and report the 2023 contributions and expenses.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: credit card payable. Beg. Of year amount: 0. End of year amount: 11,366.

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05716425040
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06007 THOMAS DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029632
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107021
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0103508
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt066023
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029632
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107021
IRS990EZ/GrossReceiptsAmt0103510
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029632
IRS990EZ/NetAssetsOrFundBalancesEOYAmt095655
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029632
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt095655
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETER BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN MICHAEL BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR/PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt037487
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OAK TREE PROJECT IS A SCHOLARSHIP AND MENTORING PROGRAM FOR THE ORPHANS OF SOUTH KOREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OAK TREE PROJECT AIDS KOREAN ORPHANS IN COLLEGE BY PROVIDING A COMMITTED MENTOR, FAMILY ATMOSPHERE, AND FINANCIAL SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037487
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011366
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037487
IRS990EZ/TotalProgramServiceExpensesAmt037487
IRS990EZ/TotalRevenueAmt0103510
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OAKTREEPROJECT.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0103508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0103508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77850
IRS990ScheduleA/PublicSupportTotal170Amt080578
IRS990ScheduleA/SubstantialContributorsTotAmt022930
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0103508
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0103508
IRS990ScheduleA/TotalSupportAmt0103510
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAM ACTIVITY. AMOUNT: 37,337. DESCRIPTION: SERVICE FEE. AMOUNT: 150. TOTAL TO FORM 990-EZ, LINE 16: 37,487.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS RETURN HAS BEEN AMENDED. THE ORIGINAL RETURN WAS FILED AS A 990-N AND UPON PREPARING THE 2024 INFORMATION, CERTAIN DONATIONS WERE WERE OMITTED FROM THE 2023 RETURN CALCULATIONS. THIS RETURN IS BEING SUBMITTED TO CORRECT AND REPORT THE 2023 CONTRIBUTIONS AND EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 11,366.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER BECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05716425040
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAK TREE PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0OAKT
ReturnHeader/Filer/EIN0820848523
ReturnHeader/Filer/PhoneNum05716425040
ReturnHeader/Filer/USAddress/AddressLine1Txt06007 THOMAS DR
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022150
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541342298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSITZKA WICKS AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05270 SHAWNEE ROAD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022312
ReturnHeader/PreparerPersonGrp/PhoneNum07036422700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNICA JARDINE WHITFIELD CPA
ReturnHeader/ReturnTs02025-02-28T13:40:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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