Civic Intelligence

Oak Tree Foundation Inc.

990 • Fiscal year 2011 • EIN 93-1159383

Sep 01, 2010 to Aug 31, 2011 • Filed on Jun 11, 2012

Organization Profile
2043 College Way Uc Box 68197116
Siviq Scores

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

Liabilities / Assets

95th percentile

1.08x

Higher debt load relative to assets than 95% of similar nonprofits.

2011 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

31st percentile

-1.0%

Faster asset growth than 31% of similar nonprofits.

2011 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$30,581,626

Down $314,824 (-1.0%) from 2010

Net Assets

Down

-$2,302,323

Down $2,030,411 (-747%) from 2010

Liabilities

Up

$32,883,949

Up $1,715,587 (+5.5%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$2,892,342

Up $237,320 (+8.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$40M$30M$20M$10M$0-$10MAssets 2010: $30,896,450Liabilities 2010: $31,168,362Net Assets 2010: -$271,9122010Assets 2011: $30,581,626Liabilities 2011: $32,883,949Net Assets 2011: -$2,302,3232011Assets 2012: $30,321,456Liabilities 2012: $33,038,671Net Assets 2012: -$2,717,2152012Assets 2013: $29,939,664Liabilities 2013: $33,027,639Net Assets 2013: -$3,087,9752013Assets 2014: $29,708,378Liabilities 2014: $32,912,269Net Assets 2014: -$3,203,8912014Assets 2015: $29,066,464Liabilities 2015: $32,653,332Net Assets 2015: -$3,586,8682015Assets 2016: $28,562,912Liabilities 2016: $32,299,759Net Assets 2016: -$3,736,8472016Assets 2017: $27,604,553Liabilities 2017: $31,567,125Net Assets 2017: -$3,962,5722017Assets 2018: $27,533,274Liabilities 2018: $30,998,373Net Assets 2018: -$3,465,0992018Assets 2019: $27,376,617Liabilities 2019: $30,399,623Net Assets 2019: -$3,023,0062019Assets 2020: $27,379,355Liabilities 2020: $29,768,201Net Assets 2020: -$2,388,8462020Assets 2021: $27,615,846Liabilities 2021: $29,290,640Net Assets 2021: -$1,674,7942021Assets 2022: $26,808,266Liabilities 2022: $28,364,300Net Assets 2022: -$1,556,0342022Assets 2023: $29,546,380Liabilities 2023: $30,339,248Net Assets 2023: -$792,8682023Assets 2024: $29,709,289Liabilities 2024: $29,303,302Net Assets 2024: $405,9872024Assets 2025: $29,771,666Liabilities 2025: $28,234,926Net Assets 2025: $1,536,7402025

Highlighted filing

2011

Assets$30,581,626
Liabilities$32,883,949
Net Assets-$2,302,323
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,655,0222010Expenses 2011: $2,892,3422011Expenses 2012: $2,888,6012012Expenses 2013: $2,861,7082013Revenue 2014: $2,499,586Expenses 2014: $2,776,492Net Income 2014: -$276,9062014Revenue 2015: $2,458,705Expenses 2015: $2,734,220Net Income 2015: -$275,5152015Revenue 2016: $2,439,253Expenses 2016: $2,680,409Net Income 2016: -$241,1562016Revenue 2017: $2,123,885Expenses 2017: $2,417,238Net Income 2017: -$293,3532017Revenue 2018: $2,544,152Expenses 2018: $2,097,709Net Income 2018: $446,4432018Revenue 2019: $2,533,500Expenses 2019: $2,061,384Net Income 2019: $472,1162019Revenue 2020: $2,515,976Expenses 2020: $2,036,041Net Income 2020: $479,9352020Revenue 2021: $2,467,715Expenses 2021: $1,985,926Net Income 2021: $481,7892021Revenue 2022: $2,503,022Expenses 2022: $1,958,957Net Income 2022: $544,0652022Revenue 2023: $2,541,414Expenses 2023: $1,901,754Net Income 2023: $639,6602023Revenue 2024: $2,598,579Expenses 2024: $1,849,775Net Income 2024: $748,8042024Revenue 2025: $2,611,351Expenses 2025: $1,804,064Net Income 2025: $807,2872025

Highlighted filing

2011

Revenue-
Expenses$2,892,342
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2010 to Aug 31, 2011
Signed
Jun 11, 2012
Return Version
2010v3.7
Gross Receipts
$2,692,562
Mission and Program Overview

Mission

Support pacific university by making distributions to the university, or furnishing services or facilities to the university, and assist it in providing on-campus or off-campus housing, and parking for its students.

Filing and Contact Details

Filer

EIN
93-1159383
Raw XML AppendixShowing 400 of 473 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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IRS990ScheduleO/GeneralExplanation/Explanation0VOLUNTEERS ACT AS BOARD MEMBERS WHO REVIEW POLICY/PROCEDURES WITHIN THE PURVIEW OF OAK TREE'S MISSION AND APPROVE BUSINESS TRANSACTIONS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE MEMBERS OF THE FINANCE SUBCOMMITTEE.
IRS990ScheduleO/GeneralExplanation/Explanation2DISCLOSURE STATEMENTS ARE SENT TO EACH BOARD MEMBER ANNUALLY FOR SIGNATURE.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4THE FOUNDATION RESTATED FISCAL YEAR END 8/31/10 BALANCES TO RECOGNIZE LEASE EXPENSE PAID TO PACIFIC UNIVERSITY AS AMORTIZED ON A STRAIGHT-LINE BASIS OVER THE LIFE OF THE LEASES. AN ADJUSTMENT WAS MADE ON THE 990 TO ACCOUNT FOR THE ACCUMULATIVE RESTATEMENT.
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IRS990ScheduleO/GeneralExplanation/Identifier2ENFORCEMENT OF CONFLICTS POLICY
IRS990ScheduleO/GeneralExplanation/Identifier3GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER CHANGES IN NET ASSETS EXPLANATION
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IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0OR
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode097116
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg0false
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/Form990ScheduleRPartII/EIN0930386892
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection03
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0OR
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10PACIFIC UNIVERSITY
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0SCHOOL
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus02
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0false
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0false
IRS990ScheduleR/OtherTransferFromOtherOrg0false
IRS990ScheduleR/OtherTransferToOtherOrg0false
IRS990ScheduleR/PerformOfServicesByOtherOrgs0false
IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0false
IRS990ScheduleR/ReimbursementPaidByOtherOrg0false
IRS990ScheduleR/ReimbursementPaidToOtherOrg0false
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0true
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0true
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0false
IRS990ScheduleR/SharingOfPaidEmployees0false
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved02413356
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved1471897
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10PACIFIC UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11PACIFIC UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0I
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType1J
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0OR
IRS990/StatesWhereCopyOfReturnIsFiled0OR
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBondLiabilities/BOY030335000
IRS990/TaxExemptBondLiabilities/EOY030135000
IRS990/TaxExemptBonds0true
IRS990/TemporarilyRestrictedNetAssets/BOY0931903
IRS990/TemporarilyRestrictedNetAssets/EOY0978025
IRS990/Terminated0false

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$30,581,626
Liabilities
$32,883,949
Net assets
-$2,302,323
Revenue
-
Expenses
$2,892,342
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.8$28.2$1.54$2.61$1.80$0.81
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.7$29.3$0.41$2.60$1.85$0.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.5$30.3$0.79$2.54$1.90$0.64
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$28.4$1.56$2.50$1.96$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$29.3$1.67$2.47$1.99$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$29.8$2.39$2.52$2.04$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$30.4$3.02$2.53$2.06$0.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$31.0$3.47$2.54$2.10$0.45
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.6$31.6$3.96$2.12$2.42$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$32.3$3.74$2.44$2.68$0.24
2015Detailed filing. Detailed filing data is available for this year.$29.1$32.7$3.59$2.46$2.73$0.28
2014Detailed filing. Detailed filing data is available for this year.$29.7$32.9$3.20$2.50$2.78$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.9$33.0$3.09$2.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.3$33.0$2.72$2.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$32.9$2.30$2.89
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.9$31.2$0.27$2.66