Oak Tree Ministries
EIN: 300877770 · Birmingham, AL · NTEE: P28
| Metric | Value |
|---|---|
| Total Revenue | $537K |
| Total Expenses | $391K |
| Net Assets | $571K |
Is Oak Tree Ministries Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Oak Tree Ministries
Oak Tree Ministries (EIN: 300877770) is a nonprofit organization based in Birmingham, AL, classified under NTEE code P28. The organization reported total revenue of $537K and total assets of $821K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Oak Tree Ministries's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Oak Tree Ministries is a small nonprofit that has been operating for 10 years, with 9 years of IRS 990 filings on record (2015–2023). Revenue has grown at a compound annual rate of 15.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $498K |
| Total Expenses | $391K |
| Surplus / Deficit | +$107K |
| Total Assets | $575K |
| Total Liabilities | $4K |
| Net Assets | $571K |
| Operating Margin | 21.5% |
| Debt-to-Asset Ratio | 0.7% |
| Months of Reserves | 17.6 months |
Financial Health Grade: A
In 2023, Oak Tree Ministries reported a surplus of $107K with revenue exceeding expenses, holds 17.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.7% (very low leverage).
Financial Trends
Over 9 years of filings (2015–2023), Oak Tree Ministries's revenue has grown at a compound annual growth rate (CAGR) of 15.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +33.6% | +6.3% | +22.8% |
| 2022 | +11.0% | +9.1% | +2.2% |
| 2021 | -12.1% | +24.0% | +0.9% |
| 2020 | -8.0% | +13.2% | +44.2% |
| 2019 | +44.2% | -7.8% | +123.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2016 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Oak Tree Ministries has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Oak Tree Ministries with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $107K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.7%.
Frequently Asked Questions about Oak Tree Ministries
Is Oak Tree Ministries a legitimate charity?
Oak Tree Ministries (EIN: 300877770) is a registered tax-exempt nonprofit based in Alabama. It has 9 years of IRS 990 filings on record. Total revenue: $537K. No red flags identified. Financial health grade: A.
How does Oak Tree Ministries spend its money?
Oak Tree Ministries reported $537K in total revenue in IRS 990 filings. 9 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Oak Tree Ministries tax-deductible?
Oak Tree Ministries is registered as a tax-exempt nonprofit (EIN: 300877770). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Oak Tree Ministries located?
Oak Tree Ministries is headquartered in Birmingham, Alabama and files with the IRS under EIN 300877770. It is classified under NTEE code P28.
How many years of IRS 990 filings does Oak Tree Ministries have?
Oak Tree Ministries has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $537K in total revenue.
Filing History
IRS 990 filing history for Oak Tree Ministries showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2015–2023), Oak Tree Ministries's revenue has grown by 215.4%, moving from $158K to $498K. Total assets increased by 728.5% over the same period, from $69K to $575K. Total functional expenses rose by 333.2%, from $90K to $391K. In its most recent filing year (2023), Oak Tree Ministries reported a surplus of $107K, with revenue exceeding expenses. The organization holds $4K in liabilities against $575K in assets (debt-to-asset ratio: 0.7%), resulting in net assets of $571K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $498K | $391K | $575K | $4K | — | — |
| 2022 | $373K | $368K | $468K | $6K | — | View 990 |
| 2021 | $336K | $337K | $458K | $3K | — | View 990 |
| 2020 | $382K | $272K | $454K | $2K | — | View 990 |
| 2019 | $416K | $240K | $315K | $967 | — | View 990 |
| 2018 | $288K | $261K | $141K | $2K | — | View 990 |
| 2017 | $208K | $199K | $113K | $3K | — | — |
| 2016 | $235K | $201K | $101K | $97 | — | View 990 |
| 2015 | $158K | $90K | $69K | $2K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $498K, expenses of $391K, and assets of $575K (revenue +33.6% year-over-year).
- 2022: Revenue of $373K, expenses of $368K, and assets of $468K (revenue +11.0% year-over-year).
- 2021: Revenue of $336K, expenses of $337K, and assets of $458K (revenue -12.1% year-over-year).
- 2020: Revenue of $382K, expenses of $272K, and assets of $454K (revenue -8.0% year-over-year).
- 2019: Revenue of $416K, expenses of $240K, and assets of $315K (revenue +44.2% year-over-year).
- 2018: Revenue of $288K, expenses of $261K, and assets of $141K (revenue +38.3% year-over-year).
- 2017: Revenue of $208K, expenses of $199K, and assets of $113K (revenue -11.1% year-over-year).
- 2016: Revenue of $235K, expenses of $201K, and assets of $101K (revenue +48.4% year-over-year).
- 2015: Revenue of $158K, expenses of $90K, and assets of $69K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Oak Tree Ministries:
Data Sources and Methodology
This transparency report for Oak Tree Ministries is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.