Oakleaf Endownment Tr For The Blake School
EIN: 416469031 · Minneapolis, MN · NTEE: T11
| Metric | Value |
|---|---|
| Total Revenue | $437K |
| Total Expenses | $169K |
| Net Assets | $3.1M |
Is Oakleaf Endownment Tr For The Blake School Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Oakleaf Endownment Tr For The Blake School
Oakleaf Endownment Tr For The Blake School (EIN: 416469031) is a nonprofit organization based in Minneapolis, MN, classified under NTEE code T11. The organization reported total revenue of $437K and total assets of $3.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Oakleaf Endownment Tr For The Blake School's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Oakleaf Endownment Tr For The Blake School is a small nonprofit that has been operating for 26 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 1.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $210K |
| Total Expenses | $169K |
| Surplus / Deficit | +$41K |
| Total Assets | $3.1M |
| Net Assets | $3.1M |
| Operating Margin | 19.5% |
| Months of Reserves | 223.0 months |
Financial Health Grade: A
In 2023, Oakleaf Endownment Tr For The Blake School reported a surplus of $41K with revenue exceeding expenses, holds 223.0 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Oakleaf Endownment Tr For The Blake School's revenue has grown at a compound annual growth rate (CAGR) of 1.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -58.5% | +1.2% | +1.3% |
| 2022 | -0.5% | +8.3% | +12.3% |
| 2021 | +128.7% | +2.5% | +14.7% |
| 2020 | +0.3% | +1.4% | +3.1% |
| 2019 | +10.5% | -7.5% | +3.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2000 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Oakleaf Endownment Tr For The Blake School 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 Oakleaf Endownment Tr For The Blake School 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 $41K, with revenue exceeding expenses.
Frequently Asked Questions about Oakleaf Endownment Tr For The Blake School
Is Oakleaf Endownment Tr For The Blake School a legitimate charity?
Based on AI analysis of IRS 990 filings, Oakleaf Endownment Tr For The Blake School (EIN: 416469031) insufficient data. 0 red flags identified, 0 strengths noted.
How does Oakleaf Endownment Tr For The Blake School spend its money?
Detailed spending breakdown data is not yet available for Oakleaf Endownment Tr For The Blake School. Check back for updated IRS 990 analysis.
Are donations to Oakleaf Endownment Tr For The Blake School tax-deductible?
Oakleaf Endownment Tr For The Blake School is registered as a tax-exempt nonprofit (EIN: 416469031). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Oakleaf Endownment Tr For The Blake School located?
Oakleaf Endownment Tr For The Blake School is headquartered in Minneapolis, Minnesota and files with the IRS under EIN 416469031. It is classified under NTEE code T11.
How many years of IRS 990 filings does Oakleaf Endownment Tr For The Blake School have?
Oakleaf Endownment Tr For The Blake School has 13 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 $437K in total revenue.
Filing History
IRS 990 filing history for Oakleaf Endownment Tr For The Blake School showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Oakleaf Endownment Tr For The Blake School's revenue has grown by 21.3%, moving from $173K to $210K. Total assets increased by 9.3% over the same period, from $2.9M to $3.1M. Total functional expenses rose by 276.1%, from $45K to $169K. In its most recent filing year (2023), Oakleaf Endownment Tr For The Blake School reported a surplus of $41K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $210K | $169K | $3.1M | $0 | — | — |
| 2022 | $506K | $167K | $3.1M | $0 | — | View 990 |
| 2021 | $509K | $154K | $2.8M | $0 | — | View 990 |
| 2020 | $222K | $151K | $2.4M | $0 | — | View 990 |
| 2019 | $222K | $148K | $2.3M | $0 | — | View 990 |
| 2018 | $201K | $161K | $2.3M | $0 | — | View 990 |
| 2017 | $179K | $171K | $2.2M | $0 | — | View 990 |
| 2016 | $103K | $800K | $2.2M | $0 | — | View 990 |
| 2015 | $176K | $194K | $2.9M | $0 | — | View 990 |
| 2014 | $346K | $106K | $2.9M | $0 | — | View 990 |
| 2013 | $287K | $47K | $2.7M | $0 | — | View 990 |
| 2012 | $111K | $45K | $2.9M | $0 | — | View 990 |
| 2011 | $173K | $45K | $2.9M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $210K, expenses of $169K, and assets of $3.1M (revenue -58.5% year-over-year).
- 2022: Revenue of $506K, expenses of $167K, and assets of $3.1M (revenue -0.5% year-over-year).
- 2021: Revenue of $509K, expenses of $154K, and assets of $2.8M (revenue +128.7% year-over-year).
- 2020: Revenue of $222K, expenses of $151K, and assets of $2.4M (revenue +0.3% year-over-year).
- 2019: Revenue of $222K, expenses of $148K, and assets of $2.3M (revenue +10.5% year-over-year).
- 2018: Revenue of $201K, expenses of $161K, and assets of $2.3M (revenue +12.4% year-over-year).
- 2017: Revenue of $179K, expenses of $171K, and assets of $2.2M (revenue +73.1% year-over-year).
- 2016: Revenue of $103K, expenses of $800K, and assets of $2.2M (revenue -41.5% year-over-year).
- 2015: Revenue of $176K, expenses of $194K, and assets of $2.9M (revenue -49.1% year-over-year).
- 2014: Revenue of $346K, expenses of $106K, and assets of $2.9M (revenue +20.7% year-over-year).
- 2013: Revenue of $287K, expenses of $47K, and assets of $2.7M (revenue +158.5% year-over-year).
- 2012: Revenue of $111K, expenses of $45K, and assets of $2.9M (revenue -36.0% year-over-year).
- 2011: Revenue of $173K, expenses of $45K, and assets of $2.9M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Oakleaf Endownment Tr For The Blake School:
Data Sources and Methodology
This transparency report for Oakleaf Endownment Tr For The Blake School 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.