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Oak Tree Ministries

Tax-deductible

Birmingham, AL501(c)(3)Since 2015Human Services EIN 30-0877770Revenue $744K in FY2025

On file with the IRSoaktreeministries.org6517 Kimberly Ave, 35212-2051 · Birmingham, ALTax-exempt since Jun 2016Publicly supported charity — 170(b)(1)(A)(vi)

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The organization is operated primarily to promote social welfare through service initiatives intended to relieve the poor, distressed or underprivileged; advance religion; advance education; lessen neighborhood tensions; eliminate prejudice and discrimination; defend human and civil rights secured by law; promote justice; and combat community deterioration and juvenile delinquency.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Run by 150 volunteers and 12 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $45K a year · 9% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$53K
to officers and key staff · 8% of spending
Top officer’s pay lower than 59% of similar orgs
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
11 mo
of spending, in cash
Looks good: 11.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $178K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$328K
35% of total assets
Looks good: liabilities are 35% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$744K
+39% vs prior year
Spent
$656K
To programs
80%
Net assets
$622K
By yearFY2020–FY2025
Revenue
$744K
FY2025▲ +39%
Tap a bar for its year
Revenue by fiscal year
FY2020$382K
FY2021$336K
FY2022$373K
FY2023$498K
FY2024$537K
FY2025$744K
Expenses
$656K
FY2025▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$272K
FY2021$337K
FY2022$368K
FY2023$391K
FY2024$574K
FY2025$656K
Net assets
$622K
FY2025▲ +17%
Tap a bar for its year
Net assets by fiscal year
FY2020$452K
FY2021$454K
FY2022$462K
FY2023$571K
FY2024$534K
FY2025$622K

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $523K Management & general 14% · $95K Fundraising 6% · $38K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $53K paid to officers and key staff.

Part VII, Section A · reportable compensation
Raquel Patterson
Executive Di
$52,723Pt VII · Sec A
Angela Bush
Director
$0Pt VII · Sec A
Emily Dunham
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Tim Hurd
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Kathy Woods
Vice Chair
$0Pt VII · Sec A

Raquel Patterson’s $53K as Executive Di is at the 41st percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Raquel Patterson$52,723$48,185$46,796$46,121$45,433$45,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps the poor, distressed, and underprivileged.

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Provided by the organization

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1 program · $523K · in their own filed words · FY2025
01

During the year, the organization delivered comprehensive programming serving children, teens, and adults in the community. Elementary programming supported 15 students through 53 tutoring sessions, providing 357 hours of academic support, along with weekly reading programs and monthly literacy resources benefiting 75 households and 275…

$523Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Prosper FoundationFY2024$100K
The Community Foundation of GreaterFY2024$45K
Natl Christian Charitable Fdn INCFY2024$16K
Fidelity Investments Charitable Gift FundFY2024$11K
Raymond James Charitable Endowment FundFY2024$6K
Total grants receivedfrom 5 funders$178K
See all 5 funders →
Grants paid · 1 grant · $5K · 2020–2020
Unitemized GrantFY2020$5,209

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$744K
Ln 12
Gifts and grantsLn 1h$731K
Fees for servicesLn 2g$18K
Investment incomeLn 3$11K
Money outPt IX
$656K
Ln 25
Programscol B$523K
Managementcol C$95K
Fundraisingcol D$38K
Owns and owesPt X
$622K
net assets · Ln 32
Cash and savingsLn 1–2$623K
Total assetsLn 16$950K
LiabilitiesLn 26$328K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$731K
Fundraising eventsLn 1c$77K
Fees for servicesLn 2g$18K
Investment incomeLn 3$11K
Gains on assetsLn 7$1K
Total revenueLn 12$744K
Assets in detailPt X, end of year
CashLn 1$333K
SavingsLn 2$290K
Cash and savings togetherLn 1–2$623K
Land, buildings, equipmentLn 10c$327K
Total assetsLn 16$950K
LiabilitiesLn 26$328K
Net assetsLn 32$622K
OperationsPt I, VI
EmployeesI 512
VolunteersI 6150
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$530K$623K
Land, buildings, equipmentLn 10c$291K$327K
Total assetsLn 16$821K$950K
LiabilitiesLn 26$287K$328K
Net assetsLn 32$534K$622K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$58K$6K$29K$23K
Other salaries and wagesLn 7$278K$232K$35K$11K
Other employee benefitsLn 9$56K$47K$7K$2K
Payroll taxesLn 10$26K$18K$5K$3K
Accounting feesLn 11c$9K$9K
Other fees for servicesLn 11g$10K$10K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$2K$916$934
Information technologyLn 14$3K$3K
OccupancyLn 16$11K$11K
TravelLn 17$5K$5K
Conferences, conventions and meetingsLn 19$663$663
Depreciation, depletion and amortizationLn 22$34K$34K
InsuranceLn 23$14K$14K
Other expenses (24a–d)Ln 24$132K$132K
All other expensesLn 24e$17K$17K
Total functional expensesLn 25$656K$523K$95K$38K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $744K$656K$88K$622K 990 PDF
FY2024 $537K$574K−$37K$534K 990 PDF
FY2023 $498K$391K$107K$571K 990 PDF
FY2022 $373K$368K$5K$462K 990 PDF
FY2021 $336K$337K−$1K$454K 990 PDF
FY2020 $382K$272K$111K$452K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $744,311 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $531,237$731,182
I-9 Program service revenue$17,597
I-10 Investment incomePrior year $5,684$11,296
I-11 Other revenue−$15,764
I-12 Total revenuePrior year $536,921$744,311
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $326,902$417,547
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $247,476$238,649
I-18 Total expensesPrior year $574,378$656,196
I-19 Revenue less expensesPrior year −$37,457$88,115
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $744,311 across 8 lines filed
VIII-1c Fundraising events$77,342
VIII-1f All other contributions, gifts and grants$653,840
VIII-1h Total contributions, gifts and grants$731,182
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $17,597$17,597
VIII-3 Investment incomeExcluded from tax $10,096$10,096
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,200$1,200
VIII-8 Net income from fundraising eventsExcluded from tax −$15,764−$15,764
VIII-12 Total revenueRelated to mission $17,597 · Excluded from tax −$4,468$744,311
Part IX · Statement of functional expenses $656,196 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $5,752 · Management $28,761 · Fundraising $23,010$57,523
IX-7 Other salaries and wagesPrograms $232,343 · Management $35,033 · Fundraising $10,571$277,947
IX-9 Other employee benefitsPrograms $46,937 · Management $7,077 · Fundraising $2,136$56,150
IX-10 Payroll taxesPrograms $18,401 · Management $4,930 · Fundraising $2,596$25,927
IX-11c Accounting feesManagement $8,575$8,575
IX-11g Other fees for servicesManagement $9,656$9,656
IX-12 Advertising and promotionPrograms $1,524$1,524
IX-13 Office expensesPrograms $916 · Management $934$1,850
IX-14 Information technologyPrograms $2,704$2,704
IX-16 OccupancyPrograms $11,001$11,001
IX-17 TravelPrograms $5,128$5,128
IX-19 Conferences, conventions and meetingsPrograms $663$663
IX-22 Depreciation, depletion and amortizationPrograms $34,373$34,373
IX-23 InsurancePrograms $13,993$13,993
IX-24 Other expenses (24a–d)Programs $132,419$132,419
IX-24e All other expensesPrograms $16,763$16,763
IX-25 Total functional expensesPrograms $522,917 · Management $94,966 · Fundraising $38,313$656,196
Part X · Balance sheet $949,768 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $529,903$333,309
X-2 Savings and temporary cash investments$289,951
X-10c Land, buildings and equipment, netStart of year $291,172$326,508
X-16 Total assetsStart of year $821,075$949,768
X-19 Deferred revenueStart of year $276,687$318,652
X-25 Other liabilities$9,160
X-26 Total liabilitiesStart of year $287,234$327,812
X-27 Net assets without donor restrictionsStart of year $533,841$345,420
X-28 Net assets with donor restrictions$276,536
X-32 Total net assets or fund balancesStart of year $533,841$621,956
X-33 Total liabilities and net assetsStart of year $821,075$949,768
Part XI · Reconciliation of net assets $621,956 net assets at year end
XI-1 Total revenue$744,311
XI-2 Total expenses$656,196
XI-3 Revenue less expenses$88,115
XI-4 Net assets at start of year$533,841
XI-10 Net assets at end of year$621,956

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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