Oak House FY2024 filing

Port Clinton, OH501(c)(3)EIN 31-1501768

Vocational and educational services

73¢ of each $1 spent went to programs.
$52K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Is it a real charity?
501(c)(3)
not on the IRS revocation list
IRS BMF · Auto-Revocation List
Is it filing on time?
FY2025
latest Form 990
IRS e-file · Filing history
Is it financially stable?
5 of 5
years in the black
Pt I · Ln 19 · 5 filings
How much reaches the programs?
73%
of spending
Pt IX · Ln 25 · col B
What are leaders paid?
$52K
to officers and key staff · 11% of spending
Pt VII · Sec A
Do they have reserves?
<1 mo
of spending, in cash
Pt X · Ln 1–2 · Pt I · Ln 18
Who is supporting them already?
1
named funder · $10K
Funders’ Sch. I, 990-PF
Do they carry debt?
$942
liabilities
Pt X · Ln 26
Who oversees it?
11
independent of 11 voting board members
Pt VI · Ln 1a–1b
Revenue
$506K
+19% vs prior year
Spent
$498K
To programs
73%
Net assets
$165K
By yearFY2020–FY2025
Revenue
$506K
FY2024▲ +19%
Revenue by fiscal year
FY2020$165K
FY2021$188K
FY2022$194K
FY2023$425K
FY2024$506K
FY2025$602K
Expenses
$498K
FY2024▲ +30%
Expenses by fiscal year
FY2020Not on file
FY2021$164K
FY2022$192K
FY2023$385K
FY2024$498K
FY2025$575K
Net assets
$165K
FY2024▲ +5%
Net assets by fiscal year
FY2020$98K
FY2021$123K
FY2022$117K
FY2023$158K
FY2024$165K
FY2025$193K

From the FY2024 Form 990 (year ending June 2024) · see the original

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Status and standing

Is it real, and can you give to it?

Tax-deductible?
Not on file
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2025 (typical filing lag)
Legal name (IRS)Hdr · item COak House
EINHdr · item D31-1501768
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFFeb 1989
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CPort Clinton, OH
NTEE classificationIRS BMFNonprofit
WebsiteHdr · item Joakhouse-pc.org

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.73 Management & general $0.23 Fundraising $0.04
Program services73%$366K
Management & general23%$113K
Fundraising4%$20K
Total functional expensesLn 25$498K

Financial health

Is it on solid ground?

Program efficiency
73%
of spending reaches programs
Operating runway
0.6mo
months of highly liquid reserves at operating expense rate
Surplus margin
+1%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Total assets
$166K
FY2024▼ -8%
Total assets by fiscal year
FY2020Not on file
FY2021$169K
FY2022$151K
FY2023$180K
FY2024$166K
FY2025$194K
Total liabilities
$942
FY2024▼ -96%
Total liabilities by fiscal year
FY2020Not on file
FY2021$46K
FY2022$34K
FY2023$22K
FY2024$942
FY2025$867
Revenue less expensesPt I · Ln 19$7K
Total assetsPt X · Ln 16$166K
Program-expense ratioPt IX · col B73%
Voting members of governing bodyPt I · Ln 311
Independent voting membersPt I · Ln 411

Balance Sheet

Part X · end of year
CashLn 1$26K
Total assetsLn 16$166K
Total liabilitiesLn 26$942
Total net assetsLn 32$165K
Months of cash on handcomputed0.6

Statement of Revenue

Part VIII
Contributions & grants$502K · 99%
Other revenue$4K · 1%
Contributions & grants99%$502K
Other revenue1%$4K
Investment income$53
— government grantsLn 1e$419K
Total revenueLn 12$506K

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $26K · Operating expenses/yr $498K
0.6 months
Where the money goes
Program services
Program services $366K · Total expenses $498K
73%
Management & General
Management & general $113K · Total expenses $498K
23%
Fundraising
Fundraising $20K · Total expenses $498K
4%
Cost to raise $1
Fundraising expense (3-yr avg) $17K · Solicited contributions (3-yr avg) $44K
$0.40 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $502K · Total revenue $506K
99%
Government reliance
Government grants $419K · Total revenue $506K
83%
Earned-income share
Program service revenue $0 · Total revenue $506K
0%
Investment reliance
Investment income $53 · Total revenue $506K
+0.01%
Program self-sufficiency
Program service revenue $0 · Total expenses $498K
0%
Growth & trend
Revenue growth (YoY)
This year $506K · Prior year $425K
+19%
Revenue CAGR
FY2019 $165K · FY2023 $506K
+32%
Net-asset trend (YoY)
End of year $165K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $506K · Expenses $498K
+1%
Liabilities-to-Assets
Total liabilities — · Total assets $166K
—
Net-asset ratio
Net assets $165K · Total assets $166K
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $166K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Kristen Gerwin · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $52K · Total expenses $498K
11%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $290K · Total expenses $498K
58%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 73%——
Overhead ratio 23%——
Fundraising cost ratio 4%——
Revenue growth 19%——
Accounting fee ratio 2%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$52,410Pt VII · Sec A
Director
$0Pt VII · Sec A
Board Chair
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Kristen Gerwin$57,080$52,410$50,539$50,000$45,935
April Fenton$21,605————
Kendra Pippin————$1,521

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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Governance & Policies

Part VI
  • 11Voting board membersPt VI · Ln 1a
  • 11Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Provides job training and educational programs to help people find work.

Provided by the organization

This section is blank until Oak House claims this page.

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Mission & Programs · Part III

Where the work happens

1 program service account for $366K of program spending, described in the organization's own filed words · FY2023.
01

Oak house provides vocational, employment, and adult educational services to adults referred by mental health agencies and others in accordance with mental health provider qualifications per state of ohio

$366Kprogram expense

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Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$10K

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 Latest $602K$575K+19% 990 PDF
FY2024 Viewing $506K$498K+19% 990 PDF
FY2023 $425K$385K+119% 990 PDF
FY2022 $194K$192K+3% 990 PDF
FY2021 $188K$164K+14% 990 PDF
FY2020 $165K— 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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