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Oaklins International INC

Not tax-deductible

Jacksonville, FL501(c)(6)EIN 52-1390808Revenue $1.9M in FY2024

On file with the IRSoaklins.com5210 Belfort Rd Ste 300, 32256-6057 · Jacksonville, FLTax-exempt since Aug 1987

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To provide networking, educational, marketing, and other resources to improve the business environment for member firms.

Mission: Form 990 Part I, line 1

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $86K a year · 5% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
4 mo
of spending, in cash
Looks good: 4.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$154K
16% of total assets
Looks good: liabilities are 16% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
+7% vs prior year
Spent
$2.0M
Net assets
$812K
By yearFY2020–FY2024
Revenue
$1.9M
FY2024▲ +7%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.4M
FY2022$1.9M
FY2023$1.8M
FY2024$1.9M
Expenses
$2.0M
FY2024▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.4M
FY2022$2.1M
FY2023$2.0M
FY2024$2.0M
Net assets
$812K
FY2024▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$1.2M
FY2022$1.0M
FY2023$822K
FY2024$812K

From the FY2024 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: FY2024. IRS ruling in Aug 1987.

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

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
James McLaren
VP North America
$0Pt VII · Sec A
Jan P Hatje
VP Industry Teams
$0Pt VII · Sec A
Jurg Stucker
VP Marketing & Strategy
$0Pt VII · Sec A

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

NameFY2022FY2021FY2020
Chris Scales$185,077$212,347$179,678

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.

See Oaklins International INC executive salaries →

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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

Offers networking, education, and marketing to boost member businesses.

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Provided by the organization

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2 programs · in their own filed words · FY2024
01

The organization was created for the purpose of providing benefits to its member firms by linking them to a network of approximately 50 independently owned merger and acquisition specialists and investment banking firms worldwide.

Pt IX · col B
02

The organization provides conferences for its member firms. This offers its members access to teams of trained corporate finance advisors with particular expertise in technology-based enterprises.

Pt IX · col B

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.9M
Ln 12
Fees for servicesLn 2g$1.9M
Money outPt IX
$2.0M
Ln 25
Owns and owesPt X
$812K
net assets · Ln 32
Cash and savingsLn 1–2$727K
Total assetsLn 16$966K
LiabilitiesLn 26$154K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.9M
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$727K
Cash and savings togetherLn 1–2$727K
Land, buildings, equipmentLn 10c$5K
Other assetsLn 15$5K
Total assetsLn 16$966K
LiabilitiesLn 26$154K
Net assetsLn 32$812K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$431K$727K
Land, buildings, equipmentLn 10c$906$5K
Total assetsLn 16$1.1M$966K
LiabilitiesLn 26$254K$154K
Net assetsLn 32$822K$812K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$612K
Legal feesLn 11b$101K
Accounting feesLn 11c$62K
Advertising and promotionLn 12$50K
Information technologyLn 14$48K
TravelLn 17$6K
Conferences, conventions and meetingsLn 19$884K
Depreciation, depletion and amortizationLn 22$11K
Other expenses (24a–d)Ln 24$217K
All other expensesLn 24e$44K
Total functional expensesLn 25$2.0M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.9M$2.0M−$105K$812K 990 PDF
FY2023 $1.8M$2.0M−$177K$822K 990 PDF
FY2022 $1.9M$2.1M−$226K$1.0M 990 PDF
FY2021 $1.4M$1.4M−$47K$1.2M 990 PDF
FY2020 $1.4M$1.3M$124K$1.3M 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
See the full FY2024 990 (6 parts)
Part I · Summary $1,929,401 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $1,797,490$1,929,401
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,797,490$1,929,401
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$612,148
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,974,351$1,422,561
I-18 Total expensesPrior year $1,974,351$2,034,709
I-19 Revenue less expensesPrior year −$176,861−$105,308
Part VI · Governance 10 of 10 board members independent, 3 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,929,401 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,929,401$1,929,401
VIII-12 Total revenueRelated to mission $1,929,401 · Unrelated business $0 · Excluded from tax $0$1,929,401
Part IX · Statement of functional expenses $2,034,709 across 10 lines filed
IX-7 Other salaries and wages$612,148
IX-11b Legal fees$100,667
IX-11c Accounting fees$61,994
IX-12 Advertising and promotion$50,469
IX-14 Information technology$47,899
IX-17 Travel$5,500
IX-19 Conferences, conventions and meetings$883,549
IX-22 Depreciation, depletion and amortization$11,335
IX-24 Other expenses (24a–d)$216,655
IX-24e All other expenses$44,493
IX-25 Total functional expenses$2,034,709
Part X · Balance sheet $966,102 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $430,825$727,121
X-4 Accounts receivableStart of year $15,871$130,727
X-9 Prepaid expenses and deferred chargesStart of year $177,993$97,760
X-10c Land, buildings and equipment, netStart of year $906$5,164
X-15 Other assetsStart of year $9,415$5,330
X-16 Total assetsStart of year $1,076,131$966,102
X-17 Accounts payable and accrued expensesStart of year $232,672$153,619
X-26 Total liabilitiesStart of year $253,798$153,619
X-27 Net assets without donor restrictionsStart of year $822,333$812,483
X-32 Total net assets or fund balancesStart of year $822,333$812,483
X-33 Total liabilities and net assetsStart of year $1,076,131$966,102
Part XI · Reconciliation of net assets $812,483 net assets at year end
XI-1 Total revenue$1,929,401
XI-2 Total expenses$2,034,709
XI-3 Revenue less expenses−$105,308
XI-4 Net assets at start of year$822,333
XI-8 Prior period adjustments$95,458
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$812,483

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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