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Oak Tree Foundation INC

Tax-deductible

Forest Grove, OR501(c)(3)EducationEIN 93-1159383

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Support pacific university by providing on-campus housing, parking, and facilities.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Run by 7 volunteers.
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
6 of 6
filings with a surplus
Average surplus $617K a year · 24% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
15 mo
of spending, in cash
Looks good: 15.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$28.2M
95% of total assets
Concern: liabilities are 95% of assets; over 80%.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 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
$2.6M
+0.5% vs prior year
Spent
$1.8M
To programs
99%
Net assets
$1.5M
By yearFY2020–FY2025
Revenue
$2.6M
FY2025+0.5%
Revenue by fiscal year
FY2020$2.5M
FY2021$2.5M
FY2022$2.5M
FY2023$2.5M
FY2024$2.6M
FY2025$2.6M
Expenses
$1.8M
FY2025▼ -2%
Expenses by fiscal year
FY2020$2.0M
FY2021$2.0M
FY2022$2.0M
FY2023$1.9M
FY2024$1.8M
FY2025$1.8M
Net assets
$1.5M
FY2025▲ +279%
Net assets by fiscal year
FY2020−$2.4M
FY2021−$1.7M
FY2022−$1.6M
FY2023−$793K
FY2024$406K
FY2025$1.5M

From the FY2025 Form 990 (year ending August 2025) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1995.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $1.8M Management & general 1% · $22K

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

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Mark Denney
Treasurer/Se
$0Pt VII · Sec A
Gene Zurbrugg
President
$0Pt VII · Sec A
Skyler Erben
Past Preside
$0Pt VII · Sec A
Rebecca Graham
Vice Preside
$0Pt VII · Sec A
Kevin White
Director
$0Pt VII · Sec A
Tige Harris
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Ben Martin
Director
$0Pt VII · Sec A
See Oak Tree Foundation 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 15aNo

Programs and updates

Provides on-campus housing, parking, and facilities for Pacific University.

Provided by the organization

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1 program · $1.8M · in their own filed words · FY2024
01

Support pacific university by providing on-campus housing, parking and facilities.

$1.8Mprogram expense

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$2.6M
Ln 12
Fees for servicesLn 2g$2.5M
Investment incomeLn 3$159K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.8M
Managementcol C$22K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$2.3M
Total assetsLn 16$29.8M
LiabilitiesLn 26$28.2M
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.5M
Investment incomeLn 3$159K
Total revenueLn 12$2.6M
Assets in detailPt X, end of year
CashLn 1$1K
SavingsLn 2$2.3M
Cash and savings togetherLn 1–2$2.3M
InvestmentsLn 11–13$3.9M
Land, buildings, equipmentLn 10c$18.9M
Other assetsLn 15$2.4M
Total assetsLn 16$29.8M
LiabilitiesLn 26$28.2M
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.9M$2.3M
InvestmentsLn 11–13$3.4M$3.9M
Land, buildings, equipmentLn 10c$19.4M$18.9M
Total assetsLn 16$29.7M$29.8M
LiabilitiesLn 26$29.3M$28.2M
Net assetsLn 32$406K$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$22K$22K
Investment management feesLn 11f$23K$23K
Other fees for servicesLn 11g$11K$11K
InterestLn 20$713K$713K
Depreciation, depletion and amortizationLn 22$539K$539K
InsuranceLn 23$23K$23K
Other expenses (24a–d)Ln 24$473K$473K
Total functional expensesLn 25$1.8M$1.8M$22K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $2.6M$1.8M$807K$1.5M 990 PDF
FY2024 $2.6M$1.8M$749K$406K 990 PDF
FY2023 $2.5M$1.9M$640K−$793K 990 PDF
FY2022 $2.5M$2.0M$544K−$1.6M 990 PDF
FY2021 $2.5M$2.0M$482K−$1.7M 990 PDF
FY2020 $2.5M$2.0M$480K−$2.4M 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 FY2025 990 (4 parts)
Part VIII · Statement of revenue $2,611,351 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,452,594$2,452,594
VIII-3 Investment incomeExcluded from tax $158,757$158,757
VIII-12 Total revenueRelated to mission $2,452,594 · Excluded from tax $158,757$2,611,351
Part IX · Statement of functional expenses $1,804,064 across 7 lines filed
IX-11c Accounting feesManagement $22,000$22,000
IX-11f Investment management feesPrograms $22,802$22,802
IX-11g Other fees for servicesPrograms $11,000$11,000
IX-20 InterestPrograms $713,046$713,046
IX-22 Depreciation, depletion and amortizationPrograms $539,487$539,487
IX-23 InsurancePrograms $22,721$22,721
IX-24 Other expenses (24a–d)Programs $473,008$473,008
IX-25 Total functional expensesPrograms $1,782,064 · Management $22,000 · Fundraising $0$1,804,064
Part X · Balance sheet $29,771,666 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,000$1,000
X-2 Savings and temporary cash investmentsStart of year $1,931,763$2,253,418
X-4 Accounts receivableStart of year $2,220,117$2,163,942
X-10c Land, buildings and equipment, netStart of year $19,423,426$18,883,939
X-11 Publicly traded securitiesStart of year $3,420,012$3,943,566
X-14 Intangible assetsStart of year $126,312$120,698
X-15 Other assetsStart of year $2,565,149$2,405,103
X-16 Total assetsStart of year $29,709,289$29,771,666
X-20 Tax-exempt bond liabilitiesStart of year $19,743,001$18,527,896
X-25 Other liabilitiesStart of year $9,560,301$9,707,030
X-26 Total liabilitiesStart of year $29,303,302$28,234,926
X-27 Net assets without donor restrictionsStart of year $405,987$1,536,740
X-32 Total net assets or fund balancesStart of year $405,987$1,536,740
X-33 Total liabilities and net assetsStart of year $29,709,289$29,771,666
Part XI · Reconciliation of net assets $1,536,740 net assets at year end
XI-1 Total revenue$2,611,351
XI-2 Total expenses$1,804,064
XI-3 Revenue less expenses$807,287
XI-4 Net assets at start of year$405,987
XI-5 Net unrealized gains (losses) on investments$323,466
XI-10 Net assets at end of year$1,536,740

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

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