Nonprofit screen
Screen a listOak Forest Retreat and Conference Center
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$641krevenue
FY2024 · +9% in 3 yrs22staff
5 of 5years filed
’20’21’22’23’24
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2024
Operating margin−4.1%
Months of reserve3.0mo
Revenue growth (annualized)+11.9%
Middle half of peersMedianOak Forest Retreat and Conference Center
Where the money goes FY2024 · $668k spent
Programs$495k74%Management and general$173k26%990 FY2024 · Part IX line 25
Worth checking1
Deficits in 3 of the last 3 years
−$29k in FY2022, −$86k in FY2023 and −$26k in FY2024. Cash covers 3.0 months, under the peer median of 5.1.
990 Part I and balance sheetIn its favor2
Strong governance
16 of 16 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 12% a year since FY2020, faster than half of similar nonprofits.
990 Part I · peer cohort3funders
$32a year, last 3 years
100%from its largest funder
Funder’17’18’19’20’21’22’23Larson FoundationOn and off$2kCharles & Eunice C Tollander FoundationOn and off$100Donor-advised giftsDonors not disclosed$26$21$29$45
FundedThrough a donor-advised fund