Nonprofit · EIN 27-5281234
GREAT OAKS FOUNDATION INC
Tax-exempt · NEW YORK, NY 10002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $18,396,250 | $13,970,683 | $4,425,567 | $31,224,378 | $25,820,993 | $5,403,385 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,445,768
- of which government grants
- $10,143,486
- Program service revenue
- $6,831,799
- Investment income
- $0
- Other revenue
- $118,683
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $749,625
- Other salaries and wages
- $6,667,287
- Salaries, compensation and benefits (total)
- $8,545,745
- Professional fundraising fees
- $0
- Legal fees
- $405
- Accounting fees
- $100,730
- Occupancy
- $1,806,979
- Travel
- $180,857
- Depreciation
- $180,467
- Program services (functional)
- $13,014,610
- Management and general (functional)
- $775,540
- Fundraising (functional)
- $180,533
Balance sheet and other
- Total assets, start of year
- $28,100,245
- Total assets, end of year
- $31,224,378
- Total liabilities, end of year
- $25,820,993
- Net assets, end of year
- $5,403,385
- Land, buildings and equipment
- $4,774,676
- Net assets without donor restrictions
- $5,393,385
- Net assets with donor restrictions
- $10,000
- Gross receipts
- $18,396,250
- Employees
- 435
- Volunteers
- 10
- Year formed
- 2011
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL DUFFY | PRESIDENT Officer | 40 | $264,348 | $16,306 |
| JEAN LOMBARDI | CHIEF OPERATING OFFICER Officer | 40 | $146,200 | $33,488 |
| VANESSA CEAS | VICE PRESIDENT Highest-paid employee | 40 | $175,607 | $248 |
| HECTOR CALDERON | CHIEF EQUITY OFFICER Highest-paid employee | 40 | $140,373 | $32,140 |
| ELIE BILMES | CHIEF PROGRAM OFFICER Officer | 40 | $151,951 | $10,730 |
| LORIMAR MORILLO | SENIOR BUSINESS MANAGER Highest-paid employee | 40 | $121,231 | $17,536 |
| SHERQUANA CHARLES | DIRECTOR OF FINANCE Officer | 40 | $119,543 | $18,069 |
| CHRISTINA VENABLE DIRECTOR OF | PHILANTHROPY & SPECIAL INITIATIVES Highest-paid employee | 40 | $126,096 | $10,756 |
| DARIUS ROSE | DIRECTOR OF RECRUITMENT Highest-paid employee | 40 | $120,003 | $14,775 |
| ADAM WEINSTEIN | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| SUSAN MUSTOKOFF AKSELRAD | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| MICHAEL BROWN | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| CHARLOTTE ADJCHAVANICH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AARON DALY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DERRICK DIGGS | DIRECTOR Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAMANTHA OWADES | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN STROUD | DIRECTOR Trustee or director | 1 | $0 |
| SID VAIDYA | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 38 DELANCY STREET, NEW YORK, NY 10002-4195
- In care of
- % MICHAEL DUFFY
- Principal officer (990 for 2024)
- MICHAEL DUFFY, 240 BLEECKER STREET, NEW YORK, NY 10014
- Signed the 990
- MICHAEL DUFFY, PRESIDENT
- Phone
- (212) 233-5152
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
Mission
THE MISSION OF THE GREAT OAKS FOUNDATION IS TO PROVIDE STUDENTS WITH ACCESS TO A QUALITY EDUCATION THROUGH HIGH-DOSAGE TUTORING. WE ENVISION AN AMERICA WHERE EVERY CHILD HAS THE SUPPORT OF A TUTOR TO ENABLE THEM TO REALIZE THEIR FULL HUMAN POTENTIAL.
Program accomplishments
- GREAT OAKS FOUNDATION ("GO") RECRUITS, TRAINS, AND SUPPORTS A CORPS OF YOUNG ADULTS WHO ARE PLACED IN PARTNER SCHOOLS WHERE THEY INTENSIVELY TUTOR STUDENTS AS A PART OF A YEAR OF SERVICE THROUGH THE FEDERAL AMERICORPS PROGRAM. GO CALLS ITS TUTORS "FELLOWS" TO ENCOMPASS THE SEVERAL ROLES THEY PLAY TO INSTRUCT, MENTOR, AND DEVELOP THE STUDENTS WITH WHOM THEY ARE MATCHED. DURING THE 2024-2025 SCHOOL YEAR, GO PLACED OVER 283 TUTORS AT SCHOOLS IN NEW YORK, NEW JERSEY, AND CONNECTICUT, SERVING OVER 3,400 STUDENTS. GO PROVIDES HOUSING TO THE TUTORS PLACED IN ITS PARTNER SCHOOLS. GO OFFERS COMMUNAL HOUSING - INCLUDING FURNITURE AND UTILITIES - IN THE NEIGHBORHOODS WHERE TUTORS ARE SERVING.GO SERVES AS A MANAGEMENT ORGANIZATION FOR A SMALL NETWORK OF CHARTER SCHOOLS. IN 2024-2025, GO PROVIDED COMPREHENSIVE BACK OFFICE SERVICES TO THESE SCHOOLS, INCLUDING FINANCE, HR, OPERATIONS, AND FACILITIES SUPPORT.Expenses $13,014,610 · revenue $6,831,799
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-5281234
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $31,224,378
- Income (IRS master file)
- $18,396,250
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $8,261,567 | $8,749,278 | $3,509,020 | IRS |
| 990 | June 2022 | $10,108,472 | $10,252,493 | $2,578,218 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about GREAT OAKS FOUNDATION INC
- What is the EIN of GREAT OAKS FOUNDATION INC?
- The employer identification number (EIN) of GREAT OAKS FOUNDATION INC is 27-5281234.
- Is GREAT OAKS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to GREAT OAKS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GREAT OAKS FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GREAT OAKS FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GREAT OAKS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of GREAT OAKS FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names MICHAEL DUFFY.
- Who are the officers and directors of GREAT OAKS FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 18 people; 9 received compensation from the organization, the highest $264,348 (MICHAEL DUFFY, PRESIDENT).
- How much revenue does GREAT OAKS FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $18,396,250, expenses of $13,970,683 and total assets of $31,224,378 at year end.
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