Nonprofit · EIN 33-0470446
OAK GROVE INSTITUTE FOUNDATION INC
Tax-exempt · MURRIETA, CA 92562
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $24,244,711 | $23,854,783 | $389,928 | $37,000,974 | $3,123,120 | $33,877,854 |
| December 31, 2023 | 990 | $24,450,940 | $22,638,240 | $1,812,700 | $36,184,320 | $3,626,474 | $32,557,846 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,049,227
- of which government grants
- $1,309,842
- Program service revenue
- $21,376,209
- Investment income
- $813,609
- Net gain from sales of assets
- $397,798
- Other revenue
- $5,666
Expenses
- Grants and similar amounts paid
- $819,205
- Compensation of officers, directors and key employees
- $549,748
- Other salaries and wages
- $15,406,148
- Salaries, compensation and benefits (total)
- $18,606,210
- Professional fundraising fees
- $0
- Accounting fees
- $51,469
- Occupancy
- $650,556
- Travel
- $330,251
- Depreciation
- $935,229
- Program services (functional)
- $21,840,631
- Management and general (functional)
- $1,782,327
- Fundraising (functional)
- $231,825
Balance sheet and other
- Total assets, start of year
- $36,184,320
- Total assets, end of year
- $37,000,974
- Total liabilities, end of year
- $3,123,120
- Net assets, end of year
- $33,877,854
- Land, buildings and equipment
- $12,392,414
- Publicly traded securities
- $6,131,546
- Net assets without donor restrictions
- $33,877,854
- Gross receipts
- $25,879,424
- Employees
- 434
- Volunteers
- 400
- Year formed
- 1981
- State of legal domicile
- CA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Tamara Wilson | Chief Executive Officer Officer | 40 | $329,140 | $15,308 |
| Fe Santiago | Chief Financial Officer Officer | 32 | $161,100 | $1,200 |
| Billie Gengler | Clinic Director Highest-paid employee | 40 | $129,586 | $7,490 |
| Thomas Baldwin | Treatment Coordinator-PHP Highest-paid employee | 40 | $131,430 | $1,327 |
| Athene Banche | Director of Education Highest-paid employee | 40 | $131,257 | $1,265 |
| Patricia Conlin | Director of HR/Operations Highest-paid employee | 40 | $116,558 | $8,270 |
| Raymond Orozco | Program Director Highest-paid employee | 40 | $107,042 | $1,273 |
| Sonya Linden | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Jonathan Martin | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Karen Locklin | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Adam Bouvet | Board Member (end 11/24) Trustee or director | 1 | $0 | $0 |
| Hemant Chhatrala | Board Member (end 5/24) Trustee or director | 1 | $0 | $0 |
| Leslie Echolds | Board Member Trustee or director | 1 | $0 | $0 |
| BJ Fazeli | Board Member (end 11/24) Trustee or director | 1 | $0 | $0 |
| Karen LaPointe | Board Member Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie Ngo | Board Member Trustee or director | 1 | $0 |
| Randall A Powell | Board Member Trustee or director | 1 | $0 |
| Becky Sims | Board Member Trustee or director | 1 | $0 |
| Mark Sitar | Board Member (start 8/24) Trustee or director | 1 | $0 |
| Erika Weitzeil | Board Member (end 2/24) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Tamara Wilson | Chief Executive Officer Officer | 40 | $331,211 | $9,425 |
| Fe Santiago | Chief Financial Officer Officer | 32 | $158,713 | $1,200 |
| Thomas Baldwin | Treatment Coordinator-PHP Highest-paid employee | 40 | $132,389 | $1,327 |
| Athene Banche | Director of Education Highest-paid employee | 40 | $129,316 | $1,200 |
| Patricia Conlin | Director of HR/Operations Highest-paid employee | 40 | $115,592 | $7,508 |
| Barry Soper | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Sonya Linden | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Alyson Drago | Secretary (end 5/23) Trustee or director, Officer | 1 | $0 | $0 |
| Karen Locklin | Board Member/Secretary (trans 5/23) Trustee or director, Officer | 1 | $0 | $0 |
| Adam Bouvet | Board Member Trustee or director | 1 | $0 | $0 |
| Hemant Chhatrala | Board Member Trustee or director | 1 | $0 | $0 |
| BJ Fazeli | Board Member Trustee or director | 1 | $0 | $0 |
| Karen LaPointe | Board Member (start 9/23) Trustee or director | 1 | $0 | $0 |
| Jonathan Martin | Board Member Trustee or director | 1 | $0 | $0 |
| Kelli Neet | Board Member (end 3/23) Trustee or director | 1 | $0 | $0 |
| Randall A Powell | Board Member Trustee or director | 1 | $0 | $0 |
| Becky Sims | Board Member (start 9/23) Trustee or director | 1 | $0 | $0 |
| Erika Weitzeil | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 24275 JEFFERSON AVE, MURRIETA, CA 92562-7285
- Principal officer (990 for 2024)
- Fe K Santiago, 24275 Jefferson Avenue, Murrieta, CA 92562
- Signed the 990
- Fe K Santiago, Interim CEO
- Phone
- (951) 677-5599
- Website
- www.oakgrovecenter.org
- Return prepared by
- Harrington Group CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0470446 or by the name OAK GROVE INSTITUTE FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Our mission is to rebuild the lives of at-risk children and their families through educating, healing, restoring relationships, building character, and instilling hope.
Program accomplishments
- Oak Grove Institute Foundation (Oak Grove) operates residential and educational facilities for children suffering from severe emotional trauma and disabilities. During the year covered, Oak Grove provided 20,393 days of care.Expenses $10,339,162 · grants $338,737 · revenue $11,614,271
- Oak Grove operates a non-public school that provides education to emotionally disturbed children who require an individually designed curriculum. During the year covered, the school provided 20,436 days of attendance.Expenses $7,259,208 · grants $209,307 · revenue $5,937,724
- Wraparound Program is a community-based in-home intervention services that recognize the unique strengths and needs of the children or youth and family and includes the delivery of coordinated services to address those needs. The program targets children with significant mental health and/or behavioral issues who are Riverside County dependents ages 18 and under who are transitioning home, or to a home-like setting, from residential-based services or who are at risk of requiring placement from residential placement (i.e., group home) to a higher level of care. During the year, Oak Grove provided 17,096 days of care.Expenses $2,134,958 · grants $13,418 · revenue $1,928,317
- ILP Program - Independent Living Skills Program provides aftercare emancipation and independent care services to aftercare youth between the ages of 16-21 for whom whole dependency has been terminated.Expenses $1,100,785 · grants $257,743 · revenue $1,177,732
- Culinary Creations is a program that helps our at-risk youth and special needs individuals learn employable skills such as pastry preparation, catering, customer service, and barista skills. Many of our children have suffered from abuse, trauma, depression, and many other mental health problems. Oak Grove is committed to helping these children overcome their problems so they can become productive, responsible adults, and one of the means used to achieve this is through culinary arts training provided by Culinary Creations. Oak Grove takes pride in helping successfully prepare youth for "the world of work".Expenses $691,069 · grants $23,039 · revenue $541,339
- Oak Grove Sanctuary Palm Springs is a Transitional Housing Program for non-minor dependents with a specific focus on meeting the needs of the LBGTQ+ community transitioning to adulthood. The facility provides affordable, safe housing for former foster and homeless youth who identify as LBGTQ+, aged 18 to 21. The youth live in a dorm-like setting with other similarly aged youth in a single-family residential home. Once stabilized in housing, they receive case management and referrals for additional support needed, like mental health therapy. Oak Grove Sanctuary Palm Springs provides both case management and mental health directly, while making referrals to other programs and agencies for additional services needed.Expenses $315,449 · grants $21,609 · revenue $176,826
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0470446
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99Z)
- Assets (IRS master file)
- $37,000,974
- Income (IRS master file)
- $25,879,424
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $24,244,711 | $23,854,783 | $37,000,974 | XML |
| 990 | December 2023 | $24,450,940 | $22,638,240 | $36,184,320 | XML |
| 990 | December 2022 | $25,962,494 | $21,521,834 | $34,422,553 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 33-0470446).
Questions about OAK GROVE INSTITUTE FOUNDATION INC
- What is the EIN of OAK GROVE INSTITUTE FOUNDATION INC?
- The employer identification number (EIN) of OAK GROVE INSTITUTE FOUNDATION INC is 33-0470446.
- Is OAK GROVE INSTITUTE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to OAK GROVE INSTITUTE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAK GROVE INSTITUTE 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 OAK GROVE INSTITUTE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAK GROVE INSTITUTE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OAK GROVE INSTITUTE FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names Fe K Santiago.
- Who are the officers and directors of OAK GROVE INSTITUTE FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 20 people; 7 received compensation from the organization, the highest $329,140 (Tamara Wilson, Chief Executive Officer).
- How much revenue does OAK GROVE INSTITUTE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $24,244,711, expenses of $23,854,783 and total assets of $37,000,974 at year end.
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