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Nonprofit · EIN 45-4030919

OAKTREE INSTITUTE INC

Tax-exempt · TAMPA, FL 33647

Financials

$203K$216K2023$296K$289K2024
Revenue Expenses · by fiscal year end
Financials of OAKTREE INSTITUTE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$296,287$288,790$7,497$50,967$10,382$40,585
December 31, 2023990$202,784$215,759-$12,975$37,251$4,163$33,088
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$115,074
Program service revenue
$181,210
Investment income
$3
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,810
Travel
$32,186
Program services (functional)
$51,302
Management and general (functional)
$237,488

Balance sheet and other

Total assets, start of year
$37,251
Total assets, end of year
$50,967
Total liabilities, end of year
$10,382
Net assets, end of year
$40,585
Net assets without donor restrictions
$40,585
Gross receipts
$296,287
Employees
0
Year formed
2013
State of legal domicile
FL

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.

NameTitleHours / weekCompensation
AMR ABOUZIEDDIRECTOR
Trustee or director
4$0
AHMED ABOBAKER MOHAMEDDIRECTOR
Trustee or director
4$0
ABDELAZIZ ELHADDDIRECTOR
Trustee or director
4$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ABDELAZIZ ELHADDDIRECTOR
Trustee or director
4$0
AHMED ABOBAKER MOHAMEDDIRECTOR
Trustee or director
4$0
AMR ABOUZIEDDIRECTOR
Trustee or director
4$0

Address and contacts

Address (IRS master file)
10708 BREAKING ROCKS DR, TAMPA, FL 33647-3590
In care of
% AMR ABOUZIED
Signed the 990
AMR ABOUZIED, MEMBER
Phone
(813) 951-8395
Return prepared by
HM GROUP CONSULTING LLC

Mission

LEADERSHIP DEVELOPMENT ON INDIVIDUAL, FAMILY AND ORGANIZATIONAL LEVELS.

990 for the year ended December 31, 2024

Program accomplishments

  • ACCOMPLISHMENTS: 1.THROUGHOUT THE YEAR WE WORKED WITH LEADERS FROM DIFFERENT ORGANIZATIONS, NON PROFITS, STUDENTS ORGANIZATIONS AND COMMUNITY CENTERS. 2.WE TRAINED ORGANIZATIONS BOARD MEMBERS, EXECUTIVE TEAMS, COMMUNITY MEMBERS AND STUDENTS ALL AROUND THE COUNTRY. 3-TRAINED 41 NON PROFIT ORGANIZATIONS -COMPLETED OVER 400 HOURS OF TRAINING AND COACHING SESSIONS FOR 900 LEADERS -TRAINED 250 ORGANIZATIONS SENIOR LEADERSHIP -TRAINED 200 DIRECTORS -TRAINED 600 COMMUNITY AND STAFF MEMBERS
    Expenses $51,302 · revenue $296,284

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
45-4030919
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
2013
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X40)
Assets (IRS master file)
$50,967
Income (IRS master file)
$296,287

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$296,287$288,790$50,967XML
990December 2023$202,784$215,759$37,251XML
990December 2022$203,855$186,213$62,130IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 45-4030919).

Questions about OAKTREE INSTITUTE INC

What is the EIN of OAKTREE INSTITUTE INC?
The employer identification number (EIN) of OAKTREE INSTITUTE INC is 45-4030919.
Is OAKTREE INSTITUTE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to OAKTREE INSTITUTE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OAKTREE INSTITUTE 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 OAKTREE INSTITUTE 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 OAKTREE INSTITUTE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of OAKTREE INSTITUTE INC?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does OAKTREE INSTITUTE INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $296,287, expenses of $288,790 and total assets of $50,967 at year end.

Other nonprofits in TAMPA

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