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Nonprofit · EIN 46-5611781

OAKTREE ACADEMY INC

Tax-exempt · LUDINGTON, MI 49431

Financials

$1M$961K2022$976K$1M2023$1.5M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of OAKTREE ACADEMY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,526,293$1,109,380$416,913$1,657,915$35,125$1,622,790
June 30, 2024990$975,556$1,006,033-$30,477$1,240,363$34,486$1,205,877
June 30, 2023990$1,012,989$960,699$52,290$1,272,890$36,536$1,236,354
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$360,825
of which government grants
$360,825
Program service revenue
$1,157,947
Investment income
$6,946
Other revenue
$575

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$753,173
Salaries, compensation and benefits (total)
$819,188
Professional fundraising fees
$0
Occupancy
$31,352
Travel
$633
Depreciation
$45,003
Program services (functional)
$1,020,501
Management and general (functional)
$88,879

Balance sheet and other

Total assets, start of year
$1,240,363
Total assets, end of year
$1,657,915
Total liabilities, end of year
$35,125
Net assets, end of year
$1,622,790
Land, buildings and equipment
$1,393,224
Net assets without donor restrictions
$1,622,790
Gross receipts
$1,526,293
Employees
0
Year formed
2014
State of legal domicile
MI

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.

NameTitleHours / weekCompensation
JOHN WILSONPRESIDENT
Officer
0$0
ANITA WILSONVICE PRESIDENT
Officer
0$0
LYNNE RUSSELLTREASURERSECRETARY
Officer
0$0
LISA COOPEREXEC DIRECTORSEC
Officer
0$0
990 for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
LYNNE RUSSELLTREASURERSECRETARY
Officer
0$0
LISA COOPEREXEC DIRECTORSEC
Officer
0$0
JOHN WILSONPRESIDENT
Officer
0$0
ANITA WILSONVICE PRESIDENT
Officer
0$0
990 for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
LYNNE RUSSELLTREASURERSECRETARY
Officer
0$0
LISA COOPEREXEC DIRECTORSEC
Officer
0$0
JOHN WILSONPRESIDENT
Officer
0$0
ANITA WILSONVICE PRESIDENT
Officer
0$0

Address and contacts

Address (IRS master file)
6498 W DECKER RD, LUDINGTON, MI 49431-9482
In care of
% LYNNE RUSSELL
Signed the 990
LYNNE RUSSELL, TREASURERSECRETARY
Return prepared by
Lake Michigan CPA Services PLC

Mission

OAKTREE ACADEMYS PURPOSE IS TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR EDUCATIONAL PURPOSES AND TO ORGANIZE AND OPERATE A DAY CARE CENTER IN LUDINGTON, MICHIGAN.

990 for the year ended June 30, 2025

Program accomplishments

  • PROVIDING WHOLE FAMILY SUCCESS THROUGH HIGH QUALITY CHILD CARE SERVICES IN ENRICHING ENVIRONMENTS WHERE CHILDREN GROW INTO LIFELONG LERNERS.
    Expenses $1,020,501

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
46-5611781
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
2014
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P33)
Assets (IRS master file)
$1,657,915
Income (IRS master file)
$1,526,293

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,526,293$1,109,380$1,657,915XML
990June 2024$975,556$1,006,033$1,240,363XML
990June 2023$1,012,989$960,699$1,272,890XML
990June 2022$1,551,843$879,659$1,291,111IRS
990June 2021–––IRS
990June 2019–––IRS
990June 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 46-5611781).

Questions about OAKTREE ACADEMY INC

What is the EIN of OAKTREE ACADEMY INC?
The employer identification number (EIN) of OAKTREE ACADEMY INC is 46-5611781.
Is OAKTREE ACADEMY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to OAKTREE ACADEMY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OAKTREE ACADEMY 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 ACADEMY 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 OAKTREE ACADEMY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of OAKTREE ACADEMY INC?
The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does OAKTREE ACADEMY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,526,293, expenses of $1,109,380 and total assets of $1,657,915 at year end.

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