Nonprofit · EIN 30-0877770
OAK TREE MINISTRIES
Tax-exempt · BIRMINGHAM, AL 35212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $744,311 | $656,196 | $88,115 | $949,768 | $327,812 | $621,956 |
| December 31, 2024 | 990 | $536,921 | $574,378 | -$37,457 | $821,075 | $287,234 | $533,841 |
| December 31, 2023 | 990 | $498,426 | $391,048 | $107,378 | $574,547 | $3,835 | $570,712 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $731,182
- Program service revenue
- $17,597
- Investment income
- $11,296
- Net gain from sales of assets
- $1,200
- Net income from fundraising events
- -$15,764
- Other revenue
- -$15,764
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $57,523
- Other salaries and wages
- $277,947
- Salaries, compensation and benefits (total)
- $417,547
- Professional fundraising fees
- $0
- Accounting fees
- $8,575
- Occupancy
- $11,001
- Travel
- $5,128
- Depreciation
- $34,373
- Program services (functional)
- $522,917
- Management and general (functional)
- $94,966
- Fundraising (functional)
- $38,313
Balance sheet and other
- Total assets, start of year
- $821,075
- Total assets, end of year
- $949,768
- Total liabilities, end of year
- $327,812
- Net assets, end of year
- $621,956
- Land, buildings and equipment
- $326,508
- Net assets without donor restrictions
- $345,420
- Net assets with donor restrictions
- $276,536
- Gross receipts
- $760,075
- Employees
- 12
- Volunteers
- 150
- Year formed
- 2015
- State of legal domicile
- AL
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RAQUEL PATTERSON | EXECUTIVE DI Officer | 40 | $52,723 | $4,800 |
| ANGELA BUSH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMILY DUNHAM | SECRETARY Trustee or director | 1 | $0 | $0 |
| LAUREN HUGHES | CHAIR Trustee or director | 2 | $0 | $0 |
| TIM HURD | TREASURER Trustee or director | 1 | $0 | $0 |
| GEORGE WHITLOCK III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARITA VENABLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHY WOODS | VICE CHAIR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAQUEL PATTERSON | EXECUTIVE DI Officer | 40 | $48,185 |
| KATHY WOODS | VICE CHAIR Trustee or director | 1 | $0 |
| TIM HURD | TREASURER Trustee or director | 1 | $0 |
| EMILY DUNHAM | SECRETARY Trustee or director | 1 | $0 |
| LAUREN HUGHES | CHAIR Trustee or director | 2 | $0 |
| GEORGE WHITLOCK III | BOARD MEMBER Trustee or director | 1 | $0 |
| CARITA VENABLE | BOARD MEMBER Trustee or director | 1 | $0 |
| ANGELA BUSH | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAQUEL PATTERSON | EXECUTIVE DI Officer | 40 | $46,796 |
| KATHY WOODS | CHAIRMAN Trustee or director | 2 | $0 |
| TIM HURD | VICE CHAIRMA Trustee or director | 1 | $0 |
| EMILY DUNHAM | SECRETARY Trustee or director | 1 | $0 |
| LAUREN HUGHES | BOARD MEMBER Trustee or director | 1 | $0 |
| GEORGE WHITLOCK III | BOARD MEMBER Trustee or director | 1 | $0 |
| CARITA VENABLE | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6517 KIMBERLY AVE, BIRMINGHAM, AL 35212-2051
- In care of
- % ALEX B LEATH
- Principal officer (990 for 2025)
- RAQUEL PATTERSON, 6517 KIMBERLY AVENUE, BIRMINGHAM, AL 35212
- Signed the 990
- RAQUEL PATTERSON, EXECUTIVE DIRECTOR
- Phone
- (205) 521-8899
- Website
- WWW.OAKTREEMINISTRIES.ORG
- Return prepared by
- LUCA
Mission
THE ORGANIZATION IS OPERATED PRIMARILY TO PROMOTE SOCIAL WELFARE THROUGH SERVICE INITIATIVES INTENDED TO RELIEVE THE POOR, DISTRESSED OR UNDERPRIVILEGED; ADVANCE RELIGION; ADVANCE EDUCATION; LESSEN NEIGHBORHOOD TENSIONS; ELIMINATE PREJUDICE AND DISCRIMINATION; DEFEND HUMAN AND CIVIL RIGHTS SECURED BY LAW; PROMOTE JUSTICE; AND COMBAT COMMUNITY DETERIORATION AND JUVENILE DELINQUENCY.
Program accomplishments
- DURING THE YEAR, THE ORGANIZATION DELIVERED COMPREHENSIVE PROGRAMMING SERVING CHILDREN, TEENS, AND ADULTS IN THE COMMUNITY. ELEMENTARY PROGRAMMING SUPPORTED 15 STUDENTS THROUGH 53 TUTORING SESSIONS, PROVIDING 357 HOURS OF ACADEMIC SUPPORT, ALONG WITH WEEKLY READING PROGRAMS AND MONTHLY LITERACY RESOURCES BENEFITING 75 HOUSEHOLDS AND 275 CHILDREN. TEEN PROGRAMS ENGAGED OVER 50 YOUTH THROUGH MENTORSHIP, LEADERSHIP DEVELOPMENT, AND SPECIAL EVENTS, INCLUDING A FOUR-MONTH LEADERSHIP PROGRAM WITH 12 PARTICIPANTS, MANY OF WHOM GRADUATED AND SECURED EMPLOYMENT. ADULT SERVICES ADDRESSED BOTH BASIC NEEDS AND PERSONAL DEVELOPMENT, DISTRIBUTING ESSENTIAL HYGIENE PRODUCTS TO 230 WOMEN, SUPPORTING FAMILIES THROUGH COMMUNITY EVENTS, AND PROVIDING COUNSELING SERVICES TO TEENS AND YOUNG ADULTS. ACROSS ALL PROGRAMS, VOLUNTEERS CONTRIBUTED OVER 1,200 HOURS, SIGNIFICANTLY EXPANDING THE ORGANIZATIONS CAPACITY TO DELIVER IMPACTFUL, COMMUNITY- CENTERED SERVICES.Expenses $522,917 · revenue $17,597
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 | 990 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
- 30-0877770
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P28)
- Assets (IRS master file)
- $949,768
- Income (IRS master file)
- $760,075
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $744,311 | $656,196 | $949,768 | IRS |
| 990 | December 2024 | $536,921 | $574,378 | $821,075 | XML |
| 990 | December 2023 | $498,426 | $391,048 | $574,547 | XML |
| 990 | December 2022 | $373,159 | $367,921 | $467,807 | 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 30-0877770).
Questions about OAK TREE MINISTRIES
- What is the EIN of OAK TREE MINISTRIES?
- The employer identification number (EIN) of OAK TREE MINISTRIES is 30-0877770.
- Is OAK TREE MINISTRIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to OAK TREE MINISTRIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAK TREE MINISTRIES 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 TREE MINISTRIES due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAK TREE MINISTRIES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OAK TREE MINISTRIES?
- The 990 for the year ended December 31, 2025 names RAQUEL PATTERSON.
- Who are the officers and directors of OAK TREE MINISTRIES?
- The 990 for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $52,723 (RAQUEL PATTERSON, EXECUTIVE DI).
- How much revenue does OAK TREE MINISTRIES have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $744,311, expenses of $656,196 and total assets of $949,768 at year end.
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