Nonprofit · EIN 93-1159383
OAK TREE FOUNDATION INC
Tax-exempt · FOREST GROVE, OR 97116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $2,611,351 | $1,804,064 | $807,287 | $29,771,666 | $28,234,926 | $1,536,740 |
| August 31, 2024 | 990 | $2,598,579 | $1,849,775 | $748,804 | $29,709,289 | $29,303,302 | $405,987 |
| August 31, 2023 | 990 | $2,541,414 | $1,901,754 | $639,660 | $29,546,380 | $30,339,248 | -$792,868 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,452,594
- Investment income
- $158,757
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $22,000
- Depreciation
- $539,487
- Program services (functional)
- $1,782,064
- Management and general (functional)
- $22,000
Balance sheet and other
- Total assets, start of year
- $29,709,289
- Total assets, end of year
- $29,771,666
- Total liabilities, end of year
- $28,234,926
- Net assets, end of year
- $1,536,740
- Land, buildings and equipment
- $18,883,939
- Publicly traded securities
- $3,943,566
- Net assets without donor restrictions
- $1,536,740
- Gross receipts
- $2,611,351
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1994
- State of legal domicile
- OR
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK DENNEY | TREASURER/SE Trustee or director, Officer | 4 | $0 | $204,129 | $27,423 |
| GENE ZURBRUGG | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SKYLER ERBEN | PAST PRESIDE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| REBECCA GRAHAM | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KEVIN WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TIGE HARRIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SAGE KATAYAMA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN MARTIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BASSAM TARAZI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRANDON GATKE | PAST SECRETA Trustee or director, Officer | 1 | $0 | $180,887 | $52,760 |
| SKYLER ERBEN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MARK DENNEY | TREASURER/SE Trustee or director, Officer | 4 | $0 | $0 | $0 |
| JOHN HAYES | PAST TREASRU Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEVIN WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REBECCA GRAHAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TIGE HARRIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GENE ZURBRUGG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRANDON GATKE | SECRETARY Trustee or director, Officer | 3 | $0 | $152,059 | $47,989 |
| JOHN HAYES | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SKYLER ERBEN | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MAGGIE BOEHMER | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| JIM LANGSTRAAT | SECRETARY - Trustee or director, Officer | 3 | $0 | $0 | $0 |
| GENE ZURBRUGG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TIGE HARRIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2043 COLLEGE WAY UC BOX 681, FOREST GROVE, OR 97116-1756
- In care of
- % PACIFIC UNIVERSITY
- Principal officer (990 for 2024)
- MARK DENNEY, 2043 COLLEGE WAY UC BOX 681, FORREST GROVE, OR 97116
- Signed the 990
- MARK DENNEY, TREASURER/SECRETARY
- Phone
- (503) 352-2258
- Return prepared by
- JONES & ROTH PC
Mission
SUPPORT PACIFIC UNIVERSITY BY MAKING DISTRIBUTIONS TO THE UNIVERSITY, OR FURNISHING SERVICES OR FACILITIES TO THE UNIVERSITY, AND ASSIST IT IN PROVIDING ON-CAMPUS OR OFF-CAMPUS HOUSING, AND PARKING FOR ITS STUDENTS.
Program accomplishments
- SUPPORT PACIFIC UNIVERSITY BY PROVIDING ON-CAMPUS HOUSING, PARKING AND FACILITIES.Expenses $1,782,064 · revenue $2,452,594
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 93-1159383
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1995
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B80Z)
- Assets (IRS master file)
- $29,771,666
- Income (IRS master file)
- $2,611,351
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $2,611,351 | $1,804,064 | $29,771,666 | XML |
| 990 | August 2024 | $2,598,579 | $1,849,775 | $29,709,289 | XML |
| 990 | August 2023 | $2,541,414 | $1,901,754 | $29,546,380 | XML |
| 990 | August 2022 | $2,503,022 | $1,958,957 | $26,808,266 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 93-1159383).
Questions about OAK TREE FOUNDATION INC
- What is the EIN of OAK TREE FOUNDATION INC?
- The employer identification number (EIN) of OAK TREE FOUNDATION INC is 93-1159383.
- Is OAK TREE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to OAK TREE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does OAK TREE 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 TREE FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OAK TREE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of OAK TREE FOUNDATION INC?
- The 990 for the year ended August 31, 2025 names MARK DENNEY.
- Who are the officers and directors of OAK TREE FOUNDATION INC?
- The 990 for the year ended August 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does OAK TREE FOUNDATION INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $2,611,351, expenses of $1,804,064 and total assets of $29,771,666 at year end.
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