AUMdb

Oak Tree Academy

EIN 680354148 · 501(c)(3) · Public charity · Orland, CA · recognized 2002

Assets
$681K
Revenue
$581K
Expenses
$495K
Investment income
$6.5K

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Joe Richter Treasurer $0 $0
Jeff Tollison Director $0 $0
Darem Morecy Secretary $0 $0
Erick Nielson Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $681K $581K $495K 990 990 · obj 202533499349301048 IRS ↗
06/30/2024 $601K $503K $446K 990 990 · obj 202540179349301334 IRS ↗
06/30/2023 $540K $653K $537K 990 990 · obj 202510159349301431 IRS ↗