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Oak Grove Institute Foundation

Murrieta, CA · EIN 33-0470446 · 501(c)(3) · Publicly supported organization (509(a)(2))
Latest filing: Form 990 for calendar year 2024 (tax year 2024) · View the filing · Correct or respond

Oak Grove Institute Foundation reported $24.2 million in revenue and $23.9 million in expenses for calendar year 2024. Of every $100 it spent, $91.56 went to program services, $7.47 to management and general costs and $0.97 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 88.2% of the total. Government grants made up 5.4%. The highest compensation it reported for one person was $344,448 (Chief Executive Officer). 6 people received more than $100,000 in reportable compensation. Revenue rose 21% between 2019 and 2024. Source: Form 990, 2024.

Where $100 of spending went

Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $24M

For context, the median across 2,433 covered unclassified charities: $88.27 programs, $11.68 management, $0.05 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

Calendar year 2024 · Form 990, Part VIII · total revenue $24M

The 990 scorecard · same measures for every charity, no grades

2024 filing. Median across 2,433 covered charities in this category, from their latest filings.
Measure2024Median
Program services
Part IX 25(B) ÷ 25(A)
91.6%86.7%
Management & general
Part IX 25(C) ÷ 25(A)
7.5%11.5%
Fundraising
Part IX 25(D) ÷ 25(A)
1.0%0.0%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.11$0.01
Contributions & grants share of revenue
Part VIII 1h ÷ 12
8.5%29.9%
Government grants share of revenue
Part VIII 1e ÷ 12
5.4%3.8%
Program service revenue share
Part VIII 2g ÷ 12
88.2%58.9%
Highest reported compensation
Part VII-A, columns D–F
$344,448$301,601
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
1.44%1.38%
People paid over $100,000
Part VII, line 2
66
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
17.06.8
Independent voting board members
Part VI 1a–1b
9 of 9100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

2024 · Form 990, Part III · the three largest programs by expense
$10M expenses · 47.3% of program spending · grants $339K · revenue $12M

Oak Grove Institute Foundation (Oak Grove) operates residential and educational facilities for children suffering from severe emotional trauma and disabilities. During the year covered, Oak Grove provided 20,393 days of care

$7.3M expenses · 33.2% of program spending · grants $209K · revenue $5.9M

Oak Grove operates a non-public school that provides education to emotionally disturbed children who require an individually designed curriculum. During the year covered, the school provided 20,436 days of attendance

$2.1M expenses · 9.8% of program spending · grants $13,418 · revenue $1.9M

Wraparound Program is a community-based in-home intervention services that recognize the unique strengths and needs of the children or youth and family and includes the delivery of coordinated services to address those needs. The program targets children with significant mental health and/or behavioral issues who are Riverside County dependents ages 18 and under who are transitioning home, or to a home-like setting, from residential-based services or who are at risk of requiring placement from residential placement (i.e., group home) to a higher level of care. During the year, Oak Grove…

$2.1M all other programs (line 4d)

Highest reported compensation

2024 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
Chief Executive Officer
Officer, 40.00 hrs/week
$329,140$0$15,308$344,448
Chief Financial Officer
Officer, 32.00 hrs/week
$161,100$0$1,200$162,300
Clinic Director
Highest compensated employee, 40.00 hrs/week
$129,586$0$7,490$137,076
Treatment Coordinator-PHP
Highest compensated employee, 40.00 hrs/week
$131,430$0$1,327$132,757
Director of Education
Highest compensated employee, 40.00 hrs/week
$131,257$0$1,265$132,522
Director of HR/Operations
Highest compensated employee, 40.00 hrs/week
$116,558$0$8,270$124,828
Program Director
Highest compensated employee, 40.00 hrs/week
$107,042$0$1,273$108,315

6 people received more than $100,000 in reportable compensation from Oak Grove Institute Foundation (Part VII, line 2). Compensation of current officers, directors and key employees totaled $550K (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$10M$20M$30M$40M201920202021202220232024$24M$24M
FilingRevenueExpensesProgramsNet assetsTop pay
2024 ⓘ$24M$24M91.6%$34M$344,448
2023 ⓘ$24M$23M90.3%$33M$340,636
2022 ⓘ$26M$22M90.7%$30M$308,345
2021 ⓘ$23M$20M89.1%$26M$288,294
2020 ⓘ$17M$18M89.4%$22M$308,738
2019 ⓘ$20M$19M89.1%$24M$271,228

Governance answers, as filed

2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b9 · 9 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4No
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 5434
  • Volunteers Part I, line 6400

Private foundation grants it received

4 private foundations reported grants to Oak Grove Institute Foundation totaling $17,435 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from Oak Grove Institute Foundation's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Oak Grove Institute Foundation, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All unclassified charities · Largest charities in California

Questions people ask

How much of Oak Grove Institute Foundation's spending goes to programs?

In calendar year 2024, Oak Grove Institute Foundation reported that 91.6% of its $23.9 million in expenses went to program services, 7.5% to management and general and 1.0% to fundraising (Form 990, Part IX).

How much does Oak Grove Institute Foundation pay its top executive?

The largest total compensation Oak Grove Institute Foundation reported for one person in calendar year 2024 was $344,448, for the role of Chief Executive Officer (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Oak Grove Institute Foundation get its money?

Of $24.2 million in revenue in calendar year 2024, 8.5% came from contributions and grants (including 5.4% from government grants) and 88.2% from program service revenue (Form 990, Part VIII).

Is Oak Grove Institute Foundation a registered charity?

The IRS lists EIN 33-0470446 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • 2024: Form 990 for calendar year 2024, object 202503179349307320 · read the filing · XML
  • 2023: Form 990 for calendar year 2023, object 202402979349302150 · read the filing
  • 2022: Form 990 for calendar year 2022, object 202303189349309715 · read the filing
  • 2021: Form 990 for calendar year 2021, object 202233199349306468 · read the filing
  • 2020: Form 990 for calendar year 2020, object 202123159349308772 · read the filing
  • 2019: Form 990 for calendar year 2019, object 202043189349303739 · read the filing

All filings for EIN 33-0470446: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.