Live Oak Institute
Nonprofit profile at a glance
- EIN
- 942663536
- IRS 990-EZ coverage
- 2015–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2020
- Location
- Berkeley, CA, USA
- Rating confidence
- Limited
Reported finances
- Revenue
- $34,684
- Expenses
- $83,743
- Assets
- $33,466
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Ahouva Steinhaus (President)
People named in this filing
- Ahouva Steinhaus (President)
- Debora Barkan (Secretary)
- William Segesta (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Live Oak Institutes purpose is to develop programs and approaches to bring about cultural transformation as it relates to quality of life and meaning for elders and those who serve and relate to them.
What it reported doing in 2024
Played a significant development role in the design implementation and creation of a national working group and a national presence for the Live Oak Project with the purpose of reimagining redesigning and transforming the system of services and supports for elders and people living with disabilities to result in an integrated person centered system that supports the ability of each person living and providing care within the system to achieve their highest potential.
Operating model
- Revenue model
- Donor-supported. 74% of the money available for current operations came from contributions and gifts.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 100
- Sustainability: 11
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -141.4%; rating input score 6; 6th percentile among comparable filings
- Total-asset coverage ratio: 0.4; rating input score 26; 26th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 43%; rating input score 4; 4th percentile among comparable filings
Growth
- Program expense growth: 6.6% per year; rating input score 100; 66th percentile among comparable filings
- Revenue growth: 4.8% per year; rating input score 100; 70th percentile among comparable filings
- Asset growth: 8.1% per year; rating input score 100; 68th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 4 filed schedules
- Filing history: 8 filing years from 2015 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 6/100.
- High — Sustainability: Total-asset coverage ratio scored 26/100.
- High — Sustainability: Officer compensation ratio scored 4/100.