Oaktree Institute
Legal name: Oaktree Institute Inc
Nonprofit profile at a glance
- EIN
- 454030919
- IRS 990 coverage
- 2015–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Tampa, FL, USA
- Phone
- 8139518395
- Rating
- 54
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Islam
- Affiliation
- Islam
Reported finances
- Revenue
- $296,287
- Expenses
- $288,790
- Assets
- $50,967
- Liabilities
- $10,382
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
People named in this filing
- AMR ABOUZIED (DIRECTOR)
- AHMED ABOBAKER MOHAMED (DIRECTOR)
- ABDELAZIZ ELHADD (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
We Offer Training, Coaching and Consulting for Muslim Leaders and Institutions. Our mission is to develop value-driven, action-focused, results-oriented leaders Oaktree Institute is a 501(c)(3) nonprofit organization focused on leadership and organizational development. We aim to improve the performance of Muslim community leaders and nonprofit organizations so that they can make a greater impact on others. Our Instructors. Learn How Oaktree Can Support You & Your Organization We assess every organization’s needs and unique challenges and provide services that helps your organization grow. Begin the Conversation.
What it reported doing in 2024
Accomplishments: 1.throughout the year we worked with leaders from different organizations, non profits, students organizations and community centers. 2.we trained organizations board members, executive teams, community members and students all around the country. 3-trained 41 non profit organizations -completed over 400 hours of training and coaching sessions for 900 leaders -trained 250 organizations senior leadership -trained 200 directors -trained 600 community and staff members
Operating model
- Revenue model
- Earned-program. 61% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 15
- Transparency & Controls: 100
- Accountability: 70
- Sustainability: 35
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 17.3%; rating input score 17
- Program expense ratio: 17.8%; rating input score 18
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 2 of 7 controls in place; rating input score 29
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 2.5%; rating input score 45; 45th percentile among comparable filings
- Total-asset coverage ratio: 0.18; rating input score 10; 10th percentile among comparable filings
- Liabilities to assets ratio: 0.2; rating input score 20; 20th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: -14.3% per year; rating input score 0; 8th percentile among comparable filings
- Revenue growth: 8.7% per year; rating input score 100; 68th percentile among comparable filings
- Asset growth: -3.7% per year; rating input score 0; 13th percentile among comparable filings
Details
- What they do: 1 programs and campaigns described on the official site
- Where the money goes: 17.3% of revenue deployed · 17.8% of spending went to programs
- Governance: 3 of 3 board members independent · 2 of 7 filing controls reported · 0 of 6 affiliation controls reported
- Programs: 1 filed program accomplishment · $51K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 20 of 20 current checks pass
- Schedules: 3 filed schedules · includes major donors
- Filing history: 9 filing years from 2015 to 2024
- Contacts: How to reach this organization
- 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 — Financial Efficiency: Mission deployment rate scored 17/100.
- High — Financial Efficiency: Program expense ratio scored 18/100.
- High — Accountability: Governance controls: 4 of 6 not reported.
- High — Growth: Program expense growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 10/100.
- Moderate — Sustainability: Operating margin scored 45/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 20/100.