OAK TREE MINISTRIES: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OAK TREE MINISTRIES (EIN 27-2285773)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-28
- IRS object ID
- 202401209349201100
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-28T22:27:09-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272285773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK TREE MINISTRIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKT | BusinessNameControlTxt |
| Phone | 9257590965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5860 Wildwood Dr | AddressLine1Txt |
| City | Redding | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Irwin | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9257590965 | PhoneNum |
| Signature | 2024-04-28 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | William | PersonFirstNm |
| Person Last | Irwin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 0 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | oaktreeministries.net | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $70,159 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $29,380 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $40,554 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $0 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $225 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $225 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $70,159 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $0 | GrantsAndSimilarAmountsPaidAmt |
| Benefits Paid To Or For Members | $0 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $41,237 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $1,601 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $4,600 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $0 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $18,038 | OtherExpensesTotalAmt |
| Total Expenses | $65,476 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,683 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $3,659 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $1 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $8,343 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,959 | BOYAmt |
| EOY | $7,643 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700 | BOYAmt |
| EOY | $700 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,659 | BOYAmt |
| EOY | $8,343 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,659 | BOYAmt |
| EOY | $8,343 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | Oak Tree Ministries exists to provide the presence of the Lord Jesus Christ by fulfilling the Holy Spirit directed tasks outlined in Isaiah 63:1-4 ... we teach, counsel and heal to plant (establish) others as "mighty oaks of righteousness" for the splendor of God. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Counseling - personal, trauma, and spiritual issues - expenses are part of the Executive Directors salary (He is the primary worker with this program) - average 18-25 hours per week counseling - $36525 Payment to contract workers doing this ministry $2005 | $0 | $38,530 |
| Ministry training for staff and volunteers for various parts of Oak Tree Ministries, $6085 | $0 | $6,085 |
| Outreach ministries - promoting the Gospel of Jesus Christ through missions, outreach through meeting benevolent needs in the community | $0 | $2,025 |
| HeartSync - deep prayer and healing ministry for people with dissociative issues and personality fracturing - expenses are part of Exec Director's salary (he is the primary worker with this program), $1924; and payment to contract worker doing this ministry, $100 | $0 | $2,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $48,664 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| William Irwin | ||||
| President, Executive Director | 35 | $23,290 | $17,947 | $0 |
| Beth Irwin | ||||
| Vice-President | 4 | $0 | $0 | $0 |
| Bert Norcross | ||||
| Treasurer | 0.5 | $0 | $0 | $0 |
| CHRIS KELLY | ||||
| Secretary | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Form1120 Pol Filed | 0 | Form1120PolFiledInd |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Irwin | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5860 Wildwood Dr | AddressLine1Txt |
| City | Redding | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9257590965 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $115,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,380 | CurrentTaxYearAmt |
| Total | $347,348 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,687 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,003 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,779 | CurrentTaxYearAmt |
| Total | $241,654 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $129,901 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $168,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,159 | CurrentTaxYearAmt |
| Total | $589,002 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,455 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,020 | CurrentTaxYearAmt |
| Total | $22,995 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,030 | CurrentTaxYearAmt |
| Total | $88,895 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,050 | CurrentTaxYearAmt |
| Total | $111,890 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $477,112 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $129,901 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $168,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,159 | CurrentTaxYearAmt |
| Total | $589,002 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.81003 | PublicSupportCY509Pct |
| Public Support PY509 | 0.82684 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests PY509 | Yes (X) | ThirtyThrPctSuprtTestsPY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 16 | Program Expenses listed in Part III(line 30)-$6084; Program Expenses listed in Part III(line 31)-$2025; Business Expense - $873; Insurance - $2443; Operations - $3104; Reimbursed Ministry Expenses - $466; Conferences and Travel - $350; Auto Expense - $2693. TOTAL $18038 |
| Form 990-EZ, Part I, Line 20 | Correcting for rounding to nearest whole dollars |
| Form 990-EZ, Part II, Line 24 | includes sound equipment, video equipment, laptop computer, iPad |
| Form 990-EZ, Part III, Line (28-31) | Line 30 - Outreach Expenses including ministry training school for staff. Line 31 - Missions support and Benevolence support for individuals in the community. |
| Form 990-EZ, Part IV | Information for William Irwin Column A - President of Board of Directors, Executive Director (key employee) - Compensation is as Executive Director |
Comments