Caroline L Oaks Charitable Trust is a 501(c)(3) organization based in Chicago, Illinois, registered in 1996, with $51,563 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$52K
▼ 10.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$56K
Net assets
$618K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Caroline L Oaks Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Caroline L Oaks Charitable Trust: 132 mo reserves · -9% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Caroline L Oaks Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Caroline L Oaks Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $59K (FY2017) to $52K (FY2024) across 8 reported years.
Financial snapshot
Operating margin
-8.7%
Spent more than it raised in the latest fiscal year.
Total assets
$618K
Total liabilities
$0
Net assets
$618K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $51,563▼10.4% | $56,062▼13.8% | $618,363▼0.9% | $618,363▼0.9% | 990PF |
| 2023 | $57,524▲108% | $65,070▼20.1% | $623,865▼1.2% | $623,865▼1.2% | 990PF |
| 2022 | $27,592▼57.8% | $81,469▲8.2% | $631,264▼7.9% | $631,264▼7.9% | 990PF |
| 2021 | $65,329▲74.8% | $75,301▲2.6% | $685,072▼1.4% | $685,072▼1.4% | 990PF |
| 2020 | $37,365▼40.1% | $73,384▲12.5% | $694,995▼5.0% | $694,995▼5.0% | 990PF |
| 2019 | $62,427▼9.7% | $65,252▼8.3% | $731,205▼0.4% | $731,205▼0.4% | 990PF |
| 2018 | $69,155▲16.5% | $71,190▲16.3% | $734,112▼0.3% | $734,112▼0.3% | 990PF |
| 2017 | $59,371 | $61,206▼14.3% | $736,058▼13.3% | $736,058▼13.3% | 990PF |
| 2011 | — | $71,406▲3.4% | $849,446▼2.3% | $849,446▼2.3% | 990PF |
| 2010 | — | $69,042 | $869,413 | $869,413 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Caroline L Oaks Charitable Trust (EIN 35-6354993) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.