Green Oak Consulting Group
Also known as Green Oaks Consulting, The Green Oak Consulting
- Planned giving
- 2-5 staff
- Los Angeles, California
- Founded 1986
6 clients on Form 990Giving Institute member
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About
Green Oak Consulting Group, founded in 1986 by William C. McMorran, provides planned-giving program development, gift administration, trustee, and risk-management services to charitable organizations, with a specialty serving continuing care retirement communities (CCRCs).
- Sectors served
- Human servicesArts and cultureEducationHealthFaith-based
Named clients
- Clients on record
- 4
- 4 on Form 990
- 990 fees reported
- $260K
- across 5 engagements
- Typical fee
- $77K
- largest $86K
- Years on record
- 2017–2024
- from 990 filings
| Source | ||||
|---|---|---|---|---|
| Phi Group ReturnDillsburg, PAFundraising consultingForm 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2024Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Fundraising consulting | $76,745 | |
| Phi Group ReturnDillsburg, PAFundraising consultingForm 990 · 2023Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2023Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Fundraising consulting | $85,246 | |
| Phi Group ReturnDillsburg, PAFundraising consultingForm 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2022Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Fundraising consulting | $85,607 | |
| Arroyo Grande Community Hospital FoundationArroyo Grande, CAConsultingForm 990 · 2017Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2017Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Consulting | $6,000 | |
| French Hospital Medical Center FoundationSn Luis Obisp, CAConsultantForm 990 · 2017Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2017Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Consultant | $6,000 | |
| Mercy Medical Center Merced FoundationMerced, CAConsulting planned givForm 990 · 2017Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Form 990 · 2017Nonprofits that spend more than $15,000 a year on professional fundraising must list, on IRS Form 990 Schedule G, each firm they paid more than $5,000, and how much. | Consulting planned giv | — |